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Personalizations

How to create a Multi-Experience Personalization

A Multi-Experience Personalization displays a new experience, message, or piece of content on one or several different pages (homepage, basket page, etc.), for at least 2 specific segments of visitors to your website. This type of campaign lets you prioritize the different experiences you have created:

  • If a visitor matches multiple segments (overlap), they will see only one experience with the highest priority (that you have put in place in the Main information step).

  • If a visitor matches only one segment, they will see the experience for which they have been targeted.

  • If a visitor does not match any of the segments, they won’t be targeted and thus won’t see the campaign.

To learn more about the differences between each type of test, refer to the article. If you don’t know which type of campaign to choose, can help you.

To create a multi-experience personalization, go to Personalization, click the Create button and select Multiexperience Personalization.

👉 To learn about the different ways to create a campaign, please refer to .

Configuration

First, you need to ask yourself if your campaign may include overlaps. For example, let’s say you plan to create 2 sales popins on your homepage: one to display a coupon code to your VIP visitors, one to display a coupon code for visitors who have purchased within the past month. You need to know which popin you want to display to a visitor who is both a VIP and has purchased within the past month. The most important message will get the “Priority 1”, so that visitors matching both segments (“VIP” and “Last month purchasers”) will see the Priority 1 popin only.

Step 1: Main information

The Main Information page is the first step toward your new campaign.

Choose the right priority for the right message: create each experience based on a specific priority. The most important experience, that is to say the experience that will be seen first, appears at the top (priority 1).

👉 For more information on how to configure this step, refer to .

Step 2: Editor

You have two ways to create content for your campaign in AB Tasty:

With the visual editor

Each experience must display a specific message to a specific segment. If it is clickable, always put an action tracking on the element you add in order to follow the performance of your campaign (ex: cross to close the popin, CTA in the popin etc.). Don’t forget to put action trackings on each experience (for each popin for example, with a different name: “Click cross popin VIP” and “Click cross popin NYC”).

👉 To learn how to use the Visual Editor, discover options, and dive into our widget libraries, please read the

With the code editor

The Code Editor enables you to declare your code (JavaScript, CSS) without having to load the Visual Editor. The Code Editor is the best solution for developers who want to save time.

👉 To learn how to use the Code Editor, please read the .

Step 3: Goals

Once you’ve created your Personalization, you can pre-configure your future reporting to identify easily the metrics that need to be followed as your primary goal (the one which is potentially the most impacted by your Personalization).

👉 To learn how to configure Goals, please read .

Step 4: Targeting

WHO section: this is the most important section, where you have to choose the right segment as a function of the message you have created in the editor.

WHERE section: the target page must be the same for all experiences.

HOW section: this step is optional. You can add specific session-based triggers, such as a required number of viewed pages before displaying a message, the landing page of the session and so on.

The segment and/or the trigger must be different for each experience: in our example, you can create a VIP segment for the Priority 1 experience and a Past month purchasers for the Priority 2 experience.

👉 To learn how to configure targeting, please read .

Step 5: Traffic allocation

If you allocate 100% of your traffic to the experiences, you won’t be able to know what the increment of each experience (in terms of purchases, for example) is. We recommend leaving 10 to 15% of your traffic on the original version (depending on the amount of traffic on your website). Don’t forget to set up traffic allocation for each experience of your campaign (in our example, for both experiences).

👉 To learn how to configure Traffic allocation, please read .

Step 6: Advanced options

The advanced options are not mandatory.

  • Enable the third party tool(s) you have connected to AB Tasty to send your test data to your tool.

  • Select a loading method for your campaign.

  • Activate Sequential testing to detect if your experiment will not be successful at all based on the results of your primary goal (if it is based on a Conversion/Transaction Rate).

👉 To learn how to configure Advanced options, please read .

Step 7: QA

The QA of the campaign is one of the most important steps before launching your campaign into production. The QA allows you to verify and test in real condition :

- the targeting configuration - the tracking - the modifications you've made

👉 To learn how to use the QA Assistant, please read .

If you want to launch your campaign at a specific hour on a specific day, and/or if you want to pause it at a specific hour on a specific day, see our guide on

Use cases

Multi-experience personalizations can be used in the following cases:

đź’¬ Message

🥇Priority

Displaying on your Homepage a 20% discount code to Loyal visitors, a 15% discount code to Valuable visitors and a 10% discount code to all other visitors.

Loyal visitors also match the “all visitors” segment. As there is a risk of overlap between the two segments you have configured, you can choose which experience the visitors who match both segments will see. You can set your “20% discount experience” as priority 1 and your “10% discount experience” as priority 2. In this case, users who match both segments will only see the “20% discount experience”.

Displaying a welcome message to new visitors and a welcome back message to returning visitors.

