Creating a Target

This is the process for creating a new Target.

The site and page for which you are creating a Target must satisfy the necessary preconditions for Optimize (see Before You Use Optimize).
  1. Locate the New button on the Dashboard, and click it. Select Target.
  2. Enter the subject URL in the Page URL window. The URL may begin with the protocol (http), www, or the domain name. Optimize can resolve a URL that would resolve in a typical browser window to a site. Do not use a local URL or filename, such as “index.html.” These will not resolve.
  3. Click Next. Optimize retrieves a thumbnail of the page and asks for a Location Name.
  4. Provide a meaningful Location name and click Continue. Optimize displays a preview of the page you want to test.
  5. Move the cursor over the preview to highlight a selection to use as a test element. Click an element to choose it. A popup window will indicate the element's ID, and allow you to give it an informal name. In this window is also a small "up arrow" button. Clicking this button selects the parent of the selected item. Name the element and click Continue, or click Select New to choose a different element on the page.
  6. Select the percentage of Visitors who will be included in the Target. This value also is the basis for the "control" state.
  7. Add Rules to the Target. A rule determines which version of the content is displayed to different visitor segments. Add as many Rules as needed.
    1. Choose the percentage of visitors who will see default content.
    2. Click + Rule to add a new Rule.
    3. A pop-up window appears, containing the default element, which is a copy of the Control value.
    4. In the rich text editing window, modify the element as needed for this rule.
    5. Click Done to accept the changes, or Reset Element to cancel the creation of this Rule.
    6. Review the existing visitor segments. Click on a segment title to see the full description to the right.
    7. Select a visitor segment by clicking it. If no segment offers the required functionality, click New Segment to create a new segment.
    8. For a New Segment, choose an attribute by clicking it (for example "Technology"). Drag a segmentation attribute to the right and drop it. Complete the prompts for that attribute, including logical rules and parameter values. Note that segmentation attributes can be combined in this worksheet in a wide variety of logical ways. Name the segment and click Save.
    9. To use the selected segment, click Select.
    10. Give the new Rule a meaningful name.
    11. Click Save to save the new Rule or Cancel to exit from this procedure.
  8. Build one or more Conversion Events. A defined Conversion Event is how Optimize knows that something special has happened on the web page. A Conversion Event might be clicking "put in Cart" on a product page, or "Check out now" on a cart-review page. Add as many Conversion Events as you need.
    1. Click + Conversion.
    2. Select the element on the page (such as an ad, or image) that, when clicked, triggers the Conversion Event.
    3. In the popup window, name the click trigger (for example: "Scooter ad").
    4. Click Continue to accept the element, or Select New to pick a different one.
    5. The Value Per Event is an arbitrary monetary value assigned to this Conversion. Although it's optional, it represents the closest way of definitively measuring lift. Select the preferred units and enter a value.
    6. Give the conversion a meaningful name (for example: "user clicks scooter ad")
    7. Click Save to save this Conversion Event or Cancel to cancel this Conversion Event.
    8. Repeat this sequence if you want to add more Conversion Events.
  9. Give the Target a meaningful name (for example: "Checking Banner Ads").
  10. Click Save to save the new Target, or Cancel to cancel the new Target.
  11. At this point, the new Target is staged. You may run it, edit it, or share preview links of each variation. Note that if the preview links do not produce the proper Variations, then confirm the site has been properly prepared for Optimize.