If you want to create an interaction type experiment in which you want to target particular segments of visitors and show them personalized messages, you’ve come to the right place. Let’s start creating your first “Interaction” experiment.
Go to ‘Interactions’ tab into your dashboard .
Into the next window choose the option ‘New Interaction‘
After that, a new window will appear from which you will have to choose how would you like the experiment to be triggered based on your objective. There are three possibilities :
- On Load : The on load trigger means that the interaction type experiment will appear after the page is loaded.
This feature comes with a delay option that can be set up in the Creative.
- On Exit : The on exit trigger means that the interaction type experiment will be shown to the visitor the second he tries to exit the page by moving the mouse towards the URL bar or the tab’s/browser’s close button.
- On Scroll : The on scroll trigger is used when you want to show the experiment after the visitor scrolls down a certain percentage of your page. So if you set it up at 50% it means that after the visitor scrolls down half of the page the interaction will be triggered for him.
After you have selected the triggering method for your experiment you will need to choose your “Audience“. That means that you must “Manage the pages where you want to run this experiment” and select the “Segment” (Target) of visitors you want to see the experiment.
To select the pages where you want to run the experiment you can choose from different conditions for the URL :
- URL is : Using this the survey will run only on the exact page introduced in the value field next to the condition
- URL is not : Using this the survey will run on all the other pages but the one introduced in the value field next to the condition
- URL starts with: With this condition the survey will run on all the pages that have an URL which starts with the same value as inserted in the value field
- URL ends with: The survey will run on all the pages that have an URL which ends with the same value as inserted in the value field next to the condition
- URL contains: Using this condition the survey will run on all the pages that contain in their URL the same value as the one inserted in the value field
- URL does not contain: Using this condition the survey will run on all the pages that do not contain in their URL the value entered in the value field
- URL RegEx: Using this you can define with RegEx the pages where you want the survey to run
- Page contains keyword : With this the survey will run only on the pages that contain the keyword or keywords in a small sentence/grouped format
This is an example of a product description
This is an awesome product with awesome features at half of the price of other providers.
Correct keyword to use: awesome product Not correct keyword to use: awesome providers
If you don’t have a large amount of traffic on your website, we recommend you to add multiple pages in the test.
When you do this you must add only the pages that have the same structure like in case of an e-commerce website where all of the product pages look similar.
After you’ve done managing the pages where you want to run the experiment select the “Segment” of visitors who will see the survey by clicking on the drop down button.
After you’ll click on it the “Select a segment” window will appear. From this window you can choose a segment that has been already created or create a new one.
To uncover the second part of the page you must click on “Advanced settings“. There you can add a maximum number of visitors (once that number is reached the experiment will stop) and select the devices where you want the interaction to be visible. After that you must select the frequency with which the experiment will be shown to the visitors of your website.
At the end, you have the option to mark it as exclusive, meaning that no other experiments/surveys will be triggered for the visitors who already viewed this one, for the time it is running.
Now that you have finished with the “Audience” part let’s start implementing the interactions you wish to show in the “Variations” tab. From there you must “Select or create a new creative”. What is a creative? Simple, creatives are art-works like pop-ups, ribbons, interstitials that are triggered in specific moments (e.g. : when the visitor wants to leave the webpage). They are an important part in developing an interaction type experiment. Click here to find more about creatives.
If you haven’t created or uploaded your creatives yet, you can do this now. After you press the drop down button above the “Select a creative” window will appear. From there you can select an already made creative or create a new one.
To make a new one just click on new creative.
After you’ve clicked to make a new creative select the creative type. You have 11 options to choose from.
Once you’ve selected the creative type you’ll be taken to the next window from where you can choose an already made creative, upload your own or use the code editor to make one.
You can also view a live demo of the templates, filter them by their type or by language.
Once you’ve finished with the creative in Code Editor click on the “Final step” button at the bottom of the page and you’ll be taken to the final settings. There you must name your creative, in order to save it, and also change the general and appearance settings that apply to the container.
You can setup:
- Creative name : set a name for the creative, otherwise you won’t be able to save it
- Close button : When the check box “visible” is checked it means that the “X” close button is visible for the visitor. If it is not checked the “X” close button will not be visible but the visitor will still be able to close the creative by clicking anywhere around it.
- Overlayer: Here you can select the background color that will be shown around the creative and the percentage of opacity of that color. ( This option will be visible only for “Interstitial” and “Pop-up” types of creatives )
- Appear after: From here you can set the amount of seconds you want to delay the appearance of the creative. This feature works only with the “On load” trigger that you’ll set up when you start the interaction.
- Disappear after: Here you can add the amount of seconds you want the creative to be visible to the visitor before it automatically closes.
- Appearance settings: Here you can add/edit CSS code that will be applied to the container around the creative made earlier in the previous step.
Saving the creative will take you on to the “select a creative” window from where you must add it to your web interaction experiment.
In the next tab “Traffic Allocations and Goals” you will select the percentage of visitors that will see the experiment. This percentage will be randomly extracted from the segment you have decided to use. You can run the test on all of the visitors who are included in the segment or just a part of them (let’s say 50%).
After the percentage of visitors is set you can use the variation traffic selector to modify how much of that percentage will see the “Control” ( the page simple without creative ) and how much the “Variation” ( the page with the creative/pop-up/ribbon etc.).
In the second part of the page you will find the “Goals“. A goal is set to track sales, conversion rate, click rate, engagement, etc.
You can set them as page views or customizable goals such as conversion rate, sales – that require inserting a short code into the website’s source. The customizable goals allow you to see the impact of the interaction experiment in the performance indicators: conversion rate, revenue, etc.
There are 3 predefined goals that you can use – Sale ( which works only after the Goal tracking code is inserted on the thank you page of your website – Click here for more details) , Engagement and Bounce rate.
The last step of setting up an interaction type experiment is “Schedule”-ing it. Choose for how long to set it live (days, weeks, months etc ), when to be triggered to your visitors and whether or not you want to receive an email when it has expired.
Last, but not least, Rename the Interaction type experiment, if you didn’t set a name for it from the beginning and then PUBLISH it.
That’s it! You’re ready to see if your interaction converts more!