Personalization is an activity whereby a specific and relevant message, piece of content, or experience is served to a specific segment of visitors at the correct point in their user journey on your website.
AB Tasty offers several types of personalization campaigns depending on your needs. These include the number and type of pages you wish to personalize, the number of alternative experiences served up to different segments, and the prioritization of certain messages rather than others.
If you’re not sure which type of personalization to choose, our virtual assistant Ally can help you decide.
A Multi-experience Personalization displays a new experience, message, or piece of content on one or several different pages (homepage, basket page, etc.), for at least 2 specific segments of visitors to your website. You can track the performance of your campaign in your campaign reports.
Part 1: main ways to create a new campaign
Multi-experience Personalizations, just like other types of campaigns, can be created directly from the campaign dashboard, audience manager dashboard, Chrome extension, or by duplicating or transforming an existing campaign.
Directly from the dashboard
On the Personalization dashboard, hover over the call to action Create. This will bring up the following list. Click on Multi-experience Personalization to enter the campaign creation workflow.
Using the Chrome extension
AB Tasty has released a Chrome extension that allows you to create a campaign directly from the specific page of your website.
Duplications and transformations
If you want to duplicate a former Multi-experience Personalization to create a new one (with or without modifying some elements of the set-up), select the Duplicate option on your dashboard.
- Click the three dots on the right of the campaign line you want to duplicate.
- Click on the first option – Duplicate.
- The duplication modal opens. You can modify the name of your new campaign, otherwise, the name will be the same as the existing campaign but with (duplicate) added to the end.
- Select the account where you wish to store your new campaign.
For more information about duplications and specific transformation use cases, refer to our specific article on this topic.
Part 2: The Main Information Page
The Main Information Page is the first step in setting up your new Multi-experience Personalization campaign.
General use case: Pasting in the URLs you wish to personalize
At the top of the page, the dropdown is preselected to Multi-experience Personalization. At this stage, you can select another kind of personalization if you have decided not to run a Multi-experience Personalization campaign.
The fields NameandAt least 2 sample URLs are mandatory and need to be filled in to access the Save button.
The Sample URL field should be filled in with the URL of 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 visual editor
- As a pre-filled targeted URL in the targeting step, but it won’t be the final targeted page of your campaign. See our article on targeting for more information.
❗Caution: Don’t use URL parameters in the sample URL fields, otherwise you won't be able to save the step.
⭐Tip: Filling the field Hypothesis is a best practice to help collaboration between teams and so everyone can easily understand the objective of your Multi-experience Personalization (for example: Pushing the newsletter subscription pop-in to non-subscribers). This will avoid wasting time looking for the changes in the visual editor.
Good to know 💡
Once you click on Save, your Multi-experience Personalization will be generated (with a unique ID) and will appear in your Personalization dashboard. If you return to the Main Information Page, everything will be editable except the type of personalization (this dropdown won’t be available anymore).
At this stage, if you need to change the type of personalization campaign, you should restart the campaign creation process from scratch or transform your current Multi-experience Personalization campaign to another kind of personalization campaign using the duplication action.
Specific use case: Logged pages
By default, when you load a page that requires authentication (a client account, for example) 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 (for example, products to be displayed in the cart page).
To avoid this issue, you need to inject the source code of the page:
You can do this in two ways:
- Using the Load editor with embedded source code option (seen in the screenshot above)
To Load editor with embedded source code, paste 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 – this will copy the entire source code of the page with all the scripts and necessary information
- Paste this code into the dedicated window within the Main Information step
- ❗Caution: The URL field must contain your URL or you won’t be able to save and proceed to the next step
- Click Save – the page will load in the editor and you can apply your changes as usual
Part 3: The content of your campaign
Using the Visual Editor:
This enables you to create the personalized experience you want to serve to the specific segment of visitors to your website.
To learn how to use the Visual Editor, discover its options, and dive into our widget libraries, see our Visual Editor Guide.
Using the Code Editor:
This feature is not available for Personalization campaigns. To learn more about the Code Editor, see our Code Editor Guide.
