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## Introduction

Segment-based content personalization is a feature that brings Bloomreach Content with [Bloomreach Engagement](🔗) even closer by integrating _Channels_ in Bloomreach Content with **Engagement Projects**.

Watch the video below for an introduction:



This integration can be found in the _Integrations_ section of your environment (_Setup -> Integrations_).



Thanks to the backend-to-backend synchronization between Bloomreach Content and Engagement, you can assign an Engagement project to **multiple channels**. But a _Channel_ can be assigned to just **one Engagement project** (or none if you choose not to make use of the feature). When you assign a _Channel_ to an Engagement project, the channel's _core_ and all its branches are connected to the project. It is not possible to connect a specific branch of a _Channel_ to a different project, **only the core of a _Channel_ can be assigned to a project.**

Keep in mind:

Assigning a _Channel_ to an Engagement project can only be done if it hadn't previously been assigned. If you want to assign the same _Channel_ to a different Engagement project, you must first delete it from the other project.

Note:

If you had segmentations added manually before, you need to configure the connection to ensure that segment-based content personalization works as before.

Frontent implementation

In addition to setting up the backend synchronization, you must also [implement segment-based personalization in your SPA](🔗).

## Which roles can set up the integration?

**Site Admins** can:

  • add Engagement project integrations to manage different sets of campaigns, segments, and segmentations,

  • create Engagement projects to import campaigns and segmentations that belong to these projects,

  • view and delete Engagement projects to manage their previously imported campaigns and segmentations, and

  • have the 'base64' encoding of the authorization header be done automatically.

**Content Authors, Content Managers, Site Editors, Site Admins,** and **Site Developers** can:

  • edit a _Channel_ to create component variants for segmentations for a certain project,

  • have an overview of all Engagement projects, and

  • view all campaigns and segments of a certain Engagement project.

On the Engagement side, **Segmentations Exporters**, **Analyses Editors** and **Project Admins** can expose segmentations to Content.

## Set up your Integration

### Prerequisites

Before setting up your integration, follow this checklist:

  • Verify that you can access Integrations in **Content SaaS** _(Set up -> Integrations)_ and projects in **Engagement** with the correct user role to manage project configuration - _Project Admin_.

  • Verify that your segments in **Engagement** are exposed: go to _Analyses_, click on _Segmentations_, and enable _Show only exposed_ segmentations with the toggle (to learn more about synchronizing segmentations, click [here](🔗)) .

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Limitation:

Currently, you can expose only up to 30 segmentations from Engagement.

  • Verify that you have access to API management in **Engagement** by clicking on _Project settings_ in the top right corner and choosing _Access management_ from the left-hand side menu where you can find API management.



### Set up the Integration

First, you need to create a private API group in **Engagement**. To do so, navigate to the API management as shown in the [_Prerequisites_](🔗).

Click on the dropdown with API groups and select _+ New group_. Choose the _Private access_ option and name your new API group. Make sure to **copy and store your _Secret key_ as you will not be able to access it again!**



After you create your group and copy your Secret key, scroll down to _Group permissions_ and click on the _BrX_ tab. Select the _Content integration_ checkbox, and _Save the changes_.



For the next step, open your **Content SaaS** environment in a new tab. Navigate to the Integrations overview by clicking on _Setup -> Integrations_. To add an Engagement integration, click on the _Add_ icon next to the _Engagement project_ tab under _Available integrations_.



Copy and paste the information provided in the _Project settings_ in **Engagement** into the corresponding fields in the _Add integration_ menu in **Content SaaS**.



Scroll down to find the _Channels_ selection tab. Click on _Select_ to choose which channels you want to connect the Engagement project to. After selecting your _Channel_, click the _Add_ button in the right-hand to add the integration.



It is possible to verify your connection by clicking on the _Test connection_ button. After verifying your successful connection, _Save_ the integration.



After saving your integration, navigate to _Content Audience_ and choose your project to see segmentations. Integrations that have been removed will be classed as inactive.



Good to know:

Engagement and Content sync every hour in the background. You can trigger the sync any time you want by clicking on the _Segmentations_ button.

Note:

Old segments that are not part of the project that you integrated will be moved to the "Unexposed segments" tab.