Experience Targeting
The experience targeting tab lets you create different behavior(variations) of your website and also lets you determine which visitors will see each behavior of an experience.
Behavior
A single experience can have multiple behaviors. When you create an experience then by default a default behavior will be created. This will be your default(control) website and you will not be allowed to delete default behavior.
Adding a new behavior
To add a new behavior click on the Add Behavior button
Then give a proper Name and Description for your behavior
Click on the Add button
Updating behavior name or description
If you wish to update the behavior name or description then
Click on the three dots of the respective behavior
From the drop-down select the Edit option
In the popup update the behavior name/description
Click on the Update button
Deleting a behavior
If you wish to delete any one of the behavior then
Click on the three dots of the respective behavior
From the drop-down select the Delete option
In the confirmation popup enter the access code
Click on the Yes button
You cannot delete a behavior if it is part of some rules.
Cloning of the behavior
If you have one behavior and made some changes in that behavior. And now, if you want to create new behavior for a different section of the audience. In the new behavior you need to change only one element and, the rest of the changes are similar to the old behavior. Then there is no need to redo all the changes once again. All you need to do is clone the existing behavior and do the necessary change. To clone the behavior
Click on the three dots of the respective behavior
From the drop-down select the Make a clone option
Give the behavior Name and Description
Click on the Clone button
For example, if you have created the behavior as the first-time visitor and personalized the hero text, CTA, and background image. Now you want to create new behavior for the repeated visitor just by changing the hero text, whereas the CTA and background image should remain the same as the first-time visitor. Then you can clone the first-time behavior(CustomFit creates new behavior with all the changes pre-configured from the cloned behavior) and then you can change only the hero text.
You cannot have two behaviors with the same name.
Editing the behavior
CustomFit.ai visual editor lets you edit different behaviors of your website quickly with zero code changes. You can know more about visual editor options over here to edit a behavior
Click on the Open Visual Editor button
Then from the popup select the page of the website which you wish to edit
Preview behavior
Once you're done editing the behavior, you can preview the changes made before making it live to make sure that the changes are as expected and also to check that there are no broken links. You can also send the preview link to your team member if you need to get any approvals or suggestions. To view the behavior in the preview mode
Click on the Select Preview button of the respective behavior
From the drop-down select the Preview option
If there are multiple pages in the behavior then from the drop-down select the page which you want to preview
To send the preview link to your team member
Click on the Select Preview button of the respective behavior
From the drop-down select the Share Preview option
If there are multiple pages in the behavior then, from the drop-down select the page which you wish to generate a link
If you wish to directly send the preview link then, click on the Copy Preview Link button
If you wish to send the preview link through an email then, enter the email id in the given field and click on Send Email button
If you do not see the changes in the preview then, check if the CustomFit code snippet is installed on the website. If you have installed the code snippet then, check whether your browser is blocking the opening of new tabs.
Targeting visitors based on rules
CustomFit.ai allows you to target different behaviors to different visitors based on various attributes such as the geography of the visitors, the device of the visitors, based on the interaction with the website, and so on.
You can target a more specific audience to a particular behavior by writing the rules. Each rule has four parts: an attribute, an operator, values, and the behavior to be served. For example, if you want to serve the USA behavior to visitors coming from the USA then, the rule will be Country IS_ONE_OF United States. Here, an attribute is Country, an operator is IS_ONE_OF, value is the United States and the behavior to be served is USA behavior.
A rule can have multiple conditions where the visitors need to satisfy all the conditions to be served with a specified behavior. For example, if you wish to serve the USA behavior to visitors coming from USA and the device type is of Mobile.
If you have multiple behaviors and want to serve different behaviors to a different segment of visitors then, you can write multiple rules. For example, if you have two behaviors i.e., India & USA then, you can have first rule serving to Indian behavior and the second rule serving the USA behavior.
The first rule will have the highest priority, the second rule will have the second-highest priority, and so on the last rule will have the least priority.
Below are the few instructions which make you writing the rules easier:
To copy a rule click on the copy icon above the rule to be copied
To delete a rule click on the delete icon above the rule to be deleted
To add a new rule click on the Add button or Add Rule button
To copy a condition click on the copy icon beside the condition to be copied
To delete a condition click on the delete icon beside the condition to be deleted
To add a new condition click on the "+" icon which is present beside the last condition
You can also give a name to the rule. For example, if you are writing a rule to segment the visitors coming from the INDIA then, you can write the rule name as Indian Visitors. To change the rule the name
Click on the rule name
Change the rule name as per you requirement
Click on yes icon to change the rule name or click on no icon to retain the same rule name
CustomFit allows you to write a rule-based on various visitors attributes. Learn more.
Percentage Rollout
If you want to test out the new behavior for a small section of visitors then, make use of the percentage rollout option. For example, you can serve the sales behavior only to the 30% of the visitors with sales attributes and the remaining 70% of the visitors with the default behavior. The percentage rollout option can also be used to determine how the personalized behavior is performing when compared to default behavior by splitting the traffic that matches the given rule.
Default Rollout
If a visitor does not fall under any one of the written rules then, based on the default rollout respective behaviors will be served.
When you make any changes in the targeting page and try to switch to other tabs without saving the changes then you will be prompted with a confirmation popup. If you wish to save the changes made before moving to the other page then click on the Stay button.
If you decide to ignore the changes and move to other pages then click on Leave button.
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