Once Web Personalization is enabled for your MoEngage account, you would be able to see this module on the dashboard.
From left side menu bar, Navigate to: Campaign -> Create Campaign -> Onsite Campaigns -> Web Personalization
Navigate to: Campaigns -> All Campaigns Page
On the All Campaigns Page, search for campaign type - "Web Personalization"
How to create a Web Personalization Campaign?
After you click the CREATE button for Web Personalization (Create Campaign -> Onsite Campaigns -> Web Personalization -> CREATE), follow the below steps -
On the first step, you need to define the below fields -
Specify a unique campaign name which has a length between 5-50 characters.
Specify the platforms between web and mobile web which you want to target for this web personalization campaign.
Select the type of trigger action which can trigger the web personalization campaign.
- Page Load: Select this option, if you want to trigger a campaign on page load.
- Custom Event: Select this option, if you want to trigger a campaign on a custom event that you are tracking. You should choose this option if you want to personalize your campaigns basis the event attributes as well.
- Self Handled: Select this option, if you want to fetch the campaign when required. This requires a separate type of integration.
For more details on the integration, you can refer our integration documentation here.
Select the users who should be included in this segment. There are 2 ways to go about it
- All Users: Select this option if you want to target all users of your website via this campaign. This option also needs to be selected in case you want to deliver content to first time visitors.
- Custom Filters: Select this option if you want to target specific visitors. You can choose custom filters to define your audience based on User Behavior, User Properties or Custom Segments (pre-defined segments)
Once you have defined the above fields on Step-1 of campaign creation, please click NEXT to move to Step-2
Step-2: Campaign Data
On the second step, you need to define the below fields -
A Campaign Tag is used to fetch the correct campaign data from a list of active campaigns for your account in MoEngage.
For example, say you have 3 active campaigns for your website -
Campaign 1: For Home Page Banner
Campaign 2: For Best Selling Products on Home Page
Campaign 3: For Recommended Products on Home Page
To help deliver the appropriate campaign data to the relevant field on your Home Page, you need to set a campaign tag which will help fetch correct data.
When a user opens the website homepage, MoEngage SDK will fetch the above 3 campaigns associated with the same Campaign Tag and deliver the personalized data to the website.
This is the campaign data that will be delivered for your user when the open the website. Define the campaign data that will be used for showing personalized content to your users. This data should be in a JSON format and can contain Image URL, Text or any other key value pairs that will be consumed by your website.
To test how the personalized data will be rendered on your website, enter the destination URL where you are handling the data being sent by MoEngage and click on "Test Campaign".
We recommend you to test every new campaign on your destination URL so that you can ensure appropriate data handling and implementation on the website.
On the third step of campaign creation, you need to define the campaign scheduling, conversion goals and priority which will be useful for campaign sending. Here is how to configure these fields-
Define the campaign Start and End time of this campaign. Outside these bounds, the campaign will be inactive and will not be served to your website users.
Define the conversion goal for your campaigns which will help evaluate the performance of your campaigns. Conversion Tracking works in the same way as other campaign types on MoEngage dashboard.
You can define up to 5 different conversion goals for a single campaign.
Define the priority of your campaign. This priority will be used in case there are multiple campaigns eligible for the same user.
Campaign priority can be useful when you want to overwrite existing campaigns with more high priority content (during sale time or for important announcements etc.)