Personalization setup

Personalization blocks display targeted content to specific customer groups, segments, or cart rules so you can show different promotions, messaging, or content on the same page.

Before you start

This guide assumes you are comfortable with how commerce block tables are laid out in a document. If you are new to block name rows, key-value settings, and merged full-width content rows, read How block tables work first.

Configuration

Add this table to your document to configure a targeted block. A targeted block is a block configuration that conditionally shows content for selected customer groups, segments, or cart price rule contexts:

targeted-block
segments	1, 2 (example)
groups	1, 3 (example)
cartRules	5 (example)
fragment	/path/to/fragment (example)
type	promotion-banner (example)

In the targeted-block table, most settings use a key-value row: a two-column row where the first cell is the setting name and the second cell is the value (for example, true, a number, or a label). If you do not set a fragment path, you must add a final merged full-width row—one cell that spans the full table width so you can place rich page content in one place (for example, headings, text, and images). The targeted-block table uses that row for inline content when you do not load a separate fragment document.

• segments — A segment is a rule-based way to target experiences to qualifying shopper cohorts. This row holds a comma-separated list of customer segment IDs; the block only appears for shoppers who belong to those segments. Optional.

• groups — A customer group in Commerce is used to segment shoppers for pricing, permissions, or targeted content. This row holds a comma-separated list of customer group IDs; the block only appears for shoppers in those groups. Optional.

• cartRules — A cart price rule is a Commerce rule you can use as a condition for targeting content or promotions. This row holds a comma-separated list of cart rule IDs; the block only appears when those cart price rules are satisfied. Optional.

• fragment — An optional path to a separate content document. When you set a fragment, the TargetedBlock loads content from that document. When you omit it, add your content in the last merged full-width row in this targeted-block table, as described above. Optional.

• type — A value that groups TargetedBlock entries: when several blocks use the same type, only the first one whose conditions match a shopper is shown, which allows fallback-chain behavior. Set it to the type name to use in that chain. Only the first block that satisfies the conditions of each type is shown. Optional.

How to enable and configure Personalization

Personalization blocks can be configured on each page through Document Authoring. Follow the step-by-step guide below to enable and configure Personalization:

Create customer segments, groups, or cart rules

You must first create the targeting criteria in Adobe Commerce Admin that will determine which customers see your personalized content.

1. Log in to the Adobe Commerce Admin.

2. Create customer segments, customer groups, or cart price rules as needed:

   • Customer Segments - Go to Customers > Segments and follow the user guide to create segments.
   • Customer Groups - Go to Customers > Customer Groups and follow the user guide to create groups.
   • Cart Price Rules - Go to Marketing > Promotions > Cart Price Rules and follow the user guide to create rules.

How to add and configure the Personalization block

You can configure each page to display personalized content by setting targeting criteria and optionally specifying a fragment path or block type.

1. Open the page where you want to display personalized content.

2. Create a new table in your document with the block name targeted-block.

3. Add configuration properties based on your targeting needs:

   Example: Target specific customer segments:

   targeted-block
   segments	1, 2

   Example: Load content from a fragment:

   targeted-block
   fragment	/path/to/fragment

   Example: Use fallback with block type:

   Create two blocks with the same type value. The first block (with conditions) displays when conditions are met, and the second block (fallback) displays otherwise:

   targeted-block
   cartRules	5
   type	promotion-banner

   Then add a fallback block with the same type but no conditions:

   targeted-block
   type	promotion-banner

   Specify a fragment

   If you don’t specify a fragment, the content must be placed in the last merged full-width row, as described in the Configuration section.

Section metadata

Control the section styling, spacing, and layout that wraps your commerce block. All properties are optional:

section-metadata
Style	light (optional)
Padding	medium (optional)
Margin	small (optional)
Column Width	30% (optional)
Gap	small (optional)

Learn more

See the Section Metadata guide for all available values and the Page Metadata guide for SEO and caching options.