Overview

MoEngage Personalize helps you to create real-time connected experiences that accelerate conversions. In turn, this aids in connecting your customer needs and your brand experience.

Prerequisites

1. 1. 1. The Web SDK should be integrated to create a personalized web experience. For more information, refer to Integrate Web SDK.
      2. Disable ad blockers in the browser. The personalization editor will not load if ad blockers are enabled.

To create a personalized experience:

1. 1. 1. Navigate to Create New -> Experience -> Web or
      2. Navigate to Personalize -> All Experiences and click + Experience in the top right corner of the screen.

Create Web Experience

This displays the Create Web Experience page, which has three steps:

• • • Target Users - Specify the audience for your web experience.
    • Content - Specify the variation and personalized content for the selected users.
    • Schedule and goals - Specify a delivery schedule, conversion goals, and delivery controls for the experience.

Target Users 

1. 1. 1. Enter an Experience Name.
      2. Select the Experience Tags. Tags help you add context to your experience. For example, you can add 'onboarding' as a tag for an experience created for onboarding users to your platform or app. For more information, refer to Tags.
      3. Select +Add Audience to define the target user segment for the Experience. For more information, refer to Define Target Audience.
         
      4. Toggle the Global control group to exclude users in the global control group from the Experience. For more information, refer to Control Groups.
      5. Click Next.
      6. Specify the URL for personalization in the popup that opens. After specifying the URL for personalization, click Validate. This will:
         • • Check if the Web SDK is integrated.
           • Check if an experience has already been configured for the URL specified for personalization. A message is shown in the UI if an experience has already been added to the URL

             

         You can personalize the URL by clicking Personalize URL at the bottom right corner of the popup.

Define Target Audience

You can add multiple audiences (up to ten) to your experience. For example, let's take the case of a brand that sells skin care products. If a marketer creates the following audience segments, they can personalize the website for each of these segments.

1. 1. • Users who have viewed perfumes or have shown an interest in them - the marketer can personalize the website such that perfumes are shown primarily on the page with mentions of the latest arrivals, discounts, upcoming sales, testimonials, celebrity reviews, etc.
      • Users who have clicked on discount offers for skin care products - the marketer can personalize the website such that offers and discounts on skin care products are shown primarily on the page.
      • Users who have shown interest in natural skin care products - - the marketer can personalize the website such that natural and cruelty-free products are shown primarily on the page.

Click on the +Add Audience to get various options to specify the target audience for the experience. You can:

1. 1. 1. Add an existing audience by selecting one of the already added audiences shown in the dropdown. Click Select at the bottom line to add the audience to your experience.
      2. Duplicate and edit an existing audience. Select an audience in the dropdown and click Duplicate and Edit at the bottom right corner to modify the details.
      3. Add a new audience by clicking + New Audience.

You can specify the following fields in the New Audience popup:

1. 1. 1. Audience Name - the unique name that identifies your audience.
      2. Segmentation criteria - the segmentation filters that help you define your audience. 

         This section helps you add criteria for the target user selection. For example, if you want to add/delete users who have added items to the cart but have yet to complete the purchase or users who have not received notifications or opened their app in the last 'x' days, and so on.

         All Users User Property User Behavior User Affinity Custom Segment

         Allows you to send the campaign to all the users of the app. When you use this option, you cannot add multiple filters.

         Allows you to target the users based on user property such as first seen, last seen, city, and so on.

         Select the User Properties and do the following:

         1. Select desired user property and filter conditions.
         2. Provide the filter value/s to create a rule.

         For more information, refer to Create Segments.

         Allows you to target the users based on the user's behavior or event, such as app/site opened, viewed product, and so on.

         Select the User Behavior and do the following:

         1. Select the execution condition and the desired user activity (event)
         2. Provide event frequency and time duration for the event execution
         3. Add Event attribute with a filter condition
         4. Provide the filter value/s to create a rule.

         For more information, refer to Create Segments.

         Affinity Segments are groups of users created based on the user performing an action with a specific attribute value.

         For more information, refer to User Affinity.

         Select User Affinity and do the following:

         1. Select the desired user event or attribute.
         2. Select the user affinity parameter from
            • Predominantly Select affinity attribute with a filter condition and provide the affinity values.
            • Minimum of Select affinity attribute with a filter condition and provide the affinity values.
            • Most number of times: Type or use the arrows to provide the top or bottom percentage of users
            • Least number of times: Type or use the arrows to provide the top or bottom percentage of users
         3. Type or use the arrows to provide time duration for the event execution.
         4. Click the Attribute button to add more attributes to the filter.

         Select the Custom Segment section, then select the desired custom segment to create a rule.

         For more information, refer to Custom Segments.

