In this article:
– An overview of the personalization management dashboard and its features
– How to find and act on a personalization
– How to archive and delete a personalization
– Best practices for organizing and optimizing your personalization management process in Kameleoon
Access the Personalizations Dashboard
To access the Personalizations Dashboard from the App, use the left side menu > Activate > Personalizations.
Structure of the Dashboard
- Header: title of the current view; button to create a new personalization
- Search bar: search tool; number of personalizations currently displayed on the Dashboard
- Cards and columns: information on the personalizations; Results/Finalize buttons; sorting tool; three-dot menu (on the right) to apply actions to a personalization
- Sidebar: filters; columns; views; secondary actions linked to the three-dot menu
Personalization information
Each personalization is represented by a card that indicates the main information.
Want to know more about a personalization? Mouse over the tooltip displayed to the right of the campaign name and you’ll have access to a plethora of detailed information without needing to open our editors or the results page.
Find a personalization
If you have created a large number of personalizations, a search bar, a filtering tool and a sorting tool allow you to easily find a particular personalization.
With the right-hand panel on your dashboards, you can directly apply many filters. To sort the data displayed, just click on the column headers. Two very useful features for finding the campaign you’re looking for in no time at all.
Filter
You can filter your personalizations according to several criteria:
- Website
- Type
- Status
- Tag
- Goal
- Segment
- Priority
- Author
- Key date
Note: Once you apply filters, Kameleoon generates a unique URL with custom parameters, which you can then share with other members of your team. Just click on Copy link to this filtered dashboard located on the right of the dashboard title.
- Website
You can filter the displayed personalizations according to the website(s) they are associated with.
Check the website(s) and click on Apply.
- Type
You can filter the displayed personalizations according to their type. For example, you can choose to display only the classic personalizations.
Check the type(s) and click on Apply.
- Status
You can filter the displayed personalizations according to their status. For example, you can choose to display only the online personalizations.
Check the status and click on Apply.
- Tag
You can filter the displayed personalizations according to the tags associated to them and created on the related account.
Check the tag(s) and click on Apply.
- Goal
You can filter the displayed personalizations according to their goal(s).
Check the goal(s) and click on Apply.
- Segment
You can filter the displayed personalizations according to the segment associated to them.
Check the segment(s) and click on Apply.
- Priority
You can filter the displayed personalizations according to their priority.
Select a rank of priority and click on Apply.
- Author
You can filter the displayed personalizations according to their author.
Check the author(s) and click on Apply.
- Key date
You can filter the displayed personalizations according to the key date they are associated with: last modification, last status change, launching date (Go-live) or creation date.
Select a date and click on Apply.
Sort
The sorting option allows you to sort your personalizations according to several criteria:
- Name
- Type
- Edited
- Author
- Priority
- Created
- Launched
- Name
Hover over Name and then click on the chevron to sort personalizations in alphabetical (or reverse alphabetical) order.
- Type
Hover over Linked to and then click on the chevron to rank the personalizations based on their type.
- Edited
Hover over Edited and then click on the chevron to sort personalizations from newest edition date to oldest or vice versa.
- Author
Hover over Author and then click on the chevron to sort personalizations based on the name of their author, in alphabetical (or reverse alphabetical) order.
- Priority
Hover over Priority and then click on the chevron to sort personalizations from highest priority to lowest or vice versa.
- Created
Hover over Created and then click on the chevron to sort personalizations from newest creation date to oldest or vice versa.
- Launch date
Hover over Launched and then click on the chevron to sort personalizations from newest launch date to oldest or vice versa.
Columns
You can customize the layout of your dashboards by adding, removing, or rearranging columns. This enables you to streamline your focus directly on the information that truly matters to you.
You can choose which information you want to display on your dashboard by selecting the columns in the Columns tab of the sidebar: checking a column means it will be displayed. To change the display order, drag and drop the cards and rearrange them as you like.
After changing the selection of columns to be displayed, clicking on Reset will restore the original columns configuration:
Sort by
The sorting rule allows you to choose the order in which the campaigns will appear on your dashboard.
You can sort by:
- Name
- Type
- Status
- Last edition
- Tags
Save as a View
Additionally, you have the option to save these configurations as a View and re-apply it later. You can also make it your dashboard’s default view.
Actions on a personalization
Click on the 3 dots located to the right of each card to access a wide range of actions. The available actions depend on the status of your personalization.
When your changes are complete, click on Validate to save them.
Pause
You can pause an online personalization. Its status becomes paused.
A notification is displayed to confirm your action.
Stop
You can stop an online personalization. Its status becomes stopped.
A notification is displayed to confirm your action.
Stopping a personalization allows you to delete it if necessary.
Delete
Select the personalization of your choice, then click on the 3 dots menu on the very right side of the card and click on Delete.
You can only delete a stopped or draft personalization.
Edit
You can edit your personalization. You will be redirected to the personalization creation page.
Rename
You can rename an existing personalization.
The Rename sidebar opens. To validate the renaming of the new personalization, click on the Save button.
You can manage the tags associated to a personalization.
The Manage tags sidebar opens.
Tags associated to your personalization are highlighted in the list and on the personalization card. You can associate other tags and create new ones before associating them.
To validate your choices, click on the Save button.
Duplicate
You can duplicate an existing personalization. This saves you time if you want to create several similar personalizations.
The Duplicate sidebar opens. To validate the creation of the new personalization, click on the Save button. You will be able to find it in the Dashboard.
Archive
You can perform this action only on Draft or Stopped personalizations.
Once a personalization has been archived, it can only be retrieved from the Archived personalizations view.
Multiple selection
You can select multiple personalizations at the same time and apply a common action to them. For example, it is possible to archive several personalizations or to export them.
Select the personalization of your choice, then click on the 3 dots menu on the very right side of the card and click on Select.
The personalizations become selectable and the Grouped actions sidebar opens.
Several actions are possible:
- Select all/Unselect all
When at least one personalization is selected on the page, but not all are, the icon looks like this:
Click on Options to select or unselect all the personalizations.
The actions you will perform later via the menu bar will be applied to all selected personalizations. This feature saves time!
- Manage tags
- Pause (Only available for Online personalizations)
- Stop (Only available for Online personalizations)
- Archive (Only available for Draft and Stopped personalizations)
- Delete (Only available for Draft and Stopped personalizations)
- Export
Views
Create a view to save all the applied filters and find it in one click in the Views tab of the right sidebar.
For example, you can create a view displaying only the classic personalizations, online or planned.
Name your view and click on Save as view.
Note: Once you create a view, Kameleoon generates a unique URL with custom parameters, which you can then share with other members of your team. Just click on Copy link to this view located on the right of the dashboard title.
To see your view as soon as your dashboard loads, simply set it as the default view.
You can find all your views in the Views tab.
Clicking on the subtitle of your page gives you direct access to the filters applied in the sidebar. For example, here you can click on My view Classic online & planned on the left side of the upper part of the Dashboard; the filters will be displayed and highlighted in the sidebar.
Archived personalizations
Kameleoon offers a default view of your archived personalizations. Click to switch to this view. Only archived campaigns are displayed on your Dashboard. You can view their details and restore them if you wish.
By clicking on the 3-dot secondary action icon, you can simulate or permanently delete the archived personalization; and access its results in the case of a stopped personalization.
