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a/16/umbraco-engage/.gitbook/assets/set-up-score-v16.png b/16/umbraco-engage/.gitbook/assets/set-up-score-v16.png new file mode 100644 index 00000000000..72ffcb72570 Binary files /dev/null and b/16/umbraco-engage/.gitbook/assets/set-up-score-v16.png differ diff --git a/16/umbraco-engage/.gitbook/assets/single=page-ab-test-edit-variant.png b/16/umbraco-engage/.gitbook/assets/single=page-ab-test-edit-variant.png new file mode 100644 index 00000000000..e00d8a39812 Binary files /dev/null and b/16/umbraco-engage/.gitbook/assets/single=page-ab-test-edit-variant.png differ diff --git a/16/umbraco-engage/marketers-and-editors/ab-testing/monitor-the-ab-test.md b/16/umbraco-engage/marketers-and-editors/ab-testing/monitor-the-ab-test.md index e3d9156dfaa..7ac3350346c 100644 --- a/16/umbraco-engage/marketers-and-editors/ab-testing/monitor-the-ab-test.md +++ b/16/umbraco-engage/marketers-and-editors/ab-testing/monitor-the-ab-test.md @@ -15,7 +15,7 @@ If you go to the overview you can see all running tests. The overview includes t * How many visitors are included in the test? * For how long should the test run to produce relevant results? -
Monitoring the A/B tests.

Monitoring the A/B tests.

+![Monitoring the A/B tests.](../../.gitbook/assets/engage-ab-test-monitor-v16.png) You can see all test variants when you access the details on a test. You can preview the variants, or disable them. If for example, the conversion rate has decreased in a variant, it could be smart to disable that variant. diff --git a/16/umbraco-engage/marketers-and-editors/ab-testing/previewing-an-ab-test.md b/16/umbraco-engage/marketers-and-editors/ab-testing/previewing-an-ab-test.md index 49a082c7f3e..473ea0bccc0 100644 --- a/16/umbraco-engage/marketers-and-editors/ab-testing/previewing-an-ab-test.md +++ b/16/umbraco-engage/marketers-and-editors/ab-testing/previewing-an-ab-test.md @@ -6,30 +6,20 @@ description: >- # Previewing an A/B Test -There are different ways to preview your A/B Test variants. In this article, we will discuss all options. +There are different ways to preview your A/B Test variants. ## During the setup of your new A/B Test When setting up a new A/B Test there are three options to preview your A/B Test variant. First of all, you open the preview of your variant by clicking on the **preview** button in the overview of variants: -![Open the preview of your variant by clicking on the preview button in the overview of variants when setting up the test.](../../.gitbook/assets/engage-ab-preview-1.png) - -When editing a specific variant on a single page you can also preview the page. In the top bar, there is a **Save & Preview** button available: - -![When editing a specific variant on a single page you can also preview the page.](../../.gitbook/assets/engage-ab-preview-2.png) - -You can also click on **Edit variant** which will open a pop-up where you can add some CSS and JavaScript. Also from here, you can open up the preview by clicking on **Save & preview**: - -![You can also preview the variant from the Edit Variant dialog.](../../.gitbook/assets/engage-ab-preview-3.png) - -There are plenty of options to open up the preview. +![Open the preview of your variant by clicking on the preview button in the overview of variants when setting up the test.](../../.gitbook/assets/engage-ab-preview-v16-1.png) With all variants set up, you can get an overview before the A/B Test. In that screen, you also have the option to preview all variants: -![Before launching a test, you can preview the variants to ensure everything looks as it should.](../../.gitbook/assets/engage-ab-preview-4.png) +![Before launching a test, you can preview the variants to ensure everything looks as it should.](../../.gitbook/assets/engage-ab-preview-v16-3.png) ## During a running test You can preview all the A/B test variants while a test is running. Go to the specific test, and you will have an overview of the current results. You can also preview each variant by clicking the "preview"-button. -![You can also preview your variants while the test is running.](../../.gitbook/assets/engage-ab-preview-5.png) +![You can also preview your variants while the test is running.](../../.gitbook/assets/engage-ab-preview-v16-2.png) diff --git a/16/umbraco-engage/marketers-and-editors/ab-testing/setting-up-the-ab-test.md b/16/umbraco-engage/marketers-and-editors/ab-testing/setting-up-the-ab-test.md index 410c726d511..90eb268dac7 100644 --- a/16/umbraco-engage/marketers-and-editors/ab-testing/setting-up-the-ab-test.md +++ b/16/umbraco-engage/marketers-and-editors/ab-testing/setting-up-the-ab-test.md @@ -18,27 +18,27 @@ Starting A/B tests can be done in two ways: Open the Umbraco content tree and select the A/B tests Content App on the page. -![You can find the A/B Tests Content App on each of the content items in the Content section.](../../.gitbook/assets/engage-a-b-test-content-app.png) +![You can find the A/B Tests Content App on each of the content items in the Content section.](../../.gitbook/assets/engage-a-b-test-content-app-v16.png) Make sure that you have access to the Content App. [These permissions can be specified](../settings/permissions.md) per Document Types or User Groups. -When you open the Content App you will have an overview of all the A/B tests that are running or finished. You also have the option to start a new test. +When you open the Content App you will have an overview of all the A/B tests that are running or finished. You also have the option to **Create a new test**. -![Use the A/B Tests Content App to get an overview of running tests and start new ones.](../../.gitbook/assets/engage-a-b-test-content-app-overview.png) +![Use the A/B Tests Content App to get an overview of running tests and create new ones.](../../.gitbook/assets/engage-a-b-test-content-app-overview-v16.png) ## Configure the A/B test When you start a new test you will have to specify the following: -* The name of the test. +* The title of the test. * Which testing project it should be part of. * Write a description/hypothesis. -After that, you have to specify the type of test and set up the specific test. It is also possible to preview your variant from here. +After that, you need to specify which goal you want to measure, as it is all about optimizing for this goal. Set the audience that you want to include in the test. -As a final step, you need to specify which goal you want to measure, as it is all about optimizing for this goal. Set the audience that you want to include in the test. +As a final step, you have to specify the type of test and set up the specific test. It is also possible to preview your variant from here. -![An overview of all the configuration options available when setting up an A/B test.](../../.gitbook/assets/engage-a-b-test-test-setup.png) +![An overview of all the configuration options available when setting up an A/B test.](../../.gitbook/assets/engage-a-b-test-test-setup-v16.png) ## Launching the A/B test @@ -46,4 +46,4 @@ Once you have set everything up the test is ready to go. You can preview the fin If that is the case you can start the test immediately, or schedule it for