- Set up tags
- Build an adaptive audience
- QA your adaptive audiences
- Best practices
- Frequently asked questions
- How frequently does a user’s score update?
- Is a score value available on a customer’s first pageload?
- Do adaptive audiences work with custom snippets and across projects?
- What is a good interest score?
- How do adaptive audiences impact page performance?
- Can I capture my search keywords in tags?
- Can I use user-level data?
- Can I use the same tags I’ve already set up in my project?
- Is it okay to use two-word terms? Like “soccer mom”, for example?
- Build and configure an adaptive audience.
- Create tags, or modify existing tags for use with an adaptive audience.
Optimizely’s adaptive audiences let you target visitors based on their interests. Instead of relying on extensive data analysis to define explicit behavioral targeting rules, you can create a predicted intent audience condition that captures a certain percentage of your visitors who are most interested in a specific topic. Optimizely uses machine learning to determine whether or not they belong in your new audience.
Adaptive audiences currently only support English-language websites.
Predicted intent audience conditions also estimate the audience’s reach—or the number of visitors that could potentially be included—over the next seven days.
You build and use an adaptive audience the same way you would build any Optimizely audience: via the audience builder.
But before you build an adaptive audience, you will first have to set up tags. The tags should capture the main idea of this page’s content, such as a title or description. Optimizely creates an interest score by matching keywords to each tag. This interest score is based on the pages a visitor has viewed on the site, such as articles or product pages. As a visitor browses content on these tracking pages, Optimizely evaluates how strong that visitor’s interest is in the topics you specified when creating the audience, and any visitor whose interest meets or exceeds the level you specify is included in the audience.
Set up tags
To set up tags, follow the steps below:
If you’ve already configured tags for adaptive audiences, skip ahead to the next section.
If you've already set up tags in the past for other purposes, skip ahead to step 5 below for each tag you want to include, to ensure they can be used with an adaptive audience.
To set up a tag, follow these steps:
Navigate to Implementations -> Pages.
Create a new page, or select an existing one.
In the Visual Editor, click on Visual Tags in the menu on the left-hand side.
Select the appropriate string value type.
Check the checkbox labeled Capture text for visitor intent prediction.
Type the tag name into the text box and click Save.
Build an adaptive audience
Name your new audience.
From the Conditions section of the audience builder, select Predicted Intent and drag it to the audience conditions box on the left.
In the keywords field, add the tags you're most interested in for this audience. You can include up to 12 separate tags. Valid keywords will be displayed in blue text, while invalid keywords are red.
It can take up to 24 hours for a new adaptive audience to process.
Once the audience has finished processing, you'll see the Interest Group graph in the audience condition itself. This graph provides basic metrics on reach.
Specify the percentage of your most-interested visitors who are included in the audience.
You can also use the slider in the graph to set the percentage of your most-interested visitors who are included in the audience. When Optimizely recalculates which visitors qualify for your adaptive audience (which happens once per day), that percentage will remain the same. However, the corresponding interest score may change. For example, if your visitors as a whole are suddenly showing more interest in your keywords, and the percentage is set at 25, the interest score required to be included in that top 25 percent will go up.
Keep in mind that you'll have to wait for the audience to process before you can use the slider.
Predicted intent can be combined with other audience conditions. When you do this, those other audience conditions are not affected by the percentage of most-interested users specified in your predicted intent audience condition.
QA your adaptive audiences
To QA an adaptive audience, check the graph in the audience builder. If it's populated with substantial data, you've confirmed two things:
your tags are set up correctly, and
visitor scores are calculated and distributed across the range
For more details on how well your adaptive audiences are working, open the console and run
To QA your variations, just use the same force parameters you'd use with any other variation.
When adding tags, try not to use more than about 50 words. Any more than that will bring diminishing returns. There are also potential issues with browser storage for especially large tags.
If you are trying to connect data sources that are not currently on the page, the simplest way to do so is to find a way to pull that data onto the page. For example, is it available via API? If there was an article ID/slug, could you fetch the data over the network? This would require a bit of instrumentation, but it should be possible.
That said, ask yourself first if these keywords are materially different from the meta description or other existing tags. If the answer is no, then it may not be worth the effort.
Your keywords should capture the topic or persona you’d like to target as precisely as possible. However, the machine learning models used by adaptive audiences are intelligent enough that you don't need to conduct extensive analysis to choose your keywords.
Here are a few helpful tips:
Don’t overthink it! Simply pass in a few words that capture the group of people you want to include.
Think about the experience you’re delivering. What words describe it?
If your organization already has personas defined, there may also be word clouds that describe them. This can be a good starting point.
Frequently asked questions
How frequently does a user’s score update?
An individual user’s score is generated every time they load a page where you’re collecting tags.
Is a score value available on a customer’s first pageload?
It is available on the first pageload after a visitor has reached a data-capturing page.
Do adaptive audiences work with custom snippets and across projects?
Yes, adaptive audiences can draw upon data from tags in multiple projects. In order to create an adaptive audience, you'll need to have at least one tag in the same project selected for interest mining.
What is a good interest score?
Generally, a score of 0.5 or above indicates visitors strongly associate with your keywords. However, if your traffic levels are high enough, you may want to shoot for something higher, like 0.7.
How do adaptive audiences impact page performance?
There should be no meaningful performance degradation as a result of using adaptive audiences. The network request used to compute visitor's interest scores occurs on the tracking pages—for example, the product, article, or landing pages that contain the relevant text content. The interest score itself is stored in localStorage.
When a visitor lands on the page where the campaign is targeted, the snippet only has to look up the score in localStorage, rather than wait for a network call.
Can I capture my search keywords in tags?
Can I use user-level data?
Yes, as long as it is text accessible on the page itself.
Can I use the same tags I’ve already set up in my project?
Yes. Just select Use tag for interest mining.
Is it okay to use two-word terms? Like “soccer mom”, for example?
The audience builder only accepts single words. All multi-word phrases will be separated.