Create a campaign to deliver your message.
To create a new campaign:
- From the dashboard, select Campaigns.
- Click + Campaign.
- From the Messaging Channels list, select Web Personalization.
The Campaign page displays.
Define all the sections and publish the campaign.
The Start here section displays the setup information.
This section has the following parts:
- Set a goal: You can track your campaign conversion by setting up a goal. Setting a goal allows you to measure your campaign effectively against what you want to achieve in the campaign. This selection is optional.
The campaign goal can be as generic or as specific as you want. It can answer questions from "How many users were influenced for purchasing an X amount?" to "How many first-time visitors purchased red shoes worth a minimum of X amount and blue jackets worth a minimum of Y amount? ".
Define the conversion period by selecting the Conversion Time. You can define your conversion goal further by filtering an event by event properties. For more information on event properties, see Events.
You must indicate the target audience for your campaign. You can specify your target audience from the Target segment section. Here, you can create a new segment or use a previously saved user segment from the segment list.
If you want to create an ad-hoc segment, you can select a type of segment on which to base your campaign. You can create the target based on user properties or live (ongoing) user behavior. The latter is helpful to send out real-time, triggered campaigns.
You can trigger a web personalization campaign based on an action. Users receive this campaign when they perform an action on the website. For example, creating a campaign that displays a personalized contextual banner with images of fitness equipment for users who have shown interest in the fitness category.
It makes the web experience more contextual and increases conversion.
You can also target users basis their past behavior. For example, you might want to create a personalized campaign for a set of customers who have purchased a specific product in the past.
Using the With user properties filter in the Who section, you can segment your campaign to only reach users who meet specific criteria.
For example, you can create a web personalization campaign specifically for female users who live in the United States. The image below represents a sample target segment that is filtered using specific user properties to target the required audience.
The following table explains the various property types:
Custom user profile properties that you define and send to CleverTap.
Customer Type = Platinum
Demographics filters include Age and Gender.
Age = 25 to 40 years
User's coarse location. Filters include Country, Region, and City. CleverTap's SDK can automatically detect this from the user's IP address.
Country = United States
Reachability filters include Has email address, Has phone number, Unsubscribed email, and Unsubscribed SMS.
Unsubscribed email = No
App fields filters include App Version, Device Make, Device Model, OS Version, and CleverTap SDK Version. This information is sent by CleverTap's SDK for each device that has your app which means a single user can have multiple devices associated with their user profile.
OS Version = 10
To know more about what segments can be used, see Segments.
You can define the control group to compare and measure the results of your campaign. For more information, refer to Control Groups.
Now, you need to set up the What section, which is the campaign content, with four different options:
- Single Message
- AB Test
- Split Delivery
- By User Property
Click Go To Editor to create your message.
Marketers can use the custom Key-Value template for delivering an engaging and personalized user experience.
The custom key value can have any value.
The first key of your object will always be topic. The marketer can provide the relevant value of this key while configuring the campaign. The developer must use this value to access the right payload for that campaign.
For example, if you want to change the carousel images for your users based on their language and favorite food, you can set the custom key-value pairs for this change.
You can create the following types of messages:
- Single Message
- AB Test
- Split Delivery
- By User Property
Here, a standard web campaign is rolled out for all the users who qualify as your target audience. This type of campaign is best suited for use cases where the campaign communication does not vary based on the differences between properties such as language, geography, or any other user properties.
A/B testing helps you understand what type of message copy works best to get clicks from users.
You can test up to three message variants on a test group and the variant that gets the most clicks is declared the winning variant and is automatically sent to the rest of your target audience.
When you create multiple variants for a campaign, you can also auto-copy what is already present in a current variant.
With split delivery, you can decide what percentage of your audience receives each message variant for the duration of the campaign.
With campaigns sent to live user segments (triggered campaigns), messages are delivered immediately when a user’s activity matches the criteria you have selected. For example, you can send a message when the user has completed a booking or purchase. Since it is not possible to determine the reach of triggered campaigns upfront, you need to decide how many total messages to send for A/B testing before a winner is declared.
Triggered Campaign Example
If you select 500 users as your test audience, we will alternate delivery of Variant A and Variant B as users qualify for the campaign. After a total of messages are sent (Variant A – 250 and Variant B – 250), we then decide the winner based on the number of clicks and continue only with this winning message for the duration of the campaign.
Deciding on a test audience for A/B testing triggered campaigns requires some estimation. We recommend you check the total messages that were sent for similar triggered campaigns in the past to get a sense of how many users may qualify. If you select a test audience that is too small such as 25 users, you will get a statistically insignificant sample. If your test group size exceeds the total number of users who ultimately qualify for that campaign, then no winner will be declared and each message variant will be alternatively delivered for the duration of the campaign.
If you would like to send different message variants to your target audience based on the user properties they possess, this campaign type is your best bet. A good example would be when you want to send a localized update to people based on their preferred language.
Similar to creating A/B test variants, you can use the + button to add multiple variants based on a user property value. In the example below, we have used the Customer Type user property so users with different customer type property values will receive corresponding copies of the campaign based on their different levels (Silver, Gold, or Platinum).
The delivery preferences for Live campaigns can be set as follows:
- Start Date and Time
- End Date and Time
- Set Delay
From the Delivery preferences section, select the days and the time frame to deliver the message.
Click Apply to all to copy the choices from the selected day to all other days.
After testing and once you are satisfied with the appearance of your campaign, finalize your campaign with the following steps:
- Click Continue to view your campaign summary. The overview page displays.
- View your campaign summary, then click Publish Campaign.
Updated about 1 hour ago