Creating a personalization

3

min

quiz

In order to launch your personalization, you must first be connected to your personal space at https://back-office.kameleoon.com.

When creating your personalization, you must already know exactly which segment will be exposed to it. To learn more about creating segments, visit our Configure a segment article.

Open the page to create a personalization

Create a new personalization

You can create a new personalization from your home page, or from the “Overview” page of your personalizations.

From the home page, click on the “New Personalization” button.

You can also create a new customization from the “Overview” page of your personalizations.

From this page, click on the “New Personalization” button located at the top right of this page.

Pop-in adjustment

After clicking on the “New Personalization” button, a pop-in opens. This allows you to specify the name of your new personalization, as well as the website for which you want to create this personalization if you have set up multiple websites on your account.

Create and set up the personalization

Name

At the top of the page, you find the name of the personalization indicated in the previous step.

You can also specify a description, as well as one (or more) tag(s), which will allow you to easily find your personalization.

Tip: Assigning tags to your personalizations will allow you to find them easily from your Dashboard. The number of personalizations can quickly become important, we advise you to use tags so you can find them easily.

Exposed segment

You must choose the segment that will be exposed to your personalization. Click on “Choose Existing Segment” to display the list of available segments. If you have not created your segment yet, click on “Add new segment” to open the segment builder.

Once you have selected a segment, its conditions are displayed at the bottom of the pop-in.

For more information on creating segments, you can review our article Configuring a Segment.

Type of personalization

You have three options: create personalization in the content of your pages, above your pages or via email. Just click on one of these options in order to unroll the associated menu.

In the content of your pages

This type of personalization allows you to add an image, HTML, CSS or JavaScript, a widget, or create your changes from the graphic editor.

For more information about this type of personalization, please read Personalization in the content of a page.

Above your pages

This type of personalization allows you to add a popin, a sticky block or a widget.

For more information about this type of personalization, please read Personalization above your pages.

Via email

This type of personalization allows you to send an email to your visitors if they fulfill specific targeting conditions.

Warning: You can only create one personalization at a time. For example, it is not possible to add a popin and a sticky block at the same time, or a popin and a variation configured via the graphic editor.

Choice of goals

As for the segment, the choice of the goal is done by selecting one in the drop-down list.

You can associate one or more goal(s) with your personalization. If you select multiple goals, one of them must be set as the primary goal.

If you have not yet created the goal of your personalization, click “Create a new goal”. This action will open a popin and let you create a new goal.

For more information on goal creation, see Setting a goal in a personalization.

Reporting tools

Select the reporting tools in which you want to see the results of your personalization.

By default, Kameleoon is already set up as a reporting tool and cannot be deleted.

Display settings

Several more advanced settings are available to set the exposure of your personalization.

For more information about options, please read Exposure Settings.

Finalize the personalization

When you have entered all the parameters, several choices are possible:

  • Delete personalization;
  • Save: allows you to save a draft of your personalization. You will find it on the page “My Personalizations”;
  • Simulate: allows you to preview your personalization before uploading it to your website. To learn more about simulation, you can read our article Preview and simulate customization .
  • Activate: once the personalization is online, you can find it in the tab “My Personalizations”.