Advanced targeting tools improve your visitor segmentation by adding conditions to new segments.
Use criteria such as custom data, acquisition channel and key pages to fine-tune your visitor segmentation and targeting.
Note: Advanced targeting tools are available with a Premium Account only. If you want to adapt your subscription to your personalization needs, please contact us!
Access advanced targeting
To access advanced targeting, open the “Targeting” tab in the side bar menu, then click on “Advanced tools”.
You can create 3 types of advanced targeting: custom data, acquisition channel, key pages.
For each type of advanced targeting, the number of elements already created is displayed. Click on a category to display, edit, duplicate or delete the elements it contains.
You can find existing elements by typing their name in the search bar.
Sort them by creation date, edit date, or website on which they have been set up.
You can also choose to display only elements linked to specific websites.
Create a new advanced targeting element
To create a new advanced targeting element, click on the “New” button in the upper right-hand corner of the page:
Note: You can also use the “New” button at the end of each list to create an advanced targeting element.
A pop-in appears. Choose the type of targeting and the websites this element should be included on.
Once both fields completed, click on “Next”. The pop-in now shows your targeting element’s specific setup options.
Create a new custom data
Creating a custom data enables you to target visitors according to data already available, such as user account information.
Name your custom data to easily identify it. Several fields help you set up your custom data.
Structure of the creation pop-in
- Select one or several websites and name the new custom data
- Define how to get the value of the data
- Tell Kameleoon how to use the imported data
- Assign a category to this data
Website selection and custom data name
Avoid names that are too long and choose relevant names that reflect the characteristics of the custom data.
If several websites are selected, you will need to check that custom data is being pulled from each of these sites.
There is a limit to 150 active custom data, so consider carefully before creating them and don’t double up.
In the dropdown menu, choose the custom data’s value retrieval method.
The main tag management tools are available:
- GTM data layer
- Tag Commander data layer
For these tag managers, you need to indicate the name of the variable to get.
If you choose to use a personalized code to retrieve the value you need, carefully check the code and be careful with the use of scripts.
If the “client” option is selected, this means that your website needs to regularly make calls to the Kameleoon API.
If you choose tag management for retrieval, you must indicate the name of the variable to be retrieved.
- Format of data to be retrieved
When Kameleoon reads the data value, will it be expecting a single value or a table of values?
In the drop-down menu, select the format of the data to be retrieved.
The data can be of type :
- character string (example: “woman dress”)
- boolean (example: female = “true/false”)
- number (example: cart amount = “127”)
- unique (example: “127”)
- list (example: “126, 127, 128”; “shoes, dress, coat”)
- count list (example: “shoes: 3, dress: 1, coat: 1”)
Custom data is evaluated each time the page is displayed. In case of “undefined” response, the code is executed again (every 100 ms for the first 3 seconds after the first attempt, then every 3 seconds).
- Reset the data at each new visit
This option resets the data at each new visit of a same visitor. If this option is deactivated, the data is linked to a given visitor, not a visit.
- Stock the data on the user’s device only
If your custom data is only used for targeting, you do not need to stock the data on the server; in this case, it is recommended to use the LocalData API. This saves space compared to the limit of 150 active custom data. Note however that when you use the LocalData API, the custom data cannot then be used on the results page.
If you choose to stock the data on the server, be careful not to save sensitive data. Also be aware that the value of a custom data is limited to 1000 characters when it is sent to the server.
- This data corresponds to a visitor’s login
If you enable this option, a value (the email address, for example) can only be associated with one visitor). This means a visitor can be uniquely recognized. It enables cross-device tracking (ensure that the mapping IDs have a unique value for each visitor, otherwise cross-device tracking is pointless).
- Use this data for machine learning
To use the machine learning option, you need to activate Audiences.
If Predict is configured: you have to choose whether to feed in this data or not. Do not activate if the custom data is highly targeted.
Only “number”- and “Boolean”-type custom data are accepted.
Do not add a date, time stamp or visitor identifier (email, customer account number, etc.), since those elements only concern a single visitor and therefore don’t allow you to analyze general behavior.
