As a Channel Manager, I want to drive engagement by promoting content relevant to a visitor's interest

• Type: Story
• Status: Closed
• Priority: Major
• Resolution: Completed
• Affects Version/s: None
• Fix Version/s: Master
• Component/s: Content Page Experience Personalization, Segments Editor
• Labels:
  • fc_19_06
  • fc_19_07
  • fc_19_08
• Epic Link: tango-content-recommendation
• Sprint: SP | Sprint 14 | Jun26 - Jul9, SP | Sprint 15 | Jul10 - Jul23, SP | Sprint 16 | Jul24 - Aug06, SP | Sprint 17 | Aug07 - Aug21, TANGO | SP_18 | Aug21-Sep04

Motivation

As a first step towards AI-powered personalization, this story aims to provide content recommendation by learning the visitor’s behavior through their interactions. For more details, see:

• Research smart content recommendation with Analytics Cloud and Categories and Tags: ---LPS-87234---
• Content recommendation: -CEREBRO-1745-

Glossary:

• Term: a word associated to some content, either as a tag or because the content contains it.
• Terms of interest: a set of terms that have been associated to a visitor by AC, based on his/her navigation history.
• Visitor: is not logged into DXP (regardless if he/she has a user account) (See ---LPS-86252---)

Initial Setup:

• Liferay DXP must be configured as a Liferay Data Source in Analytics Cloud (https://help.liferay.com/hc/en-us/articles/360006653472-Adding-a-Liferay-DXP-Data-Source)
• Create a content tagged with a term and display it on a display page so that this term is included the information sent by the analytics client:
  • Add a display page template
  • Add a web content “Sport America News” tagged with the “sport” and “america” tag
  • Select the previously created display page template as the display page template for the content
  • See detailed steps to create a Display Page at the end.

• Create some term-related content:
  • Web content “Olympic Games” tagged with the “sport” tag
  • Blog “Superbowl” tagged with the “america” tag

• Create some term-unrelated content:
  • Web content “Economics” not containing any tags or words “sport”/”america”
  • Blog “Politics” not containing any tags or words “sport”/”america”

• Create a page to display the recommended content: 
  • Create a dynamic content set (all settings default)
  • Add a “home” widget page
  • Include an Asset Publisher, and configure to use the created content set

Technical considerations:

• It takes up to X mins since a visitor performs an action on DXP and he is segmented by his behavior on Analytics Cloud. Take this into account for the tests.
• The anonymous user identification is preserved even if the browser is closed, as long as the visitor does not log out or the browser local storage is not cleared.

Acceptance Criteria:**

IMPORTANT: the acceptance criteria has been modified as a result of decision taking in the development phase. Mainly, the Content Recommendation toggle is available only in the Content Set (for now) and not in the Asset Publisher.

• Content recommendation is disabled in Content Set:
  • Given the “Enable Content Recommendation” has been disabled in the Content Set
  • And a visitor that has viewed the content “Sport America News” in its display page
  • When the visitor visits the home page
  • Then the asset publisher shows all content (term-related and term-non-related)

• Content recommendation is enabled in Content Set and the visitor has interests:
  • Given the “Enable Content Recommendation” has been enabled in the Content Set
  • And a visitor that has viewed the content “Sport America News” in its display page
  • When the visitor visits the home page
  • Then the asset publisher shows only the term-related content

• Content recommendation is enabled in Content Set and the visitor has no interests (AC returns empty set of terms of interest):
  • Given the “Enable Content Recommendation” has been enabled in the Content Set
  • And a visitor that has NOT viewed the content “Sport America News” in its display page
  • When the visitor visits the home page
  • Then the asset publisher shows all content (term-related and term-non-related)

• Recommended content is sorted by the relevance of the terms of interest: (https://issues.liferay.com/browse/LPS-97743)
  • Given the “Enable Content Recommendation” has been enabled in the Asset Publisher
  • And a visitor that has viewed the content “Sport America News” in its display page
  • When the visitor visits the home page
  • Then the asset publisher shows only the term-related content
  • And the content with more occurrences of the “sport” and “america” terms is listed first
    • Hint: edit the text of the term-related content to add more “sport” and “america” words to see how this affects the order of the asset publisher content.

• Enable content recommendation is not shown in Asset Publisher configuration when AC is not connected to DXP: (https://issues.liferay.com/browse/LPS-97866)
  • Given DXP has been disconnected from AC
  • When the marketer configures the Asset Publisher portlet
  • Then the Enable content recommendation option is not displayed

Creating a Display Page to visualize a web content with tags:

1) Go to Site Builder > Pages > Display Page Templates
2) Create a new Display Page Template
3) Map it to Web Content Article - Basic Web Content
4) Add one or more fragments and map them to the fields of the basic web content
5) Publish the Display Page Template
6) Go to Content & Data > Web Content
7) Add a new Basic Web Content
8) Fill in Title and Content
9) In the sidebar, go to Display Page Template, and select specific. Choose the display page template created in step 2
10) Also select some tags in Metadata for the Web Content
11) Publish the Web Content
12) In the kebab for the Web Content, select the option "View Content"
13) In the source for the html code, search for keywords. The tags will be present