later. -![Launch the test right away, or schedule it to start at a later point.](../../.gitbook/assets/engage-ab-test-launch.png) +![Launch the test right away, or schedule it to start at a later point.](../../.gitbook/assets/engage-ab-test-launch-v16.png) diff --git a/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/document-type-test.md b/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/document-type-test.md index 90e34a63f97..14060d59fe4 100644 --- a/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/document-type-test.md +++ b/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/document-type-test.md @@ -9,18 +9,18 @@ icon: square-exclamation Test all pages using a specific Document Type with this test. Select the Document Type(s) you want to test and Umbraco Engage makes sure the correct CSS and JavaScript is inserted to the correct pages. -The test type **Document Type** can be started in the [Engage section](../../introduction/the-umbraco-engage-section.md) and in the [Content App](../../introduction/content-apps.md). The type is selected in step 2 of the setup. +The test type **Content Type** can be started in the [Engage section](../../introduction/the-umbraco-engage-section.md) and in the [Content App](../../introduction/content-apps.md). The type is selected in the **Test setup** section. -![Setup Test](../../../.gitbook/assets/engage-ab-test-document-type-test.png) +![Setup Test](../../../.gitbook/assets/engage-ab-test-content-type-test.png) The test allows you to select one or more Document Types within Umbraco. On all pages using the selected Document Type(s) the A/B Test will render the additional CSS and JavaScript you will enter. The CSS and JavaScript must not create any side effects on these pages. This is a manual task. Once you have selected the pages you want to test, you can specify one or more variants. For each variant, it is possible to click the Edit button. This will bring up a popup that allows you to write JavaScript or CSS: -![Edit variant using CSS or JavaScript](../../../.gitbook/assets/engage-ab-test-documettype-javascript.png) +![Edit variant using CSS or JavaScript](../../../.gitbook/assets/engage-ab-test-content-type-javascript.png) In this example, some JavaScript changes the page's background color. -You can save and preview whether your code works by clicking **Save & preview**. +You can check if your code works by clicking **Preview**. After creating all variants, start your A/B testing as written in the [Setting up the A/B test](../setting-up-the-ab-test.md) article. diff --git a/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/multiple-pages-test.md b/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/multiple-pages-test.md index c1254d6c8fe..904d00108b8 100644 --- a/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/multiple-pages-test.md +++ b/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/multiple-pages-test.md @@ -7,20 +7,20 @@ icon: square-exclamation # Multiple Pages Test -The Multiple Pages test allows you to across multiple pages at once. In Umbraco, you can select the pages you want to test. For all these pages you can specify which type of CSS or JavaScript will be added to the specific variant. The multiple pages test requires you to write (or copy in) some CSS and JavaScript code. +The Multiple Pages test allows you to run A/B tests across multiple pages at once. In Umbraco, you can select the pages you want to test. For all these pages you can specify which type of CSS or JavaScript will be added to the specific variant. The multiple pages test requires you to write (or copy in) some CSS and JavaScript code. -The test type **Multiple pages** can be started in the [Engage section](../../introduction/the-umbraco-engage-section.md) and in the [Content App](../../introduction/content-apps.md). The type is selected in step 2 of the setup. +The test type **Multiple pages** can be started in the [Engage section](../../introduction/the-umbraco-engage-section.md) and in the [Content App](../../introduction/content-apps.md). The type is selected in the **Test setup** section. -![Setup Test](../../../.gitbook/assets/engage-ab-test-mutliple-pages.png) +![Setup Test](../../../.gitbook/assets/engage-ab-test-mutliple-pages-v16.png) The test allows you to select one or more pages within Umbraco. On all these pages the A/B Test will render the additional CSS and JavaScript you enter. The CSS and JavaScript must not create any side effects on these pages. This is a manual job that cannot be automated with Umbraco Engage. Once you have selected the pages you want to test, you can specify one or more variants. For each variant, it is possible to click the Edit button. This will bring up a popup that allows you to write JavaScript or CSS: -![Edit variant using CSS or JavaScript](../../../.gitbook/assets/engage-ab-test-documettype-javascript.png) +![Edit variant using CSS or JavaScript](../../../.gitbook/assets/engage-ab-test-documettype-edit-variant.png) In this example, some JavaScript is added to change the page's background color. -You can save and preview whether your code works by clicking **Save & preview**. +You can check if your code works by clicking **Preview**. After you have created all variants start your A/B testing as described in the [Setting up the A/B test](../setting-up-the-ab-test.md) article. diff --git a/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/single-page-ab-test.md b/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/single-page-ab-test.md index dac11e5e437..9c3087a5f5d 100644 --- a/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/single-page-ab-test.md +++ b/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/single-page-ab-test.md @@ -18,7 +18,7 @@ The first variant is always the original content and the published page. Variant The variant can be given a name and if you click on **Edit** you will open up the split view editor: -
Split view editing

