Defining your trigger

Configuring targeting for a campaign involves specifying:

• Who will see the campaign: the segment of your campaign, that is to say the visitors who will see the changes.
• Where to display the campaign: the URL of the page(s) to be modified.
• How to display the content: the trigger(s) of your campaign, that is to say the conditions based on which the campaign is displayed.

Targeting definition is step 4 of the test campaign configuration process and step 2 of the personalization campaign configuration process (for more information, refer to the  Defining campaign targeting post).

A trigger is a temporary user condition that enables you to display the campaign in the right context.

The trigger enables the campaign to be displayed only when the conditions are met, to the configured visitor segment.

 To define your trigger, you can select an option from the drop-down list:

• no trigger
• a custom trigger
• an existing trigger.

Once targeting is complete, you can run the QA process for your campaign via the targeting configuration page. Simply enable the QA mode option.

Displaying the targeting configuration screen

Test campaigns

• From the dashboard, click , then 4 Targeting.
  

• From the variation editor, display the left-hand pane of the campaign and click 4 Targeting.
  

Personalization campaigns

• From the dashboard, click , then 2 Targeting.
  
• From the variation editor, display the left-hand pane of the campaign and click 2 Targeting.
  

Using no trigger

The first time you access the targeting section of your campaign, the No trigger option is selected by default in the How to trigger the test / subtest / scenario drop-down list.

This means no triggers are defined and the campaign displays in all cases, without any triggers.

Creating a custom trigger

To create a specific trigger, you need to select the triggering criteria to be applied to your campaign. 

 To create a custom trigger, apply the following steps:

1. Select Custom trigger from the drop-down list.
2. Click Add criteria.
   An overlay appears.
3. Place the cursor on the criterion you want to use.
4. Click Add.
5. Select the values that are specific to the chosen targeting criterion.

 At this point, you can either save this trigger to reuse it for other campaigns or simply save the targeting step of your campaign: in this case, the trigger will be unique and linked to this campaign only.

Managing triggering criteria

When you create a custom trigger or change a previously saved trigger, you will need to select triggering criteria.

 For more information, refer to Managing targeting criteria.

Saving a unique trigger

To save the trigger configured for a given campaign, apply the following steps:

1. Click Save step.
   A confirmation message is displayed.
   
2. Move on to the next campaign configuration steps: traffic allocation and third-party tool integration, if applicable.

Saving a custom trigger

Once you have finalized the creation of a custom trigger, you can save it in order for it to be reused to target the same trigger in another campaign.

To do this, apply the following steps:

1. Create your custom trigger.
2. Click Save trigger.
3. Enter the label you want to assign to this trigger in the Trigger name field.
4. If necessary, enter a description.
5. Click Save.
   This segment is applied to your campaign in progress by default.
6. Click Save step.
   A confirmation message is displayed.
7. Move on to the next campaign configuration steps: traffic allocation and third-party tool integration, if applicable.

The trigger you have just saved is now available when you select the Select a trigger option using the drop-down list.

Selecting a saved trigger

You can apply a previously saved trigger to your current campaign.

To do this, apply the following steps: 

1. Select Select a trigger from the drop-down list.
   The list of all saved triggers is displayed.
2. Click the desired trigger. 
3. Click Save step.
   A confirmation message is displayed.
4. Move on to the next campaign configuration steps: traffic allocation and third-party tool integration, if applicable.

 You can also select a previously created segment and edit it.

Updating a saved trigger

You can select a previously created trigger, edit it and save your changes.

 To edit an existing trigger, apply the following steps:

1. Click Select a trigger from the drop-down list.
2. Click the desired trigger. 
3. Then, click  to edit the selected trigger.
4. Change the existing criteria or add to them.
5. Click Save Trigger.
   The behavior differs depending on whether the trigger is used in another campaign that is paused or live.

The trigger is used in one or several paused campaigns

When editing a trigger that is used in one or several paused campaigns, the existing trigger is overwritten and updated with your changes. To do so, apply the following steps: 

1. Click Save Trigger:
   The trigger is updated with your changes.
2. Click Save step.
   A confirmation message is displayed.
3. Move on to the next campaign configuration steps: traffic allocation and third-party tool integration, if applicable.

The trigger is used in one or several live campaigns 

When editing a trigger that is used in one or several live campaigns, you need to overwrite the existing trigger. To do so, apply the following steps:

1. Click Save Trigger:
2. The following message is displayed: “Your trigger is used on other live test, scenario or sub-test. Please pause the campaigns to edit the current trigger or create a new trigger”.
3. Assign a name and a description (optional) to the new trigger.
4. Click Save.
5. Then, click Save step.
   A confirmation message is displayed.
6. Move on to the next campaign configuration steps: traffic allocation and third-party tool integration, if applicable.

The trigger you have just saved is now available when you select the Select a trigger option using the drop-down list.

Related articles

Defining campaign targeting

Defining target pages

Managing targeting criteria