Overview
This article will guide new users through the initial setup process, including creating an account, navigating the dashboard, and understanding the basic features of Relevic. Whether you’re new to website personalization or an experienced marketer, Relevic offers a user-friendly platform to help you engage your audience in a more meaningful way.
1. Creating Your Relevic Account
Creating a Relevic account is straightforward and quick. Follow these steps to get started:
Step 1: Visit the Sign-Up Page: Go to the Relevic sign-up page where you can either sign up using your Google credentials or by filling out a simple form with your name, email address, and a few other basic details.
Step 2: Complete the Registration: Relevic does not require any credit card details during sign-up, making it easy to start without any billing complications. Upon registration, you'll automatically be enrolled in the free tier, allowing you to experiment with personalization on your website with no financial commitment.
Once your account is created, you’ll be ready to log in and start exploring the platform.
2. Navigating the Dashboard
Upon logging into Relevic, you will be greeted by the main dashboard. This dashboard is your control center, where you can access all the essential tools and features needed to manage your personalization campaigns.
Campaigns: Here, you can create and manage your personalization campaigns.
Page Variations: Allows you to create different versions of your web pages for A/B testing or targeted personalization.
Forms: Manage forms that can be integrated into your campaigns.
Analytics: Track and analyze the performance of your campaigns.
Settings and Configuration: Manage your account settings, including billing, user roles, and other configurations.
3. Understanding the Key Features
Before diving into campaign creation, it's essential to understand some of the key features that Relevic offers:
Campaign Canvas: This is your workspace where you design and manage campaigns.
Filters: Use filters to target specific audiences based on location, behavior, or other criteria.
Page Variations: Create different versions of your web pages to tailor content to various audience segments.
Analytics: Analyze the performance of your campaigns to refine your strategy.
4. Setting Up Your Configuration Script and Cookies
Before you can fully utilize Relevic’s personalization features, you need to ensure that the configuration script is properly set up on your website. This script is essential for enabling personalized content delivery.
Step 1: Inserting the Configuration Script
Accessing the Script: Log in to Relevic and navigate to the "Configuration" tab on the left-hand menu. Here, you'll find the embed code that needs to be added to your website.
Copying the Script: Click the "Copy" button to copy the embed code.
Inserting the Script: If you manage your website directly (e.g., using WordPress, Wix, Webflow, etc.), paste this script into the header section of your website’s backend. If you work with a technical team, forward the script to them for insertion.
Support Articles: Relevic offers support articles to guide you through the script insertion process for different platforms, ensuring a smooth setup.
Step 2: Enabling Cookie-Based Personalization
Setting Cookies: To enhance personalization based on user behavior, you need to enable cookies on your website. This allows Relevic to track user interactions, such as repeat visits to a particular page (e.g., the pricing page).
Consent Management: If you already have a consent management system in place, you’ll need to configure it to work with Relevic. This includes setting parameters like cookie duration and ensuring compliance with privacy regulations.
Finalizing Setup: Once cookies are configured, Relevic will be able to deliver personalized experiences based on user behavior, significantly enhancing the relevance of the content shown to your visitors.
Next Steps: Setting Up Your First Campaign
Now that you’ve set up your Relevic account, learned how to navigate the dashboard, and configured the essential setup, you’re ready to create your first personalization campaign! Follow the next guide on “How to Set Up Your First Personalization Campaign” to get started.