Join us for an interactive session on how Unily’s targeting and personalization features can transform your digital workplace. Learn practical strategies, explore real-world examples, and get hands-on guidance to create tailored experiences that boost engagement and adoption.
Purpose & Value:
Kick off the session by highlighting the power of targeting and personalization in driving engagement and relevance. Set expectations for a practical, interactive session focused on real-world configuration and strategy.
Intro:
Hello and welcome! In this session we'll be exploring how Unily’s targeting and personalisation features can transform your digital workplace. By tailoring experiences for every user, you’ll boost engagement, drive adoption, and deliver the right content to the right people at the right time. Your Unily Professional Services Consultant will guide you through proven frameworks, customer examples, and hands-on demos—so you leave ready to build hyper-personalised journeys for your users.
Core Principles & Design Foundations
Topics:
- What is the Relevancy Framework? (Targeting, personalization, and dynamic content)
- Why personalisation matters: engagement, adoption, and business outcomes
- Key principles: audience segmentation, content tagging, dynamic widgets, and governance
- The difference between targeting and personalisation in Unily
Customer Success Stories / Real-World Examples
- How organizations use audience targeting to surface critical content (e.g., frontline vs. HQ, new joiners, leadership)
- Example: Dynamic homepage widgets for different departments
- Example: Personalized news feeds and resource hubs
Best Practices & Platform Features
Topics:
- Setting up audiences and dynamic groups
- Tagging content for targeting (pages, news, events, assets)
- Using dynamic widgets and homepage modules for personalised experiences
- Governance: roles, permissions, and approval workflows for targeted content
- Analytics: measuring the impact of personalisation
Demo:
- Walkthrough: Creating a targeted content campaign in Unily
- Configuring a dynamic homepage widget for segmented audiences
Engagement Opportunities:
- Live Q&A: “What targeting scenarios are you considering?”
- Idea submission: “Share a personalisation challenge you’d like help with”
- Interactive activity: Build an audience segment together (demo or whiteboard)
Wrap-Up & Next Steps
Engagement Opportunities:
- Key takeaways: Start small, measure impact, iterate on targeting strategies
- Where to find resources: Feature Store, Product Guides, Learning Lab, and today’s deck
- Encourage continued experimentation and feedback