Web Personalization campaigns allow you to deliver tailored content and experiences directly on your website to specific user segments. This helps you engage your audience more effectively and improve key metrics, such as conversions and revenue.

To create a Web Personalization campaign, perform the following steps:

1. Navigate to the MoEngage Dashboard.
2. From the left navigation, use one of the following options:
   • Click Engage > Campaigns. The All campaigns page is displayed. At the top right corner, click + Create campaign. The Create campaign page is displayed.
     
   • Click Create New > Campaign. The Campaign page is displayed.
     
3. Under Personalization, click Web.
4. The Web Personalization campaign creation page is displayed.
   

Steps to Create a Web Personalization Campaign

The following are the steps to create a Web Personalization campaign:

1. Segmentation: Define the target audience for the campaign.
2. Campaign Data: Define the content of the campaign to be sent.
3. Scheduling: Define the campaign's delivery schedule and goals.

Step 1: Segmentation

1. Enter the campaign details, which consist of the following fields:
   

   Campaign name: Enter the name of the campaign to manage and identify the campaign. The campaign name must have at least five characters, and the limit is 5 to 50 characters. Campaign tags: Select campaign tags from the drop-down list. You can select a maximum of five tags. For more information, refer to Campaign Tags.

2. Select the checkboxes of the platform that you want to target:
   • Web
   • Mobile Web
3. Based on how you want the campaign to be triggered, you can select one of the following criteria:
   
   On Page Load On Custom Event Self Handled

   Select this option, if you want to trigger the campaign when the webpage loads.

   

   You can select one of the following trigger times for displaying the campaign on your webpage:

   • Immediately
     The campaign displays immediately after the page load is complete.
     
   • After Delay
     The campaign displays after the specified time once the page load is complete.
     
   • After Scroll
     The campaign displays as soon as the user scrolls the page by a specified percentage once the page load is complete.
     

   Select this option if you want to trigger the campaign on a custom event and its associated event attributes.
   
   For example, to display the campaign only when the user updates the app. In such a case, select the event as App Update from the dropdown.
   You can also click + Add Attribute to add attributes to the filter.
   

   warning

   Warning Events sent through the Data API or any other server-side source are not supported as trigger actions.

    

   Select this option if you want to explicitly fetch the campaign when required.
   
   See Configure and Integrate Web Personalization to use this method.

4. Select the required audience as shown below:
   • All Users
   • Customers that satisfy the filters as mentioned below:
     
     User Properties User Behavior Custom Segments

     Use this filter to target users based on user properties such as first seen, last seen, city, and so on.

     Follow the steps below to use the User Properties filter:

     a.  Click the User Properties tab and then select the desired attribute in the drop-down list.

     For example, numeric attributes can have filter conditions such as 'is equal to', 'is not equal to', 'is between', and so on, while string attributes have different filters.
     To learn more, see Filters in Segmentation.

     b.  Enter the filter value(s) to create the desired user segment.

     You can add more than one filter by clicking the Add Filters button and using either AND or OR conditions.

     This filter option allows you to target users based on user action, such as app/site opened, viewed product, and so on.

     Follow the steps below to use the User Behavior filter:

     a.  Click the User behavior tab.

     

     b.  Select the execution condition and the desired user activity (event).

     c.  Enter the event frequency and time duration for the event execution.

     d.  Click + Attributes and add an event attribute with a filter condition.

     e.  Enter the filter value(s) to create a rule.

     You can add more than one filter by clicking the + Add Filters and using either AND or OR conditions.

     This filter option allows you to select a custom segment as the target audience.
     Follow the steps below to use the Custom Segments filter:

     a.  Click the Custom Segments tab and then select the desired custom segment from the dropdown.

     
     You can add more than one filter by clicking the + Add Filters and using either AND or OR conditions.

   • Additionally, you can also perform the following actions:
     
     • Exclude Users: Select this checkbox to exclude users from the campaign based on the following condition:
       • User Properties
       • User Behavior
       • Custom Segments
     • Show Count: Click this button to display the total number of users present in the configured segment.
     • Global control group: This toggle is enabled by default to exclude the users in the global control group from receiving the campaign so that the campaign is accessible to the configured target audience. For more information, see Control Groups.
     • Campaign control group: You can enable this toggle if you don't want to send the campaign to the users added in the campaign control group. For more information, see Control Groups.
5. Click Next.

Step 2: Campaign Data

This section describes how to add content to the campaign as described below:

1. Enter the Campaign Tag.
   

   A Campaign Tag is used to fetch the correct campaign data from a list of active campaigns for your account in MoEngage.
   For example, if you have the following three 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 helps fetch the correct data.

     When a user opens your website's homepage, the MoEngage SDK fetches the above three campaigns associated with the same Campaign Tag and delivers the personalized data to the website.

2. Enter your personalized Campaign Data.
   The campaign data is the message that is delivered to your users when they open your webpage. 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.
   

   
   
   

   arrow_drop_down Test Campaign (optional)

   Test campaigns enable previewing the campaign on a test device to ensure that your notification is conveyed in the manner that you desire.

   You can test the campaign you created by selecting any of the following options and providing the value for the attribute chosen for your test user:

   • Unique ID
   • Email ID
   • Mobile Number (Registered With MoEngage)
   • Mobile Number (External/Not Registered with MoEngage)
   • Google Advertising identifier
   • iOS Identifier For Advertising
   • Device Push Token
   • Custom Segment

   

3. Click Next.

Step 3: Scheduling

This section contains the following:

1. Campaign Timing: Select the delivery period and frequency for your campaign.
2. Conversion Goals: Define the conversion goals and revenue metrics to be tracked for your campaign.
3. Campaign Priority: Select the priority value for your campaign's display.

Campaign Timing

Define the campaign's Start and End period for display.

Conversion Goals

Define the conversion goal for your campaigns, which helps evaluate the performance of your campaigns. Conversion Tracking works in the same way as other campaign types on the MoEngage dashboard.
You can define up to 5 different conversion goals for a single campaign.

Campaign Priority

Select the campaign's priority value for display. This priority is 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 higher priority campaigns (during sale time or for important announcements).

Click the Launch button to finish creating the campaign.

Next Steps

After successfully creating your campaign, the campaign info page is displayed, and you can view the campaign performance stats, such as sent and delivered, as described in Campaign Analytics for Web Personalization.