Category: CDP and Personalize

Sitecore Personalize Demo using TamperMonkey

 

Sitecore Personalize Demo using TamperMonkey.png

I started exploring Sitecore Personalize, which allows to craft tailored web experiences based on customer behavior and preferences.

In this blog, I’ll walk through how to integrate Sitecore Personalization for the Sitecore XP/XM/XMCloud website without installing EngageSDK – using TamperMonkey, a browser extension for running custom JavaScript.

Create a Point Of Sale (PoS)

In Sitecore CDP or Personalize create a PoS for the website.

Sitecore-CDP-Personalize-Popup-TamperMonkey.png

 

Create a Web Experience

In Sitecore Personalize, let’s navigate to the Experiences section and click Create New Experience.

Select from experience types such as:

  • Web Experience (e.g., personalized banners or pop-ups)
  • Interactive Experience (e.g., Chatbots, real-time API integrations)
  • Triggered Experience (e.g., email, push notifications)

Sitecore-CDP-Personalize-Popup-TamperMonkey-21.png

Sitecore-CDP-Personalize-Popup-TamperMonkey-3-1.png

OOTB Templates

Sitecore Personalize offers 14 out-of-the-box (OOTB) templates for creating web experiences. These templates are designed to help you quickly set up and customize your web experiments and experiences without needing to write code. Here are some of the templates available:

  1. Alert Bar (Boxever Library)

  2. Corner Popup (Boxever Library)

  3. Email Capture Bar (Boxever Library)

  4. Email Capture Corner (Boxever Library)

  5. Notification Widget (Boxever Library)

  6. Popup takeover (Boxever Library)

  7. Sidebar (Boxever Library)

  8. Alert Bar (Sitecore Library)

  9. Corner Popup (Sitecore Library)

  10. Email Capture Bar (Sitecore Library)

  11. Email Capture Corner (Sitecore Library)

  12. Notification Widget (Sitecore Library)

  13. Popup takeover (Sitecore Library)

  14. Sidebar (Sitecore Library)

Select any of the out-of-the-box templates or custom web templates, if they have been created.

Sitecore-CDP-Personalize-Popup-TamperMonkey-4.png

Let’s start to customize it. You have the option to use Advanced Edit for HTML, CSS, and JavaScript to enhance web templates.

Sitecore-CDP-Personalize-Popup-TamperMonkey-4.png

The final Popup looks like this – changed the following 

  • Background color
  • Title
  • Description
  • Button Text

Sitecore-CDP-Personalize-Popup-TamperMonkey-6.png

 

Page Targeting

I chose all the pages for simplicity.

Sitecore-CDP-Personalize-Popup-TamperMonkey-7.png

 

If you like specific pages – add the condition for the page URL.

Sitecore-CDP-Personalize-Popup-TamperMonkey-17.png

Goals

I chose not to track performance for testing purposes. Feel free to add any goal according to website needs.

Sitecore-CDP-Personalize-Popup-TamperMonkey-8.png

Filter, Decisioning, and Notifications

They are optional, going to leave them as it is. The Decision Model is so powerful that, will be exploring it in upcoming blogs.

Preview

Let’s Preview what it looks like – 

https://madhuanbalagan.com/?bxQATool=true&bxFlowRef=f536d1f2-646d-406e-8bb4-7e434912ce6b&bxVariantRef=77069aa5-dd50-44d2-ac5b-243ff8c246f6

The preview isn’t working because the EngageSDK needs to be installed on the website. If you have EngageSDK installed on the website, feel free to skip the TamperMonkey part.

Now this is where the TamperMonkey plugin comes to the rescue to pre-load the Engage SDK on any website using Sitecore Personalize script.

Download TamperMonkey Chrome extension –http://chromewebstore.google.com/detail/tampermonkey/dhdgffkkebhmkfjojejmpbldmpobfkfo?hl=en

Note: Make sure it is enabled and the Developer mode is turned on.

Sitecore-CDP-Personalize-Popup-TamperMonkey-11-1.png

 

Let’s make a new script. By default, TamperMonkey uses the website domain where you clicked ‘New Script’ as a match. 

Sitecore-CDP-Personalize-Popup-TamperMonkey-12.png

Replace the following placeholders – 

The clientkey is found in CDP->Settings->API Access

Sitecore-CDP-Personalize-Popup-TamperMonkey-2-1.png

 

Let’s add the script to TamperMonkey and save it. The @name value determines how the script is named.

Now it should detect the script when you visit the website.

Sitecore-CDP-Personalize-Popup-TamperMonkey-13.png

 

Live

Let’s publish the Experience to make it live – If you have a notification set, it will email when it’s live, paused, etc.

Sitecore-CDP-Personalize-Popup-TamperMonkey-2-1.png

The email notification is pretty helpful especially for Marketers to track their Experiences.

