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Creating samples for use with Personalize

Personalize

Published: 2024-10-17

First of all, we would like to create a sample for use with Personalize, as Sitecore Personalize provides sample code in the form of templates, so that simple popups can be easily implemented without writing anything.

Create a sample Experience

In this article, we will create a new personalization configuration using a hand-plate from Experience. First, go to the Sitecore Personalize administration page. The following screen shows a blank screen by default.

personalizesample01.png

Click on the Create button in the upper right corner, and you will see three choices. In this case, we will select Web for personalization.

personalizesample02.png

For the sake of simplicity, we will create a sample experience named "Sample Experience.

personalizesample03.png

Still empty, but ready for personalization settings.

personalizesample04.png

Content Creation

The above screen shows No content created yet and the status of content not created. Clicking on the Create variant button will display a selection of templates.

personalizesample05.png

In this case, select Corner Popup (Boxever Library). Then the screen changes and a sample popup is already displayed.

personalizesample06.png

The parameters used in the sample can be set on the screen displayed on the right. For example, for the image in the popup, if you add the URL of the image, the image will be added as follows

personalizesample07.png

Check Advanced Edit

How is this component created? Click on the Advanced Edit button here, and the editing screen will change as shown below.

personalizesample09.png

The HTML, CSS, and JavaScript provided with this template are available, and each is set up so that they can be entered in this right-hand field. For example, the background image is defined in CSS as follows

personalizesample10.png
CSS
/*
[[Image URL | string || {required:true, group: General, order: 1}]]
*/

#pers-{{ref}} #pers-transition-card .img-container__image {
    margin: 0;
    background: [[Background Image Colour]];
    height: 100%;
    display: flex;
    justify-content: center;
    align-items: center;
    font-size: var(--font-size-h4);
    background-image: url("[[Image URL]]");
    background-position: center;
    background-repeat: no-repeat;
    background-size: cover;
}

Variables are set against HTML and stylesheets, so that the preview is actually typed and created. Templates can also be created and registered based on the sample.

This time, save the file with the default settings and the sample is ready to be used.

personalizesample08.png

Summary

Complete this personalization setup by setting the text, URL of the link, etc. Your sample is now ready to be used. We will use this sample to create the part that will display the popup.

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