Targeting Visitor Segments for Experiences in Wingify Personalize

This article covers the following:

• About Experience-Level Targeting
• Create Targeted Experiences
  • Configure Visitor Segments for Experiences
  • Configure Multi-experience Mode for Your Visitors
  • Randomize or Prioritize Experiences in Case of Multiple Qualifications
• Reporting and Metrics
• Verify and Troubleshoot
• FAQs

About Experience-Level Targeting

In Wingify Personalize, in addition to campaign-level segmentation, you can also configure experience-level targeting. Experience-level targeting enables you to deliver tailored experiences specific to the segment of visitors you choose, ensuring visitors view the most relevant experience. When specific cohorts qualify for more than one segmentation condition, you can configure the prioritization of the experiences as you desire. Furthermore, you can configure personalize holdback and allocate a percentage of your audience to a control group and measure the true impact of your personalization campaigns.

For example, you want to run a campaign to offer special discounts on a product for returning visitors. Using Wingify’s personalized campaigns, you can set up broad segmentation to target visitors who have previously visited the product page. You can further personalize the experience for returning visitors such that they see a pop-up with an exclusive discount.

Create Targeted Experiences

Building targeted experiences for visitor segments for your Personalize experiences is a three-step process:

1. Configure Visitor Segments for Experiences
2. Configure Multi-experience Mode for Your Visitors
3. Randomize or Prioritize Experiences in Case of Multiple Qualifications

Configure Visitor Segments for Experiences

Applying visitor segments for experiences allows you to deliver more personalized and relevant content to specific groups of users. You can show different experiences to users based on your targeting conditions.

To apply targeting conditions for your experiences:

1. Log in to your Wingify account.
2. From the main menu on the left, click Personalize.
3. Create a Personalize campaign. After setting up the campaign URLs and creating experiences, navigate to the Targets section.
   
   Tip: Avoid creating too many experiences, as they can dilute your traffic and make it difficult to analyze results.
4. Click Select Visitor Segment against each experience to apply the appropriate targeting condition. For more information on segmentation, refer to Using Segmentation in Wingify.
   
   Note: This segmentation is an additional layer on top of the campaign-level segmentation, which you set under Configuration > Pages. In other words, when visitors land on the campaign URL, the system first checks the campaign-level segmentation conditions, and then evaluates the experience-level targeting conditions. For example, based on the visitors’ targeting conditions, you can configure the two experiences as follows:
5. Targeting condition: Returning users who have not made any purchases. Limited Time Discount Experience: Display a pop-up offering a limited-time discount on their next purchase.
6. Targeting condition: Returning users who have made a previous purchase. Loyalty Reward Experience: Show a special loyalty reward pop-up, giving them a higher discount based on their purchase history. By default, Wingify shows your experiences to all visitors. Best practice: If a visitor doesn’t seem to qualify for any experience, ensure the audience size for each experience is large enough. Sometimes, very specific targeting conditions can unintentionally limit the audience.

Next, decide if you want to show multiple experiences to the same visitor based on their targeting condition on each visit. For more information, refer to the next section of this article.

Configure Multi-experience Mode for Your Visitors

Note: This feature is available only with the Wingify Enterprise plan. It is being rolled out to Enterprise customers in phases as part of a gradual release. For more information, contact Wingify Support.

Wingify's multi-experience mode enhances Personalize campaigns by allowing visitors to qualify for and be part of multiple experiences within the same campaign. While configuring targets, you can choose to run the visitor evaluation for every visit to serve different experiences based on their qualification. If you decide to evaluate the targeting conditions for every visit, the system rechecks the visitors’ targeting criteria each time they land on the campaign URL. Based on this evaluation, Wingify displays different experiences depending on whether the visitor meets the targeting conditions. Furthermore, multi-experience mode reports provide more granular insights by accurately attributing conversions to the specific experience a visitor engaged with just before converting.

For instance, if a visitor has recently made a purchase, Wingify shows them the Loyalty Reward Experience, while if they are just revisiting the product page, they see the Limited Time Discount experience.

To enable multi-experience mode check the Assess visitor eligibility for experiences on each visit checkbox. If you leave it unchecked, visitors are shown the same experience every time they visit the campaign URL.

Configuring this setting ensures a visitor’s personalized experience reflects their latest actions, not just the behavior from their first visit. As a result, visitors always see relevant content, which can improve engagement and conversions.

ATTENTION: Wingify utilizes first-party cookies to track visitor behavior and ensure consistent experiences throughout their journey. In this case, it uses the following cookies:

The cookies are generally persistent, meaning they remain on the visitor's browser for a specified duration (e.g., 6 months to 2 years) unless manually cleared. This ensures consistent experiences across multiple sessions. However, when the Assess visitor eligibility for experiences on each visit setting is enabled, Wingify updates the _vis_opt_exp_[Campaign ID]_context cookie on each visit if a visitor qualifies for a new experience. The cookie value is set according to the specific goal using the format ME_variant ID. For example, in a campaign running multiple experiences, the value for the goal cookie would be ME_2 if the visitor qualifies for the second experience. For more information, refer to Cookies Stored by Wingify.

