The following are the required steps to implement Dynamic Yield on your site or app. Some steps require decisions about implementation methods, including management of your sites and apps in Dynamic Yield, and whether to fire events and serve your campaigns through the Dynamic Yield script on your site, or via API. Your Dynamic Yield account team will help you make the best decisions for your business needs during onboarding. Most of the steps involve technical know-how; the details are described on our developer site.
- Create your sections: A section represents the scope of work you are going to do with Dynamic Yield. All campaigns, audiences, and assets are managed in the section entity. Learn more about creating sections.
- Sync a product feed: This is your product catalog. The feed is required for serving personalized recommendations, building an affinity profile based on analysis of your visitors’ preferences, social proof messaging, and much more. Learn more about syncing your product feed.
- Implement Dynamic Yield on every page: Implement Dynamic Yield client-side script or server-side API on every page of your website and app. This is used to track pageview activity. The client-side script injects the campaigns into these pages, and the server-side API will include the campaigns you want to render on these pages. Read more about Dynamic Yield's script and Experience API to decide which one to choose.
- Track meaningful events: Track purchases, add to cart, applications, login, and other meaningful user interactions. This is used for segmentation, measuring campaign performance, and more. Each event can be implemented as part of the client-side script or via server-side API. Learn more about our standard events.