Creating a Simple Personalization

Personalization is an activity that consists of pushing a specific and relevant message, content, or experience to a specific segment of visitors at the right moment of their user journey on your website. 

AB Tasty offers several types of personalization campaigns to address your needs: number and type of pages to personalize, number of alternative experiences for different segments, necessity to prioritize certain messages regarding other ones.

To learn more about differences about the types of Personalization, check out our definitive guide to find the best personalization campaign

And if you don’t know what type of Personalization to choose, our assistant Ally can help you. 

 

You’ve chosen to create a Simple Personalization
A Simple Personalization consists of displaying a new experience,  message, or content on one page (e.g. homepage, basket page, etc.) or a string of equivalent pages that share the same layout (all your product pages, all your results pages, etc.) for a specific segment of visitors of your website. You can measure the performance of your campaign in the reports.

 

 

 

Part 1: Main ways to create a new campaign

 

A Simple Personalization just like the other types of campaigns can be created directly from the campaign dashboard, audience manager dashboard, Chrome extension, and/or when duplicating and transforming a campaign. 

 

👉 Directly from the dashboard

 

On the Personalization dashboard, hover over the CTA Create and you’ll discover the following list. Click on Simple Personalization to enter the campaign creation flow. 

 

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👉 With the Chrome extension

 

AB Tasty has released a Chrome extension that lets you create a campaign directly from the page of your website. 

To download the Chrome extension, please follow this link.

This option is useful to load logged pages.

 

👉 Duplications and transformations

 

If you want to duplicate a Simple Personalization and create a new one (and potentially modify some elements of the setup), you can use the Duplicate option in the dashboard. 

 

  • Click on the three dots on the right of the campaign you want to duplicate

  • Click on the first option, Duplicate

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  • The duplication modal opens. You can modify the name of your new campaign (otherwise the name will be the same with (duplicate) added at the end

  • Select the account where you want to create your new campaign.

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For more information about duplication and transformation use cases, please refer to our specific article about this topic.

 

 

 

Part 2: The Main Information page

 

The Main Information page is the first step in creating your new Simple Personalization campaign. 

 

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General use case: Pasting the URL you want to personalize

 

At the top of the page, the dropdown pre-selects Simple Personalization. At this stage, you can change your mind and select another kind of Personalization.

The fields Name and Sample URL are mandatory and must be filled in to be able to click on Save.

The Sample URL is the exact page you want to personalize, or a sample of the pages that share the same layout you want to personalize.

 

It will be used in your campaign: 

  • To load the Editor of your choice (Visual or Code)
  • As a pre-filled targeted URL in the targeting step, but it won’t be the final targeted page of your campaign. See targeting article for more information. 

 

❗️Caution: Don’t use URL parameters in the sample URL fields, otherwise you won't be able to save the step

 

⭐️Tips: Filling in the “Hypothesis” field is a best practice for collaboration between teams and easily understanding the objective of the Simple Personalization (e.g. pushing a newsletter subscription popin for non subscribers) and will allow you to avoid spending unnecessary time looking for the changes in the Visual Editor.

 

At this point, you can select one of two ways to create your scenario:

  • Using the Visual Editor (and WYSIWYG features, widgets, and the possibility to add some JS and CSS code)
  • Using the Code Editor to fully implement your campaign with code

Either way, you’ll be able to come back to the Main Information page to switch the editor, or to change from the Code Editor to the Visual Editor, and vice versa. 

Once your choices and setup are completed, you can click Save & Go to the Next Step.



📎 Nota bene: Once you click on SAVE, your Simple Personalization will be generated (with a unique ID) and will appear in the Personalization dashboard. When you come back on the Main Information Page, everything will be editable except the type of personalization (the dropdown won’t be available anymore). At this stage, if you need to change the type of campaign, you’ll have to start from scratch or transform your current Simple Personalization to another kind of personalization directly on the dashboard using the duplication action.

 

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Specific use case: Logged pages

 

By default, when you load a page that requires an authentication (e.g. a client account) or a conversion funnel page, the page displayed in the Editor will be empty or will show an error because it often requires session information (e.g. products to be displayed in the cart page).

To get around this issue, you need to inject the source code of the page:

 

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There are two ways to do this:

  • Using the Load Editor with embedded source code option manually (as shown in the screenshot)
  • Using the Apply HTML option within the AB Tasty Chrome extension (see specific article)

 

The first method with source code consists of pasting the page’s source code directly into AB Tasty. To do this:

  • Go to the URL you want to load in the Editor
  • Right click Inspect
  • In the Elements tab of the console, go to the first line of code, the <html> tag
  • Right click it and go to Copy > OuterHTML: You will get the entire source code of the page with all the scripts and information needed
  • Paste this code into the dedicated window within the Main Information step
  • Caution: the URL field needs to remain filled in with your URL - this is mandatory in order to save and go to the next step
  • Click Save: The page will load in the Editor and you can apply your changes as usual

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Part 3: The content of your campaign

You have two ways to create content for your campaign in AB Tasty: 

 

With the Visual Editor:

The Visual Editor enables you to create the personalized experience you want to push on your website for a specific segment. 

To learn how to use the Visual Editor, discover options, and dive into our widget libraries, please read the Visual Editor Guide

 

With the Code Editor:

The Code Editor enables you to declare your code (JavaScript, CSS) without having to load the Visual Editor. The Code Editor is the best solution for developers who want to save time. As the feature doesn’t get a preview to execute the code, you can run your campaign in QA mode using the QA Assistant and refresh the tag each time you modify something in your code before refreshing the page.

To learn more about QA, please refer to the QA portion of this guide.

To learn how to use the Code Editor, please read the Code Editor Guide.