There is no risk of overlap because users are either new or returning. In this case, the priority you choose for your experiences isn’t relevant.

Types of campaigns
our virtual assistant Ally
How to create a campaign
How to set-up Main Information step
Visual Editor Guide
Code Editor Guide
Campaign flow: Goals step
How to setup a campaign targeting
Traffic allocation
Campaign flow: Advanced Options
QA Mode & QA Assistant
scheduling.

How to create a Simple Personalization

A Simple Personalization consists of displaying a new experience, message, or content on one page (e.g. homepage, basket page, etc.) or a string of equivalent pages that share the same layout (all your product pages, all your results pages, etc.) for a specific segment of visitors of your website. You can measure the performance of your campaign in the reportings.

To learn more about the differences between each type of test, refer to the Types of campaigns article. If you don’t know which type of campaign to choose, our virtual assistant Ally can help you.

To create a simple personalization, go to Personalization, click the Create button and select Simple Personalization.

👉 To learn about the different ways to create a campaign, please refer to How to create a campaign.

Configuration

Step 1: Main information

The Main Information page is the first step toward your new campaign.

👉 For more information on how to configure this step, refer to .

Step 2: Editor

You have two ways to create content for your campaign in AB Tasty:

With the visual editor

The Visual Editor enables you to create the personalized experience you want to push on your website for a specific segment.

👉 To learn how to use the Visual Editor, discover options, and dive into our widget libraries, please read the

With the code editor

The Code Editor enables you to declare your code (JavaScript, CSS) without having to load the Visual Editor. The Code Editor is the best solution for developers who want to save time.

👉 To learn how to use the Code Editor, please read the .

Step 3: Goals

Once you’ve created your Personalization, you can pre-configure your future reporting to identify easily the metrics that need to be followed as your primary goal (the one which is potentially the most impacted by your Personalization).

👉 To learn how to configure Goals, please read .

Step 4: Targeting

WHO section: this is the most important section, where you have to choose the right segment as a function of the message you have created in the editor.

WHERE section: choose the unique URL (or a saved Page) or the type of pages having the same construction (such as Product pages) on which your message will be visible. The URL used in the editor step remains a sample of the URL(s) you configure in this step.

HOW section: this step is optional. You can add specific session-based triggers, such as a required number of viewed pages before displaying a message, the landing page of the session and so on.

👉 To learn how to configure targeting, please read .

Step 5: Traffic allocation

If you allocate 100% of your traffic to your experience, you won’t be able to make a comparison with the original version. We recommend leaving 20 to 30% of your traffic on the original version (depending on the amount of traffic on your website) to be able to control the performance of your experience.

👉 To learn how to configure Traffic allocation, please read .

Step 6: Advanced options

The advanced options are not mandatory.

  • Enable the third party tool(s) you have connected to AB Tasty to send your test data to your tool.

  • Select a loading method for your campaign.

  • Activate Sequential testing to detect if your experiment will not be successful at all based on the results of your primary goal (if it is based on a Conversion/Transaction Rate).

👉 To learn how to configure Advanced options, please read .

Step 7: QA

The QA of the campaign is one of the most important steps before launching your campaign into production. The QA allows you to verify and test in real condition :

- the targeting configuration - the tracking - the modifications you've made

👉 To learn how to use the QA Assistant, please read .

If you want to launch your campaign at a specific hour on a specific day, and/or if you want to pause it at a specific hour on a specific day, see our guide on

Use cases

Simple personalizations can be used in the following cases:

đź’¬ Message

🎯 Goal(s)

Displaying a banner to promote the opening of a store in New York for visitors living in NYC only, on desktop and mobile.

Offline impact

Displaying a popin to promote free delivery during valentine’s day for prospects only.

Increasing transaction rate and average cart.

Displaying a popin on exit intent to promote newsletter subscription, using options and fields available on the homepage.

Boosting newsletter subscription.

How to set-up Main Information step
Visual Editor Guide
Code Editor Guide
Campaign flow: Goals step
How to setup a campaign targeting
Traffic allocation
Campaign flow: Advanced Options
QA Mode & QA Assistant
scheduling.

How to create a Multipage Personalization

A Multipage Personalization displays a new experience, message, or piece of content on several different pages of your site that don’t share the same layout – for example on the homepage and the basket page. This new experience, message, or piece of content is shown to a specific segment of visitors to your website and you can track its effectiveness in your campaign reportings.

To learn more about the differences between each type of test, refer to the Types of campaigns article. If you don’t know which type of campaign to choose, our virtual assistant Ally can help you.

To create a multipage personalization, go to Personalization, click the Create button and select Multipage Personalization.

👉 To learn about the different ways to create a campaign, please refer to How to create a campaign.

