Do you have content that only applies to a specific subset of a document or policy's audience? Or do you currently maintain multiple handbooks to account for slight differences in content for different groups of employees? Maybe your Acknowledgement Form has slight variations depending on state or country?

With Personalized Content, you can manage everything in one place. Whether you have a big addendum, a single policy, or even just a block of content within a section, we've got you covered.

Edit everything in one place and put a stop to editing the same content in multiple different documents. Make it easy for audience members to find content that's relevant to them – they can find whatever they need in one document/handbook.

Here's how.

Check out the help article on Groups and the one on Custom Fields to learn how to create, edit, delete, and otherwise manage your groups and custom fields.

If you integrate Blissbook with your HRIS / Payroll / AD platform, Blissbook will automatically sync select metadata. You can also request that we pull in any other custom field. If the data exists in your HRIS, we can get it and bring it into Blissbook so you can use it.

Once people belong to Groups or other Custom Fields, you can restrict access to content based on those. For a chapter header or an individual section, click the ••• menu in the top right corner, then choose "Limit Access":

Use the filtering options to limit access as you'd like:

In this example, we used custom fields to limit access to this section (aka policy) to audience members whose Work City is Pawnee and Employment Status is not part-time.

To test out your setup and make sure people are only seeing what they're supposed to see, click the Preview button (next to the Publish... button in the editor) to open a preview of your handbook. At the very top of the screen, you'll see a dropdown menu of your employees and the groups they're in. You can preview your handbook as different employees to ensure the right people are seeing the right content. Note: this preview functionality is currently limited to Groups. Custom Field support is coming soon.

You can also limit access to blocks of content within a text section. This has 3 great use cases:

To set this up, highlight a block of text and click the Limit Access lock icon in the editor toolbar:

This opens the same expression builder shown above that allows you to filter people.

Once you set that up, you will see a purple dashed box around the personalized content:

Every policy in your policy library has an "Audience", which is a built-in metadata field that you can set based on your groups and/or custom fields.

By default, a policy's Audience is set to Everyone, which means access is driven by the container in which it's in inside of a document.

To further refine access, click "Everyone" and create an expression as described above.

You can also set access control on a block of content within a policy just like you can within a text section. See Blocks of Content above.

With either set, you can filter your policy library based on audience access. Click Filter, hover over Audience Access, then choose the field. Then customize your filter to filter by the Audience of an entire policy, or blocks of content within:

If you need help setting this up, please contact our support team.