Getting Started

Before creating your first personalization campaign, complete these one-time setup steps. Different team members own different steps.

Owner: Data Engineer

The Parent Segment is the foundation of all audience targeting. It contains every profile and attribute for your company, brand, or region. You also need to configure the real-time infrastructure that powers sub-second personalization on the website.

1. Create a batch Parent Segment in Data Workbench (or verify an existing one). Include the batch attributes your marketers will use for audience rules:

   • Demographics (age, gender, location)
   • Purchase behavior (total spend, order count, last purchase date)
   • Loyalty tier, subscription status
   • Any custom attributes relevant to your personalization strategy

2. Set up the real-time configuration by following the Creating a Real-Time Configuration guide. This provisions the RT 2.0 reactor and connects it to your Parent Segment.

3. Configure the build/refresh schedule — this determines how frequently batch data is updated for real-time audience evaluation. Options include hourly, daily, or on-demand.

1. Gather your information:

   • Instance ID — go to My Settings > API Keys. Your instance ID is the number before the forward slash (for example, if your API key shows 11874/[rest of key], then 11874 is your instance ID).
   • Parent Segment ID — navigate to Audience Studio, click on your parent segment, and find the ID in the URL after /ps/.

2. Submit your request to your Treasure AI account team or support with your Account Name, Instance ID, and Parent Segment ID.

3. Receive configuration details — upon approval, you'll receive: confirmation of RT 2.0 enablement, a Reactor Instance ID (format: a11874n4), and next steps for setup.

Owner: Admin

Grant users access to Personalization Studio through Policy-Based Permissions:

1. Navigate to Control Panel > Policies.
2. Grant Full Access access to campaign creators, web developers, and creative marketers.
   1. Grant Additional Permissions to marketers and data engineers
3. Set None for users who should not access Personalization Studio.

Owner: Web Developer

Several features in Personalization Studio (Visual Selector, content preview) embed your website in an iframe. Most websites block this with security headers.

See Browser Security & Embedding Workarounds for detailed instructions on:

• Installing the Requestly browser extension
• Removing X-Frame-Options and Content-Security-Policy response headers
• Configuring third-party cookies for authenticated content
  • Only cookies with SameSite=None will be available to your website rendered inside Personalization Studio.

Owner: Web Developer

The Web SDK is the client-side script that powers personalization on your website. Add the SDK script tag or async loader to every page where personalization will run.

See Web SDK Integration for installation instructions and anti-flicker best practices.

Owner: Web Developer + Digital Marketer

Register the website pages and DOM elements that will be available for personalization.

1. Align with your Digital Marketer on which pages and content areas to personalize (hero banners, CTAs, promo bars).
2. Ensure target DOM elements have stable id attributes.
3. Navigate to Assets > Pages in Personalization Studio.
4. Add pages and use the Visual Selector to define content spots.

See Pages & Content Spots for the full walkthrough.

Owner: Digital Marketer

Create audiences by importing existing batch segments from Audience Studio:

1. Navigate to Audiences in Personalization Studio.
2. Click Create Audience.
3. Select a batch segment from the dropdown.
4. Name and save the audience.

Audiences are reusable across all campaigns. See Managing Audiences for details.

Once setup is complete, you're ready to create your first campaign.