Introduction to Personalization
Personalization helps you deliver tailored website experiences to different visitor segments based on their behavior, attributes, traffic source, location, device type, and other audience conditions.
Instead of showing the same content to every visitor, personalization allows you to display relevant messages, offers, recommendations, or page experiences to specific visitor groups.
This helps improve engagement, reduce friction, and increase conversions by making your website experience more relevant to each visitor.
Ways to Personalize Your Website
Using PageSense personalization, you can customize website experiences in multiple ways:
Content Personalization
Audience-Based Personalization
Campaign Personalization
Behavior-Based Personalization
Content Personalization
Display different headlines, banners, text content, or promotional messages to specific visitors.
Example : Show a first-time visitor discount banner only to new users.
Audience-Based Personalization
Target visitors based on audience conditions such as:
- New vs returning visitors
- Device type
- Geographic location
- Traffic source
- Campaign source
- Custom audience attributes
Example : Display region-specific offers to visitors from different countries.
Behavior-Based Personalization
Customize experiences based on visitor actions.
Example :
- Visitors who viewed pricing pages
- Visitors who abandoned carts
- Visitors who visited specific pages
Campaign Personalization
Show personalized experiences based on marketing campaigns.
Example : Visitors coming from email campaigns can see different landing page content than visitors from paid ads.
Why Personalization Matters
Personalized experiences help businesses create more relevant customer journeys.
For example:
- Show product recommendations based on visitor interests
- Display location-specific offers
- Promote upsell opportunities
- Reduce unnecessary content for returning users
Relevant experiences often lead to better engagement and higher conversion rates.
Personalization Dashboard Overview
The Personalization dashboard helps you manage all your personalization campaigns and track their performance.
- Status – Displays the current state of the personalization campaign.
- Experiences – Shows the total number of personalized experiences created within the campaign.
- Visitors – Displays the total number of visitors who viewed the personalization campaign.
- Conversions – Shows the total number of conversions generated from the campaign.
Filter by Status
- All Modes – Displays all personalization campaigns.
- Running – Shows campaigns that are currently active.
- Paused – Shows campaigns that are temporarily stopped.
- Draft – Shows campaigns that are saved but not launched.
- Scheduled – Shows campaigns configured to start later.
- Archived – Shows campaigns that are no longer active.
Sort Options
- Experiment Name – Sorts campaigns alphabetically by name.
- Experiences – Sorts campaigns based on the number of experiences created.
- Visitors – Sorts campaigns based on total visitor count.
- Conversions – Sorts campaigns based on total conversions.
- Recently Modified – Displays campaigns updated most recently.
- Recently Created – Displays newly created campaigns first.
Create a New Personalized Experience
Click Create Personalization to create a new personalized experience for your website visitors.
Step 1: Enter Experience Name
Provide a name for your personalization campaign.
Use a clear name that helps identify the purpose of the experience.
Examples:
- Homepage Discount Banner
- Returning Visitor Offer
Step 2: Add Description
Enter a description explaining what the personalization experience is intended to achieve.
This helps your team understand the purpose of the campaign.
Examples:
- Show a discount banner for first-time visitors
- Display region-specific pricing for visitors from different countries
- Show product recommendations for returning users
- Personalize homepage messaging for campaign visitors
Click Create to proceed.
Step 3: Configure Target Pages
Provide the list of webpages where you want the personalized experience to appear.
This determines where eligible visitors will see the experience. Choose how PageSense should identify the webpages where the personalized experience should run.
Match Type | Description | Example URL |
Simple Match | Runs personalization only on the exact webpage URL entered | |
Exact Match | Runs when the URL exactly matches the specified value | |
Pattern Matches With | Runs when the URL matches a defined pattern | |
Regex Matches With | Uses regular expressions to target dynamic URLs | |
URL Contains | Runs when the URL contains a specific keyword or value | |
URL Starts With | Runs when the URL begins with the specified value | |
URL Ends With | Runs when the URL ends with the specified value | |
Page Group | Runs personalization on predefined grouped pages |
These match types help you control where the personalized experience is displayed across your website.
Step 4: Pages Not to Track
Add URLs where the personalization experience should not appear.
This helps exclude pages such as:
- Checkout pages
- Admin pages
- Internal pages
- Confirmation pages
Use the same match conditions available under Pages to Track to define exclusion rules.
Once the required pages are configured, click Next to proceed to experience creation and audience targeting.
We’ve
designed this documentation to guide you every step of the way. If you
need further assistance or have any questions, don’t hesitate to contact
us at support@zohopagesense.com - we’re always here to help!
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