Personalization allows you to serve different versions of your site customized to the different interests of your audience. With this, we can segment audiences, serve content for each segment, and report on an audience’s engagement with specific content.

 

To create a personalization experiment,

  1. Click on the “New” button. Provide the Experiment name and URL for which you want to run the experiment. You can create a Personalization experience in two ways - Using Freshworks CRM’s Visual Editor or bu redirection. Click Freshwork’s Visual Editor.

 

  1. The page lands up in the variation page by default for making the changes as shown below.

 

 

  1. If you are creating Personalization by Redirection, you will be taken to the page shown below where you can provide your variation experience URL. You can add any number of experiences and match audience segments for each one of them.

 

  1. Click Next. You will be land on the GOALS page. Setting up goals for an experiment is essential as it tracks the data which then would help us in analyzing our test.

 

 

  1. Click Next. You will land on the audience TARGETING page. You can choose among the different audience segments we have to match with the experiences that you create. 

 

  

 

For example, if you set your variation 1 to the mobile traffic, the users who access your site from mobile will be seeing the new experience.

 

  1. Click Next. You will be taken to the PREFLIGHT page where you can preview the configurations of your experiment. Click the Launch campaign button and your experiment will be created.

 

 

Note: In Personalization, you will not be able to set traffic like A/B Testing, as the audience segment is different for each experience. While in A/B we have the same set of audiences divided into groups based on the traffic we set to validate our experience. Simply put, we use Personalization for optimizing audience experience while A/B testing is a verification tool for content effectiveness.