How to create a Multi-Experience Personalization

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. This type of campaign lets you prioritize the different experiences you have created:

• If a visitor matches multiple segments (overlap), they will see only one experience with the highest priority (that you have put in place in the Main information step).
• If a visitor matches only one segment, they will see the experience for which they have been targeted.
• If a visitor does not match any of the segments, they won’t be targeted and thus won’t see the campaign.

To learn more about the differences between each type of test, refer to the Types of campaigns article. If you don’t know which type of campaign to choose, our virtual assistant Ally can help you.

To create a multi-experience personalization, go to Personalization, click the Create button and select Multiexperience Personalization.

👉 To learn about the different ways to create a campaign, please refer to How to create a campaign.

Configuration

First, you need to ask yourself if your campaign may include overlaps. 
For example, let’s say you plan to create 2 sales popins on your homepage: one to display a coupon code to your VIP visitors, one to display a coupon code for visitors who have purchased within the past month. You need to know which popin you want to display to a visitor who is both a VIP and has purchased within the past month.
The most important message will get the “Priority 1”, so that visitors matching both segments (“VIP” and “Last month purchasers”) will see the Priority 1 popin only.

Step 1: Main information

The Main Information page is the first step toward your new campaign.

Choose the right priority for the right message: create each experience based on a specific priority. The most important experience, that is to say the experience that will be seen first, appears at the top (priority 1).

👉 For more information on how to configure this step, refer to How to set-up Main Information step.

Step 2: Editor

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

With the visual editor

Each experience must display a specific message to a specific segment.
If it is clickable, always put an action tracking on the element you add in order to follow the performance of your campaign (ex: cross to close the popin, CTA in the popin etc.). Don’t forget to put action trackings on each experience (for each popin for example, with a different name: “Click cross popin VIP” and “Click cross popin NYC”).

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

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

Step 3: 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 how to configure Goals, please read Campaign flow: Goals step.

Step 4: Targeting

WHO section: this is the most important section, where you have to choose the right segment as a function of the message you have created in the editor.

WHERE section: the target page must be the same for all experiences.

HOW section: this step is optional. You can add specific session-based triggers, such as a required number of viewed pages before displaying a message, the landing page of the session and so on.

The segment and/or the trigger must be different for each experience: in our example, you can create a VIP segment for the Priority 1 experience and a Past month purchasers for the Priority 2 experience.

👉 To learn how to configure targeting, please read How to setup a campaign targeting.

Step 5: Traffic allocation

If you allocate 100% of your traffic to the experiences, you won’t be able to know what the increment of each experience (in terms of purchases, for example) is. We recommend leaving 10 to 15% of your traffic on the original version (depending on the amount of traffic on your website). Don’t forget to set up traffic allocation for each experience of your campaign (in our example, for both experiences).

👉 To learn how to configure Traffic allocation, please read Traffic allocation.

Step 6: Advanced options

The advanced options are not mandatory. 

• Enable the third party tool(s) you have connected to AB Tasty to send your test data to your tool.
• Select a loading method for your campaign.
• Activate Sequential testing to detect if your experiment will not be successful at all based on the results of your primary goal (if it is based on a Conversion/Transaction Rate).

👉 To learn how to configure Advanced options, please read Campaign flow: Advanced Options.

Step 7: QA

The QA of the campaign is one of the most important steps before launching your campaign into production. The QA allows you to verify and test in real condition : 

- the targeting configuration
- the tracking
- the modifications you've made

👉 To learn how to use the QA Assistant, please read QA Mode & QA Assistant.

If you want to launch your A/B Test at a specific hour on a specific day, and/or if you want to pause it at a specific hour on a specific day, see our guide on scheduling.

Use cases

Multi-experience personalizations can be used in the following cases: