This article is about Personalization.
At the top of the results page, on the right of the experiment’s main information, there is the page’s general actions menu.
The options in the “Actions” menu allow you to act on the entire results page :
- Refresh data;
- Reset data;
- Custom view;
- Save display settings;
- Create alerts;
- Refresh data
- Reset data
- Stop collection of data
- Custom view
- Save display settings
- Create alerts
This action updates all the data on the page without reloading the page itself. You are thus sure to view the most recent data!
Reset data if you want to delete all the experiment results. To reset the data of a, experiment is to start the experiment a second time, all the results are reset.
Warning! This action cannot be undone. It is offered only to authorized users, and a confirmation pop-in secures your data in case of an unintended click.
Stop collection of data
Have you collected enough data on your personalization, and were you able to draw conclusions from your results? Then you can decide to stop collecting data on it. If you are used to leaving your campaigns online for long periods of time, this will allow you to have a better loading performance.
Visitors who enter this campaign will no longer be counted and data will not be collected or stored. You can resume the data collection later (in this case, your evolutionary graphs will show a gap between two curves).
This will not impact the status of the personalization, which will remain online.
A pop-in opens, giving you the possibility to change the view of the results page.
View per audience type
In the drop-down menu, choose the results display by goal or by audience. Results presentation in the graphs and charts will be modified: the displayed curves will represent either the goals or the audience. In the same way, each chart will correspond either to a goal or an audience.
Hide the results of one or several goals
You can hide the goals you do not want to see.
Switch the button to “ON”; then, in the drop-down menu that appears, select the goal(s) you want to hide from the results page. Associated target charts will not be displayed anymore.
You can check or uncheck all the goals at the same time in the pop-in.
Save display settings
We offer a default view, but you can set your own display according to your needs.
You can then save it so you will find the same display on your next visit. It is also possible to load a predefined view to apply it to the page.
Save the current settings
To save the current display, just name it and, if you wish, set it as default view for this experiment. By checking this option, you will find this display with each new consultation of the results of this experiment.
Then click on “Validate”.
The following are then saved:
- Date ranges;
- Columns of the tables;
- View per goal;
- Types of audience;
- Display of the goals.
Load a predefined view
You can apply to your page previous display settings set up on this same page.
Select a view from the drop-down menu and, if desired, set it as the default view for this experiment.
Then click on “Validate”.
To the right of the selection field you will find a “trash” icon to delete a previously saved display.
To do so, select the display and click on the trash. Gone with the wind!
Configure alerts to be informed by e-mail of the evolution of your results.
First, enter the e-mail address to which you want to receive the alerts.
Two predefined alerts are directly available, but you can also set custom alerts.
Custom alerts can be set on any of the data available in your results. Just click on “Custom alerts” to set up.
Setting up a custom alert includes three steps :
- In the first drop-down menu, select the data for which you want to be informed of the evolution : improvement rate, conversion rate, reliability, number of visits, visitors or conversions.
- An alert will be sent to you as soon as the value reaches the threshold you set. Choose whether this threshold should be higher or lower than the value you want and fill in this value.
You can also be alerted when the value of the measured data increases or decreases in proportions that you set.
- Finally, in the last drop-down menu, define the variations or goals to which the alert applies.
If you have chosen to be alerted about the improvement rate, the conversion rate or the number of conversions then you will define here the concerned goals. In other cases, you will have to choose among the type of audience.
The “Actions” menu allows you to print the results of your experiment.
Two options are available: the detailed printing of a part of your results or the printing of a global summary.
Print the detailed results
In the first drop-down menu, select the graphs you want to print. All the graphs available in your results page are also available here. In the second drop-down menu, select the goals or types of audience for which you want to print the tables.
If your results display is set on “Goal view”, the drop-down menu will let you choose the goals you want to print. If the display is set to “type of audience”, it will allow you to choose which type of audience you want to print.
Then click on “Validate”.
Print the recap
- Name of personalization and website;
- The parameters of the page;
- The main results;
- The graph for the main goal / main type of audience;
- The table for goal / type of audience.
- List of other goals.
Then click on “Validate”.
The results of your experiments can be exported under two different formats: Excel format and PDF.
To export your results in an Excel file, select “Excel” from the drop-down menu.
You can choose which type of data to export and your preferred display of Excel files : tabs per type of audience, tabs per goal or all data in the same tab.
Then click on “Export” to save the Excel file containing the result tables.
When opening the table, the first tab, “Info”, reminds you of the main information about the experiment: title, date range, and targeting. The following ones depend on the view you have chosen.
For example, the Excel file below corresponds to :
- All data
- View per type of audience
All data is displayed and each tab is a type of audience.
To export your results in PDF format, select “PDF” from the drop-down menu.
Then select the information you want to export in the same way as for printing.
The results of an experiment can be shared by e-mail or by sending the URL of the page directly. The page thus shared only allows the consultation and does not give access to the editing options, the setting of the page or the various actions.
To share the results page by e-mail, select “Send report by e-mail” from the drop-down menu.
In the text box, enter up to 10 e-mail addresses separated by commas.
To delete an e-mail address, click on the cross next to it.
Then click on “Share” to send a report containing the results to the e-mail addresses.
To get a link to share your experiment results, select “Share URL of this page” from the drop-down menu.
The link appears directly in the pop-in and two options are available :
- Limit the validity of the link to 24 hours. 24 hours after the creation of the link, it will no longer be valid and will no longer allow access to the results;
- Secure access to this page with a password. Access to the results page from the link will only be possible with the password of your choice. Set this password by entering it in the text block.
Click on “Copy and Close” to confirm the creation of the link, copy it to the clipboard and close the pop-in. At the top of the results page, on the right of the experiment’s main information, there is the page’s general actions menu.