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How to set up a Dynamic Campaign

This article will take you through how to set up a Dynamic Campaign

Charley Bader avatar
Written by Charley Bader
Updated over 2 weeks ago

A dynamic campaign is a single experience that intelligently adapts in real-time based on a visitor’s intent segment. These campaigns are designed to feel context-aware and relevant, changing their content as someone moves through the journey from discovery to decision.

Here are a couple of common use cases:

  • USP Messaging: A banner or slide-out that evolves as the visitor's intent deepens; starting with broader brand USPs at the awareness stage, and transitioning to more targeted, conversion-focused messaging (like delivery promise, reviews, or guarantees) as they demonstrate higher purchase intent.

  • Social Proof Nudges: Nudges that dynamically adjust based on proximity to purchase. For example, using discovery style messaging at first, then switching to reassurance messaging as a visitor nears the checkout stage.

Take a look at the video to learn how to set these up, or read the guide below


Setting up your Campaign

You are able to begin campaign creation from either the Campaign Manager, by selecting 'Create Campaign'. Or directly from the segment you wish to target, by selecting 'Add Campaign'.

First, select 'Dynamic Campaign'. You'll then be taken to the campaign set-up page where you can name your campaign, and add the URL of the page you would like to preview the campaign on. This will be your websites URL by default, but can be edited to be the specific page you require (for example, if you're building an experience to fire on a specific page, like a product page).

Setting up your Template

You will then need to create your Master Template. This is the template that will be used for all experience variants within the campaign.

Select 'Choose Template'. You can then choose whether to create the Master Template from the following;

The variables you customise in the set-up of the template will stay consistent with the experience variants you create. However, if you were to edit the template after creating variants, these changes will not update existing variants.

Once you have set-up your template, click 'Save'. You will then be navigated back to the set-up page.

Underneath your template you have the ability to select to set the master template as the default template. If this is enabled, the master template will show to all visitors who do not match a segment in one of the variants.

Creating Experience Variants

Once you have created your Master Template, click 'Add Dynamic Content Variant'. You are then able to choose the segment this content should fire for, as well as the content itself.

After you have done this, click 'Continue'. You will be taken to the Global Rules set-up. In order to add additional variants, click 'Experiences' on the left hand side to navigate back to the Campaign Set-Up, and follow the process again. You are able to change the priority order of variants by drag and dropping them.

When you have added all the variants, if you are firing the campaign as an experience with no control group, you can then move onto the Global Rules set-up. If you wish to test it as an experiment, read more below about setting this up.

Creating an Experiment

Navigate back to the Campaign Set-Up tab.

Here, under Dynamic Campaign Experiences toggle on 'A/B Test'. This will create a control.

From here, you can customise the traffic split. By default, when you create an A/B Test, it will be 50/50.

Setting up Global Rules

Global Rules apply to all experience variants within your campaign.

Within this area, you can define;

  • Page Targeting; which pages your campaign will fire on, either by including pages, or excluding them. By default campaigns will fire across all pages

  • Device Targeting; which devices the campaign should fire on (All, Desktop or Mobile)

  • Schedule; whether the campaign should start running immediately, or from a specific date and time

  • Allow in-page transitions; this will be enabled by default, allowing content to transition in-page when a visitor matches a different segment. You are able to disable this, as well as set a minimum time delay before showing new content when a visitors moves segment in-page

  • Holdback Group; whether there should be a Holdback Group in the campaign, in order to help you report on its success

Once completed, select 'Continue'.

Advanced Settings

If required, we also allow you to add global JavaScript within the experience to add custom triggers.

Previewing a Campaign

To preview a campaign, go to the Campaign Manager, and find the campaign you wish to preview.

Then select the eye icon. If there are multiple experiences, or experiment variants, you will need to choose which you would like to preview.

The preview will then load onto the URL you specified in the campaign set-up.

Please note; the previews will follow trigger settings. For example, if it is set to fire once per session. In order to get the preview to fire again, you will need to be in a new session (which can be achieved by using incognito mode, or clearing cookies)

Saving & Setting a Campaign Live

As you build your campaign, you are able to save your progress at any time by clicking 'Save Campaign' in the top right of the editor.

Once you are ready to set your campaign live, select 'Start Campaign'. If your campaign is scheduled to start immediately it will begin to fire. It it is scheduled for a specific date and time, it will begin to fire from then.

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