[MGNLPN-97] A user should be able to choose a basic audience for a page variant without knowing much about personalization. Created: 06/May/14  Updated: 11/Mar/21  Resolved: 11/Mar/21

Status: Closed
Project: Magnolia Personalization
Component/s: None
Affects Version/s: None
Fix Version/s: 1.1.x

Type: Story Priority: Critical
Reporter: Andreas Weder Assignee: Unassigned
Resolution: Obsolete Votes: 0
Labels: ux
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original Estimate: Not Specified

Attachments: PNG File S01 - Choose audience 1.png     PNG File S01 - Choose audience 2.png     PNG File S02 - Restrict by segment 1 - pick 1.png     PNG File S02 - Restrict by segment 1 - pick 2.png     PNG File S02 - Restrict by segment 2 - two segs.png     PNG File S02 - Restrict by segment 3 - one seg.png     PNG File Visual design of rule builder in segment def.png    
Template:
Acceptance criteria:
Empty
Task DoD:
[ ]* Doc/release notes changes? Comment present?
[ ]* Downstream builds green?
[ ]* Solution information and context easily available?
[ ]* Tests
[ ]* FixVersion filled and not yet released
[ ]  Architecture Decision Record (ADR)

 Description   

While it is valid to have a lot of flexibility in picking traits, the "choose audience" dialog mainly has the goal to let you do basic personalization without knowing all the lot about traits, segments and - later on, during preview - even personas. I'd thus like to align its current UI more with the original mockups, which are the result of a longer discussion on personalization.

I've reworked and adapted the current mockups (mostly available here) to better fit our current implementation and visual design, and to better work with trait fields used in the rule builder.

The "choose audience" dialog consists of three parts (see attached screenshot):

  1. An introductory text
  2. The "name" field for providing a name for audience (corresponds to the variant title).
  3. The "audience" section for describing the audience, which contains pre-selected traits:
    1. A trait to select one or more segments
    2. A set of additional traits deduced from implicit personalization

The UI of an individual traits works and looks exactly the same as in the rule builder used to define segments. They offer a placeholder text that indicates that the trait has no effect unless assigned a value. Whether a trait accepts a single value or multiple values, as is shown here for segments, depends only on the trait. Single value traits show their values on the same row as the label (see visual design example here).

The mockups also shows how one or multiple sections are chosen. Selecting more than one segment shows up a simple rule builder allowing to pick between "any" or "all". If this is not currently feasible, just show a text with "any" (the default) instead of offering that combobox.


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