How to Instal and Configure a Personalization Engine: Acquia Lift 2.0

1. STEP 1
Taxonomy, Taxonomy, Taxonomy

2. STEP 1
Taxonomy, Taxonomy, Taxonomy

3. STEP 1
Taxonomy, Taxonomy, Taxonomy

4. 4
 Content Section
 Content Keywords
 Personas
Lift 2.0 treats taxonomy in
three distinct ways:
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

5. 5
 Content Section
 Content Keywords
 Personas
Lift 2.0 treats taxonomy in
three distinct ways:
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

6. 6
Lift 2.0 treats taxonomy in
three distinct ways:
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
 Content Section
 Content Keywords
 Personas
When using taxonomy terms,
think of those three categories
and how they can help you
leverage your marketing
strategy.

7. STEP 2
Install & Configure Lift 2.0

8. 8
Next, there are two
modules that need to be
installed for Lift 2.0 to run
on your Drupal 7 site:
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
 Acquia Lift (acquia_lift)
 Acquia Lift Profiles
(acquia_lift_profiles)

9. 9
Next, there are two
modules that need to be
installed for Lift 2.0 to run
on your Drupal 7 site:
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
 Acquia Lift (acquia_lift)
 Acquia Lift Profiles
(acquia_lift_profiles)

10. 10
Next, there are two
modules that need to be
installed for Lift 2.0 to run
on your Drupal 7 site:
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
 Acquia Lift (acquia_lift)
 Acquia Lift Profiles
(acquia_lift_profiles)
There are a lot of fields to
enter, but this is where
your account rep at Acquia
will send you everything
you need to get connected.

11. 11
Next, there are two
modules that need to be
installed for Lift 2.0 to run
on your Drupal 7 site:
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
 Acquia Lift (acquia_lift)
 Acquia Lift Profiles
(acquia_lift_profiles)
Once these two modules are
installed, you will need to enter
your credentials to connect to
Acquia’s Lift Engine.
There are a lot of fields to
enter, but this is where
your account rep at Acquia
will send you everything
you need to get connected.

12. STEP 3
Create & Configure Segments

13. 13
Your marketing strategy
has yielded X number of
Segments that your end
users will fall in to.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

14. 14
Your marketing strategy
has yielded X number of
Segments that your end
users will fall in to.
This will help your site
engage users by delivering
relevant content based on
criteria that you define.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

15. 15
Your marketing strategy
has yielded X number of
Segments that your end
users will fall in to.
This will help your site
engage users by delivering
relevant content based on
criteria that you define.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

16. 16
Your marketing strategy
has yielded X number of
Segments that your end
users will fall in to.
This will help your site
engage users by delivering
relevant content based on
criteria that you define.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
To create a segment on the
site, you first need to login
to your lift.acquia.com
account; then navigate to
the “Segments” tab.

17. 17
Your marketing strategy
has yielded X number of
Segments that your end
users will fall in to.
This will help your site
engage users by delivering
relevant content based on
criteria that you define.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
To create a segment on the
site, you first need to login
to your lift.acquia.com
account; then navigate to
the “Segments” tab.
This will display a list of active
segments and provide you with
a link “Add new segment”.

18. 18
Your marketing strategy
has yielded X number of
Segments that your end
users will fall in to.
This will help your site
engage users by delivering
relevant content based on
criteria that you define.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
This will display a list of active
segments and provide you with
a link “Add new segment”.

19. 19
Your marketing strategy
has yielded X number of
Segments that your end
users will fall in to.
This will help your site
engage users by delivering
relevant content based on
criteria that you define.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
This will display a list of active
segments and provide you with
a link “Add new segment”.
Click on the “Add new segment” link.

20. 20
Your marketing strategy
has yielded X number of
Segments that your end
users will fall in to.
This will help your site
engage users by delivering
relevant content based on
criteria that you define.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

21. 21
Your marketing strategy
has yielded X number of
Segments that your end
users will fall in to.
This will help your site
engage users by delivering
relevant content based on
criteria that you define.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
Enter the Name and Description
of the Segment you are creating.

