This article is about Personalization.
With the side panel of the results page, you can access and edit the settings of the personalization for which you are viewing the results.
You will find this panel on the right side of the page. You can display or hide it at any time with the arrow.
In the upper part of the side panel, you will find the personalization name and its status:
- Online;
- Paused;
- Stopped;
Actions
View results from another personalization
When hovering over the name of the personalization with your mouse, arrow(s) appear and allow you, by clicking on it, to display the results of the previous or next personalization.
Edit the personalization status
To change the status of your personalization, click on its current status and select from the drop-down menu the status you want to assign.
Simulate personalization
Click on the icon to open the campaign simulation tool. To learn how to fully use the simulation tool, please read our dedicated articles.
Edit the personalization
Click on the icon to open your personalization in the Graphic editor and modify it.
Delete the personalization
Click on the icon to permanently delete your campaign. Warning ! This action removes the personalization and its results and is irreversible !
Key information
In the side panel, click on Key information to view and edit the main information of your personalization.
You will find in this tab various information about personalization :
- Name;
- Description (if there is one);
- Tags (if there are any);
- Date of creation;
- Type of personalization (standard or predictive);
- Type of personalized content;
- Number of goals;
- Name of the main goal.
Click on Edit to display the pop-in allowing you to change the name of the personalization, its description and the tags associated with it.
Goals
In the side menu, click on Goals to view and edit the goals related to your campaign.
All goals related to the campaign are listed here. The first one of the list is the main goal of your personalization and is marked by a black star. Hover over the name of the goal brings up an information icon.
Move your mouse over this icon to see additional information on the goal :
- Its type;
- Its description (or its configuration if there is no description).
Click Edit to change the order in which goals are displayed, to dissociate goals, or to associate new ones.
If you click on Edit, it opens a pop-in with the list of related goals.
When you hover over a goal with your mouse, it becomes gray and two icons appear:
The icon allows you to dissociate the goal.
The icon indicates that you can edit its position in the list.
Dissociate a goal
To dissociate a goal, simply click on the dissociation icon:
A pop-in asks you to confirm your choice.
Change the order in which goals are displayed
To change the display order of the goals, move them one by one using drag and drop: click on the goal you want to move and, while holding the click, drag it to the location you want. Then release the click.
In addition to editing their layout in the sidebar tab, rearranging the order of the goals also changes their position in the results tables.
Associate new goals
To associate new goals, click Associate a new goal.
The button is then replaced by a drop-down menu containing the goals created for this website that are not yet associated with the personalization.
Select the goal(s) you want to associate with the personalization from those available in the list.
Click Validate to confirm the modifications or Cancel to close the pop-in without saving these modifications.
Targeting
With the Targeting tab, you can view and edit the conditions for targeting your campaign.
You will find here the percentage of visits / visitors exposed (configured in the Capping part of the personalization) using the cursor. By clicking on the point, you can change the percentage of the segment which will be automatically updated.
Just like in the finalizing step of your personalization, you will find here the targeting conditions that apply to it.
The following elements will be displayed:
- The URL of the entire website to which the personalization applies;
- The URL of the page to which the personalization applies;
- The URL fragment that a site page must contain for the personalization to apply;
- The specific segment you have assigned to the personalization and a summary of its conditions;
Micro-targeting
You can also select the micro-targeting option to activate the display of a personalization if the weight of the segments you have configured is sufficient.
Change targeting conditions
To change the targeting conditions, click on Edit.
It opens a pop-in containing the segment builder to edit the targeting conditions in the same way as in experiment finalization. To learn how to use the builder segment, see the dedicated article.
Note: If you modify a segment also used on another personalization, it is duplicated so as not to disturb the other personalizations. In this case, an informative message appears at the bottom of the pop-in.
Reporting Tools
In the Reporting tools, you will see the tracking tools you selected in step 3 of the finalization.
Add reporting tools
To add new reporting tools, click Edit at the bottom of the tab.
It opens a pop-in with the list of reporting tools configured on your account.
Note: Only reporting tools configured within your account are displayed. To set up new reporting tools, see the dedicated articles.
If there are numerous tools available, you will find a search bar allowing you to easily find a particular tool.
Check the reporting tools you want to associate to your campaign and click Validate to confirm the modification.
Scheduling
You can find here your schedule(s) for your personalization.
If there is no scheduling defined, we inform you about it.
The first line shows the number of scheduled personalizations, followed by the list of schedules sorted by date.
You also see the launch and end time, and conditions if you defined them, such as “Don’t display from Monday to Friday between 12:00:00 and 14:00:00”.
Display settings
Capping
The Capping tab indicates:
- Priority;
- Scenario;
- The option (if chosen) specifying that the personalization should stop after a defined number of visits / visitors;
- Capping per visitor:
– Display limited during a visit;
– Display limited for the same visitor;
– Delay between two successive expositions;
– Stop exposing a same visitor beyond X expositions across all visits;
– Stop exposing a same visitor beyond X visits;
– Stop exposing a visitor who completed the goal “name of the goal”.
History
The History tab keeps track of changes made to the personalization. The tab is similar to the Timeline page in your Kameleoon App, with the difference that here you will find only the actions made on the personalization.
