Guides / Personalization / Going to production

Personalization implementation checklist

This checklist lists all Personalization implementation steps and provides pointers to help you complete a successful implementation. You can read more about each step in the dedicated guides included in Personalizing Results.

Gathering user data

The first step to an impactful Personalization implementation is gathering the right data about your users. When your users engage in specific behaviors, you need to send Algolia events describing these behaviors. Algolia then uses these events to build individual user affinity profiles. Before beginning to send events, it’s best to analyze which behaviors your users take and creating a plan for the corresponding events you’ll send.

You’ve analyzed which user behaviors are meaningful for your business objectives

You’re sending valid events that capture all necessary information

You can use the Insights log debugger in your dashboard to monitor the received events and ensure that none of them are missing fields or returning errors.

Configuring your Personalization strategy

The Personalization strategy drives how Algolia computes user affinity profiles using the events you sent. You can configure the Personalization strategy directly from your Algolia dashboard or using the API clients. We recommend using the dashboard since it provides a visual simulator to simulate and explain your strategy’s effects.

You’ve defined a valid Personalization strategy

You’ve simulated your strategy for real users

Enabling Personalization on searches

Personalized searches leverage a user’s affinity profile to boost search results related to their preferences. It’s best to use the API clients or InstantSearch UI libraries to perform searches.

You’re including enablePersonalization and userToken in your search requests.

  • You’ve set enablePersonalization to true either as a search parameter or in the index configuration.
  • You’re using consistent userTokens in events and searches. To have personalized results, you must use the same userToken for the events you send for a particular user and the searches that user makes.

If you haven’t sent events for a particular userToken in the last 90 days, Algolia doesn’t personalize that user’s results.

Next steps

Before enabling Personalization for all your users, it’s best to A/B test your Personalization implementation first.

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