      3. In-session attributes allow you to group website visitors based on specific conditions. You can add the following in-session attributes:

         Field	Description
         Query Parameter	This field lets you segment users based on the query parameters in the URL. Typically, users would land on your personalized URL by clicking an advertisement on any Social Media platform. You can use UTM parameters like Source, Medium, Content, Campaign, etc., to segment users based on the source from where they are visiting, the campaign from which they've landed on this URL, and so on.  UTM parameters like utm_source, utm_campaign, etc., are used to identify the campaigns driving users to websites. You can use UTM and custom parameters to segment users and personalize the website experience.
         User Type	This field lets you segment users based on whether they are new or returning users. Note: If two users are using the same device and user 2 logs in after user 1, they would be considered a returning user If a user logs in from the mobile browser and then logs in again from a desktop browser, the login from the desktop would be considered a new user.
         Day of the week	This field lets you segment users based on the day of the week on which they visit your website.
         Time of the day	This field lets you segment users based on the hour of the week on which they visit your website. You can choose from any of the one-hour slots in a day available in the dropdown.
         Geolocation	This field lets you segment users based on the geolocation from where they visit your website. You can choose the Country, State/Region, and City where the user is located or exclude a specific Country.
         Device Type	This field lets you segment users based on the device with which they visit your website. You can include or exclude one or a combination of the following: Mobile, Desktop, or Tablet.
         Operating System	This field lets you segment users based on the Operating System of the device with which they visit your website. You can include or exclude one or a combination of the following: Android, iOS, Windows, Mac, Linux, or Others.
         Browser Type	This field lets you segment users based on the browser with which they visit your website. You can include or exclude one or a combination of the following: Chrome, Safari, Firefox, Opera, or Others.

      4. You can exclude users who use certain in-session attributes by clicking Exclude Users and specifying the in-session attributes in the Select attribute dropdown.
      5. The Save for later use checkbox is checked by default. This saves the audience added and makes it available for other experiences.
      6. Click Add at the bottom right corner of the screen to add the audience.

Click Next to proceed to the content definition step of experience creation.

Content

In this step, you can add A/B testing and edit the URL's content for personalization.

The following fields are available on this screen for the audience selected:

Actions for each variation:

1. 1. 1. Personalize -This option is available for all variations except the default variation and lets you personalize the content for each variation. To personalize an element in the URL, select it by clicking on it to view the available options. Click on the pen icon to edit the element.

         The following options are available in the Personalization editor:

         1. 1. • Edit banner and images
               • Edit text
               • Edit formatting options for all elements
               • Hiding and deleting elements
               • Edit links and link redirections
               • Adding a new image and banner
               • Click tracking
               • View change history
         Personalize Links Personalize Text Personalize Images

         You can do the following with link elements: Edit the link text and the link, formatting, font, and style, add actions to the link (click action) and add CSS classes to customize the element using the Advanced tab.

         

         You can do the following with text elements: Edit the text, formatting, font, and style, add actions to the text, and add CSS classes to customize the element using the Advanced tab.

         

         You can do the following with image elements: Edit the image, formatting, font, and style, add actions to the image, and add CSS classes to customize the element using the Advanced tab. You can also add another image, as shown in the gif below.

         

      2. View - This option lets you view the personalized page for the selected variation. 
      3. Copy link - This option lets you copy the link of the personalized URL for the selected variation. This option is not available for the default variation. You can use this to share the link of the personalized URL with your team for review or approval.

Edit Page to Personalize

You can also edit the URL you are personalizing by clicking on the Page to Personalize link with the pen icon at the top right corner of the screen.

Note: Changing the URL will reset your variation and Personalization settings.

Click Next after personalizing the URLs for all the variations and audience segments to move to define the delivery schedule and delivery controls for the experience.

Schedule and goals

In this step, set the scheduling criteria for your experience. You can set the start date and time and end date and time for your experience. 

Conversion Goals

You can add conversion goals to track your business metrics for your experience. You can track up to 5 conversion goals. You can choose any app events as a conversion goal activity and can set more than one conversion goal. The first goal will be treated as a primary goal.

With multiple conversion goals, you can track more than one business metric or visualize a funnel for your user actions. For example, if you want to check the following, you can do so with multiple conversion goals.

1. 1. 1. How many users have viewed the product page?
      2. How many of them added that product to the cart?
      3. How many of them made a successful order?

Tracking Revenue Performance

With MoEngage, you can very easily track revenue for your campaigns. The Revenue and RoI of the campaigns are available to you. For example, you can answer the question of how much revenue my product made after sending a communication. 

While setting the conversion goal, you can choose the goal for which you want to track the Revenue by enabling the 'Revenue Performance' toggle. In the example below, to track revenue for orderSuccessfulevents, the 'Revenue performance' toggle needs to be enabled.

Revenue Tracking is optional and non-mandatory. You can disable the Revenue performance toggle to disable it. After choosing the goal, you can choose the numeric attribute that captures the order's total monetary value. In the example below, cartValue contains the total order value. You can also choose the currency in which your monetary value is being reported.

Set Attribution window

We also allow you to set an attribution window, i.e., duration, calculated from the time the user received the campaign, for which you want to attribute the conversion goals to a specific campaign. As a default, it is set for 36 hours. Say, for the example above, we set it to 5 hrs.

Delivery Controls

This option lets you assign priorities to your experience. You can assign the following Experience priorities: Low, Medium, High, and Critical. If a URL has more than one experience created, the experience with the higher priority is shown to the user.

Click Publish at the bottom right corner of the screen to publish the experience.