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            Create a Web Campaign

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            Create a Web Campaign

            Using a web campaign, you can personalize various aspects of your website for your users based on their behavior, affinities, preferences, location, or other qualifying criteria. You can create web campaigns from templates in your dataset. The templates provide a framework that defines the campaign placement, copy and creative locations, and general campaign design.

            Required Editions

            Permissions Needed
            To create web campaigns: A role with Campaigns Create/Edit permissions
            1. Navigate to your website where you want to create the campaign.
            2. Click the Extensions icon in your browser’s toolbar and select Salesforce Interactions SDK Launcher.
            3. Enter your login credentials.
            4. Turn on the Visual Editor option.
            5. Select Campaign > New Campaign from the Visual Editor hexagon tiles.
            6. Enter a name for the campaign in the New Campaign field.
            7. Click the arrow next to A/B Test.
            8. Select either A/B Test or Rule-Based Test as the campaign type.
            9. If you select A/B Test as the campaign type:
              1. Use the sliders or enter a percentage of user traffic for the experience and the control.
                Note
                Note Changing traffic percentage for an experience adjusts percentages on other experiences to total 100% for the campaign. There are nuances that determine how Personalization assigns a user to an experience. If you change percentages after publishing a campaign and a prior campaign impression statistic is logged, user and experience assignments stay the same. In this case, the experience mirrors the impression statistic, and this mirroring occurs only if Personalization receives an impression statistic. If the sitemap is set up incorrectly and Personalization doesn’t receive an impression statistic, Personalization can assign users to different experiences.
              2. To add another experience, in the left navigation area, click the clone icon for Experience 1.
              3. To evenly distribute percentages, click Redistribute.
              4. Click Save.
            10. If you select Rule-Based Test as the campaign type:
              1. Enter a Control percentage. This percentage is the control group. This group of users meet the qualification criteria for the campaign and experiences but doesn’t see any campaign experiences.
              2. Click +Add Rule to add a qualification rule for an experience.
                Note
                Note These rules are specific to the experience.
              3. On the Experience Setup page, click +Add Rule.
              4. From the dialog that appears, select a category and then select one of its rules.
              5. Configure the parameters for the rule.
              6. To create another rule, click +Add Rule and repeat the process.
              7. To create an additional experience, click Experiences+ and repeat the process.
              8. Click Save.
            11. To add a campaign-level rule, click +Add Rule in the Campaign Targeting section.
              1. Click +Add Rule.
              2. From the dialog that appears, select a category and then select one of its rules.
              3. Configure the parameters for the rule.
              4. To create another rule, click +Add Rule and repeat the process.
              5. Click Save.
            12. In the Experience 1 section, click Add Template.
              1. In the Select Template window, select the template you want to use for the first experience. The template appears under Experience 1.
                Note
                Note Depending on the template, you can modify options, such as the image, header text and styling, subheader text and styling, call-to-action text, and call-to-action URL.
              2. Configure the template options as necessary.
              3. Click Save.
              4. To return to the campaign panel, click All Experiences.
            13. Add templates for any other experiences.
            14. Click Save.
            15. Test and publish your campaign.

            See Also

             
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