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:
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 primary 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.
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.
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.
Test a variation of your website against each other to find the best experience for your visitors.
In the Choose segment list, click a segment.
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.
Click Build to create a variation. There must be at least one variation defined to complete an A/B test.
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.
Click the pencil icon to add a variation name, and then click the check mark to save the new name.
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:
Select one of the following options:
Use Targeted Personalization campaigns to personalize your website content for a specific visitor segment.
Create dynamic personalized experiences based on criteria you specify.
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:
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.