Next, determine which experience Wingify should show to a visitor who meets the criteria of multiple target segments.

Randomize or Prioritize Experiences in Case of Multiple Qualifications

Sometimes, when targeting conditions are common for multiple experiences, a visitor may qualify for more than one experience. Let’s say a visitor qualifies for both conditions - they've visited the product page and are a repeat customer. You can choose to show them an experience that Wingify selects randomly, or you can prioritize your experiences to ensure visitors see the most relevant experience —such as giving higher priority to the Loyalty Reward Experience for repeat customers. For such cases, Wingify provides the Tiebreaker for Multiple Qualifications feature. This option allows you to determine which experience Wingify should show to a visitor who meets the criteria of multiple target segments.

Based on your requirements, choose any one from the following options:

• Random Selection Visitors qualifying for multiple experiences are randomly shown any one experience that they qualify for. If you select this option, Wingify randomly buckets the visitor into one of the relevant experiences.
• Priority Wingify displays the relevant experience based on the priority you assign to each experience. If you select this option, Wingify prioritizes the experiences based on the order of creation. For example, if you create experiences in this order: Limited Time Discount Experience and Loyalty Reward Experience, selecting the Priority option prioritizes them in the same order. You can drag and reorder the experiences to reprioritize them. 
  
  Wingify recommends creating the most important experiences first. Reordering experiences might be necessary to reflect the correct priority.

Once you have configured all settings, click Save Now. Configure the remaining campaign settings before starting the campaign. For more information, refer to Creating a Wingify Personalize Campaign.

Reporting and Metrics

To access reports, navigate to the Reports tab in the campaign. We recommend monitoring reports closely to track the performance of each experience.

Wingify provides comprehensive reports to analyze the performance of your Personalize campaigns. It leverages the campaign and experience cookies captured at the time of conversion to aggregate metrics. This mechanism provides a clear breakdown of the following metrics:

• Total visitors for a campaign (unique visitor count)
• Conversions per experience
• Conversion rate per experience
• Multi-experience reporting attributes goals to different experiences

Multi-experience mode reporting

Wingify accurately attributes conversions to the specific experience a visitor was exposed to at the point of conversion. When multi-experience mode is disabled, Wingify assigns a visitor to only one experience for the campaign's duration. So, the reports reflect data specific to only one experience. When multi-experience mode is enabled, and a visitor qualifies for a different experience, Wingify cookies are updated to reflect the new experience ID. This ensures that conversions after this cookie update are attributed to the most recently qualified experience. So, if a visitor is assigned to multiple experiences, each experience's count increases independently, but only once per visitor.

For example, when the multi-experience mode is enabled, Wingify reports count visitors as follows:

• Imagine a visitor sees Experience A and then takes an action you are tracking (like signing up for a newsletter). Wingify marks Experience A as successful. The conversion gets attributed to Experience A in the reports.
• Later, that same visitor comes back and now meets the criteria to see Experience B instead.
• If they make a purchase, Wingify knows the purchase happened after they saw Experience B. So, the conversion (the purchase) gets attributed to Experience B in the reports.
• This means one visitor is counted as contributing to both, Experience A and Experience B, showing you the full picture of what influenced them along the way.

Verify and Troubleshoot

• To verify if the setup functions as expected, preview the different experiences based on your targeting conditions.
• Ensure you install the SmartCode on all the web pages you plan to build experiences.
• Ensure you have entered the correct campaign URL.
• Sometimes, issues may be device or browser-specific. Test the experiences across different devices and browsers to ensure the issue isn’t related to compatibility.
• If you're using server-side conditions for segmentation, ensure that the server-side code executes correctly and sends the right information to Wingify.
• Wingify uses cookies to track visitor segments and experiences. Ask users to clear their browser cache and cookies or test in an incognito window to ensure outdated data isn't affecting the experience delivery.
• Monitor reports closely to track the performance of each experience.

FAQs

Q: Does enabling the multi-experience mode affect my Wingify account quota?

A: No, enabling multi-experience mode does not affect your Wingify account quota. The quota is only deducted once per unique visitor (based on UUID), regardless of how many experiences they trigger.

Q: Does multi-experience mode work in A/B test campaigns?

A: No, the multi-experience mode is available only for Personalize campaigns.

Q: Why would a visitor not qualify for any experience?

A: Visitors may not qualify if they don’t meet any of the specified targeting conditions, such as location or device type. Reviewing and adjusting these conditions can help ensure that Wingify targets a broader audience.

Need more help?

For further assistance or more information, contact Wingify Support.