Web Personalization


Introduction to Web Personalization:

Web Personalization is used to modify the website content for each user by sending personalized data when users access the website. A few popular use cases for Web Personalization include the home page banner personalization basis user behavior, localizing the website content basis user geography, testing the performance of new page layouts for improved performance etc.


Integration Essentials for Web Personalization:

This section is a guide for integration changes required for Web Personalization. Please make sure the you have integrated our web SDK prior to setting up self handled campaigns. You can refer our detailed documentation on web SDK integration here.

To be able to use MoEngage Web Personalization, you need to get it enabled for your MoEngage account. To do so, reach out to your customer success manager or send an email to support@moengage.com with your account name.

TAG_NAME:

Every Web Personalization Campaign created on MoEngage dashboard is associated with a Campaign Tag as described below in the Campaign Creation guide. This TAG_NAME helps MoEngage web SDK choose the exact campaign for fetching personalized content from the available campaigns.

Tag_Name is a parameter of the function to fetch personalized data. Once this function call is made, MoEngage SDK will deliver the personalized data to your website. Once the data is received, the website needs to consume this data and take action.

Additional pointers for integration - 

1. Please ensure that you have handled default content and fallback content that needs to be displayed in case of personalization failures / API failures or delay in content being fetched from MoEngage servers.

2. With Self Handled campaigns, MoEngage will take care of delivering personalized data to your website. The website needs to consume this data and handle the display.

3. Once the data is displayed on the website, website needs to send Impressions, Click event to MoEngage for calculating the campaign performance.

Detailed implementation documentation for the same is available here.

 

Where to find Web Personalization on MoEngage Dashboard:

Once Web Personalization is enabled for your MoEngage account, you would be able to see this module on the dashboard.

Campaign Creation

From left side menu bar, Navigate to:  Campaign -> Create Campaign -> Onsite Campaigns -> Web Personalization

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Campaign Listing:

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 -

 

Step-1: Segmentation

On the first step, you need to define the below fields -

Campaign Name:

Specify a unique campaign name which has a length between 5-50 characters. 

 

Platforms:

Specify the platforms between web and mobile web which you want to target for this web personalization campaign.

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Trigger Action:

Select the type of trigger action which can trigger the web personalization campaign.

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  • 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 Audience:

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)

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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 -

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, 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. 

Campaign Data

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.

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Test Campaign

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.

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Step-3: Scheduling

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-

Campaign Timing:

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.

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Conversion Goals:

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.

Campaign Priority:

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.)

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