Approaches to Personalization

Session Speaker(s): 
Sunday, November 9 2014
Room: Mushroom Kingdom
Time: 3:30pm - 4:30pm

New buzz word: "personalization first.” Tailoring websites to individual users boosts engagement and effectiveness, increasing sales, lead captures, etc. But challenges stand between you and great UX including: scalability, identification, data analysis and effectiveness. This session will present several personalization approaches using different methodologies and constraints. We’ll explain using known user traits, behavior, and analytics to avoid presenting irrelevant content to your users. Sometimes the results aren’t what you’d expect. Both anonymous and authenticated scenarios will be covered. Approaches include in-browser storage, external APIs, and native Drupal user accounts.


  • How and where to use personalization
  • Models and approaches:
    • Identity-driven: Known user traits
    • Behavior-driven: User activity
    • Analytics-driven: Aggregate, historical data
  • Demos and techniques
  • Things to avoid and lessons learned

Speakers are: Josh Lind and Eric Peterson from Tableau Software in Seattle.

Talk originally given at the PNW Drupal Summit October, 2014.