Set up marketing page personalization

Completed

In Dynamics 365 Customer Insights - Journeys, users can create landing pages and other types of webpages that display personalized content for known contacts.

The solution uses the following techniques:

• Known contacts are identified by a cookie that is set on their browser.

• JavaScript is used to fetch values from the relevant contact record to the marketing page.

• Personalized pages must run either on an authenticated domain or the Dynamics 365 Portal, and they must use HTTPS.

• Data access is restricted to explicitly allowlist fields from the contact entity.

• Contacts must accept form prefilling to see personalized marketing page content.

• Use the personalized page entity to establish the allowlist and generate the JavaScript.

To enable this feature, you will first need to go to Outbound marketing > Marketing content > Personalized pages to identify which contact fields to make available and then generate the code for bringing those values onto the page.

To prepare the page-personalization feature, you must also establish the allowlist of contact fields and generate the JavaScript code that you'll need to import field values onto your page. You can complete these tasks by working with personalized page records. For more information, see Set up page personalization.

Access more applicable information

• Authenticate your external domains

• Add personalization to a landing page or web page

• Test your page personalization