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This first step in creating a custom cookie trait is to add custom options and values to the preconfigured cookies trait in the Personalization Traits module.

The cookies trait is configured in /modules/personalization-traits/traits/cookies and the configuration includes a rule and value field. 

This page of the tutorial shows you how to configure these fields for a cookie named visits. Please read Cookies trait configuration before you begin.

 

You can import the XML files provided in the Download configuration files section if you prefer not to configure manually.

Configuring the rule field

The rule field defines values for the trait when you choose an audience. The input entered into the rule field(s) is used to construct a voter. The voter decides if the visitor or visit matches the rule. When the rule is met, Magnolia delivers personalized content.

The rule field options display in the Choose audience dialog in the Pages app. See Personalizing a component for how to access the dialog.

There are two steps to configuring the rule field:

  1. Add the new cookie as an option in the switchable field.
  2. Add the new cookie options in the select field.

Here is the final rule field that the configurations below produce.

Adding the switchable field option  

Options in the switchable field display in the Choose audience dialog when the user selects Visits in the Cookie field.

To activate the switchable field, in the dialog click Pick trait > Cookie or + > Cookie (if an additional trait exists).

To add the visits option in /modules/personalization-traits/traits/cookies/ruleField/options:

  1. Add a new content node, visits. This is the internal name of the switchable field option.
  2. Add two properties to the visits node:
    1. label= Visits: The label displayed in the field.
    2. value= visits: The option value stored in the repository.

The configuration should look like this:

Node nameValue

 cookies

 

 ruleField

 

 options

 

 visits

 

 label

Visits

 value

visits

 weatherLocality

 

 tourType

 

Adding the select field options

Options in the select field display in the dropdown in the Visits field.

To add the visits options, in /modules/personalization-traits/traits/cookies/ruleField/fields:

  1. Add a  visits/options node structure.
  2. In the /options node: 
    1. Add one content node for each option. Our options are one, two, three, four and any. These are the internal names of the options.
    2. Add two properties to each option node:
      1. label<Option label>: The label displayed in the field. 
      2. value<Option value>: The option value stored in the repository.
  3. Optionally, add a sortOptions property to /visits node and set the value to false. This ensures that the options render in configuration order and not alphabetically.

The configuration should look like this:

Node nameValue

 cookies

 

 ruleField

 

 options

 

 fields

 

 visits

 

 options

 

 one

 

 label

One

 value

1

 two

 

 label

Two

 value

2

 three

 

 label

Three

 value

3

 four

 

 label

Four

 value

4

 any

 

 label

Any

 value

any

 class

info.magnolia.ui.form.field.definition.SelectFieldDefinition

 defaultValue

any

 sortOptions

false

 tourType

 

 weatherLocality

 

 class

info.magnolia.ui.form.field.definition.SwitchableFieldDefinition

 transformerClass

info.magnolia.personalization.cookie.CookieFieldTransformer

Configuring the value field

The value field defines the options that display in the Preview app. The field is used to preview variants when testing personalized content delivery.

Here's the final value field that the configuration below produces.

The value field is an Option group field.  The option values should match the option configurations in the rule field

To add the value field options, in /modules/personalization-traits/traits/cookies/valueField:

  1. Add one content node for each option configured in the rule field. These are the internal names of the options. The node name is arbitrary. Configure one option for each option configured in the rule field
  2. Add two properties to each option node:
    1. label<Option label>: The label displayed in the field. 
    2. value<<Rule field name>:<Rule field option value>>: The option value stored in the repository.
  3. Optionally, add a sortOptions property to /valueField node and set the value to false. This ensures that the options render in configuration order and not alphabetically.

The configuration should look like this:

Node nameValue

 cookie

 

 ruleField

 

 valueField

 

 options

 

 visitsOne

 

 label

Visits: One

 value

visits=1

 visitsTwo

 

 label

Visits: Two

 value

visits=2

 visitsThree

 

 label

Visits: Three

 value

visits=3

 visitsFour

 

 label

Visits: Four

 value

visits=4

 visitsAny

 

 label

Visits: Any

 value

visits=any

 tourTypeAny

 

 ...

 

 class

info.magnolia.ui.form.field.definition.OptionGroupFieldDefinition

 multiselect

true

 sortOptions

false

Download configuration files

As an alternative to manual configuration you can import these XMLs: