Synchronize segmentations from Marketing

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Note

Content personalization features must be enabled on a per-environment basis. To get started with personalization, reach out to your Bloomreach account manager or sales representative.

Introduction

Goal

Synchronize Marketing segmentations to Content audiences in order to personalize pages.

Background

For an engaging experience, Bloomreach Content enables personalization of pages using the Experience manager based on segmentations managed in Marketing. Visitors are assigned a segment dynamically by Marketing while browsing the site and are subsequently served personalized pages for that segment.

Watch the video below for an introduction:

This page explains how to prepare your segmentations in Marketing for page personalization. For integrating your exposed segmentations with your Content Audiences, follow our guide on the Content SaaS x Marketing integration.

Expose a segmentation in Marketing

Before you can personalize pages in the Experience manager, you must create a segmentation in Marketing if you haven't done so yet.

Additionally, the segmentation must be "exposed" to Bloomreach Content, so it's available for your channel to use to personalize pages for the current visitor.

In Marketing, use the Show only exposed switch to filter exposed segmentations:

If you want to use a new or unexposed segmentation for page personalization in Bloomreach Content, edit the segmentation in Marketing, then click on the three dots in the top right, then choose Expose segmentation from the dropdown menu:

Synchronize segmentations in Content Audiences

With the segment-based content personalization integration, the Marketing projects that are assigned to Bloomreach Content Channels are automatically added to your Content Audiences.

Exposed segmentations are automatically synchronized from Marketing to Bloomreach Content once every hour.

Alternatively, you can manually synchronize your exposed segmentations as follows:

In Bloomreach Content, open the Content audiences application, and click on your desired Marketing project. Select the Segmentations tab and the corresponding segmentations will be listed.

Click on the ⟲ Segmentations button in the top right to manually synchronize your segmentations.

The segmentations are updated on the list, and each segmentation's details should now reflect the latest from Marketing.

You are now ready to personalize pages.

Unexposed segments

The Unexposed segments tab in the Content audiences app lists segments that can't be used for site personalization, because they are no longer made available from Marketing.

An unexposed segment can be caused by:

• An unexposed segmentation in Marketing
• A deleted segment in Marketing
• A deleted segmentation in Marketing