{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":["admonition"]},"redocly_category":"Products","product_name":"Data Workbench","type":"markdown"},"seo":{"title":"Creating Real Time Personalization Services With Data Workbench","description":"Treasure Data Product Documentation · Collect and Unify · Segment and Activate · Experiment and Analyze · Decisioning Automate with AI Scale and Trust.","siteUrl":"https://docs.treasuredata.com","lang":"en-US","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"creating-real-time-personalization-services-with-data-workbench","__idx":0},"children":["Creating Real Time Personalization Services With Data Workbench"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["You can configure real-time personalization services in Data Workbench that provide you with authorization tokens for calling the Personalization 2.0 API."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"create-a-personalization-service","__idx":1},"children":["Create a Personalization Service"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To create a personalization configuration:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Open Treasure Console."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["From Treasure Console (Legacy), select the diamond icon ",{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/diamondicon.1de9a47c5527239070c65325fcca391b37a5d23226f14290a73ce066e5ba9c22.cf3845cb.png","alt":""},"children":[]}," to display the Treasure Console."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["From the left column, select the Data Workbench icon ",{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/dataworkbenchicon.cce5689f8e143519db7ab78461b0ce35ee69d08166c99f3ab1ccf0a9c7fd65e1.142841d8.png","alt":""},"children":[]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["From the Parent Segments page, select the parent segment you want to create a personalization for."]}]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"info"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The segment you select must be a real-time-enabled segment."]}]},{"$$mdtype":"Tag","name":"ol","attributes":{"start":5},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["On the Personalization Configuration row, select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Configure settings"]},"."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/personalizationconfig.9b601ff30b099b103229f036b109823af33b93939f6a6cb6efcf206a4f928bcc.ce33cbe1.png","alt":""},"children":[]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The Personalization Configuration page displays a list of the configured personalizations."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/configurationspage.9c34d9e5ab5fd0c72ab3f3e780660ecf952c445156a279c1741b469a171f9999.ce33cbe1.png","alt":""},"children":[]}]},{"$$mdtype":"Tag","name":"ol","attributes":{"start":6},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Create new personalized service"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Enter a Name and a Description (optional) for the Personalized service."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Create Personalized Service"]},"."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The personalized service is displayed on the Personalization Configuration page."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Before you can add tokens to your personalization, you may need to revalidate your account access with your SSO identity provider. To do this ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/products/my-settings"},"children":["sign out"]}," of the Treasure Console. Then log back in and navigate back to Personalization Configuration page."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"edit-a-personalization-service","__idx":2},"children":["Edit a Personalization Service"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To edit a personalization service:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["From the Personalization Configuration page in Data Workbench, select the personalization you want to edit."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The details of the personalization display."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/tokens2.7a9e4f3ac165ea13140877b145c9146f47635d26358ff047c874e4783c758a15.ce33cbe1.png","alt":""},"children":[]}]},{"$$mdtype":"Tag","name":"ol","attributes":{"start":2},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["In the Details section, select the edit icon ",{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/editicon.7115c9afa1c79da46ceff8fea58f38366f3573ff6a78af63d408d85b338d95ac.ce33cbe1.png","alt":""},"children":[]},"."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Make your changes and select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save"]},"."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["In the Tokens section, to edit an existing token, select the edit icon ",{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/editicon.7115c9afa1c79da46ceff8fea58f38366f3573ff6a78af63d408d85b338d95ac.ce33cbe1.png","alt":""},"children":[]},"."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Make your changes and select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save"]},"."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Additionally, you can add a new token by selecting ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Add token"]},"."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["On the Add token page, enter a Name for the token and a comma-separated list of IP addresses to the IP Whitelist. If you do not specify any IP addresses, the white list will default to your Treasure account's IP whitelist."]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Add Token"]},"."]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The personalization service that you edited is displayed on the Personalization Configuration page. The names of any tokens you have configured are also displayed."]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"info"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["A personalization supports a maximum of 50 tokens."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"get-the-token-for-a-personalization-service","__idx":3},"children":["Get the Token for a Personalization Service"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To get an authentication token from a personalization service:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["From the Personalization Configuration page in Data Workbench, select the personalization that has the token you want."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the Tokens section, select the ",{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/editicon.7115c9afa1c79da46ceff8fea58f38366f3573ff6a78af63d408d85b338d95ac.ce33cbe1.png","alt":""},"children":[]}," icon."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["For the token you want, select the ",{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/copytoclipboardicon.85b22ff1a4153f72a0ce3cecb56c37c61aa4596c290cf482e60ba57d72e8a093.ce33cbe1.png","alt":""},"children":[]}," icon to copy the token to the clipboard."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/personalizationtokens.6c71461b668bde5989e69c4ebdc7b8f215b6f7c210dbae88cdb66f9899082d00.ce33cbe1.png","alt":""},"children":[]}]}]},"headings":[{"value":"Creating Real Time Personalization Services With Data Workbench","id":"creating-real-time-personalization-services-with-data-workbench","depth":1},{"value":"Create a Personalization Service","id":"create-a-personalization-service","depth":2},{"value":"Edit a Personalization Service","id":"edit-a-personalization-service","depth":2},{"value":"Get the Token for a Personalization Service","id":"get-the-token-for-a-personalization-service","depth":2}],"frontmatter":{"seo":{"title":"Creating Real Time Personalization Services With Data Workbench"}},"lastModified":"2026-06-01T09:09:59.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/products/customer-data-platform/data-workbench/parent-segments/creating-real-time-personalization-services-with-data-workbench","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}