 

Part 4: Goals

 

Once you’ve created your Personalization, you can pre-configure your future reporting to identify easily the metrics that need to be followed as your primary goal (the one which is potentially the most impacted by your Personalization).

To learn everything about the different types of metrics and how to set them up, please refer to the following guide.

 

The metrics are split into different sections: 

  • Action tracking: all the trackers you’ve set up in the Visual Editor (not retroactive)
  • Page tracking: the pageviews you’ve recorded in your account and a feature to create new ones (retroactive)
  • Custom tracking: the action tracking and other tracking you’ve set up by code in the Editor or the global code of the account. (not retroactive)
  • Browsing metrics: (retroactive)
    • Bounce rate
    • Pages per session
    • Visited rate

To learn about how these metrics are calculated, read the following resource

  • Transaction metrics: You’ll find the transaction indicators you’ve set up on your account. To get them, you have to install our transaction tag on your website. Please follow this link to read the relative documentation. (retroactive)

 

Selecting your primary and secondary goals

 

During this step, you will need to select a primary goal, which will serve as a point of reference for your campaign. You can also select several secondary goals that can be tracked in the reporting of your campaign. You can only select goals that interest you, and only they will appear in your campaign report.
You can add or delete secondary goals down the line (in this case, they will be retroactive), but the main goal cannot be changed once it has been saved. However, the goals set in the Editor (Click Tracking, Action Tracking) are not retroactive. You have to configure them before launching your Personalization.

 

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  • Click the category related to your goal:
    A list of indicators appears on the right-hand side.
  • Click the + icon to the right of the indicator you want to select:
    The goal is displayed in the right-hand pane as goal number 1 in the Primary Goal category.

Caution: Once your goals have been saved and your campaign has started, you may no longer modify or delete the primary goal of your campaign. 

Once your campaign has started, you can add secondary goals, but only pageviews will be retroactive in the reports. All the other goals will be calculated from the date you added these metrics as goals.

 

You can add up to 49 secondary goals.

 

Save before quitting the page. Your setup will constitute the basis of your future reporting to analyze the result of your campaign. Each chosen metric will appear as a goal in the reporting.

 

Hiding transaction indicators

 

When you implement a transaction tag, the transaction affiliation (ta) name you assigned to your transaction tag automatically appears as a transaction indicator in the Transaction section of the Goal Setup step of a campaign.

For more information on how to configure a transaction tag, please refer to Installing the transaction tag.

The more transaction tags you implement, the longer the transaction indicators list will be. These transaction indicators can then be chosen as primary or secondary goals for your campaign.

The option to hide transaction indicators enables you to clear and lighten the transaction indicators list by hiding out-of-date transaction indicators.

This way, it becomes easier and more convenient to find the transaction indicator(s) you want to set as primary or secondary goal(s) for your campaign, allowing you to delete the obsolete one.

 

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Before deleting transaction indicators, and if you have made any modifications in the step (such as adding or removing a goal), click Save step to make sure the goals are up to date.

To hide transaction indicators from the Transaction list, apply the following steps:

  • Click Hide Transaction Indicators
  • From the pop-in, hover over the indicator you want to hide from the list and click the trash icon
  • Repeat this action for the other indicators you want to delete
  • Click the Hide button to confirm

 

Heads up ⚡️

You can’t hide an indicator that is used in one or several other campaigns, whether they are live or paused. These are disabled. 

 

Good to know 💡

The hidden transaction indicators will be hidden from the list for all campaigns but not deleted permanently. For legacy reasons, to delete one, you must do it directly in your website code.

 

Retrieving the hidden transaction indicators

 

You can retrieve the list of all transaction indicators you have hidden in your account settings from Account management > Transaction indicators management.

To reactivate one, hover over it and click Activate. The indicator will disappear from this page and you’ll be able to see it in the transaction indicators list in the Goal step and to use it as a primary or secondary goal for your campaigns.



 

Part 5: Targeting

 

The targeting is one of the most important moments of the campaign setup. 

You have to declare WHERE your campaign should be visible on your website (e.g. on every page, on specific pages, on only one page, etc.), for WHOM (e.g. your whole traffic, mobile users only, etc.), and in WHICH conditions (e.g. after a certain number of pages, when it’s cold outside, etc.) it should appear.

Please refer to our complete guide about targeting here and learn how to set up segments of visitors, saved pages, and saved triggers to save time in your future setups.



 

Part 6: Traffic allocation

 

The traffic allocation step enables you to declare if you want to personalize all your targeted traffic or just a small part of it. It also allows you to change the iso repartition between variations if you need to.

 

To learn more about traffic allocation, please read the specific section about Simple Personalizations in this complete guide. 




Part 7: Advanced options

 

The advanced options are not mandatory. 

 

Third-party Integrations (analytics)

 

You can link your Simple Personalization to your analytics tool. This way you’ll be able to analyze your cohorts in your own dashboards. We’re integrated with a lot of analytics tools. To learn how to set up your integration between your analytics tool and AB Tasty, please refer to the following guide, especially if you want to set up the API connection at the account level, to avoid having to set it up in each specific campaign. This way the connection will be fully automatic.

 

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If you want to set up an analytics integration in a specific Simple Personalization, you can find your analytics tool in the dropdown and select it.
Some analytics tools, like Google Analytics, require additional settings, which appear in a form panel.

 

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Once launched, your Personalization will start sending data to all the analytics services that you configured here. 

 

Part 8: QA

The QA of the campaign is one of the most important steps before launching your campaign into production. 

Please refer to our complete QA & QA Assistant guide for details on how to take this step.

 

Part 9: Scheduler

If you want to make your Simple Personalization start on a specific hour on a specific day, and/or to pause it on a specific hour on a specific day, please refer to our guide about scheduling.



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