Personalization Overview

Personalization is a great way to "templatize" your microapp content for a specific recipient or group. By enabling personalization you can empower base users the ability to create microapp instances so that non-designers can harness the power of interactive experiences and personalize presentations, reports or any other content for their audiences.

To create a personalized microapp instance, you must enable personalization in the microapp settings. Once you have activated personalization you can start creating dynamic elements.

Dynamic Elements are the parts of a microapp which are intended to be personalizable. You can think of dynamic elements as the building blocks of personalization. 

Once your dynamic elements have been created, you must add tiles to your microapp builder and then mark them as dynamic. Connecting your dynamic elements to your tiles will give a user who is creating instances the ability to customize the content in that tile.

Using Dynamic Instance 1.0

Will my instances 1.0 microapps be impacted if I have this new feature turned on?

No. Instances 1.0 microapps will continue to function the same as before.

Will I be able to continue to create new microapps using instances 1.0 features?

No. Moving forward new microapps and non-dynamic microapps will see the updated dynamic feature options.

Can I convert my 1.0 dynamic instances microapp to a Personalization microapp and get the new features?

In order to do this, you will need to remove and rebuild your dynamic fields in Microapp Settings. After you have done this make sure your dynamic tiles are tied to your new dynamic fields. We recommend you rebuild the microapp to avoid any issues.

Will 1.0 microapps open in the new viewer experience?

No. Only new microapps and existing microapps without 1.0 dynamic instances will display the new viewer experience.

General Questions

Why do I see two navigation bars in the viewer?

The new navigation bar is workflow focused.

  • When you are viewing a microapp the navigation bar will only include viewing-mode actions. These include switching between microapps, personalized instances, creating and managing instances, switching adaptive format, going fullscreen, and sharing.
  • When you are editing a microapp the navigation bar will only include edit-mode actions. These include switching between adaptive formats, going to the builder, and viewing all dynamic fields.

Can I create an instance using the public API?

Yes. More information is available in the API Documentation.

Can I still broadcast?

Yes. However, switching between Instances 1.0 microapps and the new Personalization microapps while broadcasting requires you to restart the broadcast session.

Can I create a personalized instance from the builder?





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