Creating a 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	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.

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 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.
     

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:

   Mixed CampaignA/B TestTargeted PersonalizationContent recommendation

   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.

   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.