The Installation Wizard creates your Master Admin account and then installs the platform into the stack you created in Step 1. Installation itself takes a little under an hour, and you do not need to stay on the page — the platform emails the Master Admin when it finishes.

Before you begin

  • The CloudFormation stack from Step 1 shows CREATE_COMPLETE.
  • You have the platform domain, Master Admin email address and (ideally) a Google Maps API key from the pre-installation check-list.

Create the Master Admin account

  1. In CloudFormation, open your stack and select the Outputs tab.
  2. Select the EC2InstancePublicURL value. The Personalisation Hub Installation Wizard opens.
  3. Enter your Company / Brand Name. The platform uses it as the ${BrandName} token in everything it sends to customers.
  4. Enter the Master Admin Email. This is the platform's primary admin login, and it receives the installation emails — use a shared mailbox such as itadmin@yourdomain.com rather than one person's address.
  5. Enter a Master Admin Password. It also opens the Cost Control Settings page later. A simple password is fine at this point: you are required to change it at your first login to the platform.
  6. Accept the Terms & Conditions and select Create Master Account.
  7. Sign in to the Installation Wizard with the same email address and password.

Configure and install

  1. Choose the Environment Type: Development, Staging or Production.
  2. Wait for Environment Size to load, then choose Medium or larger.
  3. Enter the Platform Domain, for example ph.yourdomain.com.
  4. Enter your Google Maps API Key if you have it. It is needed to add stores, locations and addresses, and can be added later under Integrations.
  5. Select Install Platform.
The platform domain cannot be changed once set, and it must sit on your organisation's primary domain. That is what lets the platform connect first-party cookies and experiences between a customer's online journey and their visit to a physical store.
Do not choose the Functional or Low environment sizes, particularly if you plan to use the AI features. Start at Medium or above; the size can be adjusted later.

Verify it worked

After roughly 55 minutes the Master Admin receives an email titled Personalisation Hub - Installation Complete > Next Step: DNS Set-Up, containing the 2 CNAME records for your domain.

Next step

The certificate AWS issues for your platform domain lasts 3 days, so continue with Step 3 — Set up DNS after installation straight away.