Personalizing with filters - step 1
Last updated on 03/04/2024
Personalization with Filters - Step 1
Overview
Personalization using Filters involves four steps:
Create labels: Start by establishing Scene Labels for your campaign. For instance, if you're selling shoes, labels might include running, tennis, basketball, and golf shoes.
Get user preferences: Design a Scene where you use Select Actions to ask users about their shoe preferences. For instance, you could ask, “Which type of shoes are you interested in?” Ensure the options match the labels you’ve created (e.g., running shoes, tennis shoes).
Label subsequent scenes: Apply these labels to scenes that feature content relevant to each label. For example, scenes showcasing running shoes should be labeled “running shoes,” while scenes about tennis shoes should be labeled “tennis shoes.” Not every scene needs a label.
Use filter branch: In the Scene where you gather user preferences, set up a Filter Branch. For each preference option (e.g., running shoes, tennis shoes), configure the branch to direct users to scenes with the corresponding label that matches their choice.
Step 1: Create Labels
Navigate to setup: Click on the Setup menu at the top of the screen.
Go to labels: Select the Label submenu.
Add labels: Enter the name of a label and click Save.
Note:
You can edit the name of a Label without affecting the Filter Configuration. The Scenes and Filter Branches will update to reflect the new label. However, deleting a label that has been used in Filter Configuration will impact the filters' functionality. You may not be able to Publish or Preview the campaign after deleting such a label.