Information for: DEVELOPERS   PARTNERS

Creating a new campaign

To start personalizing a website for your visitors, you must create a campaign by completing the following steps:

  1. In the Campaigns page, click Create new campaign. The Select Campaign Type dialog box displays.

  2. Click the campaign type you want to create:

    Icon Type Description
    Mixed campaign icon Mixed Campaign Mix and match different personalization rules and track their success.
    A/B test campaign icon A/B Test Test variations of your website against each other to determine the best experience for your visitors.
    Targeted personalization campaign icon Targeted Personalization Personalize your website content for a specific visitor segment.
    Content recommendation campaign icon Content Recommendation Create dynamic personalized experiences based on criteria you specify.

    After you select an option, Personalization displays the Campaign Details page.

  3. 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 primary goal, or edit the campaign to add a goal later.

    • Enable scheduling: Select the Specify a date & duration to publish check box to display fields for start and end times.

      • Start: Select this check box 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 check box, the campaign begins immediately upon save.
      • End: Select this check box 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.
      
  4. 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.
  5. Use the process from one of the following tabs to complete your campaign, depending on the campaign type you selected:

    Mix and match different personalization rules and track their success.

    1. Click Add campaign rules.
    2. Click one of the other Personalization campaign types, and in its test row, click Configure. The configuration fieldset opens.
    3. Configure the test as outlined in the other tabs.
    4. Click Add campaign rules to add more tests to the mixed campaign. Click Remove to delete a test.
    5. Select one of the following options:
      • Save and continue: Moves the campaign to publishing.
      • Save for later: Holds the campaign.
      • Cancel: Discards the changes.

    Test a variation of your website against each other to find the best experience for your visitors.

    1. In the Choose segment list, click a segment.

    2. In the Page to Personalize field, specify the URL of the page that you want to personalize. By default, the system populates this field with the URL of the selected site. However, if you update the value of this field to a valid value that is different from the URL, the existing site URL is overridden with this new value.

      Note

      For AB campaigns that are published, you can click Promote to promote a specific variation of the campaign. If you select Yes on the pop-up window, Personalization navigates you to the newly created target campaign, which is derived from the promoted variation of the existing AB campaign. In addition, the existing AB campaign is archived.

    3. Click Build to create a variation. There must be at least one variation defined to complete an A/B test.

    4. Click Add variation to add more variations to the test. Variation details are closed by default, click Show contents to display, or Hide contents to hide them.

    5. Click the pencil icon to add a variation name, and then click the check mark to save the new name.

    6. Click the Auto-promote Winning Variant toggle to allow Personalization to launch a new target campaign after a winner is declared. Otherwise, click the Promotion button on the Campaign Dashboard to launch a new target campaign.

      To use the auto-promote function:

      1. Move the Auto-promote Winning Variant slider to the right.
      2. Select the Clickthroughs or Goals radio button metric to calculate the winner.
      3. Select a confidence rating for the winning threshold between 90-99.
    7. Select one of the following options:

      • Save and continue: Moves the campaign to publishing.
      • Save for later: Holds the campaign.
      • Cancel: Discards the changes.

    Use Targeted Personalization campaigns to personalize your website content for a specific visitor segment.

    1. In the Choose segment list, click a segment.
    2. In the Page to Personalize field, specify the URL of the page that you want to personalize. By default, the system populates this field with the URL of the selected site. However, if you update the value of this field to a valid value that is different from the URL, the existing site URL is overridden with this new value.
    3. In the Create Site Experience section, click Build Experience to create rules.
    4. Select one of the following options:
      • Save and continue: Moves the campaign to publishing.
      • Save for later: Holds the campaign.
      • Cancel: Discards the changes.

    Create dynamic personalized experiences based on criteria you specify.

    1. In the Choose segment list, click a segment.
    2. In the Page to Personalize field, specify the URL of the page that you want to personalize. By default, the system populates this field with the URL of the selected site. However, if you update the value of this field to a valid value that is different from the URL, the existing site URL is overridden with this new value.
    3. In the Create Recommendation section, click Build recommendation to create rules.
    4. Select one of the following options:
      • Save and continue: Moves the campaign to publishing.
      • Save for later: Holds the campaign.
      • Cancel: Discards the changes.

    After the final Save and continue, Personalization displays the Preview and Publish screen, which summarizes the details for the campaign.

  6. 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 or https 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.

For a video tutorial including step-by-step instructions for creating and scheduling campaigns, see Personalization Version 4 Getting Started.