Creating Campaigns

A campaign in Personalization Studio is a time-bound personalization effort that delivers different content to different audiences on your website. You create campaigns using a 4-step wizard that guides you through setup, audience assignment, content design, and launch.

Before creating a campaign, ensure:

• A Parent Segment is configured in Data Workbench.
• At least one page with content spots is registered.
• At least one audience is created.
• You have Administrator permissions.

Configure the campaign foundation.

Define how personalization is triggered and which audiences see which content.

1. Add a trigger event — define how a profile triggers personalization (for example, page view or login).
2. Assign audiences — add existing audiences.
3. Set audience priority — if a profile matches multiple audiences, the highest-priority audience's creative wins. Drag and drop audiences to reorder.

Design the personalized content for each content spot and audience pair using the creative asset editor.

The content editor lets you:

• Position images, text, and buttons within the content spot
• Format text with color, font, and alignment options
• Add images via external URL
• Add and configure CTA buttons (text, link, position, size)

For each content spot, configure what non-targeted visitors see:

• Use existing website content — no change is made to the content spot (default behavior).
• Replace with static content — set a static image, text, and/or CTA that all non-targeted visitors see.

Before launching, preview how your personalization looks for specific profiles:

1. Select a profile from your audience.
2. Preview personalized content within the website context, one content spot at a time.
3. Test across responsive viewports:

1. Verify the campaign schedule (start datetime, end datetime and timezone).
2. Click Launch Campaign
3. Wait for 5-10 minutes
4. Verify the campaign launched successfully by visiting the personalized website. Ensure the following things:
   1. Personalized website emits the correct event and attributes to match the audience
   2. Campaign start and end time are accurate

When a campaign is active:

1. A visitor loads your website page.
2. The Web SDK sends the event to the Personalization endpoint which checks audience membership.
3. The Personalization endpoint responds with the personalized creative asset for the matching audience.
4. The SDK replaces the content spot's DOM element with the personalized content.

This walkthrough shows a complete campaign from start to finish.

Goal: Drive conversions with segment-specific spring offers — 20% off for new visitors, VIP early access for loyal members.

1. Create Campaign — navigate to Campaigns, click Create Campaign. Name it "Spring Sale 2026" with a description "Drive conversions with segment-specific spring offers." Set dates: May 1–15.
2. Set Trigger & Audiences — select the page view trigger event. Assign the "Hero Banner". Add "New Visitors" and "Gold Loyalty Members" audiences. Drag "Gold Loyalty Members" above "New Visitors" to give loyalty members priority.
3. Design Creatives — for the Hero Banner + New Visitors pair, add a welcome image, "Welcome — 20% Off Your First Order" text, and a "Start Shopping" CTA. For Gold Loyalty Members, add a VIP image, "VIP Early Access: Shop First" text, and a "Shop Exclusives" CTA. Set the fallback to a generic spring sale banner.
4. Preview & Launch — preview both audience experiences across Desktop and Mobile viewports. Launch the campaign.
5. Monitor — check the reporting database table for impressions, clicks, and CTR by audience.