Split view editing

+![Split view editing](../../../.gitbook/assets/Split-view-editing.png) On the left side, the original content is shown (Original) and the variant is shown on the right. In this side-by-side editing mode, you can edit the content for your variant. @@ -26,33 +26,29 @@ On the left side, the original content is shown (Original) and the variant is sh Some properties are inactive (_visually indicated because they are greyed out_). Which properties you can edit is specified in [the setup of the properties of your Document Type](https://docs.umbraco.com/umbraco-cms/fundamentals/data/defining-content). -Specifying when segmentation is allowed can be done per property using the **Allow segmentation** value. +Specifying when segmentation is allowed can be done per property using the **Shared across segments** value. -
Property settings

Property settings

+![Property settings](../../../.gitbook/assets/property-settings.png) -In the overview of the Document Type, you will see if properties can be segmented as they will have the **Vary by segments** label: +In the overview of the Document Type, you will see if properties can be segmented as they will have the **Shared across segments** label: -
Vary by segment label

Vary by segment label

+![Shared across segments](../../../.gitbook/assets/Shared-across-segments.png) ### Add CSS or JavaScript Sometimes you cannot adjust a specific property because it was not configured when Umbraco was set up. In those cases, you can use the CSS/JavaScript field to add a code-snippet to make these adjustments. The best way is to do it via property editing in the split view edit mode. You do not have to write any CSS or JavaScript code. -To do this click **CSS/JavaScript** in the A/B Testing editor bar: - -
Add CSS/JavaScript tab

Add CSS/JavaScript tab

- -This will give the editor a popup where CSS and JavaScript can be entered: +To do this, go to **A/B Tests** Content App. Click **Edit** on the variant. This will give the editor a popup where CSS and JavaScript can be entered:
CSS/JavaScript popup

