Setup

Refer to the table below for the sections under Setup.

Fill in all the required sections and proceed.

The Advanced details have the following features:

• Set conversion goals: Add conversion goals to monitor key business metrics and measure the success of your personalization. You can track one conversion goal per campaign. Select any event as a conversion goal activity according to your objectives.
  For example, if you want to track the number of customers who have purchased shoes after your campaign was sent. (Event: Product Search, Product: Shoes).

• Conversion Window: Select this option to define the time frame for successful actions after interacting with your campaign.
• Revenue Parameter: Select this option to assign a value to each successful action for tracking financial impact.
• Control group: These are the number of users you intentionally exclude when sending campaign content. They serve as a reference point for evaluating the effectiveness of your campaign.

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Mandatory Field

Setting up conversion goal is mandatory to use control group feature.

To exclude users in the control groups, do the following:

1. Toggle on the control group to exclude the users in the control group from the campaign's target segment.
2. Specify the percentage of users excluded from the campaign using the scroller/ slider.

Audience

The Audience section allows you to select who to target for your website personalization. You can add multiple audience groups to show the personalization as per user behaviour or prefrernces. Simply drag and drop the Audience groups to set the audience priority.

Audience screen has the following sections:

1. Live user segment

Toggle this option ON to target users visiting the website. Refer to the given table to know the options available here.

2. List / Segment

Toggle this option ON to select lists or audience segments for your personalized campaign.

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Note

• Select list/segment from your saved segments because you cannot create a new segment in this section.
• Segments/lists in the audience section refresh every 24 hours.

Specify Payload Paramter

Imagine you are running a personalized online store where different users see different things based on what they've done. This includes what products they've looked at, added to their cart, or what pages they've browsed. This feature helps you control how the system decides which user activity to "listen to" before showing a personalized message or offer.

Workflow

When you want to show personalized content based on user activity (like "Add to Cart" or "Product View"), you now get to select how the system matches the user's actions (payloads) using three modes:

1. Latest
2. Any
3. All

Personalization

After the basic setup and defining the target audience, Personalization is the section where you can create your website personalization and define other details. You can create or edit your Personalization using various editing options in this section. There are two modes available:

1. Edit: The Edit mode lets you directly change the content and style of elements on your website. Update text, images, and other settings in real time to personalize your site.
2. Navigate: In navigation mode, you can browse the website as usual, but not leave the page you are editing. If you do, any unsaved changes will be lost. This mode is useful for websites with carousels of banners or images. You can use navigation mode to scroll through banners, then switch to edit mode to change the banner you want.

Key Functionalities

Here are the key options available to customize your website personalization.

Edit Content

Click on the element you want to edit for a list of available options. Check the table for more details.

Overlay

Overlay are pre-designed components you can use to enhance your website personalization. They allow you to add functional and visually appealing elements to your site quickly. Refer to the table below for the available overlays. Refer to this document for detailed information and editing options available for each widget.

In-line Widget

Inline widgets are interactive elements added directly into your website content. They let users access key features, like lead forms, extra info, or quick actions, without leaving the page. Think of them as smooth, on-page boosters for engagement and conversion. Refer to the given document to know more about the In-line widget.

Set Up an Inline Widget

Refer to the given table to know the options below to control how your widget looks.

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Important

Don’t forget to click Apply Changes to save your personalization. If skipped, your changes won’t be saved.

Schedule

Finish creating and previewing your personalization, then schedule your campaign.

• Start campaign: Select Now to start immediately or select later to run it on your desired date and time.
• End campaign: Select Never to run the campaign indefinitely until you manually stop it or select Specified date to end it on your desired date and time.
• Campaign frequency: Control how many times a user views your campaign.
  You have three options under Select the frequency.
  • Time per session: Number of times personalization is shown per session.
  • Time per day: Number of times personalization is shown per session
  • Time per campaign: Number of times personalization is shown per campaign.
• Add Delay to Content Personalization: Set a time delay before showing personalized content to users, helping trigger content at the right moment for better engagement.