22. 22
Naming conventions are
highly recommended. Make
sure that the team you are
on understands and accepts
the naming convention.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
Enter the Name and Description
of the Segment you are creating.

23. 23
Naming conventions are
highly recommended. Make
sure that the team you are
on understands and accepts
the naming convention.
Segment Criteria is located
under the basic information
for the Segment you are
creating.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

24. 24
Naming conventions are
highly recommended. Make
sure that the team you are
on understands and accepts
the naming convention.
Segment Criteria is located
under the basic information
for the Segment you are
creating.
The criteria field has a lot
of options and can be
overwhelming at first.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

25. 25
The segmentation criteria
we have found to be the
most useful when first
building out a campaign are:
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

26. 26
The segmentation criteria
we have found to be the
most useful when first
building out a campaign are:
• Page Content
(topic of pages the user is
viewing)
• Person Properties
(?)
• Event
(user converts on a specific
form, button, etc.)
• Client(?) History
(browsing and shopping
activity of the user)
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

27. 27
In this example, we will
create a criterion for Page
Content > Content Section
that will check for a
particular term. There are
additional methods; for
example, if the user has
landed on three or more
pages with a particular term
(>= 3).
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

28. 28
In this example, we will
create a criterion for Page
Content > Content Section
that will check for a
particular term. There are
additional methods; for
example, if the user has
landed on three or more
pages with a particular term
(>= 3).
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
TIP: The taxonomy
vocabularies and terms
that you have created
will come in useful here.

29. 29
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
Let’s look at another
example.

30. 30
Let’s look at another
example.
This shows how to create a
segment criterion that uses
the current user’s session
(Current Touch) to have a
particular category/term to
be greater than or equal to
three [cat] >= 3 in
[Current Touch], as well
as a check to make sure that
the “Favorite Keyword” is
also the same category/term.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

31. 31
Let’s look at another
example.
This shows how to create a
segment criterion that uses
the current user’s session
(Current Touch) to have a
particular category/term to
be greater than or equal to
three [cat] >= 3 in
[Current Touch], as well
as a check to make sure that
the “Favorite Keyword” is
also the same category/term.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
TIP: “All” of these
criterion need to
be met for the
user to fall in to
this segment.

32. CONGRATULATIONS!
You have configured your first segment in the Lift
platform. Now you can move over to your site to
enable personalization.

33. STEP 4
Map Taxonomy to Lift

34. 34
Before Lift can serve up
personalized content, you will
need to map the taxonomy
vocabularies to those three
categories that Lift uses.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

35. 35
Before Lift can serve up
personalized content, you will
need to map the taxonomy
vocabularies to those three
categories that Lift uses.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
Remember these guys?

36. 36
Before Lift can serve up
personalized content, you will
need to map the taxonomy
vocabularies to those three
categories that Lift uses.
Navigate to the Acquia Lift
manager and click on “Acquia
Lift Profiles”.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

37. 37
Before Lift can serve up
personalized content, you will
need to map the taxonomy
vocabularies to those three
categories that Lift uses.
Navigate to the Acquia Lift
manager and click on “Acquia
Lift Profiles”.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
TIP: If you have a Taxonomy
Vocabulary named “Degree Type”
or “Insurance Type,” you would
see that option in the dropdown
and could select those terms to
be used in any of the field
mapping categories shown above.

38. STEP 5
Add Personalization to Site

39. STEP 5
Add Personalization to Site

40. 40
Let’s head back into your
Drupal CMS.
Here, you have two options
for adding personalized
features to your site.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

41. 41
Let’s head back into your
Drupal CMS.
Here, you have two options
for adding personalized
features to your site.
The quickest way to get
there is by clicking on the
“Acquia Lift” menu item and
then selecting
“+ Add personalization”
at the bottom of the drop-
down menu.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

42. 42
Let’s head back into your
Drupal CMS.
Here, you have two options
for adding personalized
features to your site.
Alternatively, you can also
get here by clicking on
“All personalizations.”
This will take you to a listing
of all Running and Completed
personalization campaigns.
At the top of that listing page
is a button to
"Add Personalization.”
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

