Optimizely : Show Personalized Content Blocks

I have been exploring Personalization on Optimizely CMS 12 – Simple to set up, and can be utilized throughout the website.

I came across this use case where we want to show the Priority Call button on a page only during business hours.

The page currently has no call-to-action button.

Let’s get started to personalize the page to add a Priority Call button.

Step 1: Create Audience

  • Create an audience with the rules you would like to define.

Optimizely-CMS-Personalization-Content-Block.png

  • I created an Audience called Priority Call specifically for customers who can call the priority phone number during business hours.

Optimizely-CMS-Personalization-Content-Block-1.png

  • Add Criteria based on the project needs – multiple criteria can target specific customers.

  • Added Time of Day criteria – Monday to Friday from 8 am to 5 pm.

Optimizely-CMS-Personalization-Content-Block-3.png

 

Step 2: Create a Personalized Block

  • Now that we have created the target Audience. Let’s make a personalized block for a page.
  • I chose the ‘Find a Reseller’ page and, in Blocks, I am going to create a New Block for this page – you can also create one for the All Sites.

  •  Selected Button as the New Block and gave it a name – Priority Call Button.

  • Filled out the Button Text and Link.

  • Please make sure to Publish the Block – If not, it will not be visible on the page. 
  • I have made this mistake and wondered why the block isn’t appearing 🙂

 

3. Add the Personalized Block to a Page

  • Let’s drag and drop the Priority Call Button block into the Large Content Area or any Content Area.

  • Let’s personalize the button.

  • Everyone is by default – let’s change it to our new audience Priority Call.

  • Let’s publish the page and view it during business hours (our Audience criteria)
  • Yay! We could see the Priority Call Button!

If you prefer watching a video, my quick recording –

Hope this helps.

Happy Optimizing!

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