Personalizing with visitor groups

One way you can personalize a digital experience in Optimizely is to create a visitor groupSite visitors with something in common, such as age, geographic location, and so on. Used in the personalization feature of Optimizely CMS. (See Personalizing Content.) with criteria for that group. For example, you can design a product banner specifically for first-time visitorsSomeone who visits a website using a web browser. In most cases, a visitor can use public functions and services but cannot create content and has limited access to community content. In an SEO context, visitor means the number of visits to a URL through channels (external referrers), direct arrivals, and internal links. (See also visitor groups.), or for visitors from a geographic region or market. For information about visitor group criteria, see Administering visitor groups.

In Optimizely CMS, you can personalize any type of content in the rich-text editor and in a content area; personalize part of a text, an image, or a block in the CMS rich-text editor, or personalize an image, a block or a page in a content area, if you have these in your web pages.

If you have multiple visitor groups, a visitor may match more than one visitor group. You then can use personalization groups to group content to avoid displaying the same content twice, and display fallback content to visitors who match no visitor groups.

The preview option in the top menu lets you preview the personalized content as the visitor groups will see it, before publishing.

Applying personalization

In the rich-text editor

  1. In Optimizely CMS, open the page for editing, and select the content you want to personalize in the editor area.
  2. Click Personalized Content Optimizely image in the editor toolbar.
  3. Select one or more visitor groups from the list.

    Image: Personalized content dialog box

  4. Preview the personalized content to verify the result. To do this, click Image: View Settings > Image: Visitor groups view.

In the content area

  1. Open the page for editing, and select the content you want to personalize in the content area.
  2. Select Personalize from the context menu.

    Image: Select Personalize from the context menu

  3. Select one or more visitor groups from the list.

    Image: Who can see this content? menu option

  4. Preview the personalized content to verify the result. To do this, click Image: View Settings > Image: Visitor groups view.

Editing and removing personalization settings

In the rich-text editor

Click edit for the personalized content, and update the personalization settings, or select Remove Personalization.

In the content area

Expand the desired Personalized Group section and click the desired visitor group link to edit the settings. To exclude content from personalizationAdapt content to customized target groups for a more personalized website experience, such as displaying different content to first time and returning visitors. (See visitor groups.), drag it outside the group, or select Move Outside Group in the context menu.

Search engine indexation and visitor groups

Search engines crawl your website to index your content. So what if your content is personalized through visitor groups, what will the search engine crawler see? It all depends on how the visitor group is assessed at the point of crawl. If you have a visitor group Visitors from the UK , the crawler will index the content personalized for UK if the crawler has an IP that is identified as being in the United Kingdom. Otherwise that content is not indexed.

Another example is where a date/time visitor group criteria has been applied. If you have a Weekend only visitor group, then the content will be indexed if the crawler comes along at the weekend, otherwise not.

It is good practice to have Everyone content in a group, if it is important that something is shown (or crawled) in a area of the page.

Providing access to content using visitor groups

Administrators can also grant access to specific content using visitor groups. For example, the administrator can make a page or a block accessible only to visitors from the UK, by providing access for the UK visitors visitor group; see Access rights.

Monitoring visitor group activities

You can monitor visitor group activities by following the number of visits to personalized content. The result appears using the visitor groups statistics gadgetSmall application component that is responsible for its own rendering and behavior, accessible from the dashboard or the panes in the Optimizely user interface. A gadget can contain functionality that you can use within the gadget interface or link away to other products integrated in Optimizely (for example, a direct link to CMS / Pages where you can use the classic editing view features). on the Optimizely dashboard; see Gadgets.

Image: Add Visitor Group Statistics gadget

 Personalizing Commerce content with visitor groups

If you have Optimizely Commerce installed, there are additional visitor group criteria available specific for e-commerce scenarios. See Commerce-specific criteria.

 Personalizing with connector add-ons and visitor groups

You can also personalize content through marketing automation connectors, if you have Marketo installed on your website, for example. See examples in the following video tutorials.