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Personalization Overview

Personalization popup allows you to serve visitor specific content to your website visitors based on the content they consume. This product is only available for our clients who are CDP customers.

Getting Started

Types of Personalization:

There are 4 Personalization Types. You must select which one you want to operate with before continuing to the next information.

  • Standard (default type):  Has various options for displaying a Personalization popup.
  • Inline HTML Injection:  Personalization appears as part of the website HTML within one of the site’s <div> tag. This allows users to always show a piece of personalized content to users on their site without affecting Personalization modals.
  • Exit Intent:  Similar to Standard but with limited display options. This type of Personalization has its own priority ranking since it is only triggered when a visitor moves the cursor to the top 20% of the site.
  • Scroll Trigger: This type of Personalization will appear once someone has scrolled down a selected % of the page. Like Exit Intent, this type of Personalization has its own priority ranking since it is only triggered when a visitor scrolls down on the page.

Standard Setup

*** The steps below outline the setup for Standard Personalization type. Most of these steps are also used in the setup for Inline and Exit Intent.  There may be subtle differences, which will be outlined below.  ***

*GDPR information will be covered later on this page*

1. Personalization job: Give your job a unique name.

2. Selecting an Audience to target.

  • Select Audience Builder Audience (Optional): In this option customers will automatically fall in/out of you targeted audience depending on your criteria. e.g. target visitors who have read article X in the last 3 days.
    • It’s important to note that you don’t have to select an audience from Audience Builder. If you don’t there are further options below.
  • Anonymous Visitors Only
  • Known Visitors Only
  • No Audience is Selected: Selecting none will target any type of visitor

3.  Frequency: Options from one time only to every few hours to once every 90 days

4. Presentation:  The various display options you can choose from.

  • Modal: Will appear as a box in the middle of your web page
  • Bottom Right: A box will rise from the bottom right of your web page
  • Bottom Middle: A box will rise from the bottom middle of your web page
  • Footer Popup: A bar will rise across the entire bottom of your web page
  • Header Popup: A bar will descend across the entire top of your web page
  • Top Persistent Bar: A bar will descend across the entire top of your web page. It will not disappear unless the viewer clicks the “x” on the right side.
  • Bottom Persistent Bar: A bar will rise across the entire bottom of your web page. It will not disappear unless the view clicks the “x” on the right side.

5. Additional Aesthetics for your Message

  • Rounded Corners: This is pretty straightforward and simply rounds the corners on the message boxes.
  • Remove Background Blur/Overlay: For the standard setting, the web page has a gray overlay when the message appears on the screen. Clicking this box will keep the web page as is, so the background behind the modal/banner will still be active and not be hidden behind the gray overlay.

6. Start Date and End Date:  For Personalization jobs that need to start and expire within a certain time frame. A good example would be when targeting visitors to signup for an Event.

7. Delay:  Options to delay popup from 5-30 so the visitor does not immediately see the popup.

8. Override Max Width:  Allow the “source” size to override the default size.  This is applicable to the bottom right and bottom middle modals only. The current defaults for bottom right is 1/4 screen width and bottom middle is 1/3 screen width.

9. URL Parameters to Target: You can target Personalization efforts based on a value or key/value in the URL query parameters. The URL query parameters are part of the URL after the (?).

10. Target Mobile  /  Exclude Mobile: This option allow you to create a Personalization job specific to mobile devices.  A use case would be the Personalization has HTML that would render best in Mobile Devices.

11. Restrict by URL or Entry Points: Here you can Target / Exclude content to specific URLs or Target / Exclude by Entry Point.

  • It is important to note that your Personalization will appear on any site that you have Olytics running. If you are using Olytics for multiple domains, you should use “Target Content to Specific URL(s)” or “Exclude Content for Specific Url(s)” so that the message is appearing on the site you want.

12.  WYSIWYG Editor: Create Personalization Content,  add images, links, Omeda merge variables and/or HTML source code.

  • Merge Variables: Allow you to personalize your message for known visitors with various different messages
    • First and Last Name
    • Title
    • Company
    • Email Address
  • Merge Variable Defaults: This option is below the text box and will allow users to set default words for the merge variables when that field isn’t present. This eliminates the awkward space that would appear if the merge variable wasn’t present. For example, if you have a known user, but their company isn’t in their profile, you could set a default to put in the place of their company name.
    • With Merge Variable and company is present: We hope to see everyone from Ensemble IQ at the conference.
    • Merge Variable without a company present and without a Default: We hope to see everyone from _______ at the conference.
    • Merge Variable without a company but with a Default (default – your team): We hope to see everyone from your team at the conference.