43. 43
Both of these links will open
the Lift 2.0 Personalization
“Wizard.”
The Wizard guides you step-
by-step through the process
of creating each
“personalization” (we like to
think of them as campaigns,
so let’s go with that).
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

44. 44
Both of these links will open
the Lift 2.0 Personalization
“Wizard.”
The Wizard guides you step-
by-step through the process
of creating each
“personalization” (we like to
think of them as campaigns,
so let’s go with that).
First, you will name the
campaign…
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

45. 45
Both of these links will open
the Lift 2.0 Personalization
“Wizard.”
The Wizard guides you step-
by-step through the process
of creating each
“personalization” (we like to
think of them as campaigns,
so let’s go with that).
First, you will name the
campaign…
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
It’s worth repeating here how
crucial it is that you establish a
naming convention that everyone
on the team will adhere to!

46. 46
Both of these links will open
the Lift 2.0 Personalization
“Wizard.”
The Wizard guides you step-
by-step through the process
of creating each
“personalization” (we like to
think of them as campaigns,
so let’s go with that).
First, you will name the
campaign…
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
It’s worth repeating here how
crucial it is that you establish a
naming convention that everyone
on the team will adhere to!
TIP: Once you enter the wizard mode, you can still
edit the campaign name at any point by clicking on
the pencil to the right of the name. Please note that
the machine name (the name that Drupal will refer
to this personalization as) will not change. If we were
to change the name from Personalization Example to
Personalization for Hero Items, the machine name
would stay as personalization_example.

47. 47
Let’s look at an exemplar
wizard walkthrough.
We’ll call it, “Personalization
Example”.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

48. 48
The steps of the wizard are
self-explanatory; they
should map back to the
tenets of our initial strategy:
What
(content, components, pages)
Why
(internal goals)
Who
(user segments)
When
(campaign timeframe)
Review
(snapshot of all criteria)
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

49. 49
Clicking the “Add variation
set” link will create a
wrapper (in this example, a
block) that will house the
personalized content.
Think of the wrapper as a
container for dynamic
content:
it is empty until you fill it
with what you want to show
the user, and the content
variation you fill it with will
depend on which segment
each user falls into.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

50. 50
Clicking the “Add variation
set” link will create a
wrapper (in this example, a
block) that will house the
personalized content.
Think of the wrapper as a
container for dynamic
content:
it is empty until you fill it
with what you want to show
the user, and the content
variation you fill it with will
depend on which segment
each user falls into.
Alright, on with the
walkthrough…
WHAT-WHY-WHO-WHEN
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

51. WHAT

52. 52
This block is an empty block
that will show variations of
content based on the
“Variations” that we add.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

53. 53
In the screenshot at left, we
have added an example
variation called, “Cat
Example Variation.”
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

54. 54
In the screenshot at left, we
have added an example
variation called, “Cat
Example Variation.”
This will eventually come to
life as a site personalized for
“Cat” users v. “Dog” users.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

55. 55
In the screenshot at left, we
have added an example
variation called, “Cat
Example Variation.”
This will eventually come to
life as a site personalized for
“Cat” users v. “Dog” users.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
TIP: there is also a
small search bar
that can help if you
need to find an
existing block.
TIP: We recommend that you use
a naming convention here like
“Lift – Term – Name of block.”

56. 56
This will eventually come to
life as a site personalized for
“Cat” users v. “Dog” users.
Of course, your own
Variations will differ
depending on your industry:
Variations for higher-ed
institutions could be
something along the lines of
Undergraduate, Graduate,
and so on.
For an insurance provider,
variations might include
Homebuyer, Renter, Driver,
etc.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

57. 57
This will eventually come to
life as a site personalized for
“Cat” users v. “Dog” users.
Of course, your own
Variations will differ
depending on your industry:
Variations for higher-ed
institutions could be
something along the lines of
Undergraduate, Graduate,
and so on.
For an insurance provider,
variations might include
Homebuyer, Renter, Driver,
etc.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
How the wizard
interface might look
for a higher-ed brand…

