- Learn about the six core concepts behind Optimizely X Web
- Understand pages, tags, and events
Optimizely X Web Personalization helps you deliver targeted experiences to different visitors to your site based on behaviors, in real time.
This article explains several concepts that work together to help you deliver targeted experiences to visitors -- and measure the impact. Use it to learn how a personalization campaign works.
For more inspiration, check out some personalization ideas that can you get started.
Pages are the “where” of personalization campaigns. They’re sections of your site where you'll modify the experience and track behavior.
Examples: Homepage, Product Detail page, Article page, Checkout page, Confirmation page, Navigation menu
You'll set up pages for all the meaningful places where you'll deliver custom messaging or experiences on your site. Later, you’ll use these pages to quickly build impactful experiences and capture your visitors’ behavior. Learn to set up pages.
A page can be:
A single URL where you want to change the experience (like your homepage)
A pattern of URLs that all share the same template (like all the product detail pages on an e-commerce site)
Or a global URL that targets all URLs with the snippet to change elements that appear across pages (such as a navigation menu).
Here are the three main ways to use pages:
When you create a campaign, you’ll choose one or more pages where you'll deliver the experience.
When a visitor lands on a page, Optimizely X automatically tracks a pageview event. You can use this event for behavioral targeting. For example, you might personalize an experience for visitors who've viewed the checkout page. Or, you can use views on a page to measure success in a campaign: did the new experience increase views to the checkout page?
One each page, you can create events and tags to track visitor behavior: for example, to understand what products visitors are buying.
Pages are always-on. This allows you to constantly gather information about customer behavior on your site, using events and tags, regardless of whether a campaign is running.
Events and metrics
Events help you track key visitor behaviors on your site. They're the "verbs" of a campaign; they track the actions that people take on your site, such as clicks, pageviews, and form submissions.
Examples: Add to Cart, Save to Wishlist, Share, Search, Click Promotion
Once you create a page, you can track whether customers click a button or watch a certain video, for example. Use events to measure success in an A/B test or deliver behaviorally targeted experiences. Learn to set up events.
When you add events to a campaign to measure success, it's called a metric.
You can track three kinds of behaviors with events:
Click Events capture user clicks on elements like buttons or offers. You create these on a page, and they inherit the URL targeting from that page.
Pageviews are tracked automatically for each page that you set up.
Custom events capture additional information using custom code. You can use these to track behaviors like watching a video, submitting a form, or other actions that aren’t always reflected in clicks.
Once you set up an event, Optimizely X will track it for any visitor to the site.
Events are always-on. This means that they constantly gather information on the behaviors that you identified, regardless of whether you’ve created or connected any campaigns to those events.
Always-on event tracking allows you to:
Create audiences based on behavior. You can target visitors who triggered a certain event over some time period (“People who searched 2+ times in the last 30 days”), or get more specific with Tags.
Measure results for your campaigns.
Tags capture information that appears on the pages of your website. If events are “verbs” such as clicks and pageviews, then tags are “adjectives." They describe parts of a page that visitors engage with, such as the type of product and what it costs. Learn to set up tags.
Examples: Price, Category, Name, Quantity, Duration
Together, tags and events provide data-rich picture of your visitors’ behavior.
For example, you may know from your events that a customer clicked the Add-to-Cart button. But what did they add to the cart?
If you add tags to the product name and the price tag on that page, you’d also know that this customer added blue shoes that cost $115. When you create a personalization campaign, you can target “Customers who added blue shoes to their cart” or “Customers who spent more than $100.” Tags let you capture this extra context and use it for behavioral targeting.
Tags are always-on. This means that they constantly gather information on visitor behaviors, regardless of whether you’ve connected any campaigns to those tags.
Audiences are groups of customers to whom you’ll deliver a targeted experience. Conceptually, an audience is simply a group of visitors who have something in common.
In Personalization, you can create audiences based on behavior. So, you'll be able behaviorally target audiences made up of visitors who've behaved in a certain way. For instance, you might create an audience for customers who've browsed a certain product or have seen a promotional campaign.