CSS/JavaScript popup

-These lines of code will automatically be inserted at the bottom of the page. +![CSS/JavaScript popup](../../../.gitbook/assets/single=page-ab-test-edit-variant.png) -Use the **Save & preview** button to make sure all works as expected. This can also be done via the "Save & preview" option in the editor bar. +These lines of code will automatically be inserted at the bottom of the page. -Once the variant is set up, finish the A/B Test via the **Back to A/B test** button in the editor bar. +You can check if your code works by clicking **Preview**. -
Finish setting up A/B test

Finish setting up A/B test

+Once the variant is set up, click **Save** to finish the A/B Test. Finish the steps in the [Settings up the A/B test](../setting-up-the-ab-test.md) article to verify and start your A/B Test. diff --git a/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/split-url-test.md b/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/split-url-test.md index 815c3c47685..485a464f61f 100644 --- a/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/split-url-test.md +++ b/16/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/split-url-test.md @@ -10,7 +10,7 @@ Split URL testing in Umbraco Engage allows you to compare different versions of To set up a Split URL test, you must create multiple versions of a page. Each version can have different designs, text, or buttons based on the options setup in Umbraco. -You can start a Split URL test from the [Engage section](../../introduction/the-umbraco-engage-section.md) or within the [Content App](../../introduction/content-apps.md). The type is selected in step 2 of the setup. +You can start a Split URL test from the [Engage section](../../introduction/the-umbraco-engage-section.md) or within the [Content App](../../introduction/content-apps.md). The type is selected in the **Test setup** section. ![Split URL Test](../../../.gitbook/assets/split-url-test.png) diff --git a/16/umbraco-engage/marketers-and-editors/analytics/scroll-heatmap.md b/16/umbraco-engage/marketers-and-editors/analytics/scroll-heatmap.md index 2bf46820812..731b72a601c 100644 --- a/16/umbraco-engage/marketers-and-editors/analytics/scroll-heatmap.md +++ b/16/umbraco-engage/marketers-and-editors/analytics/scroll-heatmap.md @@ -12,6 +12,6 @@ The feature gives a visual representation of the average scroll depth of your vi An advantage is that you do not need to integrate any 3rd-party tools. This will prevent additional load times and possible issues with data ownership. -![View a scroll heatmap on each published content item in the Content section.](../../.gitbook/assets/engage-analytics-scroll-heatmap-2.png) +![View a scroll heatmap on each published content item in the Content section.](../../.gitbook/assets/engage-analytics-scroll-heatmap-v16.png) The heatmap only collects data if [the client-side script](../../developers/analytics/client-side-events-and-additional-javascript-files/) is installed on your website. diff --git a/16/umbraco-engage/marketers-and-editors/introduction/content-apps.md b/16/umbraco-engage/marketers-and-editors/introduction/content-apps.md index 8c64cac55ef..8de175c50e8 100644 --- a/16/umbraco-engage/marketers-and-editors/introduction/content-apps.md +++ b/16/umbraco-engage/marketers-and-editors/introduction/content-apps.md @@ -36,6 +36,6 @@ It also allows you to set up personalized variants for each node. In the **Engage** -> **Settings** section, you can manage which Document Types the content apps are displayed, and which Umbraco user groups can access them. They can be managed per Document Type and per user group -![Document Type Permissions in the Settings section](../../.gitbook/assets/engage-content-apps-permissions1.png) +![Document Type Permissions in the Settings section](../../.gitbook/assets/engage-content-apps-doc-type-permissions.png) -![User group Permissions in the Settings section](../../.gitbook/assets/engage-content-apps-permissions2.png) +![User group Permissions in the Settings section](../../.gitbook/assets/engage-content-apps-user-group-permissions.png) diff --git a/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/README.md b/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/README.md index 976f5067c9d..248cb428263 100644 --- a/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/README.md +++ b/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/README.md @@ -14,11 +14,11 @@ Most parameters within Umbraco Engage are explicit and true or false. The unique part of Umbraco Engage is that it also uses implicit personalization. Based on the behavior of a specific visitor Umbraco Engage can assume that a visitor is a specific persona or customer journey phase. -This article teaches you how to set up[ the customer journey](setting-up-the-customer-journey.md) or [personas](setting-up-personas.md). As soon as you have set these up you can use the segment parameters for the customer journey and the personas. +This article teaches you how to set up [the customer journey](setting-up-the-customer-journey.md) or [personas](setting-up-personas.md). As soon as you have set these up you can use the segment parameters for the customer journey and the personas. In the [segment builder](../creating-a-segment.md), you can use these implicit parameters the same way you would apply any other segment parameter. -![Using implicit parameters in the segment builder](../../../.gitbook/assets/engage-personalization-implicit.png) +![Using implicit parameters in the segment builder](../../../.gitbook/assets/engage-personalization-implicit-v16.png) By clicking personas you will see an overview of all the personas that you have set up within your installation. diff --git a/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/campaign-scoring.md b/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/campaign-scoring.md index 318ee8b2ab5..acfbb89afd5 100644 --- a/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/campaign-scoring.md +++ b/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/campaign-scoring.md @@ -40,9 +40,9 @@ https://www.umarketingsuite.com/pricing/?utm_source=newsletter-july-2021&utm_med Now that you've created URLs for campaigns they will automatically be tracked by Umbraco Engage and you can score them for implicit personalization purposes. -going to **Personalization** -> **Campaign scoring** you will see all the campaign groups, the campaigns you already scored, and the campaigns that need scoring. +Navigating to **Personalization** -> **Campaign scoring** you will see all the campaign groups, the campaigns you already scored, and the campaigns that need scoring. -![Scoring your campaign](../../../.gitbook/assets/engage-personalization-campaign-scoring.png) +![Scoring your campaign](../../../.gitbook/assets/engage-personalization-campaign-scoring-v16.png) ### Creating a campaign group @@ -52,11 +52,7 @@ You can create a group for a set of personas for example and assign scores to th You can add a new campaign group by clicking "**Add new group**". This will open up a popup where you can specify the name of the campaign group and a short description. After that, you can specify specific points for this group: -
- -
Create new campaign group.

