Creating dynamic content campaigns

In order to create a dynamic content campaign based on the prepared templates, follow the procedure.

Requirements


  • Implement a tracking code into your website.
  • Prepare a dynamic content template (or templates if you want to use several variants). If you configured Service approval for the campaign templates, the templates you created must receive an approval from the final approver.

Procedure


Image presents a dynamic content wizard
A blank dynamic content campaign
  1. Go to Campaign icon Campaigns > Dynamic Content > Create campaign.

  2. Enter the name of the campaign.

  3. Optionally, to let other users know about the purpose of the campaign, enter a short description.

  4. Select the type of the dynamic content campaign:

    • Insert object - This type of the dynamic campaign implements the dynamic content into the code of your website.
    • Web layer - This type of the dynamic campaign lets you display the content on a pop-up.
      Important: AI-driven A/B tests are unavailable for this type of the campaign.
  5. Select an audience for the dynamic content by performing one of the following actions:

    • If you want to create the dynamic content campaign for everyone (default setting), In the Audience section, click Apply.
    • If you want to create the dynamic content campaign for one or more groups of customers:
      1. Select the Audience tab.
      2. Click Select segment.
        Result: A pop-up shows up.
      3. On the pop-up, select a group or groups of customers.
        Tip: The dependency between the selected segments of customers is described by the OR logical operator.
      4. Confirm your choice by clicking Apply.
    • If you want to create the dynamic content campaign for a new group of customers:
      1. Select the New audience tab.
      2. Click Define conditions.
      3. Follow the instructions available here.
      4. When you complete building the filter, click Apply.
    • Optionally, enable the control group by clicking Advanced options and selecting the Enable a control group check box.
  6. Confirm the settings by clicking Apply.

  7. In the content section:

    1. Select the content type:
      • Simple message - This option allows you to create one version of the dynamic content.
      • A/B test - This option allows you to create up to 6 variants of the dynamic content and launch the automatic allocation controlled by the AI engine. The AI engine selects the best-performing variant for every customer to achieve the goal of the dynamic content which is defined in the Goals section.
        WARNING: The Make allocation automatically option requires the model training, that is why it may not be available for all business profiles. If this option is unavailable, contact the administrator.
        Important: AI-driven A/B tests are only available in the Insert object type of dynamic content.
    2. Only for A/B test: To let the AI engine allocate the content variants to customers, switch the Make allocation automatically toggle on.
    3. Only for A/B test: In the Variations section, in the Content tab, to add more variants, click the Add variant icon icon.
    4. Only for A/B test: In the Variations section, in the Allocation tab, to define the allocation manually, adjust the size of each variant by using the slider, and go back to the Content tab.
    5. To define the place on the website where the dynamic content is displayed, in the CSS sub-section field, the ID or class of the element near to which the dynamic content is displayed. Use the dropdown to define the exact position of the inserted content.
    6. To create the content, click Create message. Learn more about creating templates here.
      Result: The template selection view opens.
  8. To define the goal of the dynamic content campaign which the AI algorithm considers while allocating the versions:

    1. From the dropdown list, select one predefined goal.
    2. Confirm the selection by clicking Apply.
  9. To define when you want to display the campaign, go to the Schedule section.

    1. Select one of the display options:
      • Display immediately - The dynamic campaign starts right after clicking the Activate button. It’s active until you switch it off.
      • Scheduled - The campaign starts and ends at the selected date.
    2. For Scheduled: Pick the start and end dates on the calendar and confirm a choice for each date by clicking Apply.
    3. For Scheduled: Select the time zone for the start and end dates.
    4. In Advanced options, define the exact time when you want to display the campaign (every hour every day or pick the week days and exact time).
    5. Confirm the settings by clicking Apply.
  10. To define the circumstances for displaying the content, go to Display settings:

    1. Select the customer behavior which triggers the display of the dynamic content:
      • On landing - The dynamic content is displayed when the visitor enters the defined website.
      • On exit - The dynamic content is displayed when a visitor to the website moves a mouse cursor outside the area of website.
      • After scroll - The dynamic content is displayed after scrolling down a defined percentage of the website.
    2. In the additional options, you can:
      1. Define the URL addresses where the dynamic content displays or not. To do so, click the Add rule or Add exception.
      2. Define the frequency of display.
      3. Define the conditions when dynamic content will not be displayed.
      4. Define the devices on which the dynamic content will be displayed.
      5. Define the number of views after which the dynamic content will not be displayed.
      6. Confirm the settings by clicking Apply.
  11. Optionally, to define the UTM parameters, go to UTM & URL parameters.

    1. Define the UTM parameters:
      • Source - This parameter defines the source of incoming traffic, it can be a specific page such as synerise, newsletter, and so on.
      • Medium - This parameter identifies whether the traffic is paid, free, or originates from newsletter campaigns. The examples of most popular tags are sms, banner, email, and so on.
      • Term - This parameter is used to mark keywords.
      • Campaign - This parameter allows you to mark a specific campaign, for example a summer sale, black friday, christmas, and so on.
    2. In advanced options, define your own URL parameters:
      1. Click Add parameter.
      2. In the Parameter field, enter the name of the parameter.
      3. In the Value field, enter the value of the parameter.
    3. Confirm the settings by clicking Apply
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