Plans Page

This page provides all the information you need to choose the ideal Personalize plan for your team. See the following illustration:

Notes:

  • To return to the Home page, click on the Personalize logo at the top of the screen.
  • When you select a license plan on the Plans page, you are transported to the MarketPlace site where you complete the process. Once you complete the purchase, return to the Personalize Portal and configure your license group using the Admin area.

Personalize License Plans

Personalize is available in several packages described in the sections below. Starting with the Free plan designed for individual users, each plan has an increasing number of features, culminating in the Enterprise plan containing the most advanced administrative controls for Personalize.

The Personalize app is free and requires only the Free license plan. To use Personalize’s Follow-You Persona service, you must acquire and install the free Personalize app and also purchase a paid license plan. Each paid plan includes the Follow-You Persona service as well as five user licenses. You can purchase additional licenses with each plan. The service unlocks the true power of Personalize, so we recommend you purchase a license plan to take advantage of all the functionality Personalize can deliver.

Free Plan

The Free plan includes the Personalize app. This plan is free but the app cannot be used with Personalize’s Follow-You Persona service. To use the service with the Personalize app, you must purchase a paid license plan.

If you use the Personalize app without the Follow-You Persona service, a MarketPlace account is not required. In addition, the app becomes device-specific. That is, you can install the app on only one device at a time. On that device, you can customize your UI and it will appear each time you authenticate at the device. Note also that with the Free plan you can customize your UI only on the device panel. To customize your UI on the Personalize portal, you must have a MarketPlace account and you must have a paid Personalize license.

In the Free plan, you can acquire multiple licenses for the Personalize app, but each license must be associated with a unique e-mail address. That is, a user can acquire only one free Personalize app license.

Starter Plan

With the introductory Starter plan, you can take your personalization to the next level! The customized experience you created on one MFP can follow you to every MFP in the workplace, based on user authentication! This means that wherever you go, you can use a completely personalized home screen on your MFP.

Business Plan

The Business plan offers all of the functionality included in the Starter plan, along with a variety of advanced features/functions that promote a more personalized experience at the MFP. Business plan users can create their own personalized MFP user interface (UI) experience, create a default MFP UI for department-wide use, and more…directly from the Personalize Portal.

Enterprise Plan

The Enterprise plan provides the sophisticated administrative controls and reporting capabilities necessary for larger, more complex business customers. With the Enterprise plan, you can take advantage of advanced reporting capabilities and user tracking, a comprehensive Admin Dashboard, time-saving license management features, and more.

Free Trial License

Each MarketPlace user has access to a 30-day free-trial license for the Personalize Enterprise Plan. This license includes all the features of the Enterprise plan, and provides up to 50 user licenses. If you later choose to purchase a Personalize plan, you can transfer any data you generated on your trial license to your purchased account.

To get a free trial license, do the following:

  1. Log in to the Personalize portal. The Home page appears.

  2. On the Home page, click on the VIEW PLANS button. The Plans page appears.

  3. On the Plans page, on the Enterprise card, click on the FREE TRIAL button. If you are logged in to the portal and the Free Trial button is not active, the free trial license has already been consumed for the logged-on user and is thus no longer available. The following illustration shows the Free Trial button in an active state:

  1. Personalize redirects you to MarketPlace. Follow the purchasing process to create the trial license. When the purchasing process is complete, you return to the Personalize portal. In the window that appears, click on the Go Home link:

The Home page of the Personalize Portal appears, where you can log in and access your trial license group.

Personalize’s free trial is restricted to one per MarketPlace account. As the end of the trial period approaches, Personalize sends a notification to the email account associated with the trial license. The notification includes the expiration date of the license and your options for purchasing a paid license for Personalize.

Note: You can also access the free trial license via the Product page for Personalize’s Follow-You Persona Service.