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Area: Episerver Product Recommendations, Episerver Personalized Search & Navigation, Episerver Content Recommendations
Applies to versions: Not applicable

Install and configure personalization

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This topic describes the NuGet packages and initial configuration for the setup of product recommendations and personalized search results with the Episerver Personalization suite. To get personalization running for a site, configure access to the tracking API to post usage data and get recommendations back.

In this topic

Prerequisites

To install and configure, you need the configuration keys and credentials provided by Episerver during onboarding of the service. Contact Episerver for questions regarding the onboarding process.

  • See Installing Episerver to set up Visual Studio with Episerver extensions and the NuGet feed source.
  • See Content recommendations to implement Episerver Content Recommendations.
  • See below for NuGet packages needed for implementing product and email recommendations, and personalized search results.

Packages

In addition to onboarding the service, install the following NuGet packages for the tracking and personalization features:  

  • EPiServer.Find.Personalization. Native integration for search recommendations (Personalized Search & Navigation).
  • EPiServer.Personalization. Integrates Personalization Portal UI (Product Recommendations and Email Product Recommendations) with the Episerver top menu.
  • EPiServer.Personalization.Commerce. Native integration for product recommendations (formerly Perform and Reach).
  • EPiServer.Personalization.Common. Common base API classes.
  • EPiServer.Profiles.Client. Main package for tracking of an Episerver site to Profile Store.
  • EPiServer.Profiles.Client.Common. Contains common classes used by other packages.
  • EPiServer.Tracking.Cms. CMS integration for tracking of data.
  • EPiServer.Tracking.Commerce. Commerce integration for tracking (Product Recommendations and Email Product Recommendations, Profile Store, Personalized Search & Navigation).
  • EPiServer.Tracking.Core. Generic package for tracking.
  • EPiServer.Tracking.PageView. Native integration for tracking of CMS/content data to Profile Store.

Personalization-Tracking1.png

Native integrations

Installing a main native integration package also installs other packages based on dependencies. The package sets provide product-specific access to the tracking APIs:

  • Product recommendations for Episerver Commerce
  • Personalized search results for Episerver Search & Navigation (formerly Find)
    • Episerver Personalized Search & Navigation: EPiServer.Find.Personalization.
    • See Personalized Search & Navigation to learn how to install and configure this native integration.

General integration APIs

Instead of using the native integrations, you can use the Server-to-Server API and JavaScript API to call the HTTP endpoints directly to integrate with the core personalization tracking API, and send and receive tracking data and recommendations in JSON format

Importing data

For Episerver Commerce sites, the core part of the personalization functionality consists of a catalog product feed that provides the input data, combined with a tracking script that enables Episerver to track behavior and serve suitable recommendations. When you set up the personalization, you configure the feed and import the source data. See Data import guides.

Personalization API

Customize personalization with the Personalization API. This API contains header information, endpoints, and response messages for tracking and recommendations. The client calls the Personalization API that (primarily) returns product or content recommendations, to be used in various output channels.  See Personalization API.

Profile Store and Visitor Intelligence

Using Episerver Profile Store and Visitor Intelligence depends on how personalization is set up for your solution.

  • Episerver Profile Store, also known as the Episerver Customer Data Management Platform, stores tracking data, which then can be processed and used for visualizing data, and segmenting visitor profiles.
  • Episerver Visitor Intelligence is the user interface for vizualizing data and segmenting profiles.

See Visitor Intelligence and Personalization to learn how to set up tracking clients and the profile management user interface.

Feature-specific configurations

Below are some product/feature-specific configurations. 

Email Product Recommendations

Contact Episerver to provide the mapping of email addresses to pseudonymized IDs (enabling use of hashed IDs when using Episerver Campaign), and Episerver will configure this in the Personalization Portal.

Product Recommendations

Contact Episerver to configure these features:

  • Allow updated orders to affect personalization.
  • Multi-site support for recommendations.

Content Recommendations

Contact Episerver to configure availability in Episerver DXP regions - East/West US, EMEA, APAC.

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Last updated: Jan 31, 2019

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