Sitecore-CDP-Personalize-Popup-TamperMonkey-20.png

 

 

Preview

Let’s try the Preview – make sure to add a new script for the preview URL in TamperMonkey. 

Let’s load the Preview with the page URL.

Sitecore-CDP-Personalize-Popup-TamperMonkey-16.png

The Popup showed up and the QA Tool shows at the left side of the page.

QA Tool

The QA Tool shows the validation of everything. Feel free to change the variant to test different scenarios. It’s super helpful for troubleshooting any issues.

Sitecore-CDP-Personalize-Popup-TamperMonkey-14.png

Testing

Let’s reload the page, Yay! Popup showed up!!

Sitecore-CDP-Personalize-Popup-TamperMonkey-15-2.png

Hope this helps.

Happy Sitecoring!

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Sitecore Personalize : Custom Web Template Integration


Sitecore Personalize Custom Web Template Integration.png

I’ve been delving deeper into Sitecore Personalize and have discovered how to incorporate its custom Web Templates into the website.

Let’s dive into the process of creating custom Web Templates and how to utilize them in Web Experiences.

Create Web Template

Let’s navigate to Web Templates in Sitecore Personalize and create it.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-1-2.png

 

The Web Templates have the high flexibility of HTML, CSS, JavaScript, and API tabs to configure.

  • HTML: Define the structure and content of your web template. This is where you can create the basic layout and elements that will be displayed on your website.

  • CSS: Style your web template to match your brand’s look and feel. You can add custom styles to ensure that the template is visually appealing and consistent with your website’s design.

  • JavaScript: Add interactivity and dynamic behavior to your web template. JavaScript allows you to create engaging user experiences by adding features like animations, form validations, and more.

  • API: Configure API responses to integrate with your organization’s data.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-2-1.png

 

To build the custom web template, let’s say I want to Personalize the About page of my blog.

To create HTML and CSS, we don’t need to dive into the code. A tool called SnipCSS can turn any section of the website into a reusable component.

SnipCSS

SnipCSS is a powerful tool designed to help web developers extract CSS and HTML snippets from any web element or widget. The main key feature is extracting all HTML, images, and CSS with a single click.

Download the Chrome extension – https://chromewebstore.google.com/detail/snipcss/hbdnoadcmapfbngbodpppofgagiclicf

After installing, there is no need for signup unless Pro features are needed.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-6.png

 

Running the SnipCSS

Let’s hover over the section we want to personalize and run the Snip CSS.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-8.png

 

A cute Kiwi will come, analyze the section in a second, and open a new tab with HTML and CSS of the section.

Sitecore CDP and Personalize - Web Templates-Experiences-9.png

 

Web Template HTML and CSS

Let’s copy and paste the HTML and CSS into the Web Template that we created.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-13.png

 

Convert all hard-coded text into parameters to ensure it can be reused throughout the website.

Let’s convert the image source into a dynamic image URL.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-10-1.png

To make it configurable, substitute it with a parameter name and type

[[ Image URL  | string ]]

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-11.png

 

Similarly, I have configured more fields.

[[ Title | string ]]

[[ Description | string ]]

[[ Certification 1 | string ]]

[[ Certification 2 | string ]]

[[ Certification 3 | string ]]

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-12.png

 

Web Template JavaScript

Now we need to tell whether the section needs to be replaced/added after some ClassName or ID of the page.

Let’s replace the section HTML with the ID of the div.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-15.png

Sitecore CDP and Personalize - Web Templates-Experiences-14.png

Settings

Let’s add a description for the web template and select an icon from the predefined options, as custom uploads are not allowed.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-17.png

 

Preview

Select the Render a Preview Experience checkbox and it adds a new tab to the web template for previewing.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-16.png

 

Publish/Draft

Enable the Publish button to activate live mode, which locks the web template.

To revert it to draft mode, disable the Publish button.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-18.png

Create Experience

Let’s build an Experience using the Web Template we just created.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-19.png

 

Create a Variant

Now variant lists our custom Web Template, let’s go.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-20.png

 

Enter the field values for Image URL, Title, Description, Certification 1, Certification 2, and Certification 3.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-21.png

 

Page Targeting

It is specifically for the About page, let’s add a condition.


Sitecore-CDP-and-Personalize-Web-Templates-Experiences-22.png

Preview

Let’s preview it for the About page URL.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-23.png

It’s working! Tada!

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-23.png

Live mode

Let’s start the Experience – you can start now or schedule it later time.

Sitecore CDP and Personalize - Web Templates-Experiences-24.png

After a few seconds, it’s live now – If a notification is added, it will email that it’s published.

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-25.png

Let’s reload the page. Yahoo!!

Sitecore-CDP-and-Personalize-Web-Templates-Experiences-4.png

 

Hope this helps.

Happy Sitecoring!

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