Information for: DEVELOPERS   PARTNERS

Previewing a campaign in Personalization

In Personalization, you can preview a campaign to see what your users see on the live website.

To preview a campaign, you must complete the following steps:

  1. Sign in to Personalization.
  2. Click Personalize > Campaigns.
  3. In the List, find the campaign you want to preview.
  4. Click the campaign name and the Campaign Summary page opens.
  5. In the far-right panel, click Preview Campaign. If the campaign has no defined rules, the button is grayed out. A preview of the live website page with the campaign displays.

You can preview a campaign as it will look on a live website

Previewing segments with the segment selector

After you’re in preview mode, you can preview one or more segments using the segment selector. The selector enables you to search for and choose segments to preview the page as while in preview mode.

To preview segments with the segment selector, you must complete the following steps:

  1. Sign in to Personalization.

  2. Click Personalize > Campaigns.

  3. In the List, find the campaign you want to preview.

  4. Click the campaign name and the Campaign Summary page opens.

  5. In the far-right panel, click Preview Campaign. A preview of the live website page with the campaign displays.

  6. In the upper-right corner, click CURRENT SEGMENTS: [Segment title]. The segment title will default to the segment selected when the campaign was published. Alternately, you can click the Hide/Show content button (^) to open or close the list of current segments.

    Current segment selector displays several checked segments

  7. In the Search Segments field, start typing to search for a segment in the menu or select the check box for one or more of the current segments listed to preview the page as a visitor to the website meeting the segment criteria. The segment selector will display the total number of segments found based on your choices for the campaign you’re previewing. When you select more than one segment, the Current Segment title changes to [X] segments selected.

  8. In the lower right of the segment selector, click X Clear All to remove your selections.

  9. To preview the page as all visitor segments, you can deselect your choices or click X Clear All to remove your selections which changes the CURRENT SEGMENT title to CURRENT SEGMENTS: Everyone.

After selecting the segments to preview, you can move around the website to view any page as a visitor to the website with those segment selections.