Configuration

Step 1: Main information

The Main Information page is the first step toward your new campaign.

In the Pages section, enter the URLs you want to load in the editor. You need to include at least 2 pages, as you create a cross-page experience for your targeted segment. For each page (different pages with different layouts), you will create a different message in the editor. These URLs are samples used to load the editor, you will be able to configure your target pages in the targeting section.

👉 For more information on how to configure this step, refer to .

Step 2: Editor

You have two ways to create content for your campaign in AB Tasty:

With the visual editor

You must create (a) message(s) for each Page (by switching your page in the header of the editor). Add JS and/or CSS code, use the visual editor or add a widget from the library to create your personalized message. If it is clickable, always put an action tracking on the element you add or modify in order to follow the performance of your campaign (e.g.: cross to close the popin, CTA in the popin etc.). Don’t forget to put these action trackings on each page.

👉 To learn how to use the Visual Editor, discover options, and dive into our widget libraries, please read the

With the code editor

The Code Editor enables you to declare your code (JavaScript, CSS) without having to load the Visual Editor. The Code Editor is the best solution for developers who want to save time.

👉 To learn how to use the Code Editor, please read the .

Step 3: Goals

Once you’ve created your Personalization, you can pre-configure your future reporting to identify easily the metrics that need to be followed as your primary goal (the one which is potentially the most impacted by your Personalization).

👉 To learn how to configure Goals, please read .

Step 4: Targeting

WHO section: this is the most important section, where you have to choose the right segment as a function of the message you have created in the editor.

As you personalize the experience of one segment on several pages, your segment should be the same for all the Pages you have configured; you can use the to easily reuse the same segment in all pages.

WHERE section: you need to declare the right URLs for each Page of your campaign on which your messages will be visible. The URLs used for the editor step remain samples of the page types you configure in this step. You can switch between Pages by using the dropdown menu.

A visitor doesn't need to see pages in a specific order. For example, they can enter the website from a product page and see Page 2 of the personalization campaign (e.g.: coupon code displayed in a banner). Then, they can go to the homepage and see Page 1 (e.g.: coupon code displayed in a popin).

HOW section: this step is optional. You can add specific session-based triggers, such as a required number of viewed pages before displaying a message, the landing page of the session and so on.

👉 To learn how to configure targeting, please read .

Step 5: Traffic allocation

By default, Personalization's traffic allocation is set to 100% of your visitors on the modified journey. But we strongly recommend lowering it at 90% or 80% to maintain a minor control and giving you a view of the gain of the campaign. Never change allocation while the campaign is live!

For Multipage Personalization, you have the possibility to change traffic allocation from a subtest to another switching thanks to the dropdown. Be careful as it might not be recommended in most scenario.

👉 To learn how to configure Traffic allocation, please read .

Step 6: Advanced options

The advanced options are not mandatory.

  • Enable the third party tool(s) you have connected to AB Tasty to send your test data to your tool.

  • Select a loading method for your campaign.

  • Activate Sequential testing to detect if your experiment will not be successful at all based on the results of your primary goal (if it is based on a Conversion/Transaction Rate).

👉 To learn how to configure Advanced options, please read .

Step 7: QA

The QA of the campaign is one of the most important steps before launching your campaign into production. The QA allows you to verify and test in real condition :

- the targeting configuration - the tracking - the modifications you've made

👉 To learn how to use the QA Assistant, please read .

If you want to launch campaign Test at a specific hour on a specific day, and/or if you want to pause it at a specific hour on a specific day, see our guide on

Use cases

Multipage personalizations can be used in the following cases:

đź’¬ Message

🎯 Goal(s)

Displaying a specific discount for your VIP visitors with a popin on the landing page, a fixed banner at the top of the product pages and a disclaimer on the cart page.

For VIP visitors, increasing:

- the conversion rate - the average cart

- the number of pages viewed during a session

Displaying a different product hierarchy regarding the appetence of the visitors: the “rock’n roll lovers” segment will see the category “Rock” as the first tab of the navigation bar, and on the Homepage, the carousel will promote the next big Rock star concert.

For the “rock’n roll lovers” segment:

- Increasing conversion rate on “rock” products

- Increasing click tracking on “rock” products

Displaying a newsletter subscription campaign for visitors who are “non-subscribers”.

with a sticky badge on all pages to enable a 1-click subscription and specific information directly on the product pages (special price for subscribers only) to promote the advantages of the subscription.

Boosting newsletter subscription.

Increasing conversion rate for this segment.

How to set-up Main Information step
Visual Editor Guide
Code Editor Guide
Campaign flow: Goals step
Replicate targeting option
How to setup a campaign targeting
Traffic allocation
Campaign flow: Advanced Options
QA Mode & QA Assistant
scheduling.