Create a website personalization campaign
You'll create a campaign that changes your page for a chosen audience, then check the personalized and original content before going live.
Show agencies a headline about client projects while other visitors see your usual team-work headline. That's what our example business, WorkForge (opens in a new tab), could do with a campaign, without creating another page.
You'll need project editing access and RightMessage installed on the page you want to change. Create the segment group you want to target first. If its rules use contact data, connect your email platform and set up visitor identification so RightMessage can recognize those contacts.
On current plans, publishing website personalization requires Scale or Pro. A campaign can remain in your draft without being included in the live configuration if the project lacks that entitlement.
Create the campaign
Pick a real page on your website and one audience you'd like to make it more relevant to.
- Open Campaigns under Personalize, then choose New campaign.
- Enter a Campaign name, such as "Homepage for agencies".
- In Which page should it personalize?, enter your page's full URL, including HTTPS.
- Under Create a variant for these segment groups, choose your group. Deselect any segments you don't need.
- Check Variants to create, then choose Create campaign.
The visual editor opens on your page, with the campaign saved as a draft. Each variant has its own audience rules and page changes. For multiple groups, combinations, and creation limits, see campaign settings.
Make the first change
Follow Change copy, images, links, and page sections to edit a headline for one audience. Select Default to compare it with the original page. That original content should still make sense to visitors who don't match.
Preview it on your site
New campaigns have holdback testing enabled with a 10% default-content allocation. Those visitors deliberately see the original page, even if they match your audience.
- Return to the dashboard and choose Preview on your site in the bottom bar.
- Use Choose preview URL to open the page you changed.
- In the debugger docked at the bottom, check which audience matches and which changes apply.
- Test a matching visitor, an unmatched visitor, and anyone who can match more than one audience.
Testing your changes explains how to try those visitors without changing your live site.
Go live
Once the right headline appears for each audience and the original page still works, review and publish the project. Publishing applies the full project draft, not just this campaign.
Next, attach a conversion goal and compare against holdback to see whether the personalized page helps people take the next step.