Create new campaign group.

- -
+![Create new campaign group.](../../../.gitbook/assets/Create-new-campaign-group.png) In this case, we created a campaign group "**A campaign group for developers**" and assigned **7 points** to the **developer** persona. Visitors arriving via a URL with utm-parameters part of this campaign group, get 7 points for the developer persona. @@ -68,7 +64,7 @@ In the tab "**Unscored campaigns**" you find all campaigns that have not been as An example of this tab could look like this: -
Unscored campaigns.

Unscored campaigns.

+![Unscored campaigns.](../../../.gitbook/assets/Unscored-campaigns.png) In the last row, for example, the `utm_source` is "**Activate account**", `utm_medium` is "**email**" and `utm_content` is **click here to activate your account**. The URL that the visitor used to get to the website looked something like `https://?utm_source=activate account&utm_medium=email&utm_content=click here to activate your account.` @@ -76,7 +72,7 @@ Every Unscored campaign can be assigned to a campaign group by clicking on the "
-
Assign campaign.

Assign campaign.

+![Assign campaign.](../../../.gitbook/assets/Assign-campaign.png)
diff --git a/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/content-scoring.md b/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/content-scoring.md index 4c872b3ebad..100abd64380 100644 --- a/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/content-scoring.md +++ b/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/content-scoring.md @@ -10,12 +10,14 @@ Each Umbraco node can be scored against personas and the customer journey. To do this navigate to a node in Umbraco and open the content app "**Personalization**" on that node: -
Open personalization on content node.

Open personalization on content node.

+![Open personalization on content node.](../../../.gitbook/assets/engage-personalization-on-content-v16.png) You can navigate to the tab "**Content scoring**" to score this Umbraco page. Writing your content for a specific set of personas you can assign a score that will be added to this persona or customer journey step. Set up the score and save the scoring. -In the example the persona "**Data & Privacy officer**" will get **10 points** and the "**Marketer**" will get **5 points** when they read this Umbraco node. +In the example below, the persona "**Developer**" will get **10 points** and the "**Product Manager**" will get **5 points** when they read this Umbraco node.
Set up content scoring.

Set up content scoring.

+ +![Set up content scoring.](../../../.gitbook/assets/set-up-score-v16.png) diff --git a/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/referral-scoring.md b/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/referral-scoring.md index 879688267d3..903d61450ac 100644 --- a/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/referral-scoring.md +++ b/16/umbraco-engage/marketers-and-editors/personalization/implicit-and-explicit-personalization/referral-scoring.md @@ -6,24 +6,27 @@ description: >- # Referral Scoring -1. Create a **Referral group**: +1. Go to **Engage** -> **Personalization** -> **Referral Scoring**. +2. Click **Add referral group**. -
Create referral group.

Create referral group.

+![Create referral group.](../../../.gitbook/assets/engage-personalization-referral-scoring-v16.png) -2. Assign a score to your **Personas** and/or **Journey**. +3. Assign a score to your **Personas** and/or **Available customer journeys**. -
Assign score.

Assign score.

