Create a personalization optimization

Updated

Make a manual personalization or AI-optimized personalization to target visitors with tailor-made content.

Personalization optimizations are comparable to standard rules-based personalization solutions. The objective is to personalize the experience of your visitors based on who they are or how they're engaging with your site. You create tailor-made variations that only specific audiences will see, thus enhancing their experience and potentially driving engagement.

Manual personalization vs. AI-optimized personalization

Manual personalization optimizations closely align with a standard rules-based personalization solution. In this mode, there's no experiment — you're not comparing the results of a test or continuously optimizing the page. Instead, you identify a specific audience and decide that they must see certain messaging or content. To achieve this, you set rules that dictate which audience must see which variation. And, you can adjust the priority to refine what a visitor sees if they match more than one of the optimization's audiences. Once launched, the optimization runs until you decide to end it.

AI-optimized personalization optimizations leverage machine learning to determine which variations perform best for each type of visitor. AI automatically identifies audiences based on their characteristics and behavior. Traffic is then dynamically allocated to show the variations that most resonate with each audience. A simplified example might be that visitors in California engage more with Variation A, which has an image of a boat on the ocean. In contrast, visitors in Minnesota engage more with Variation B, which has an image of fishing on a lake. AI automatically learns this and shows the best variation for each audience. The AI adapts based on visitor engagement, whether you add new variations or their behavior changes.

Manual personalization AI-optimized personalization
You define each audience you want to target AI automatically can detect how visitors are different and bucket them into audiences
You create rules to lock in which audience sees which variation AI automatically learns which variations resonate with each audience and shows the variation that drives the most engagement
The rule stays in place, always showing the same variation to the same visitors, until you stop it The optimization runs indefinitely, dynamically adjusting to show the variation that yields the most conversions possible, even if visitor behavior changes over time
Can add new rules for new variations to lock in different audiences Can add new variations, which get added to the mix of possible variations that eligible audiences can see — allowing for new ideas to potentially yield better results

How to draft a personalization optimization

Note

A manual personalization variation requires an audience. Learn how to create a rules-based audience.

To draft a personalization optimization:

  1. Open the Pages panel
  2. Choose the page you want to optimize
  3. Click the Optimizations dropdown
  4. Click New personalization
  5. Name your personalization
  6. Choose either Manual personalization or AI-optimized personalization
  7. If you chose a manual personalization, add an audience for each variation and give each variation a name
  8. Drag the Order icon to rearrange the priority of variations for visitors who match multiple audiences
    A new manual personalization contains three audiences. An arrow points to the Order icon that lets you rearrange the audience priority.
  9. Click Done

How to limit AI-optimized personalizations to an audience

AI-optimized personalizations run for everyone by default. Set an audience to limit which visitors are eligible. Only visitors who match that audience are eligible for the optimization. Learn how to limit the optimization to an audience.

Next steps for optimizing