When configuring a test or personalization, there are 6 steps you need to follow before you can start your campaign and make changes accessible to your users.
Targeting definition is step 4 of the test campaign configuration process and step 2 of the personalization campaign configuration process.
If necessary, you may also configure the visitors who will see your changes, i.e. your campaign “audience”.
Once targeting is complete, you can run the QA process for your campaign via the targeting configuration page.
When you run the QA process for your campaign, only you will see the configured changes, not your visitors.
However, your campaign will look just like it would for your visitors: check that visual changes are displayed correctly, that targeting criteria are complied with and that click tracking is taken into account and visible in the campaign reporting section.
To do this, use the QA mode option via the targeting configuration page.
The QA mode option is only available from version 2.4 upwards of the framework. For more information, please contact your CSM.
Displaying the targeting configuration screen
- From the dashboard, click , then 4 Targeting.
- From the variation editor, display the left-hand pane of the campaign and click 4 Targeting.
- From the dashboard, click , then 2 Targeting.
- From the variation editor, display the left-hand pane of the campaign and click 2 Targeting.
Enabling the QA mode
Then enable the QA mode to make sure your campaign is configured properly. To do this, apply the following steps:
- Click to enable the QA mode for the campaign:
The QA settings are displayed.
- Enable the Target an IP address or the Target a cookie setting, or both depending on your needs.
- Click Save step in the upper right-hand section of the screen.
- For step 4 Traffic allocation, allocate 100 % of the traffic to the variation you want to check.
- Play your test in production.
- Open a private browser tab and enter your campaign’s URL in the navigation bar.
- Run your checks.
You must select at least one QA setting.
Once you’ve finished running checks, the campaign is ready to be launched for visitors:
- Pause the campaign.
- Disable the QA mode.
- Check audience targeting.
- Allocate the traffic as planned.
- Delete the data provided during the QA process from the reporting page.
- Play your campaign in production.
Targeting an IP address
When you enable the QA mode for your campaign, IP targeting is selected by default.
- If this isn’t already the case, click to enable IP targeting.
- Configure the IP adress(es) you want to target.
- Click Save step.
You can either configure your own IP address, one or more specific IP addresses or an IP range, and you can choose to include or exclude them from targeting.
For more information, refer to IP address targeting.
Targeting a cookie
- Click to enable cookie targeting.
- Enter a name and a value for the cookie in the relevant fields.
- Click Save step.
You then need to create a cookie in your browser with the configured name and value.
For more information, refer to Cookie targeting.