13. Testing Options: You must save the Personalization in order to access the option to Save and Test On My Site

  • Quick Test: will display Personalization right on current screen.
  • Test with a Customer Id: If you are using merge variables, then you can test with a customer id from your current database.
  • Save and Test on My Site:  Enter in a URL to verify how the Personalization Content will display on your site. This option creates a temporary link that will expire after 4 hours.

14. Personalization Priority: After you Save and Activate  your Personalization job, you’ll want to prioritize the job.   Some things to consider.

  •  A visitor can be targeted in multiple Personalization jobs
  • The domain targeted for the Personalization job
  • The Frequency of the Personalization job
  • Date (start and end)
  • The next standard Personalization job will not fire for 30 minutes with the exception of GDPR.  When the Personalization job is GDPR, then the next Personalization job will fire 5 minutes after a GDPR job.

 

GDPR Setup

Creating GDPR popup to capture consent for EU IP addresses. *Your Targeted Audience* is selected within this application.

  • This is a GDPR consent message
  • Require a user response to close the modal – means the modal will not have the traditional [X] to close.
  • Do not ask if already consent “yes” – Once the visitor has given consent, then Omeda will store the permission and no longer display the GDPR modal
  • GDPR – building instructions. Provides instructions for how to setup GDPR along with a the necessary JavaScript to capture Yes / No Consent.
  • EU Location Settings – Select audience to target. EU visitors, non-EU visitors, by IP or postal address.
  • Omeda also offers a GDPR API This API can be used to confirm if a customer has given GDPR consent for a domain. It can also be used to post consent to Omeda’s database if you are using another service to capture GDPR permissions.

Inline (HTML Injection)Setup

This option the Personalization is part of your web site so you’ll need to know which <div> tag you want the Inline Personalization job to show up in.  You will also notice Inline has fewer options than the Standard Personalization.

Differences are:

  • Presentation option is HTML only.
  • You need to specify the HTML Id <div> tag

Exit Intent Setup

Is very similar to Standard with regards to setup.  This type of Personalization will only display when the visitor moves their cursor to the top 20% of the screen.

Differences are:

  • Default to exclude Mobile
  • No Delay
  • No GDPR option

Scroll Trigger Setup

This is very similar to Standard with regards to setup. This type of Personalization will only display when the visitor scrolls down a certain % of the page.

Differences are:

  • Presentation does not allow for top or bottom persistent bars
  • No GDPR Option

Unique to this type, you will need to select the scroll % that will trigger this Personalization. (Default is 20%)

Edit an Existing Personalization

Under the modal/banner creation area in Personalization, there is a specific segment for existing personalization messages that already exist.

Search

You have the ability to search the existing Personalizations by name and/or URL restriction in order to make it easier for you to filter the ones being shown for a clearer view of the prioritization

Personalization Table

This table details each of the existing Personalizations and can be filtered by any of the column headers:

  • Name: What the Personalization was titled when created
  • Status: The current status of the Personalization:
    • Active – currently running on the site
    • Paused – stopped for some reason, but able to be reactivated
    • Inactive (Passed End Date) – Old Personalizations that have expired because of the set end date
    • In Progress (Not Activated) – Personalizations that are still in the creation stage
  • Position: The presentation position selected for the message
  • Frequency: How often the Personalization is shown
  • Date: Either the date started or the date range if one was set during creation
  • Created By: User who made the Personalization
  • Priority: The rank for which Personalizations will be shown on the web site. This is to ensure that there aren’t multiple messages firing at a visitor at the same time. You should rank from most to least important.
  • Actions:
    • Edit – Allows you to go back in and edit an existing personalization
    • Reporting – This will bring you to the specific Personalization’s reporting page to view its performance
    • Delete -If you would like to remove the Personalization entirely from the tool

 

Last Updated On June 25, 2019
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