To start personalizing a website for your visitors, you must create a campaign by completing the following steps:
- In the Campaigns page, click Create new campaign. The Select Campaign Type dialog box displays.
Click the campaign type you want to create:
Icon Type Description Mixed Campaign Mix and match different personalization rules and track their success. A/B Test Test variations of your website against each other to determine the best experience for your visitors. Targeted Personalization Personalize your website content for a specific visitor segment. Content Recommendation Create dynamic personalized experiences based on criteria you specify. After you select an option, Personalization displays the Campaign Details page.
- Enter values for the following fields:
- Campaign name (Required): Enter a campaign name for future reference.
- Campaign description: Add an optional description to help yourself and others understand the purpose of the campaign.
Choose site (Required): Use the menu to select a website to personalize.
Note
You can’t change this value after campaign creation.
- Choose campaign goals: Add goals for your campaign. Either click Add goal or edit the campaign to add a goal later.
Enable scheduling: Select the Specify a date & duration to publish checkbox to display fields for start and end times.
- Start: Select this checkbox and, optionally, add a start date and time. If you set start time in the past, the campaign updates to the current time when you save. If you don’t select this checkbox, the campaign begins immediately upon save.
- End: Select this checkbox and, optionally, add an end date and time. If you don’t select an end date, the campaign runs indefinitely.
As you complete the fields, a Summary of the campaign’s run displays under the Start and End, including the date, time, timezone, and campaign duration. For example:
This campaign will start on Aug 16, 2019, 12:27 PM PDT and continue indefinitely.
Click Save and continue.
The Campaign Information panel displays the Site URL, campaign Description, Goals, and Scheduling.
- Click Edit to make changes to Campaign Information.
- Click Show more to expand or Show less to collapse the campaign Description.
Use the process from one of the following tabs to complete your campaign, depending on the campaign type you selected:
After the final Save and continue, Personalization displays the Preview and Publish screen, which summarizes the details for the campaign.
Select one of the following actions:
- Preview Campaign: Displays a live demonstration on your website.
- Edit Rules: Lets you update campaign rules.
- Edit Information: Lets you update campaign details.
- Preview: Allows you to preview the specific selected content on the page.
- Save for later: Allows you to complete the campaign, but not publish the campaign.
- Publish: Starts the campaign on your website.
Note
When you click Preview Campaign or Publish, websites without
http
orhttps
protocol display the following error message:Invalid Site URL, please add a protocol to the URL.
If a campaign fails to save or update, Personalization displays an error message that directs you to Acquia Support.