Manage your personalizations

portrait de l'auteur Julie Trenque

Written by Julie Trenque

Updated on 22/09/2020

5 min

Beginner

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Access the Personalizations Dashboard

To access the Personalizations Dashboard from the App, use the left side menu > “Activate” > “Personalizations”.

Structure of the Dashboard

  1. Header: title of the current view; button to create a new personalization
  2. Search bar: search tool; number of personalizations currently displayed on the Dashboard
  3. Cards and columns: information on the personalizations; Results/Finalize buttons; sorting tool; three-dot menu (on the right) to apply actions to a personalization
  4. Sidebar: filters; 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:

  1. Website
  2. Type
  3. Status
  4. Tag
  5. Goal
  6. Segment
  7. Priority
  8. Author
  9. Key date
  • 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:

  1. Name
  2. Type
  3. Edited
  4. Author
  5. Priority
  6. Created
  7. 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.

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.

Click on the 3 dots icon to display the secondary actions menu.

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 at the bottom of the pop-in.

Manage tags

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 at the bottom of the pop-in.

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 at the bottom of the pop-in. You will be able to find it in the Dashboard.

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, on a specific website.

Name your view and click on “Save as view”.

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.

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