Add a Target

Use targets to focus a specific set of content to a corresponding audience. In Optimize, targets are peer objects to tests and reside under multivariate projects.

  1. From the navigation menu, click Laboratory.
  2. Double-click a multivariate project from the list and then click New > New Target.
  3. Enter a name and description. Leave the target state as Pending until you are ready to verify the target in a browser or share the target with site visitors.
  4. (optional) Select Collect and store standard data to record data about your visitors who view the target. Standard data includes IP address, browser type and version, operating system and other information.
  5. Select a starting point for the target.
    • Base this target page on existing page content Start the target from a clean starting point.
    • Use existing target or experiment Click Browse to select a starting point from a list of experiments for your test.

    Typically, a target is created based on performance metrics of an existing test. Once you know what content contributes most significantly to your Key Performance Indicators (KPIs), you can use that content to create a target. An easy way to do this is to find a winning experiment from your test and use that for a starting point for your new target. Alternatively, you can base your new target on the default content for the test.

  6. Click Next.
  7. (optional) Select Specific audience segment to limit this test to a particular group of visitors. For example, you can limit a test to visitors have a certain operating system or web browser. Then click Browse to choose from a list of available segments.
  8. Determine the percentage of page traffic (Traffic Throttling) to be presented with testing or targeting content. Any remaining traffic is presented with default content. It is often useful to lower throttling on high traffic pages in order to limit consumption of Optimize Events. To change the current value, click the percentage and enter or select a new number. 0.1 is the minimum. Traffic throttling can be changed at any time.
    Note: By default, Optimize reevaluates returning visitors to the test or target page as new visitors and uses the current throttling percentage to determines what type of content to present. To present returning visitors with the same content they viewed in previous visits, clear the Reset project throttling cookie check box.
  9. Add content and any needed display rules to each factor in the target. Each piece of target content can use a unique display rule to appear to a specific audience. Here, you have a tremendous amount of flexibility in mixing and matching combinations of custom web content for your target. You can add (+), remove (X), or preview (magnifying glass) target content from here.
    1. Click a tab to select a factor. Existing page content is already listed in the factor as Default Content. This content will be shown to users that do not match any preceding display rules.
    2. Click Add target content to include additional web content and assign display rules for the selected factor. As you add content, a level position number appears at the left of the content to indicate the order in which the display rules will be applied for the factor.
    3. In the Content and Display Rules window, enter a level name and description.
    4. Manually enter the target content for the level or click Browse for existing content to select existing content. You can enter plain text, HTML, or JavaScript.
    5. (optional) Select the Use current page content check box to use the current HTML page content for this level. Here you can also add a script to the current page content that runs each time Optimize presents the current page content as part of an experiment.
    6. Click Next.
    7. Select the Enable Rule check box to define the visitor group intended to see the content. When visitor attributes match the display rule, that visitor sees the selected content. Content without a display rule acts as a "catch-all"; all visitors to the page see this content. If a target factor has more than one level (that is, more than one piece of content), you must set a display rule for each level. Target level display rules use the same logic that segments use.
    8. Click Save.
    9. Repeat the add target content steps for each factor in the target.
  10. Click Next.
  11. (optional) Click Pre-rendering script to add JavaScript code that you want to run before the page is fully rendered in a browser. The code you enter here runs before segmentation, content streaming, or split page redirection.
  12. (optional) Click Post-rendering script to add JavaScript code that you want to run after the page is fully rendered in a browser.
  13. (optional) Click Custom Data Collection to collect data such as user IDs, product codes, or shopping cart totals from your test and conversion pages and use it later in custom reporting.
    Note: This option requires you to set up a custom data table and configure your test page. See Custom Data Collection for more information.
  14. Click Finish.