+![Create referral group.](../../../.gitbook/assets/engage-personalization-referral-scoring-add-new-v16.png) -3. Save your **Referral Group** -4. Go to the **Unscored referral** tab -5. Assign a referrer to your newly created group. +4. Click **Save and close** +5. Go to the **Unscored referrals** tab +6. Click **Assign**. -
Assign referrer.

Assign referrer.

+![Unscored referrals tab.](../../../.gitbook/assets/engage-personalization-referral-scoring-assign-v16.png) By default, the score will be assigned when the referrer matches the whole URL (in this case **facebook.com/mycompany/products**). It is also possible to assign the score on the entire domain (That is **facebook.com**). -6. Tick the '**Score on domain only**' checkbox. +7. Select the score type. For example, **Score this specific URL**. -
Tick the 'Score on domain only' checkbox

Tick the 'Score on domain only' checkbox.

+![Assign referral](../../../.gitbook/assets/engage-personalization-referral-scoring-assign-referral-v16.png) -You have now created Referral groups and score referrers in your groups. +8. Click **Save**. + +You have now created Referral groups and scored referrers in your groups. diff --git a/16/umbraco-engage/marketers-and-editors/personalization/setting-up-personalization.md b/16/umbraco-engage/marketers-and-editors/personalization/setting-up-personalization.md index 3f6b67fbb16..fee9e3b44e1 100644 --- a/16/umbraco-engage/marketers-and-editors/personalization/setting-up-personalization.md +++ b/16/umbraco-engage/marketers-and-editors/personalization/setting-up-personalization.md @@ -28,16 +28,16 @@ To personalize a specific page: ![Accessing the 'Personalization' content app for a specific node in Umbraco](../../.gitbook/assets/personalization-content-app-v16.png) 4. Clicking the content app takes you to an overview of all applied personalizations for the page. -5. Click **Add personalized variant**: +5. Click **Create personalized variant**: -![Overview of applied personalizations with the option to add a personalized variant](../../.gitbook/assets/engage-personalization-add-personalized-variant.png) +![Overview of applied personalizations with the option to add a personalized variant](../../.gitbook/assets/engage-personalization-add-personalized-variant-v16.png) 6. Select the segment from the dropdown for which you want to personalize the experience in the popup. 7. Provide a descriptive name for the personalization and a short description: ![Popup for defining the segment](../../.gitbook/assets/engage-personalization-add-new-variant.png) -8. Click **Add variant**. +8. Click **Save**. 9. A split-view editor opens up, where you can create a personalized variant on the right side of the original page. ![Split-view editor with options to create a personalized variant for the selected segment](../../.gitbook/assets/engage-personalization-splitview-text.png) @@ -62,10 +62,10 @@ Congratulations, you've successfully set up your first personalization. You can also apply personalization to multiple pages at once. This can only be setup via the Engage section in Umbraco. Within that section you can go to the subsection **Personalization** and click on **Apply new personalization**: -![Accessing the Personalization section in Engage](../../.gitbook/assets/engage-personalization-new-personalization.png) +![Accessing the Personalization section in Engage](../../.gitbook/assets/engage-personalization-new-personalization-v16.png) Here, you can specify to which pages or Document Types you want to apply the personalization. Also you need to specify for which segment this is triggered. -![Setting up Personalization](../../.gitbook/assets/engage-apply-personalization-to-multiple-pages.png) +![Setting up Personalization](../../.gitbook/assets/engage-apply-personalization-to-multiple-pages-v16.png) With multiple pages and Document Types you can either add in some additional `CSS` or `JavaScript` code or personalize the experience via code. You can add CSS `JavaScript` via the button "**Include CSS/JavaScript**". The `CSS` and `JavaScript` will automatically be added to the pages where the segment applies. diff --git a/16/umbraco-engage/marketers-and-editors/profiling/README.md b/16/umbraco-engage/marketers-and-editors/profiling/README.md index 29aae6ed1d5..dabfdacd83d 100644 --- a/16/umbraco-engage/marketers-and-editors/profiling/README.md +++ b/16/umbraco-engage/marketers-and-editors/profiling/README.md @@ -6,54 +6,58 @@ description: >- # Profiling -The **Profiles** section offers an overview of all the visitors that visited your website. Access the profiles section by navigating to the **Engage** section and then to the **Profiles** subsection in the top menu. +The **Profiles** section offers an overview of all the visitors that visited your website. To access the profiles section, navigate to **Engage** -> **Profiles**. -![Profiles section](../../.gitbook/assets/Profiles.png) +![Profiles section](../../.gitbook/assets/Profiles-v16.png) This section provides an overview of all visitors: -![Profiles Overview](../../.gitbook/assets/profiles-overview.png) +![Profiles Overview](../../.gitbook/assets/profiles-overview-v16.png) -At the top, the total number of visitors that visited your website (in this case in total 25.521 profiles) is displayed. You can also see how many visitors are identified versus unknown. +At the top, the total number of visitors that visited your website is displayed. You can also see how many visitors are identified versus unidentified. -The graph in the middle shows the number of new identified visitors over the last 30 days. +The graph shows the number of new identified visitors over the last 30 days. -Below that there is an overview of the profiles per month. +The table displays an overview of the profiles per month. ## Identified versus Anonymous Profiles -As long as we have no data of a visitor we will call this profile "Anonymous". If a visitor [does not give consent](../../developers/introduction/the-umbraco-engage-cookie/module-permissions.md) to be identified, they remain "Anonymous". +As long as there is no data of a visitor, this profile is called "Anonymous". If a visitor [does not give consent](../../developers/introduction/the-umbraco-engage-cookie/module-permissions.md) to be identified, they remain "Anonymous". -However, once a visitor logs in (via Umbraco's Members section) or submits an Umbraco form, they become an "Identified Profile." For example: In the above screenshot you see "Jeffrey Schoemaker". We see this name because this visitor has logged in as the member "Jeffrey Schoemaker" at a moment in time. +However, once a visitor logs in (via Umbraco's Members section) or submits an Umbraco Form, they become an "Identified Profile." For example: If you see a visitor name in the Profiles table it is because the visitor has logged in as a member. ## Profiles Overview -![Table view of Profiles Overview](<../../.gitbook/assets/profiles-overview-table view.png>) +![Table view of Profiles Overview](../../.gitbook/assets/profiles-overview-table-view-v16.png) -The overview table displays all visitors to the website, showing: +The Profiles table displays all visitors to the website, showing: -* Whether the visitor was anonymous or identified -* The number of sessions the visitor had -* The number of pageviews within those session +* Whether the visitor was identified or unidentified +* The number of sessions of the visitor +* The number of pageviews within those sessions * The first session that the visitor had on the website -* The last session that the visitor had +* The last session of the visitor * The number of goals triggered by the visitor -* The total value the goals had +* The total value of the goals Finally, you can see a blue or a grey icon at the beginning of the row. A grey icon indicates that Umbraco Engage did not enrich the visitor's experience. A blue icon indicates that Umbraco Engage enriched the visitor's experience by showing an A/B test variant or a personalized version. ### Filtering the Results -It is possible to filter the overview of profiles by clicking the **Filter** button at the top of the profiles overview. +It is possible to filter the profiles table by clicking the **Filter** button. -![Filtering the profiles overview using the filter button](../../.gitbook/assets/filtering-results.png) +![Filtering the profiles overview using the filter button](../../.gitbook/assets/filtering-results-v16.png) You can filter by: -* Anonymous or Identified profiles. -* Profiles with a "High potential" +* Unidentified or Identified profiles +* Profiles with high potential * Profiles with more than X conversions * Profiles with more than X total value achieved by triggered goals * Specific date ranges +* Segment +* Member name For more details, click **Show profile** in a specific profile's row. For more information, see the [Profile Detail](profile-detail.md) article. + +![Filtering Options](../../.gitbook/assets/filtering-results-options-v16.png) diff --git a/16/umbraco-engage/marketers-and-editors/profiling/external-profile-data.md b/16/umbraco-engage/marketers-and-editors/profiling/external-profile-data.md index 1d40d0a1cd1..f38907ad73e 100644 --- a/16/umbraco-engage/marketers-and-editors/profiling/external-profile-data.md +++ b/16/umbraco-engage/marketers-and-editors/profiling/external-profile-data.md @@ -10,4 +10,4 @@ Your system may associate an Umbraco Engage visitor with other data coming from If you want to use external data in a custom segment you have to write the data access yourself in the custom segment code. Learn more about this in the [Profiling section for Developers](../../developers/profiling/external-profile-data.md). -

External profile data tab

+![External profile data tab](../../.gitbook/assets/External-profile-data-tab-v16.png) diff --git a/16/umbraco-engage/marketers-and-editors/profiling/profile-detail.md b/16/umbraco-engage/marketers-and-editors/profiling/profile-detail.md index ffc5bae3dea..149a0eff34b 100644 --- a/16/umbraco-engage/marketers-and-editors/profiling/profile-detail.md +++ b/16/umbraco-engage/marketers-and-editors/profiling/profile-detail.md @@ -6,13 +6,13 @@ description: >- # Profile detail -In the Profiles section, you can access specific visitor profiles, which contain two sections: **Insights** and **Activity**. +In the Profiles section, you can access specific visitor profiles, by clicking **Show profile**. It contains two sections: **Insights** and **Activity**. ## Insights -The insights section provides an overview of the visitor. +The Insights section provides an overview of the visitor. -
Insight section overview.

