First, install and activate the Optimizely / Episerver Personalization extension:

  • Download the Episerver extension from your Pulse Extensions page
  • From Package Manager Console in Visual Studio, run: Install-Package PulsePersonalizationApp
  • In Episerver, navigate to Admin Panel --> Admin --> Tools --> Pulse Episerver Connector
  • If you have an existing API key already, you can enter is manually by clicking the edit icon, copying your API key into the Pulse API key input box, and clicking Save.
  • If you need a new API key, enter your First Name, Last Name, Company Name, and Email address.
  • Click the Submit button.
  • You will receive a confirmation message that you have registered.
Once the module is installed and you have activated your subscription key, you can personalize using Episerver Visitor Groups. To do this:

  • From Episerver CMS, navigate to Visitor Groups.
  • Click the Create button.
  • The Create Visitor Group page will appear.
  • Expand the Pulse Analytics section from the criteria section on the right-hand side of the screen.
  • Left-click and drag the Social Interest option to the Criteria section where it says, "Drop new criterion here."
  • The Select a Segment dropdown list will appear.
  • Expand the dropdown list to view all available segments.
  • Select a segment from the list (e.g., pick Dog Lovers).
  • A brief description of the market segment will appear, along with a thumbnail image and a link that says, "View the Map."
  • Click the View the Map link.
  • The my.pulse.app site will open in a new tab / window, showing that market segment you've selected.
  • Close the new tab / browser window to return to the Episerver CMS.
  • Enter a Name and any desired Notes in the Other Information section.
  • Click the Save button to save your new Visitor Group.
  • Your new Visitor Group will appear on the list. You can view or modify your Visitor Group by clicking on its title of by clicking on the Edit icon.
  • You can duplicate, delete, or disable analytics on the visitor segment as expected using native Episerver functionality.
  • You are able to reference the Visitor Group as expected when adding content to Personalized Groups.
Once you have created your Visitor Groups, you can personalize any available block from the Episerver CMS. To do this:

  • Navigate to the page that you wish to add your personalization.
  • Find the area you'd like to personalize.
  • Drag the block you'd like to show when your Pulse Visitor Group condition is true into the Personalized Group.
  • Change the default "Everyone" option to specify the Visitor Group you created in the steps above from the Who can see this content menu.
  • Preview as that Visitor Group to validate your personalization has applied.
  • Publish your changes to apply the personalization.