Overview of Web Personalization Campaigns
When matching segments with content, it is important that you know in which campaign type - or which location on the page - you’d like to deliver the personalized experience.
For example, if you wanted to match a piece of fly-in content that you have created with a particular segment that you’ve defined, you would need to create a Fly-In campaign. The Fly-In campaign then controls all of the content that gets served in the Fly-In element across the website pages you defined.
If, instead, you had created a piece of banner content to sit at the top of the page and you wanted to serve it to a different segment, you would need to go to the Banner campaign. The Banner campaign would allow you to manage all banner experiences.
How to Create a Campaign
To create a new personalization campaign, navigate to the Campaign Library by selecting “Campaigns” from the left-hand menu of the web personalization interface.
When it opens, the Campaign Library will display your three different campaigns. All personalized experiences will be managed within these campaigns. You have one campaign for managing all of your banner experiences (sticky headers/sticky footers), one campaign for managing all of your fly-in experiences, and one campaign for managing all of your modal experiences.
In general, you will not need to edit campaigns. After initially enabling them, most of the time spent in Campaigns, will be in the Campaign Rules section. Detailed information about Rules can be found in the “How To Manage Web Personalization Campaign Rules” guide.
NOTE: All campaigns begin in the “Disabled” position. In order to serve live content, they must be switched to “Enabled.”
General campaign options include:
- Enable/Disable Toggle: Turns the entire campaign on or off. This will be set to “disable” by default and will need to be enabled when you are ready to go live.
- Description: Optional field providing detailed information on the type of content served in that campaign location
- Type: Defines the placement type for the campaign. The three options available in the drop-down are banner, fly-in, and modal.
- Locations: Defines where the element is served. This does not mean that content will be served on every page. It simply means that the element will be available on every page so content could be served there. This will always be defined as “sitewide” by default. You can further define which specific pages your content should/should not appear on using campaign rules.
- Note: If there are specific pages that you want to exclude from ever seeing the campaign, list them here with the first parameter changed from “include” to “exclude”
Within the campaign editor there are three fields which are disabled by default. These can be enabled to allow for more advanced editing, if additional control or styling is required for a campaign.
- Enable Campaign Dimensions: allows you to apply specific dimensions to the campaign. NOTE: this will override the default responsive settings of the campaign elements and could cause sizing issues on various devices or screen sizes
- Enable Campaign CSS: allows you to add custom styling to the campaign element that will apply to all content served in that element
How To Edit Campaigns
To access the editor for each campaign, hover over the ellipsis in the right hand side of the campaign and select “EDIT”.
If your campaigns are in list-view, it will look like this:
If your campaigns are in card-view, it will look like this:
Clicking EDIT will open up the campaign template form. Within this form, you can make any necessary edits.
All campaigns will need to be enabled before personalization can begin serving. Other than enabling the campaign, additional or frequent edits are uncommon.
Rules provide the definition around which segments should see which content pieces for any given campaign. Rules are managed at the campaign level and define all personalization experiences that happen within that campaign.
For example, the Fly-In campaign will have a unique rule set that will control all of the various fly-in experiences that happen on the site.
To access the rules for each campaign, you can either click on the campaign name or hover over the ellipsis in the right hand side of the campaign and select “RULES”.
Once you’ve selected “RULES” your full rule set for that campaign will open.
From here you can fully manage your experiences as part of the rule set. For more information on Rules, see the “How to Manage Web Personalization Campaign Rules” guide.