Insight section overview.

+![Insight section overview.](../../.gitbook/assets/Insight-section-overview-v16.png) Here, you can see: @@ -27,13 +27,7 @@ You can also view any goals triggered by this visitor. ### Profile Potential -
- -
Profile Potential.

Profile Potential.

- -
- -Umbraco Engage will also show the potential of the profile based on the engagement time and when the profile was last active. +Umbraco Engage also shows the potential of the profile based on the engagement time and when the profile was last active. By default, a profile is considered active if the profile has visited the website in the last 30 days. @@ -43,15 +37,13 @@ By default, a profile is considered engaged when the engagement time of the visi Within the profile, you can see all [personas](../personalization/implicit-and-explicit-personalization/setting-up-personas.md) and [customer journeys](../personalization/implicit-and-explicit-personalization/setting-up-the-customer-journey.md) that you have set up within Umbraco Engage. Each persona and customer journey phase displays a score. You can see if Umbraco Engage has assigned a persona or journey phase to this visitor. In the below example, you see that the Umbraco Engage has assigned the persona "Data & Privacy officer" to this visitor. -
Assigned phase.

Assigned phase.

- -
Assigned phase.

Assigned phase.

+![Assigned phase.](../../.gitbook/assets/Assigned-phase-v16.png) ## Activity Tab In the Activity tab, you can view all the activity of this visitor. -
Activity tab.

Activity tab.

+![Activity tab.](../../.gitbook/assets/activity-tab-v16.png) For each session, you can see: @@ -68,7 +60,7 @@ For each session, you can see: By clicking on a row, you can access more detailed information about that session. -
Detailed session information.

Detailed session information.

+![Detailed session information.](../../.gitbook/assets/Detailed-session-information.png) You will see: @@ -85,7 +77,7 @@ You will see: Finally, you can drill down into the activity on a specific page: -
drill down into the activity on a specific page.

drill down into the activity on a specific page.

+![Activity on a specific page.](../../.gitbook/assets/Activity-on-specific-page-v16.png) Here, you can see: diff --git a/16/umbraco-engage/marketers-and-editors/reporting.md b/16/umbraco-engage/marketers-and-editors/reporting.md index 2c95053d2c7..52513adea14 100644 --- a/16/umbraco-engage/marketers-and-editors/reporting.md +++ b/16/umbraco-engage/marketers-and-editors/reporting.md @@ -6,13 +6,13 @@ description: >- # Reporting -On the Reporting dashboard in the Engage section, you can monitor the personalization set up on your website. +On the **Reporting** dashboard in the **Engage** section, you can monitor the personalization set up on your website. ## Segments You can get an overview of how the segments you have configured for your website are doing. -

Segment performance overview.

+![Segment performance overview](../.gitbook/assets/Segment-performance-overview.png) When you select a segment, you will see an overview of the configuration. As you scroll down, you can monitor its performance. diff --git a/16/umbraco-engage/marketers-and-editors/settings/permissions.md b/16/umbraco-engage/marketers-and-editors/settings/permissions.md index 27d12b7c46a..e947cacc4c4 100644 --- a/16/umbraco-engage/marketers-and-editors/settings/permissions.md +++ b/16/umbraco-engage/marketers-and-editors/settings/permissions.md @@ -4,8 +4,8 @@ description: Manage content apps and access on Document Types. # Permissions -In the **Engage** -> **Settings** section, you can manage which Document Types the content apps are shown and which Umbraco user groups have access to them. This can be configured per Document Type and user group. +In **Engage** → **Settings** → **Permissions**, you manage which Document Types show content apps and which Umbraco user groups can access them. This can be configured per Document Type and user group. -![Document Type Permissions in Settings section](../../.gitbook/assets/Settings-DocType-Permissions.png) +![Document Type Permissions in Settings section](../../.gitbook/assets/Settings-DocType-Permissions-v16.png) ![User group Permissions in Settings section](../../.gitbook/assets/Settings-UserGroup-Permissions-v16.png)