First, install the Sitecore Personalization extension:

  • Download the Sitecore extension from your Pulse Extensions page
  • Install the extension as a regular Sitecore package 
  • Navigate to /sitecore/content/controls/Settings/Pulse Configuration.
  • Enter your First Name, Last Name, Company Name, and Email address.
  • Save your changes to the Pulse Configuration item.
  • From the Pulse tab,  click the Get Subscription Key button.
  • Your Sitecore environment will reach out the Pulse servers to obtain a subscription key.
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  • You will also receive a copy of your subscription key via email in case you need to manually populate it in other Sitecore environments.
  • Once the subscription key is populated, you may optionally click the Sync Market Segments button from the Pulse tab to retrieve the most up-to-date list of market segments available for personalizing.
Once the extension is installed and you have activated your subscription key, you can personalize using market segments. To do this:

  • From Experience Editor or Final Layout Details in Sitecore, select the component you would like to personalize and open the Personalize the component modal.
  • Add a new condition using the plus icon.
  • Name your condition and click the Edit Rule button.
  • Navigate to the conditions
  • Choose from the available options. For example, choose to personalize when the visitor's location correlates with a specific market segment.
  • Choose the desired segment from the list of available options and click OK.
  • Click OK again to apply your condition.
  • Specify the content you wish to use as a data source when the condition is met for your selected component from the Content field.
  • Click the OK button to apply your personalization.
  • Save and Publish your changes.