Overview
Creating a successful personalization campaign requires more than just adjusting your website's content—it’s about delivering the right experience to the right audience. Relevic’s drag-and-drop campaign editor is designed to make this process as easy as possible, allowing you to quickly set up and launch campaigns targeted to specific visitor segments. In this guide, we’ll walk you through setting up your first campaign, creating page variations, using Relevic’s AI features, and analyzing campaign performance.
1. Campaign Canvas
Accessing the Campaign Canvas
Step 1: Open the Campaign Canvas: To begin, log into your Relevic dashboard and navigate to the "Campaigns" section. Click "Create New Campaign" to open the Campaign Canvas. This is your workspace for building and managing campaigns.
Step 2: Defining Campaign Details: On the Campaign Canvas, you’ll see a basic card at the top where you’ll input the campaign name, start date, and end date. For example, if you’re launching a Thanksgiving campaign, you might name it “Thanksgiving Sale” and set the dates to coincide with the holiday season.
Setting Campaign Start and End Dates
Start and End Dates: Input the start and end dates for your campaign. Relevic gives you the flexibility to run short campaigns for events like Black Friday or longer campaigns, such as a summer sale. This feature ensures that your campaigns are timely and relevant.
Using Filters for Targeting
Precision Targeting with Filters: Filters allow you to define who will see the campaign. Relevic offers a variety of filters, including:
Location Filter: Target visitors based on their geographic location. For instance, you can show a specific version of a page to users in the U.S. and another version to users in the U.K.
Behavioral Filters: Target based on user behavior, such as repeat visits or interactions with specific pages.
UTM Parameters: Use UTM parameters to target visitors arriving from specific marketing campaigns or ads.
These filters allow you to create campaigns that speak directly to your audience, improving engagement and conversion rates.
2. Page Variations
Creating Page Variations
Step 1: Select Pages to Personalize: After setting up filters, choose the pages you want to personalize by clicking "Add Page Variation." Enter the URL of the page you want to customize, and Relevic will load it into the editor.
Editing Page Variations
Once your page variation is loaded, you can start making changes using Relevic’s intuitive editor:
Click and Edit: The editor allows you to click on any section of the page and make changes. For example, you can change headlines, replace images, or remove unnecessary elements with a few clicks. There’s no need for coding knowledge—everything is handled visually.
Using Relevic's AI Features
AI-Generated Text: If you’re unsure about what copy to use, Relevic’s AI can help generate dynamic text. By clicking the magic wand icon, you can prompt the AI to create engaging headlines or other content. Simply provide a few keywords, and the AI will craft a message suited to your audience.
AI-Generated Images: Similar to text, Relevic allows you to generate custom images using AI. You can specify the style (photographic, 3D model, digital art, etc.) and let the AI generate images that enhance your campaign.
Linking the Variation to Your Campaign
Step 1: Assigning the Variation: Once your page variation is ready, go back to the Campaign Canvas and drag the variation under the appropriate filter. For example, assign your "Thanksgiving US" variation under the "US Audience" filter to target U.S. visitors with the personalized content.
Step 2: Publishing the Variation: Once assigned, publish the variation to make it live on your website. This ensures that the right version of the page is shown to the targeted audience.
3. Going Live
Publishing Your Campaign
After everything is set up—your filters are in place, page variations are created, and AI-generated content is added—you can publish your campaign. This activates the campaign for your selected audience and schedules it to run within the defined start and end dates.
4. Testing Your Campaign
Testing is an essential step to ensure your personalized campaign is working as intended. Depending on the filters you’re using—such as geo-based targeting, behavior-based targeting, or UTM parameters—you’ll want to confirm that the correct content is being shown to the right users.
Here’s a quick overview of testing methods:
Geo-Based Testing: Use a VPN or ask a colleague in another location to test campaigns that target specific geographic regions.
UTM-Based Testing: Manually insert UTM parameters in the URL to simulate traffic from specific marketing campaigns or click through from referral links.
Behavior-Based Testing: Simulate user behavior by performing the intended actions on your site (e.g., visiting a pricing page multiple times) to check if the correct personalized content is triggered.
For a more in-depth look at all the testing methods, including step-by-step instructions for each filter type, visit our detailed Testing Your Personalization Campaigns guide. This guide covers everything from VPN testing for geo-based campaigns to cookie-based testing and troubleshooting common issues.
5. Managing and Analyzing Campaign Performance
Once your campaign is live and performing well during testing, it’s important to track its performance. Relevic’s Analytics tab offers a comprehensive breakdown of campaign results, allowing you to monitor user interactions and conversion rates.
Accessing Analytics
Track Your Campaigns: Visit the Analytics tab to track your campaign’s performance in real time. You can monitor how many visitors are engaging with your personalized content, the click-through rates (CTR), and conversions generated by each campaign.
Understanding Campaign Metrics
Visitor Insights: The analytics dashboard provides detailed visitor behavior data, helping you understand how different segments of your audience are interacting with your personalized content.
Conversion Rates: Measure how effectively each variation is converting visitors into leads or customers. If a variation underperforms, adjust the content or targeting filters to optimize for better results.
Conclusion
By following this guide, you can confidently create and launch your first personalized campaign with Relevic. Whether you're using filters to target specific audience segments or leveraging AI to enhance your content, the platform makes personalization easy and impactful. Don’t forget to test your campaigns thoroughly to ensure everything runs smoothly, and visit our Testing Your Personalization Campaigns guide for a comprehensive breakdown of all testing methods.
With the right strategy and tools, Relevic helps you deliver personalized experiences that engage your visitors, boost conversions, and optimize your website for success.