🔑 Configuring a Simple personalization

📖 Definition

A Simple personalization enables you to personalize the experience of one specific segment of visitors on one page (or a same type of page) of your website.

⭐ Good to know

A personalization campaign is always based on an association between a specific message and a target. Thus, it is important to identify and create your visitor segments beforehand, depending on your industry. You will then be able to build your personalization strategy based on these segments and performances. For more information, refer to Audience Manager - Managing saved segments.

⚙️ Configuration

Here are some tips for a successful set-up:

  1. MAIN INFORMATION: we recommend establishing a hypothesis of your personalization campaign based on the following model: if I personalize [this element on my webpage] for [this audience], then it will impact [this behavior] and enable to enhance [this goal]. And to add it in the description field.
    In the Page section, enter the URL you want to load in the editor.
  2. EDITOR: you must create your message in the unique loaded view. Add JS and/or CSS code, use the visual editor or add a widget from the library to create your personalized message.
    We recommend adding an action tracking on the element you add or modify in order to follow the performance of your campaign (e.g.: cross to close the popin, CTA in the popin etc.). 
  3. GOALS: choose the action tracking(s) you have configured in the editor as primary and secondary goals. You can also add specific goals such as the transaction (for e-merchant and conversation-based websites) or the number of viewed pages (for medias and engagement-based websites).
  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.
  5. TARGETING - WHERE section: choose the unique URL (or a saved Page) or the type of pages having the same construction (such as Product pages) on which your message will be visible. The URL used in the editor step remains a sample of the URL(s) you configure in this step.
  6. TARGETING - TRIGGER 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.
  7. TRAFFIC ALLOCATION: if you allocate 100% of your traffic to your experience, you won’t be able to make a comparison with the original version. We recommend leaving 20 to 30% of your traffic on the original version (depending on the amount of traffic on your website) to be able to control the performance of your experience.
  8. QA: QA is a fundamental step to make sure the modifications appear correctly on all targeted devices and that your action trackings have been configured correctly. For more information on this topic, refer to Using the QA assistant.
  9. Before launching your campaign into production (that is to say, making it visible to your audience), make sure the QA mode is disabled.

💡 Use cases

Simple personalizations can be used in the following cases: 

💬 Message

🎯 Goal(s)

Displaying a banner to promote the opening of a store in New York for visitors living in NYC only, on desktop and mobile.

Offline impact 

Displaying a popin to promote free delivery during valentine’s day for prospects only.

Increasing transaction rate and average cart.

Displaying a popin on exit intent to promote newsletter subscription, using options and fields available on the homepage.

Boosting newsletter subscription.


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