Personalisation: The right content to the right people, at the right time


Personalisation lets you tailor what visitors see on your website based on who they are. Whether that's a school group booker, a gold-level member, or a first-time donor. The result is a more relevant experience for your audience, and a smarter way to use the content you're already creating.
 

This guide walks through the core tools, then gives you ready-made scenarios you can adapt and use straight away.

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Take note! Only fully integrated Purchase Flows or Single-Sign-on (SSO) can use personalisation. Please review our list of Partner Integrations and look for the ✅ next to CultureSuite online accounts (log-in & sign-up via CultureSuite webpage) or Single Sign On (SSO) and Obtain visitor tags of visitor after login. If neither are ticked contact CultureSuite support to discuss them being added.
 

Before you start

Personalisation in CultureSuite is built around Visitor Tags and content visibility settings. It helps to understand both before diving into the scenarios.

For a full breakdown of how each works, see:

 

What is a Visitor Tag?

A Visitor Tag is a label attached to a visitor's account. Tags can come from two places:

  • Your ticketing system: These sync automatically when the visitor logs in.
  • The CultureSuite website: Tags you create in the CMS, based on actions or groups defined within the platform.

To view and manage Visitor Tags, go to Marketing > Visitor Tags.

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Take note! Newly imported Visitor tags are automatically set to "inactive" in the CMS and must be activated manually if you want to use them on the website. Check that your tags are enabled (not greyed out) before building personalisation around them.
Marketing > Visitor Tags, showing the difference between active and greyed-out tags
Marketing > Visitor Tags, showing the difference between active and greyed-out tags
 

What is content visibility?

Every part on a Stories page has visibility settings. You can set a part, or an entire page, to only show to visitors who have a specific Visitor tag. Visitors without that tag simply won't see it.

This means you can create one page with multiple parts, each targeted at a different audience, without needing separate pages for every group.


Three keys to personalisation success

Almost every personalisation scenario in this guide uses some combination of these three actions.

  1. Check your Visitor Tags are active: Go to Marketing > Visitor Tags. Tags that are greyed out are not active and can't be used for personalisation. Activate any tags you want to use.
  1. Set visibility on a part: Open any part on a Stories page, go to the Visibility tab, select Advanced, and choose which Visitor Tag(s) should see it.
    1. Part visibility settings, showing the Advanced option and Visitor Tag selector
      Part visibility settings, showing the Advanced option and Visitor Tag selector
       
  1. Use Dashboard notes: When you have multiple parts on a page with different visibility settings, use the Dashboard note field on each part to record what it's for and who it's shown to. Your future self will thank you.
 

Scenarios

Scenario 1: Schools booking page

The situation: You want a dedicated page for school group bookers with tailored event listings and practical booking information – without it appearing in your general What's On for everyone else.

What you need first:

  • A Visitor Tag for school group bookers.
  • Create this in your Ticketing System and add to your account and login.
  • This creates it in the Culture CMS. Update in Marketing > Visitor Tags.
  • It's also worth thinking about how your schools-relevant Productions are organised before you build. If they're already grouped by genre tag, theme, or location, you may be able to pull them in using existing filters. If not, the simplest approach is to link them directly using a Related Productions part (see step 3 below).
 
How to set up a Schools booking page ⬇️
  1. Go to Stories > Pages and create a new page (or open an existing one you want to use).
  1. Add the parts you want all visitors to see:
    1. A hero image and a general introduction work well here. This acts as your landing page content for anyone who arrives without being logged in.
    2. Add a Events part for the school-specific event listings or information.
      1. Events (via Themes) > Select the relevant theme
      2. Events list > in Configuration use either the genres or theme parameter to filter the Events part, depending on how you have tagged your Productions.
      3. Related Productions > on the Page details tab > Other select the Related productions from the searchable drop down
  1. Open that part, go to Visibility > Advanced, and select your schools Visitor Tag.
    1. Visibility tab on a part, with the schools Visitor Tag selected
      Visibility tab on a part, with the schools Visitor Tag selected
  1. In Details add a Dashboard note to the part, for example: "Visible to: School group bookers only."
  1. Save.
    1.  Page parts with showing which have Advanced Visibility settings
       Page parts with showing which have Advanced Visibility settings
  1. Share the page link directly with school contacts. They'll need to be logged in to see the personalised content.
    1. 💡
      Top Tip! If you want this page to stay out of general search results, uncheck the Allow indexing option in the Advanced Visibility settings for the page.
 

What the visitor sees:

  • A logged out visitor or logged-in visitor without the schools tag sees the hero and general introduction only – enough context to understand the page and log in.
  • A logged-in school group booker sees the full page, including the tailored event listings and booking information.
Page when not logged in
Page when not logged in
Page when logged in with Schools Visitor Tag
Page when logged in with Schools Visitor Tag
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Top Tip! Hide Productions from General What’s On. In Events & Productions > Details Tab > Properties select Hidden from overviews and homepage property on any connected Productions so they don't surface in your general What's On.
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Top Tip! Added visibility bonus! Hide the log in instructions part when the visitor is logged in as they are no longer relevant. Use the Hide from setting in the Advanced visibility tab.

Scenario 2: Membership upsell page

The situation: You want to encourage members to upgrade their membership, showing each person only the levels above their current one and not the tier they already have or below.

What you need first:

  • Visitor Tags for each membership level (e.g. Bronze Member, Silver Member, Gold Member). These will come from your ticketing system.
 
How to set up a Membership upsell page ⬇️
  1. Go to Stories > Pages and create or open your membership page.
  1. Create a separate content part for each membership upsell:
    1. one for none members (Bronze)
    2. one for Bronze-to-Silver
    3. one for Silver-to-Gold
    4. one for top-tier members (e.g. an exclusive offer or thank-you message).
  1. For the Bronze part: go to Visibility > Advanced and set it Hide from visitors with the Silver or Gold Member tag. Save.
    1. Advanced visibility settings to Hide part from Silver and Gold members
      Advanced visibility settings to Hide part from Silver and Gold members
  1. For the Bronze-to-Silver part: go to Visibility > Advanced and set it Hide from visitors with the Silver or Gold Member tag. Save.
  1. For the Silver-to-Gold part: Visibility > Advanced and set it Hide from visitors with the Gold Member tag. Save
  1. For the top-tier part: set it to show only to visitors with the Gold Member tag. Save.
  1. Add a Dashboard note to each part, for example: "Shown to: Bronze Members only – upsell to Silver."
    1. Page overview in dashboard showing multiple parts with their Dashboard notes visible
      Page overview in dashboard showing multiple parts with their Dashboard notes visible
 

What the visitor sees:

  • A logged-out visitor or logged-in visitor without any membership tags sees the whole page.
  • A Bronze member sees the Silver and Gold upsell content only.
  • A Silver member sees only the Gold upsell.
  • A Gold member sees a thank-you or exclusive offer – nothing below their level.
Membership Page when logged not logged in
Membership Page when logged not logged in
Page when logged in with a Silver Member Visitor Tag
Page when logged in with a Silver Member Visitor Tag
Page when logged in with Gold member Visitor Tag
Page when logged in with Gold member Visitor Tag
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Top Tip! You can apply the same logic in reverse – use visibility to show certain parts for specific tags, rather than not showing them. Use whichever approach feels more intuitive for the content you are building.
 

Scenario 3: Exclusive member events (fundraising)

The situation: You're running events exclusively for donors at a certain level – a private concert for £2,500+ donors, an open dress rehearsal for £1,000+ donors. You don't want lower-tier donors or the general public to even know these events exist.

What you need first:

  • Visitor Tags corresponding to each donor or membership level.
 
How to set up exclusive member events ⬇️
  1. In Events & Productions, open the relevant Production and in the Properties dropdown select Hidden from overviews and homepage. It won't appear in your general What's On or on the Homepage, but it can still be linked to from a page.
    1. Production properties panel with "Hidden from overviews and homepage" highlighted
      Production properties panel with "Hidden from overviews and homepage" highlighted
  1. Go to Stories > Pages and create a Stories page (or add to an existing member portal page).
  1. Add a Description part explaining donors need to log in.
    1. Set the visibility of that events part to Advanced, selecting to Hide from the relevant donor-level Visitor Tags.
  1. Add in any content parts for your donors for example Description.
  1. Add a Related Productions part to the page.
    1. Set the visibility of that events part to Advanced, selecting only the relevant donor-level Visitor Tags.
  1. Go to Page Settings scroll down to Other and select the exclusive Productions in from the Related productions searchable dropdown.
    1. Walk through of adding Related productions and setting visibility to only donors

      Related productions drop-down on Page details
      Related productions drop-down on Page details
  1. You can also set the visibility of the entire page to Advanced if the whole page is exclusively for members.
  1. Save.
    1. 💡
      Top Tip! For events that should genuinely never be purchasable by the general public, speak to your ticketing system about how you can restrict bookings to certain visitors. Platforms like Tessitura and Spektrix have additional purchase controls that work alongside CultureSuite's visibility settings.
 

What the visitor sees:

  • A visitor without a qualifying donor tag sees no trace of the exclusive event – it doesn't appear in What's On, on the Homepage, or anywhere on the member portal page.
  • A visitor with the qualifying donor tag sees the event listed on the member portal page and can click through to book.
Member portal page as seen by a qualifying donor, showing the exclusive event listing.
Member portal page as seen by a qualifying donor, showing the exclusive event listing.
Member portal page as seen by a visitor without qualifying donor tag.
Member portal page as seen by a visitor without qualifying donor tag.