You can choose when to assess data. This allows you to set a chronology, a hierarchy, when custom data depend on other custom data, which must therefore be assessed first.
2 options are available:
- “As soon as possible”: data will be assessed as a priority.
- “Last”: The custom data will be assessed last among data linked to given websites.
The “Advanced Settings” option offers to assign categories to your new custom data. You can assign as many categories as you want. Just enter the name of the category and press “Enter”. You can delete a category by clicking on the button next to its name and edit it by clicking on the name itself.
Click on “Next” to validate the custom data’s creation and access the last step of its setup.
Test custom data
Use our testing tool to check if your custom data is correctly set up.
Just enter the URL of the page the custom data has been set up on and click on “Test”. Kameleoon will run a custom data retrieval check on this page.
If the custom data has been associated with several websites, it is necessary to test them one by one.
In case of error, information helps you to identify the source of the problem.
You can also skip this step and go back to the previous page.
Define a custom data as targeting condition
To add a custom data to a new segment, select the data of your choice in the “Custom Data” tab of the conditions column. Only the custom data configured on the website is displayed.
In the dropdown menu, determine the required value of the custom data for a user to be targeted and include / exclude the visitors meeting the custom data condition.
Depending on the type of custom data, the configuration of the targeting condition changes (“is true/is false”, “contains”, “is equal to”…).
Filter/ventilate by custom data on the results page
On the results page of an experiment, it is possible to filter or break down the results according to a custom data associated with the experiment.
This will give you more detailed analyses for reporting purposes.
Create a new acquisition channel
You can target visitors by acquisition channel. Kameleoon automatically creates 5 default channels: Bing, Baidu, Google, Yahoo and Google Adwords.
- The channel’s URL (regular expression)
Indicate the URL of the website the user must come from to be targeted.
Add an acquisition method
To define your acquisition channel more precisely, you can add acquisition methods.
For each new acquisition method, select the method and fill in the corresponding field.
If there are several acquisition methods, they are linked by “and” or “or”. As with segment creation, “and” limits the scope (to be targeted, the visitor must fulfill all conditions linked by an “and”), whereas “or” broadens it (visitors must fulfill at least one of the conditions).
Click on the cross to delete the acquisition methods of your choice from your acquisition channel.
The “Advanced Settings” option offers to assign categories to your acquisition channel. You can assign as many categories as you want. Just enter the category’s name and press “Enter”. You can delete a category by clicking on the cross and edit it by clicking on the name.
Click on “Create” to finalize the creation of your acquisition channel.
Acquisition channel advanced parameters prevent the detection of acquisition channels on specific tested pages.
To access these parameters, click on “Advanced parameters” below the channel list.
In the pop-in that appears, indicate the URLs of the pages you want to exclude from acquisition detection.
You can add as many URLs as you want.
Validate to save edits.
Define an acquisition channel as targeting condition
To add an acquisition channel to a new segment, select the “Acquisition channel” condition in the “Acquisition” tab.
In the dropdown menu, select the created channels and include / exclude the visitors meeting the acquisition channel criteria.
Create a key page
A key page enables you to target users having visited specific pages of your website.
Name your key page, then indicate the URL of the page visitors must have viewed to be targeted.
Define a key page as targeting condition
To add a key page to a new segment, select the “Key pages” condition in the “Viewed pages” tab.
Just select the key page of your choice in the dropdown menu, then include / exclude visitors meeting the key pages criteria.
Edit an advanced targeting element
To edit an element, click on its category to show all elements it contains.
When hovering over the advanced targeting element, you will see the available editing options.
With a click you can edit the targeting element’s parameters.
With a click you can duplicate the targeting element.
With a click you can delete the targeting element.
A click enables you to select several targeting elements. Select one element to display checkboxes for all other elements.
The trash icon appears above the list of elements and enables you to delete all selected items.
If an element is used in a running experiment, it cannot be deleted. In that case, an icon appears in the bottom left corner of the conformation pop-in indicating which elements are used in which experiment(s).
Advanced targeting tools improve your visitor segmentation by adding conditions to new segments. Use criteria such as custom data, acquisition…