58. WHY

59. 59
Once the Variations are
created, the next step is to
define what the Goal is.
These custom measures of
success are useful for
reporting internally, but are
not required to have
personalization running.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

60. 60
Once the Variations are
created, the next step is to
define what the Goal is.
These custom measures of
success are useful for
reporting internally, but are
not required to have
personalization running.
An example of a goal would
be “[user] scrolls to the
bottom of the page.”
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

61. 61
Once the Variations are
created, the next step is to
define what the Goal is.
These custom measures of
success are useful for
reporting internally, but are
not required to have
personalization running.
An example of a goal would
be “[user] scrolls to the
bottom of the page.”
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
Remember: Creating
segments in Lift are
a prerequisite to
adding target
audience containers.

62. WHO

63. 63
Finally, it’s all coming
together!
Now it is time to determine
who is going to see what.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

64. 64
Finally, it’s all coming
together!
Now it is time to determine
who is going to see what.
In this tab, you will notice
that as you apply Segment
Criteria to Target Audiences,
Lift simultaneously lets you
drag-and-drop your Variation
content from the “All
Variations” block on the right
and assign it to each Target
Audience on the left.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

65. 65
After the Target Audience
name is entered, select the
definition (AKA the segment
as you’ve named it in Lift)
that applies to it.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

66. 66
After the Target Audience
name is entered, select the
definition (AKA the segment
as you’ve named it in Lift)
that applies to it.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
TIP: Segments from Lift
are shown with “Acquia
Lift Profiles segment:
[name_of_segment]“.

67. 67
Once the Target Audiences
(TA’s) have been created,
you can drag all the
Variations into their proper
TA spots.
In this example, we will drag
the respective blocks/
variations to their audience
containers.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

68. 68
Once the Target Audiences
(TA’s) have been created,
you can drag all the
Variations into their proper
TA spots.
In this example, we will drag
the respective blocks/
variations to their audience
containers.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

69. 69
Once the Target Audiences
(TA’s) have been created,
you can drag all the
Variations into their proper
TA spots.
In this example, we will drag
the respective blocks/
variations to their audience
containers.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6
TIP: The “Everyone else”
container will take a few of
the variations and display
them randomly to users.
This is a great way to create
an automatic A/B test.

70. WHEN

71. 71
We must answer one last
question regarding our
personalization tactic:
During what timeframe
should our campaign run?
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

72. 72
We must answer one last
question regarding our
personalization tactic:
During what timeframe
should our campaign run?
At Boston Interactive, our
MO is to set campaigns to
manual and allow them to
run indefinitely.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

73. REVIEW

74. 74
The final step is to review
the personalization tactic
and make sure what you
want to happen is what is
actually being shown to the
end user.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

75. 75
The final step is to review
the personalization tactic
and make sure what you
want to happen is what is
actually being shown to the
end user.
When you are comfortable
with the setup, click “Start”
in either of two places under
the “Review” tab:
• the dropdown on the top right
• the green start button at the
bottom of the page
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

76. STEP 6
Place & Launch Personalized Content

77. 77
In Drupal, click on
Structure > Blocks
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

78. 78
In your browser, search for
the “Title” that was entered
for the Variation Set.
(In our examples above, it
was “Personalization
Example Wrapper”.)
Configure this block to show
where you would like.
STEP 1 | STEP 2 | STEP 3 | STEP 4 | STEP 5 | STEP 6

79. BOOM.
You are now running personalization on your site.

80. Let’s Recap With a Checklist…
80
 Do I have taxonomy vocabularies for my content, which will help me segment users?
 Do I have multiple blocks that are calls to action?
 Do those blocks cater to my segments?
 Create segments in Lift
 Map vocabularies to Lift categories
 Create a personalization (tactic/campaign)
 Create Variations
 Create Audiences
 Add Variations to my Audiences
 Start the personalization
 Add the new Variation block to the appropriate regions

81. THE END

82. THE END?

83. THE END?