Personalizing Clarity’s Distributor Page

Dynamic collections enable you to automatically surface personalized content based on user attributes and behaviors. When combined with dynamic segments, they provide a flexible and powerful way to tailor content for specific user groups. Building on your foundation of personalized interactions, you’ll create dynamic collections to customize Clarity’s Distributor page for segment-based experiences.

Exercise: Creating Personalized Content with a Dynamic Collection

Clarity wants to deliver relevant content to distributor segments efficiently. Here, you’ll create a dynamic collection that automatically pulls tagged content for each segment as the Clarity Admin User.

Sign in as the Clarity Admin user.
- Username: admin@clarityvisionsolutions.com
- Password: learn
Open the Site Menu (), expand Site Builder, and click Collections.
Click New and select Dynamic Collection.
Enter Distributor Articles for Title and click Save.
Click Add Personalized Variation.
Select Distributor Representatives segment.
Click Add () for Personalized Variations.
Select Distributors - Latin America segment.
Reorder the segments by placing Distributor - Latin America first and Distributor Representatives second.
Click Distributors - Latin America segment.
For Item Type, click Web Content Article.
For Item Subtype, click Marketing.
On the Scope section, click Select.
Click Other Site or Asset Library.
Go to the Asset Libraries page and click Marketing Assets.
On the Filter section, click Select for Tags and select LATAM.
Click Save.
Now, we’ll define the collection’s rule for the Distributor Representatives segment.
Click Distributor Representatives segment.
For Item Type, click Web Content Article.
For Item Subtype, click Marketing.
On the Scope section, click Select.
Click Other Site or Asset Library.
Go to the Asset Libraries page and click Marketing Assets.
On the Filter section, click Select for Tags and select Distributors.
Click Save.
Click Anyone in the Personalized Variations menu.
For Item Type, click Web Content Article.
For Item Subtype, click Marketing.
On the Scope section, click Select.
Click Other Site or Asset Library.
Go to the Asset Libraries page and click Marketing Assets.
Click Save.

Great! You’ve successfully created a dynamic collection that you can use to deliver personalized content to different distributor regions. Next, you’ll use this collection on Clarity’s Resources page.

Exercise: Delivering Segment-Based Content with a Dynamic Collection

Dynamic collections can automatically deliver personalized content based on segment criteria. Clarity wants to display targeted content on the Resources page for specific distributor segments. Here, you’ll assign the dynamic collection there as the Clarity Admin User.

While logged as the Clarity admin, open the Site Menu () and click Page Tree.
Go to the Resources page and click Edit ().
Click the Experience drop down at the top of the page and delete the LATAM Distributor Experience.
Select the Distributor Experience and ensure that it's in the top position.
With the Distributor Experience selected, click the Collection Display.
On the General tab, click Change () and select the Distributor Articles collection.
Click Publish to save your changes to the Resources page.
Change the experience to the Distributor Experience and check that the changes persist.

Displaying the dynamic collection on the Resources page enables regional personalization without separate experiences. LATAM distributors now see region-specific content, allowing content managers to deliver targeted messages from a single, centralized page.

Conclusion

Dynamic collections provide an efficient way to deliver personalized, automatically updated content to targeted user segments. When combined with dynamic segments, they enable Clarity to create flexible, relevant experiences that adapt to user attributes and behaviors. Next, you’ll explore how to implement responsive designs to ensure these personalized experiences look great across all devices.