Defining campaign targeting

When configuring a test or personalization, there are 6 steps you need to follow before you can start your campaign and make changes accessible to your users.
Targeting definition is step 4 of the test campaign configuration process and step 2 of the personalization campaign configuration process.

If necessary, you may enables you to configure the visitors who will see your changes, i.e. your campaign “segment”.

You must configure the page(s) on which the changes made via the variation editor will be visible to your visitors.

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

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.
   

Implementation

Campaign targeting configuration involves the following steps:

1. Configure a segment (optional step).
2. Select the target page(s) (mandatory step).

Segment

⚡	You must define at least one target page in addition to your segment.

There are several ways of configuring your segment:

• Targeting all visitors,
• Targeting a custom segment based on one or more targeting criteria and saving it if needed,
• Using an existing segment.

Target pages

👍	A URL is already defined by default: it coincides with the URL configured during step 1 - Main information. You can either use it as it is or change it as needed.

1. If necessary, configure the page URL:
   
   • Select the Include or Exclude operator,
   • Select the Corresponds exactly, URL ignoring parameters, Contains or Regular expression operator,
   • Enter the full URL of the page
2. Click Save step.

For more on configuring target pages as well as on the Apply when targeting conditions are met, All pages, Target by event, Target Code, Target by ID/Class/Element options, refer to Defining target pages.

Related articles

Defining target pages

Defining your segment

Managing targeting criteria

Using the QA mode