How to create a personalization

In this guide, we will teach you how to segment your audience, how to personalize a page, and how to create a funnel personalization.

Watch this video or read through our step-by-step setup guide to learn about core features of Unless. In this guide we'll teach you about audiences and how to set up your first personalization.

Step-by-step guide:

To get started, go to Unless.com and log in to your account. Next, you'll be automatically redirected to the dashboard. Login

Dashboard & page overview

The dashboard contains a list of all websites you have personalized so far. When you log in for the first time, it will be empty.

To keep it hands-on and to give you a better idea of "why" personalization can be so powerful, we will use the website of our customer "Peecho" as a real-life example throughout this setup guide. To get started, let's add the Peecho homepage.

Unless Dashboard In personalization, you have to think of two aspects: First, for whom do we want to personalize? And second, what do we want to change about the page?

To make this less abstract, let me give you some background information about Peecho: It's is a print-on-demand service. They run AdWords campaigns that are connected to audience-specific landing pages. However, the audiences are defined in a rather broad way. With Unless, we can make them more specific and extend the personalization to other pages of the website.

In this setup guide, we will personalize the Peecho website for the audience "Photographer".

For this, we need to navigate to the Audiences tab. 1b

Audiences & audience membership

An audience, or better yet, an audience segment, is a group of visitors who have something in common. Those common points are referred to as conditions. In total, you can choose from over 25 targeting conditions and you can combine multiple conditions into one trigger. To learn more, check out the support article about audiences.

In case of Peecho, our first audience will be "Photographers". Peecho uses their landing pages in combination with AdWords which means we can use the campaigns' UTM parameters to define our audience. 2 Lastly, we have to decide on the membership. The membership tells Unless for how long you want visitors to remain part of an audience. If you click “yes” Unless will drop a browser cookie and identify a visitor as a member of this audience until the cookie expires. In this case, we'll set the membership to 30 days and hit "save audience".

If you choose “no”, Unless will set no cookie. 2b Now that we have defined our first audience, we need to tell Unless how we want our website to behave when someone matches the “Photographer” audience. For this, we need to switch back to “Web Pages”.

Web pages

Let’s now define how Peecho's landing page will respond when a member of the audience "Photographer" clicks on it.

For this, we have to click on the “Add new page” button, paste our page’s URL and click on create.

The basic premise of personalization is that your visitors have different needs and expectations. With personalizations, you can target each audience group differently. In our case, we’ll create a personalization for the “Photographer” audience. 3

Editor

Now, it’s time to edit our personalization. At first, the page will look exactly like the original one. Through the inline editor we can start changing it.

For this demo, we keep it simple - we change the headline and swap out an image.

You also have advanced editing features. To access them, click on the Code icon in the right sidebar. Here, you can add some custom Javascript and CSS. This feature is used for changes that can’t be done through the inline editor and meant for advanced users.

When you're finished editing the page, hit the ‘publish’ icon, and click the "back" arrow to switch back to the Unless dashboard. 4

Connect audience to personalization

Lastly, you have to connect an audience to your personalization. From here, you also have the option to create new audiences. The audiences define for whom a personalization will be triggered. 5

Fallback

We now created a landing page personalization for visitors who reach Peecho through a paid ad or were referred by 500px. Everyone else will see your default page with no personalizations. 6

Distribute

To put your personalizations live, you first have to install the script. Next, you can just click on the "Play/Pause" button to activate and deactivate personalizations.

Goals & analytics

The Goals tab helps you keep track of your conversions and other critical goals. We dedicated a separate support article to this topic.

To make it easy for you to analyze your performance in depth, we integrate with Google Analytics. You’ll find more information in the analytics guide. 8 Okay that’s it - everything there is to know about creating your first personalization.

Frequently asked questions