Scenario 4: The Welcome banner

The situation: You want a simple, warm touch, greeting logged-in visitors by name or membership level on your Homepage.

This is the quickest personalisation win and a great starting point if you're new to the feature.

How to set up the Welcome banner ⬇️
  1. Go to System > Routes & Parts > Homepage.
    1. Look for the Welcome part
    2. The Welcome part will display a personalised greeting to logged-in users. For example, "Welcome back, [visitor name]" using the visitor's account information automatically.

What the visitor sees:

  • A logged-out visitor sees the homepage as normal, with no personalised greeting.
  • A logged-in visitor sees a welcome message using their name or membership level. For example, "Welcome back, Gold Member" – in the banner area and in the account drop down.
Example of the Welcome banner as it appears to a logged-in visitor
Example of the Welcome banner as it appears to a logged-in visitor
 
Example of the My Account menu showing the Visitor  tag "Dans liefhebber
Example of the My Account menu showing the Visitor  tag "Dans liefhebber"

No Visitor Tag setup needed for this one. It works as soon as a visitor logs in.


Scenario 5: Members-only events using presale settings (Advanced)

The situation: You want an event to be available exclusively to members, with it never going on general sale, so that only visitors with the right Visitor tag can purchase tickets, regardless of how they find the page.

This goes a step further than page visibility: it restricts purchase access at the event level using group presale settings, in combination with your ticketing system's sale processes.

What you need first:

  • Visitor Tags for the relevant member group(s)
  • An understanding of how your ticketing system handles presales or restricted sales
 
How to set up Members-only events ⬇️
  1. In Event Metadata > Groups, configure the presale settings for the relevant group so the event remains in presale indefinitely – meaning it never moves to general sale.
    1. Turn on the Presale option of the Group in the Groups module.
    2. Example members only group settings with Start sale* in the far future.
      Example members only group settings with Start sale* in the far future.
      Members group Presale on
      Members group Presale on
  1. In Event Metadata > Statuses, set an appropriate event status (e.g. Members Only or Onsale for members) to communicate availability clearly to visitors who do see the event.
  1. In Events & Productions, on relevant productions and events:
    1. use the Hidden from overviews and homepage Production property so the event doesn't surface in general listings
      1. Production properties panel with "Hidden from overviews and homepage" highlighted
        Production properties panel with "Hidden from overviews and homepage" highlighted
    2. In the event set your members group and status or you can do this from the Groups and Status modules.
  1. Surface the event on a theme page or member portal page where visibility is already controlled by Visitor Tags (see Scenarios 1–3 for how to set this up).
 
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Good to know! Presale settings apply at the group level, not per production. If two presales are running simultaneously for different audiences, a visitor qualifying for one could in theory access both presale windows. This is another reason why your ticketing system's sale controls are an important second layer. They ensure that even if a visitor reaches the purchase path, only eligible customers can complete a transaction.
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A note on ticketing system checks Some ticketing systems have additional onsale controls that provide a second layer of access restriction at the point of purchase. Confirm your setup with your ticketing team before relying on CultureSuite visibility settings alone for purchase gating.
 

What the visitor sees:

  • A logged-out visitor or non-member sees no trace of the event anywhere on the site.
  • A logged-in member with the qualifying tag sees the event on the member portal page with an active booking link.
  • If a non-member somehow reaches the event URL directly, the ticketing system's controls prevent them from purchasing.
 

Quick reference: Building a personalised page

Step
Where to go
What to do
Check Visitor tags are active
Marketing > Visitor Tags
Make sure relevant tags are enabled, not greyed out
Create your page
Stories > Pages
Add parts for all audiences, including a visible landing section
Set part visibility
Part > Visibility tab > Advanced
Select the Visitor Tag(s) that should (or should not) see this part
Add Dashboard notes
Part > Details tab
Note who the part is for and what it does
Test it
Log in with a test account
Verify the right content shows and hides correctly

Things to know (recap)

Visibility works at Page level and Part level. You can hide a single content block, or lock down an entire page. For most scenarios, part-level visibility gives you more flexibility.

Tags sync on login. Visitor tags from your ticketing system are pulled across when the visitor logs in. If a visitor's tag has changed in your box office, they'll need to log in again for it to update in CultureSuite.

One page, many audiences. Rather than creating separate pages for every audience segment, a single page with multiple visibility-controlled parts is usually easier to manage – especially with good Dashboard notes.

Dashboard notes are your best friend. When you return to a page six months later, clear notes on each part will save you significant time working out what's set up and why.

 

 

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