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Setup & Prerequisites

Before creating In-Browser Message campaigns, confirm the following are in place. These are one-time configuration tasks shared across the Treasure AI platform team.

Checklist

Treasure AI platform (IT / Data Engineer)

  1. RT Personalization 2.0 is enabled for your account. Contact your Customer Success Manager if unsure.
  2. HTTPS is required — the target website must be served over HTTPS. RT Personalization 2.0 does not operate over HTTP.
  3. ID stitching is configured so user identities are resolved across events (for example, td_client_id linked to your internal user ID).

Audience Studio (Data Engineer / Marketer)

  1. A Parent Segment exists with the relevant customer data and RT attributes.
  2. A Real-Time Personalization and at least one section are created in Audience Studio using the relevant parent segment.

Website (Developer)

  1. The TD Web SDK is installed and initialized on the target website. See SDK Integration for the full implementation guide.
  2. Business events are flowing into Treasure AI (view_item, add_to_cart, etc.). See Event Tracking for event definitions and naming conventions.
  3. (Recommended) Server-Side Cookie (SSC) infrastructure is deployed on your domain. SSC issues td_ssc_id from your own server, avoiding browser ITP restrictions that cap JavaScript-set cookies to 7 days on Safari/iOS. Requires a small server endpoint on your domain (e.g., ssc.yourdomain.com). Contact your Customer Success Manager for the SSC setup guide.

How the SDK Renders Messages

When the RT Personalization API returns a campaign payload, the SDK renders the message automatically:

Popup

Inline

Personalization API returns payload

Message Type?

Inject popup container overlay
on top of page

Replace innerHTML of
CSS selector–matched Zone

Position per placement setting
Show only latest created_at popup

Render all returned
inline messages

Popup

Inline

Personalization API returns payload

Message Type?

Inject popup container overlay
on top of page

Replace innerHTML of
CSS selector–matched Zone

Position per placement setting
Show only latest created_at popup

Render all returned
inline messages

Message Type SDK Rendering Behavior
PopupInjects a popup container overlay on top of the page. The popup is positioned according to the placement setting configured in the campaign. Only the popup with the latest created_at timestamp is displayed when multiple popups are returned.
InlineReplaces the innerHTML of the DOM element matched by the campaign's CSS selector (Zone ID). All returned inline messages are rendered. If the selector does not match any element, the message is silently skipped.

Next Steps