Once you’ve setup the pages, events, and tags on your site, you can create behaviorally targeted audiences. For example:
“Heavy Spenders”: people who triggered the event Add to Cart at least once in the last 30 days where price > $200
“Shoe Shoppers”: people who viewed a Product Detail Page at least twice in the last 60 days where category = “Shoes”
“Abandoned Cart”: people who triggered Add to Cart at least once but did not Purchase
Learn to set up behaviorally targeted audiences.
Audiences you create in classic Optimizely Testing can be used in Optimizely X Web, and vice versa.
Experiences are the "what" of Personalization. You'll use the Editor to create experiences for visitors, based on the page they're visiting and the audience(s) they qualify for. Use these experiences to test and personalize your site.
In Personalization, a campaign contains several experiences that are assigned to visitors based on the audiences they qualify for.
Personalizing a landing page with two experiences: showing a female model to the "Women" audience and a male model to the "Men" audience
You can create experiences in Personalization by making changes with the Visual Editor or with custom code
In Personalization, campaigns are the framework that organize your personalization strategy. A campaign takes a piece of your site, like the promotions on your homepage, and swaps out that content for different audiences.
For example, a single Homepage Offers campaign might show dress deals to "Dress Shoppers," shoe deals to "Shoe shoppers," and hat deals to "Hat Shoppers." Within a campaign, you'll create sets of experiences for visitors who are bucketed into an audience on a certain page.
You’ll create a new campaign for each section of the site you want to personalize.
Examples: Homepage Offers campaign, Email signup CTA campaign, Top Banner campaign, Checkout Cross-sell campaign
When you create a new campaign, you’ll set up a few key pieces:
Name your campaign based on “what” you’re personalizing, or the core principle behind your personalization strategy.
For example, you might name a campaign Promotional Hero Banner or Video View Offer. You may be tempted to name your campaign based on “who” you’re personalizing to, but remember that a single campaign can deliver multiple experiences to different audiences.
Decide where your campaign will run by choosing one or more of the pages you’ve already defined. Or, create a new page.
You can run multiple campaigns on a single page. For example, you might have one campaign that personalizes the hero image at the top and another that personalizes the email signup form at the bottom. A single campaign can also span multiple pages to create seamless messaging across a checkout funnel.
Decide who will see your campaig by selecting one or more of the audiences you’ve already defined. Or, create a new audience.
In the Editor, you’ll create a unique experience for each audiene on each page. If a visitor falls into multiple audience, they'll only see one experience. You can decide which experience “wins” by prioritizing your audiences in a particular order. Visitors will see the highest-priority experience they qualify for.
Unlike goals in classic Optimizely Testing, every event that you set up in Optimizely X Web is tracked all the time. You don’t need to attach specific goals to each campaign that you run. However, you can choose one event as the primary metric for a campaign. This metric will show at the top of the Results page.
Every campaign has a “holdback,” which is like the control of an A/B test. By default, Personalization shows 95% of visitors in a campaign a personalized experience, and holds back 5% who will see the original.
You can make the holdback larger to get data faster, or shrink it if you’re very confident. We recommend 5% so you can always monitor how well your personalization is doing. Please note that changing your holdback mid-campaign is not currently supported by our Stats Engine. If you choose to do this, you may see statistical reports which are invalid.
Here's how to set a holdback.
Once you’ve created personalized experiences for your audiences, you’ll launch your campaign by publishing it. When you publish a campaign, you make all your changes live to the world. If you make more changes after you publish, they’ll be saved in “draft” mode but won’t go live until you publish again.
How Personalization works
The first step to using Personalization is teaching Optimizely about your site. When you set up the key pages, events, and tags on your site, you help Optimizely develop a data-rich picture of your visitors’ behavior. You’ll use these behaviors alongside data from other resources to create audiences.
Once you’ve defined the audiences you want to personalize for and the pages where you’ll deliver that messaging, you’ll create campaigns. Campaigns allow you to deliver personalized experiences to different audiences on each page.
Once you’ve run a campaign, you’ll want to measure how effective it is. The Personalization Results page uses a holdback to measure the lift of your primary metric and any other events you’ve tracked. You can view these results for a whole campaign or by audience.