When you create a web personalization, you can set up the display options.
When you are on the personalization creation or edition page, click on the “Display settings” tab.
Five parameters are available: capping, planning, micro-targeting, priorization and scenarization. If you do not set up these parameters, Kameleoon will use the settings by default.
The capping allows you to limit the display of your personalization in order to manage marketing pressure on your visitors.
Here, you can choose the percentage of your segment exposed to your personalization. By default, 100% of the segment is exposed, in other words all the visitors included in your segment.
You can also decide to stop your personalization when a certain amount of visitors would have been exposed to it.
To do so, select “The total number of visitors is above”, then define:
- The number of visitors
- If it is all visitors, only the ones that converted to a specific goal or only the ones that did not convert to a specific goal.
Capping by visitor
You can also set up the capping by visitor by clicking on “+ Add frequency capping options per visitors”.
By default, there is no capping by visitor, which means that the targeted visitors are systematically exposed to your personalization.
- The capping by visitor allows you to:
- Limit the exposition frequency for each unique visit
- Limit the exposition frequency in time, whatever is the number of visits
- Establish a minimum delay between two expositions
- Stop exposing a visitor if he has been exposed to a certain amount of time or if he converted a specific goal.
You can use several capping by visitor options. To cancel the capping by visitor, click on “Reset frequency capping options per visitor” on the bottom of the page.
Here is an example:
In this example:
- Only 85% of the segment is exposed to the web personalization
A single visitor will be exposed on maximum:
- 2 times during the same visit
- 4 times every 6 hours
- 1 time every 3,600 seconds (=1 time per hour)
- 6 times in total
You can plan your personalization to one or several specific date range. By default, the personalization is displayed all the time.
In the “Planning” part, click on “+ Add a range date”. You can add as many range dates as you want to.
If you intend to plan your personalization, you must add a start date.
You can also add an end date, but this is not mandatory. If you want to add an end date, click on the “Edit” button. To delete an end date, click on the red cross that will appear on the right when you add your date.
The personalization schedule will allow you to choose dates and hours on which your personalization will be displayed or not. Click on “Edit” to create your schedule.
By default, the hours are set up from 00:00 to 00:00. It is a whole day (from midnight to midnight).
You can add several schedules on your date range. To do so, click on “Add a date range”.
Here is an example:
In this example, the personalization is planned from january 1st to march 31th 2016 ( 3 months).
Within this date range, the personalization will be active:
– Monday to friday from 11 am to 2 pm
– The week end all day long
The date ranges and the end date can be deleted by clicking on the red crosses. Only the start date is mandatory.
You might want to display your personalization not if all conditions are gathered but if enough of them are. To do so, use the Micro-targeting option.
Two options are available:
- Enable the display when all targeting conditions of your segment are observed (by default)
- Enable the display when the cumulative weight of the active targeting condition is enough.
All targeting conditions of your segment are observed
This is the option by default. If a visitor does not fill all the targeting conditions that you chose while creating your segment, he will not be exposed to the personalization.
The cumulative weight of the active targeting conditions is sufficient
When you create your targeting segment, you can add a weight to each of your conditions. By default, each condition has a weight of 1, but you can custom this value to rank your conditions. For further information about the segment creation, your can read our article Configuring a segment.
This option will allow you to define the minimum weight needed to activate your personalization.
For our example, we will set up our segment with these parameters:
- Condition A – weight 1
- Condition B – weight 4
- Condition C – weight 2
- Condition D – weight 2
If you define ‘7’ as cumulated weight, the amount of the active conditions weight should be at least 7 to activate the web personalization.
In our example, the conditions A+B+C has a cumulated weight of 7 and would be enough to activate the personalization. It is also the case for conditions B+C+D (8) and A+B+D (7), and of course A+B+C+D (9). All other combinations do not have a cumulated weight big enough.
Some visitors can be part of different segments. For instance, if one of your personalization is a pop-in displaying for new visitors while another personalization is a pop-in displaying when the weather is bad. In this case, a visitors visiting your website for the first time on a rainy day could be exposed to both personalizations.
The “Priorization” option allows you to choose which personalization should be displayed in case of conflict.
By default, all personalizations have the same priority, 1, but you can choose a higher priority for the more important personalizations.
In case of conflict, if all personalizations have the same priority, they will simultaneously display.
Note: the priorization applies to personalization of the same type. Two personalizations of different types (for example: a pop-in image and a pop-in html) will display simultaneously, even if they have not the same priority. If you want to reduce the marketing pressure on your visitors, you must set up the Capping.
See the priority of your personalizations
In order to define easily the priority of your personalization, you can take a look to the priority of your other active personalizations without leaving the page.
To do so, click on “See the priority of other personalizations”.
A pop-in opens, allowing you to consult the list of your active personalizations and their priorities.
Note: These priorities apply when a visitor is exposed to the same personalizations at the same time. If it is not the case, you can use the scenarization.
To define which personalization should display, the active personalizations are ranked by priority and type. The personalizations with the highest priority will display.
- Personalization 1 : priority 1 type A
- Personalization 2 : priority 2 type A
- Personalization 3 : priority 1 type B
The web personalizations 2 and 3 will display: the personalization 2 has the highest priority for type A and personalization 3 is the only one of type B.
If we add to the example:
- Personalization 4 : priority 2 type A
Personalizations 2, 3 and 4 will be displayed. However, you can, in the personalization module, select the option “Disable simultaneous display of personalizations of the same type”. In this case, one of the personalizations will be randomly chosen. To select this option, you have to go to the left sidebar of the back office. In the “Configuration” menu, click on “My websites”.
On the card of your website, click on “Configuration” to modify it. Then click on the insert dedicated to personalization.
At the very bottom, a switch button allows you to activate the option.
Don’t forget to validate!
You can define if a personalization will be displayed or not according to the previous personalization displayed.
Add a condition
To define a new scenario, click on “+ Add a condition”.
You can add as many conditions as you want to.
If you want to delete a condition, click on “Delete this condition” below the condition you want to delete.
Setting up a condition
Choose the settings of your condition to create your scenarization.
Here is an example:
In this example, the personalization will only display if:
- At least one other personalization has already been displayed during this visit.
- There was not more than 2 other personalizations displayed on this page.