Part 4: Goals
Once you’ve created your personalization, you can preconfigure your future reporting to easily identify the metrics needed to track your primary goal (that which you are hoping to impact most with your personalization).
To learn about different types of metrics and how to set them up, see the following guide.
Metrics are categorized into different sections:
- Action tracking: All the trackers you’ve set up in the visual editor – note, these are not retroactive.
- Page tracking: The pageviews you’ve recorded in your account plus the option to create new ones (for more on this, see our guide). These are retroactive.
- Custom tracking: The action tracking and other trackings you’ve set up by adding code in the editor or the global code of the account (for more on this, see our guide). These are not retroactive.
- Browsing metrics, including bounce rate, pages per session, and visited rate. To learn more about these metrics and how they are calculated, read the following guide. These are retroactive.
- Transaction metrics: Here you’ll find the transaction indicators you’ve set up in your account. To use these, you need to install our transaction tag on your website. For more on this, see the following guide. Note, these are also 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 select just the goals that interest you, and only they will appear in your campaign report.
You can add or delete secondary goals later, after the launch of the campaign (in this case, they will be retroactive), but the main goal cannot be changed once it has been saved. However, the goals set up in the editor (Click tracking, Action Tracking) are not retroactive so you have to configure them before launching your personalization.
- 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 can no longer modify or delete the primary goal of your campaign.
Once your campaign has launched, you can add secondary goals, but only pageviews will be retroactive in the reports. All other goals will be calculated from the date you’ve added these metrics as goals.
You can add up to 49 secondary goals.
Save before leaving the page. Your set-up 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 Goals setup step of a campaign.
For more information on how to configure a transaction tag, see our guide to Installing a 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 transaction indicators hide option enables you to clear and lighten the transaction indicators list by hiding out-of-date transaction indicators.
This makes it easier to find the transaction indicator(s) you want to set as primary or secondary goals for your campaign and to get rid of any obsolete indicators.
Before deleting transaction indicators, and if you have made any modification in the step (such as adding or removing a goal), click Save to ensure all goals are up-to-date. To hide transaction indicators from the Transaction list, follow these 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, therefore the option to hide these is disabled.
Good to know 💡
Hidden transaction indicators will be hidden from this list for all campaigns but not deleted permanently. If you wish to delete one permanently, you should do it directly in your website code.
Retrieving hidden transaction indicators
You can retrieve the list of all transaction indicators you have hidden in your account settings by visiting Account management > Transaction indicators management.
To reactivate a hidden transaction indicator, 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 Goals setup step of a campaign. You will now be able to use it as a primary or secondary goal for your campaigns.
Part 5: Targeting
Targeting is one of the most important steps of the campaign setup. This determines WHERE your campaign is visible on your website (on every page, on specific pages, on only one page, etc.), for WHOM it is visible(all traffic, mobile users only, etc.), and in WHICH conditions the campaign is displayed (after a certain number of pages, when the weather outside drops below a certain temperature, etc.).
Please refer to our complete guide about targeting to learn how to set up segments of visitors, saved pages, and saved triggers to save time in future campaign setups.
Part 6: Traffic allocation
The traffic allocation step enables you to choose 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, read the specific section about Multi-experience Personalizations in this guide.
Part 7: Advanced options
📎Note: Advanced options are not mandatory.
Third-party integrations (analytics)
You can link your Multi-experience Personalization to your analytics tool, allowing you to analyze your cohorts in your analytics dashboards. AB Tasty can easily be integrated with many popular analytics tools. The API connection can be set up at the account level, which will apply the integration to all subsequent campaigns automatically. To learn more, refer to the following guide.
If you want to set up analytics integration for only one specific Multi-experience Personalization, find your analytics tool in the dropdown and select it. Some analytics tools, such as Google Analytics, require additional settings, which will appear in a form panel:
Once launched, your personalization will send data to all the analytics services that you have configured here.
Part 8: QA
The QA of a campaign is one of the most important steps to take during the campaign set-up. To learn everything about this step, please refer to our complete guide on QA & QA Assistant.
Part 9: Scheduler
If you’d like your Multi-experience Personalization to start at a specific time on a specific day, or for it to pause at a specific time, see our guide on scheduling.