Onboarding overview
The Personalization onboarding is delivered through Acquia Academy or through a paid engagement.
With Acquia’s self-paced electronic learning program, you can:
- Gain familiarity with this product on your own schedule.
- Develop the skills required to implement Personalization.
- Prepare for enhanced training through a paid engagement.
Onboarding resources
The following resources are available to support you during your onboarding:
- Personalization training
- Acquia Support for product-related assistance
- Personalization
Planning for success
Acquia has identified that successful Personalization implementations have alignment across the project team and organization. Acquia suggests that you identify personnel for the following roles:
- Executive Sponsor: Provides the vision and acts as the primary stakeholder for the success of the Personalization implementation.
- Project Manager: Facilitates and tracks the progress of the implementation, and acts as the primary point of contact.
- Personalization Administrator: Performs all Personalization administrative duties, including defining permissions, creating campaigns, defining metadata structure, and reporting.
- Technical Subject Matter Expert: Assists with module installation, configuration, or other technical implementation details.
Customer preparation
The Personalization onboarding is effective if you:
- Have Personalization use cases: You must have at least one clearly defined, basic use case for website personalization. For example, you must know details such as:
- Who should see the personalized content
- Where do you want your users to view the personalized content
- What personalized content you want to show.
- Have well-defined website and business goals for Personalization: You must be able to identify the Key Performance Indicators (KPIs) that you want to achieve by running website personalizations.
- Gather content for Personalization use cases: If you do not have personalized content, you must identify resources and processes to produce content according to the project schedule.
- Are available to work with Personalization: Successful Personalization onboarding requires stakeholders to commit to five weekly training sessions and self-paced online learning.
Onboarding checklist
Complete the following checklist as you navigate your onboarding:
- Install and configure the Personalization modules correctly for all relevant web properties.
- Get access for all internal users to Profile Manager and Experience Builder.
- Build and categorize segments by using consistent naming conventions.
- Map relevant taxonomies to Personalization and export them to Content Hub, if required.
- Identify and create custom events and map them to Personalization, if required.
- Navigate and interpret standard reports.
- (For premium customers) Build or access custom reports.
- Publish at least one Personalization rule in a production environment.
- Identify slots, create Personalization rules, and assign custom goals.