Personalization (experiences)

This article is about an Enterprise-only feature that allows you to create personalized experiences for your audiences. If you are looking to learn more about experiments, not experiences, please refer to our article about A/B testing: How do I run an experiment? (A/B testing)

Note: Personalization is available exclusively to our Enterprise subscribers. Click here to get in touch with our team if you would like to upgrade your subscription.

 

How does it work?

You can use this feature if you have multiple audiences in your target market and you want each of them to see a personalized experience when they land on your page. The experiences can be edited individually and they can be as different or as similar as you want them to be. You can change only a couple of words or the background image, or you can change entire Instablocks. The experience that will be shown to the page visitor is determined by a combination of parameters after the page's base URL, which you choose. 

For example, your page is published at subdomain.mydomain.com/page and you have two additional audiences, for which you create the experiences subdomain.mydomain.com/page?utm_source=google and subdomain.mydomain.com/page?utm_source=facebook&utm_content=house.

If the URL placed in the ad matches those parameters exactly, then that experience will be shown to the visitor. The default experience (subdomain.mydomain.com/page) will be shown to everyone that does not have the exact matching parameters or does not have any parameters at all.

 

The steps to creating personalized experiences for different audiences

1. Click on Personalization in the left-side menu of the main application after logging in.

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2. If you have previously created experiences for your pages using the older interface, you will automatically see them in a list here. Otherwise, you will see the screen below.

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3. Click on New Experience to get started. You will be asked to choose the page that you want to personalize and to name this new experience that you are adding to the page.

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We recommend that the name of the experience is relevant to the characteristics of the audience that it will be served to.

4. Once you click Create, the list of all the experiences for the selected page will come up on the screen and you can start editing and personalizing them.

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NOTE: Every new experience you add to a page starts off as a copy of the existing design of the default experience. You can then manually make the desired modifications to it.

5. To start editing an experience, click on its name and the following slideout will open.

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Click on Edit Design to open the builder, or on any of the other sections to start editing their respective settings, such as Integrations

6. When you have finished editing the experience to match your target audience, you can publish it by clicking on Publish Experience.

The experience will be published on the same URL of the main page, but using parameters. The added parameters are what will differentiate between which experience the visitor will see.

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There are two options that you can use: an automatic parameter and UTM parameters.

You can choose the first option if you don't need the parameters for anything else except the experience having a unique URL. You can choose the second option if you need the UTM parameters in your integrations and data analysis.

If you want to learn more about UTM parameters and how to use them, as well as how they interact with our experiences, check out this blog article

Once the experience is published, you will see the final URL under its name and you can use that URL in your campaigns. To change this URL or further edit the experience, click on its name and the editing slideout will open.

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Note: A visitor will not see the desired experience unless the URL he accesses has all the parameters with the exact values as the audience URL from the Personalization tab, even if there are other parameters present or the order is different.