How to tailor your website to your customers

This FAQ will help you to set up Personalisation on your Website Builder website.

Personalisation is a feature of Website Builder that allows you to customise areas of your site based on certain criteria. For example, if you are running a sale over a set period of time, you can provide voucher codes, or you can display a message to regular visitors of your site, or simply wish your visitors a Merry Christmas.

Please note: This feature is only available on Website Builder version 8. If you are unsure which version of Website Builder you are using, you can use this article to find out.

  • Step 1 of 5

    From the Website Builder menu, select the InSite tab.

  • Step 2 of 5

    This will open the Personalisation menu, which will allow you to select from a number of pre-built rules, or allow you to create your own. In this example, we'll be adding a notification bar to our website.

    Click on the Select Rule button for your chosen rule.

  • Step 3 of 5

    Here you can select the trigger that causes your rule. By default, the notification bar occurs to all visitors during a selected date range, which is useful for a whole range of things - for example, if you are going on holiday and your business is closing on a certain date, you can use this to let your visitors know.

    You can use the change trigger option to change which trigger causes your notification - perhaps you want it to occur only for new visitors, or for a visitor on their 10th visit to your site.

    Once you've set your trigger, click the Next button.

  • Step 4 of 5

    Now you can customise your notification bar. Edit the text in the bar and use the tool bars to choose your desired colour scheme and font. Some rules have some settings options that will allow you to edit certain other elements of your site.

  • Step 5 of 5

    Finally you must review and confirm your new rule. You can use the Preview button to make sure that everything is working correctly, and use the Back button if you need to make changes.

    Once you're happy with it, name your rule. Make sure you name it something memorable in case you need to return to it at a later date, then click Save.