Personalization
Viewing and editing a campaign
In Personalization, you can both view a campaign summary or edit your paused and unpublished campaigns.
The summary is an overview of the campaign details. Click the campaign name in either the dashboard or the campaigns page.
The first section provides the following information:
Analytic summary section, which includes the following items:
For details about campaign analytics, see Understanding campaign analytics.
The final section may have one or both of the following tabs:
PersonalizationMy [Campaign type] personalization. For mixed campaigns, the default is displayed from the rule label.If you have not configured any rules, Personalization displays a You have no rules configured. message. Click Configure to create rules.
Campaigns aren’t static. They can be updated at any point before publishing.
To edit a campaign:
Click Edit.
The Campaign Details page displays. The top of the page will display Edit [Your campaign name].
The < button takes you back to the preceding step.
From the Campaigns page, you can use the full edit workflow to change Campaign Details, Add or Edit Rules, and Preview & Publish Campaign. See Editing a campaign for more information.
To perform a full edit on a campaign:
On the Campaigns page, click Edit for the campaign you want to edit.
The Campaign Details page opens.
A date and time stamp displays in local time indicating the most recent campaign data update:
Click Save and continue to move to Add or Edit rules, Save for later to hold, or Cancel to discard changes.
If you clicked Save and continue, Personalization displays the Add or Edit rules page.
To delete rules in a slot, click Delete for the rule in the slot you want to remove. The delete confirmation screen displays.
Click Cancel to discard changes or Continue to remove the personalization.
Click Save and continue to move to publish, Save for later to hold, or Cancel to discard changes.
After the final Save and continue, Personalization will display the Preview and Publish screen, which summarizes the details for the campaign.
Use the Quick edit workflow by directly clicking Edit Information or Edit Rules to change campaign or rule details without going through the full edit workflow.
To perform a quick edit:
Use the following Quick archive or delete workflow to archive or delete a campaign:
In the Actions column, click Archive or Delete and a confirmation modal to Archive Campaign or Delete Campaign displays.
The campaign is deleted or moved to the Archived tab.
To delete or archive a published campaign:
On the Campaigns page for the published campaign you want to archive or delete, in the upper-right menu, click Archive or click to display Delete.
A confirmation modal to Archive Campaign or Delete Campaign displays.
The campaign is deleted or moved to the Archived tab.
To delete an unpublished campaign:
On the Campaigns page for the unpublished campaign you want to delete, in the upper-right menu, click Delete.
A confirmation modal to Delete Campaign displays.
To delete an archived campaign:
On the Campaigns page for the archived campaign you want to delete, in the upper-right menu, click Delete.
A confirmation modal to Delete Campaign displays.
Lift allows you to clone published and archived campaigns. By doing so, you can leverage the existing campaign configuration to create a new campaign and avoid recreating the campaign altogether.
To clone a published campaign:
Click Clone.
Click Clone Campaign.
Click Done.
The Campaign Details page appears. The top of the page displays Edit[COPY] - [Existing campaign name].
You can update the details in the cloned campaign. For more information, see Campaign full edit.
To clone an archived campaign:
Click Clone.
Click Clone Campaign.
Click Done.
The Campaign Details page appears. The top of the page displays Edit[COPY] - [Existing campaign name].
You can update the details in the cloned campaign. For more information, see Campaign full edit.
Mixed campaign summaries display the corresponding summary for each campaign type in use. For example, a mixed campaign including a Targeted personalization, an A/B test, and Content recommendation, will display the A/B test summary as follows:
The following is the Targeted personalization and Content recommendation summary:
The Contents available in the slots on the webpage. Each piece of content displays its name, the Slot it is in, and the URL where it displays. Click Preview to view the content in the slot as shown in the following screen:
Campaign summaries for A/B tests include:
The Contents available in the slots on the webpage. Each piece of content displays its name, the Slot it is in, and the URL as shown in the following screen:
Targeted personalizations displays:
The Contents available in the slots on the webpage. Each piece of content displays its name, the Slot it is in, and the URL as shown in the following screen:
Click Preview to view the content in the slot. Click Delete to remove the content in the slot.
Content recommendation campaign summaries display:
Rule Details including:
Depending on whether the Start Time and End Time are defined, this changes the format of the Dates field to use now+7d, as shown in the following screen, or a different variation:
The Dates field won’t display if you directly use the Personalization API to change the date range style of the filter.
Rule Settings including:
Click Preview to view the content in the slot.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
Mixed campaign summaries display the corresponding summary for each campaign type in use. For example, a mixed campaign including a Targeted personalization, an A/B test, and Content recommendation, will display the A/B test summary as follows:
The following is the Targeted personalization and Content recommendation summary:
The Contents available in the slots on the webpage. Each piece of content displays its name, the Slot it is in, and the URL where it displays. Click Preview to view the content in the slot as shown in the following screen:
Campaign summaries for A/B tests include:
The Contents available in the slots on the webpage. Each piece of content displays its name, the Slot it is in, and the URL as shown in the following screen:
Targeted personalizations displays:
The Contents available in the slots on the webpage. Each piece of content displays its name, the Slot it is in, and the URL as shown in the following screen:
Click Preview to view the content in the slot. Click Delete to remove the content in the slot.
Content recommendation campaign summaries display:
Rule Details including:
Depending on whether the Start Time and End Time are defined, this changes the format of the Dates field to use now+7d, as shown in the following screen, or a different variation:
The Dates field won’t display if you directly use the Personalization API to change the date range style of the filter.
Rule Settings including:
Click Preview to view the content in the slot.
If this content did not answer your questions, try searching or contacting our support team for further assistance.