Whether you are using this article to look at the changes coming from 1.0 or just starting out, this article will tell you all you need to know to start using it. The top section will talk about the targeting system in general. At the bottom you can find a list of the most prominent updates that came with 2.0.
What is the purpose of our targeting system?
When visitors come to your website they are assigned to a Customer Journey / Campaign depending on the settings you have applied. Our targeting system is used to specify more accurately which touchpoints should be shown to which visitors.
Let's say you have a Customer Journey with a lot of people in it. At one stage you want to split up the content people in that journey see. For this you can set the touchpoint specific targeting.
It goes like this: Visitor enters website - Visitor is assigned to Customer Journey - Only show to visitors who meet (touchpoint) specific targeting (if targeting is present).
What does it look like and how does it work?
As you can see, the list on the left displays a total of 59 (at the time of writing) items. You can select any of these fields and check its value. Let's look at an example:
After clicking on the option "Device Brand" the page displayed on the screenshot above opens up. On the left side you have the option to choose the check you are doing. This can be "Is exactly", "Contains". "Does not contain" and many more.
On the right side you can fill in the value it's using for the check.
In our example the touchpoint will only be shown to people where their device type is exactly "apple". You can use a setup like this if your touchpoint is heavily dependent on people being apple owners. Maybe you have one for Apple, Samsung and Microsoft device users.
At the top of the page you can select "One or more rules" or "All rules". Since you can set more than 1 rule per touchpoint/journey/campaign, you can either show the touchpoint when the visitor meets at least 1 criteria or only when all criteria are met.
What is new in our 2.0 version?
Let's take a moment to talk about the most prominent changes in our updated version.
- Advanced Filter: You have the option to choose exactly what value you want to check. Example: Check if the year the profile was created in contains "2018". You also have the ability to check if the visitor has interacted with a specific touchpoint. Some features were already available in 1.0 but have been updated to offer more options.
- Rule: You have the option to define a rule to check if the visitor matches it. In the example displayed below we check if the total value of a conversion is 100 Euros or more. (red arrow)
- Conversion selection: This allows you to only check for specific conversions. This can come in handy when you use multiple manual conversions. (orange arrow)
Timeframe: You have the ability to add a timeframe to the check. This can range from a couple of minutes to years. In our example we check whether the rule (conversion value is equal or greater to 100) is true in the past 30 days.
- Content ruling: This allows you to further specify what is being tracked for the ruling. In our example we can make it so that only items that contain "Apple" are counted towards the total conversion value. Setting up a ruling like this automatically excludes any conversion that does not meet the content ruling. (blue arrow)
- Multiplying: When setting up criteria that depend on the visitor doing something (for example: searching for a specific keyword) you can set up how many times this has to happen before this touchpoint is eligible to trigger. Example: The visitor has to have searched for the word "Apple" at least 4 times in the past 30 days. (pink arrow)
- Automatic suggestions: We have added automatic suggestions to every targeting metric that uses your connected data. These suggestions are based on your project's data and are based on the 40 most frequent values. These include content and profile field values.
- Drag and drop rules: You now have the option to drag and drop rules from one group to another.
- Location range: We have changed the location range to now be based on Google Maps. This allows you to see a visual representation of exactly what criteria you are setting up.