How to create a Web personalization journey?
STEP 1: Go to Web personalization
Hover your mouse over Marketing and go to the Web Personalize menu
Choose an account you want to be the creator of the journey -> Click Select
STEP 2: Configure the Journey
Trigger node
For Web personalize, the trigger node is always Action-based type, meaning the Journey is triggered by the event of audiences.
Journey Schedule
It's the time running the journey.
Start date: The date and time a journey will start running
Close date: The date and time a journey will stop running
Trigger time: The time when the journey stops or allows receiving the audience.
-> All time: The journey will always receive audience
--> Specific days of the week: The journey will only receive audience in a set period of time
For example: The journey displaying a pop-up on a website only from 7:00 AM to 9:00 PM every day during its lifetime. The setting should be . If you adjust the time on Everyday, it will automatically apply for all days of the week.
Trigger when visitor
Set the conditions of the chosen event that an audience must satisfied.
Select event: Choose the event you want
In any source of: Choose the domain where the event happened. After selecting an event, CDP 365 will propose a list of sources that have the event.
Where: Filter the selected event. It could combine many conditions by AND logic
General settings
Limit the times an audience enters the journey
Unlimited frequency: Allow audiences to enter the journey unlimitedly
Limited frequency: Limit the times an audiences entering the journey
For example, a journey aims to show a pop-up for whom view more than 3 items per hour and a user could only views the pop-up once during the whole journey. The setting should be
Action node
Allow filtering of the audiences entering a journey that help the journey customize the marketing messages.
As for Web personalization, there are 5 available node:
Action node | Description |
---|---|
The journey continues after a set of time | |
The journey breaks into branches and an audience enters a branch only | |
Filter the audience being in the journey | |
Conduct A/B testing | |
The journey breaks into branches and an audience enters all branches |
To add Action node, there are 2 ways:
Drag and drop the node you want
Click and choose the node you want
Destination nodes
It's a marketing output of the journey. As for Web personalization, it's the media that will be displayed in a website (pop-up, banner, floating bar, etc).
Add destination node: the action is the same as Action node.
Choose the method to design the template
a. Design From Template
Settings
Campaign Name
Delivery Destination
Delivery Algorithm
Display Ad Zone
Content Placement
Zone's display priority
Compose
Variant Name
Select template
b. Load existing design
c. Create from JSON
STEP 3: Save and activate the Journey
Choose Save to save the setting of the Journey
Choose Activate to start running the Journey
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