Create a Personalization component

You can only use a Personalization element by creating a Personalization component.

You cannot add a Personalization element to authoring templates, site areas or content items.

1. From an authoring portlet, click New > Component > Personalization .

2. Go to the Personalization tab:

3. Enter identification information for the component.

4. Click New to create a new personalization rule or content spot.

5. Click Search to search for and select an existing personalization rule or content spot.

   1. Select a personalization rule or content spot and then click OK.

6. Click Edit to edit a selected personalization rule or content spot.

7. Click Clear to remove a selected personalization rule or content spot.

8. Enter the total number of items to display in the Results per page field.

9. Specify the formatting options used to display the Personalization element. Enter text, tags and code into the design fields as required.

   • The text entered in the Header and Footer designs will appear before and after the displayed results.

   • The text entered into the Design for each search result field defines the format of each result.

   • The text entered into the Separator field will appear between each displayed result.

10. Go to the Properties tab:

    1. Select a location to save the component.

    2. Click Select Authors to select the users and groups you want to classify as "authors". You can use the authors of an item as a search or filter parameter.

    3. Click Select Owners to select the users and groups you want to classify as "owners". You can use the owners of an item as a search or filter parameter.

    4. If workflows are enabled for components, select a workflow.

    5. Set access properties.

11. Save the component form.

Parent topic:

Use a Personalization element

Related tasks

Entering identification information
Select a workflow
Granting users or groups access to an item

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