Using campaigns in Personalization

Campaigns in Personalization describe how personalized information for your visitors displays on your website. Campaigns include settings for when the campaign is to be displayed to visitors and how its content is to be displayed. They can gauge which displayed content generates better results for certain actions. As an example, you may have a campaign that displays financial planning content to website visitors who scroll to the bottom of certain webpages for the next two months.

To view your available campaigns, or to change their settings, go to the Campaigns webpage. To do this:

  1. Sign in to Personalization.

  2. In the top menu, click Personalize.

  3. In the left menu, click Campaigns.

The following information is available about your campaigns:

  • Status: Shows whether your campaign is published or unpublished (Sortable, click to view details).

  • Name: The name of the campaign. Click the name to view a summary of the campaign (Sortable).

  • URL: The URL of the website where the campaign is in use.

  • Start: The date this campaign began, or will begin. This may also be set to Immediately for campaigns starting upon completion of the campaign definition (Sortable).

  • End: The end date of the campaign. This may be set to Indefinitely for campaigns with no end (Sortable).

  • Actions: Clickable links with actions to perform on a campaign. If you load the Campaigns webpage at less than 1600px, you must click the three vertical dots menu (kebab menu) to access the action items. Based on the type of your campaign, the primary action varies as follows:

    Campaign type

    Primary action



    Published or Scheduled


    Complete or Archived



  • The Start and End dates and times for your campaign must display in the following format: MMM d, y, h:mm a.
    For example: June 28, 2019, 5:11 PM EST

  • The Clone action item is available for Published, Scheduled, and Complete campaigns.

Filtering campaigns

Use the Filter menu to limit the campaigns displayed to a particular website, status, or type.

  1. Next to Filter, click the menu.

  2. For Site, Status, and Type, click the menu.

  3. In each menu, scroll to the website, status, and campaign type to which you want to limit the display.

  4. Click the website, status, and campaign type. Filters default to All sites, All statuses, and All types.

The List tab displays active campaigns for the selected websites.

You can use the Find a campaign search to find one or more campaigns by name.

Campaign actions

You can perform the following actions for campaigns by clicking their respective links:

Viewing archived campaigns

You can view all archived campaigns by clicking the Archived tab. Archived campaigns can be filtered by Site, Status, and Type. Table columns are sortable (except for the URL and Actions columns). If there are no archived campaigns, the Create new campaign button displays.

Archived campaigns can’t be reactivated.

Viewing the campaign calendar

In the Campaigns page, click the Calendar tab to display a calendar view of all current campaigns, for the month.

Each campaign is assigned a color, based on order of campaign creation. A campaign’s assigned color does not change if a campaign created earlier is deleted.

Calendar operations

From the calendar display, you may perform the following operations:

  • View an entry

  • Filter the entries to a particular website, status, or campaign type by selecting one from each menu. The default selection is All sites, All statuses, and All types.

  • Click Print to print the calendar.

  • Use the left and right arrows to move to the previous or next month.

  • Click Change month to select a different month this year. Use the left and right arrows to select a different year, and then click a month to select that month.

Viewing calendar entries

Click an individual campaign name to view details of the campaign, including:

  • Type of campaign

  • Campaign name

  • Campaign start and end dates