Advanced targeting tools

Advanced targeting tools improve your visitor segmentation by adding conditions to new segments.

Use criteria such as interest, custom data, acquisition channel and key pages to fine-tune your visitor segmentation and targeting.

 

Note: Advanced targeting tools are available with a Premium Account only. If you want to adapt your subscription to your personalization needs, please contact us!

Access advanced targeting

To access advanced targeting, open the “Targeting” tab in the side bar menu, then click on “Advanced tools”.

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You can create 4 types of advanced targeting: interest, custom data, acquisition channel, key pages.

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For each type of advanced targeting, the number of elements already created is displayed. Click on a category to display, edit, duplicate or delete the elements of this category.

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You can find existing elements by typing their name in the search bar.

Sort them by creation date, edit date, or website on which they have been set up.

You can also choose to display only elements linked to specific websites.

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Create a new advanced targeting element 

To create a new advanced targeting element, click on the “New” button in the upper right-hand corner of the page:

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Note: You can also use the “New” button at the end of each list to create an advanced targeting element.

 

A pop-in appears. Choose the type of targeting (interest, custom data…) and the websites this element should be included on.

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Once both fields completed, click on “Next”. The pop-in now shows your targeting element’s specific setup options.

Create a new interest 

Interests make your targeting more precise. They indicate which websites users visited before arriving on your pages, even if they are visiting your website for the first time.

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Name your interest and indicate the websites it will be used as targeting condition on. Users having visited at least one site from this list before landing on your website will be targeted. You can add up to 10 websites to your list.

Click on “Add a site” to complete your list. To withdraw sites from your list, use the cross next to the site name.

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Click on “Create” to validate.

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Define an interest as targeting condition

To add an interest as targeting condition of a new segment, select “Visitor interest” in the “Visitor characteristics” tab.

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After selecting the condition, you can find your interests in the dropdown menu and include / exclude visitors with these interests accordingly.

Create a new custom data

Creating a custom data enables you to target visitors according to data already available, such as user account information.

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Name your custom data to easily identify it. Several fields help you set up your custom data.

Value retrieval

  • Method

In the dropdown menu, choose the custom data’s value retrieval method.

All major tag management tools are available: GTM data layer, Tag Commander data layer and Tealium. You can also use a personalized code to retrieve the value you need.

  • Name

If you choose tag management for retrieval, you must indicate the name of the variable to be retrieved.

  • Personalized assessment code

If you choose a personalized code for retrieval, indicate the personalized assessment code in the field that appears.

  • Format of data to be retrieved

In the dropdown menu, select the format of the data to be retrieved by Kameleoon. Available formats include “string”, “boolean”, “number”, “date”, list” and “count list”.

Behavior

  • Reset the data at each new visit

This option resets the data at each new visit of a same visitor. If this option is deactivated, the data is linked to a given visitor, not a visit.

  • Save the data only on the visitor’s device

If in the “data format” menu you chose “list”, this option is activated and can’t be edited.

  • This data corresponds to a visitor's login

Activate this option if the data corresponds to a visitor's login.

  • Select this data for machine learning

To use the machine learning option, you need to activate Audiences.

  • Assess data

You can choose when to assess data. 3 options are available:

  • “As soon as possible”: data will be assessed as a priority.
  • “Last”: The custom data will be assessed last among data linked to given websites.
  • “After specific custom data”: All custom data linked to the site is listed in a dropdown menu. Select the data you want to assess before your new custom data

Advanced settings

The “Advanced Settings” option offers to assign categories to your new custom data. You can assign as many categories as you want. Just enter the name of the category and press “Enter”. You can delete a category by clicking on the button next to its name and edit it by clicking on the name itself.

Click on “Next” to validate the custom data’s creation and access the last step of its setup.

Test custom data

Use our testing tool to check if your custom data is correctly set up.

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Just enter the URL of the page the custom data has been set up on and click on “Test”. Kameleoon will run a custom data retrieval check on this page.

You can also skip this step and go back to the previous page. 

Define a custom data as targeting condition

To add a custom data to a new segment, select the data of your choice in the “Custom Data” tab of the conditions column.

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In the dropdown menu, determine the required value of the custom data for a user to be targeted and include / exclude the visitors meeting the custom data condition.

Create a new acquisition channel

You can target visitors by acquisition channel. Kameleoon automatically creates 5 default channels: Bing, Baidu, Google, Yahoo and Google Adwords.

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Name your acquisition channel in the pop-in, then select one of the available acquisition methods in the dropdown menu: the channel’s URL or JavaScript.

  • The channel’s URL (regular expression)

Indicate the URL of the website the user must come from to be targeted.

  • JavaScript

Indicate the JavaScript assessing the visitor’s acquisition channel.

Add an acquisition method

To define your acquisition channel more precisely, you can add acquisition methods.

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For each new acquisition method, select the method and fill in the corresponding field.

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If there are several acquisition methods, they are linked by “and” or “or”. As with segment creation, “and” limits the scope (to be targeted, the visitor must fulfill all conditions linked by an “and”), whereas “or” broadens it (visitors must fulfill at least one of the conditions).

Click on the cross to delete the acquisition methods of your choice from your acquisition channel.

Advanced settings

The “Advanced Settings” option offers to assign categories to your acquisition channel. You can assign as many categories as you want. Just enter the category’s name and press “Enter”. You can delete a category by clicking on the cross and edit it by clicking on the name.

Click on “Create” to finalize the creation of your acquisition channel. 

Advanced parameters

Acquisition channel advanced parameters prevent the detection of acquisition channels on specific tested pages.

To access these parameters, click on “Advanced parameters” below the channel list.

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In the pop-in that appears, indicate the URLs of the pages you want to exclude from acquisition detection.

You can add as many URLs as you want.

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Validate to save edits.

Define an acquisition channel as targeting condition

To add an acquisition channel to a new segment, select the “Acquisition channel” condition in the “Acquisition” tab.

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In the dropdown menu, select the created channels and include / exclude the visitors meeting the acquisition channel criteria. 

Create a key page

A key page enables you to target users having visited specific pages of your website.

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Name your key page, then indicate the URL of the page visitors must have viewed to be targeted.

Define a key page as targeting condition

To add a key page to a new segment, select the “Key pages” condition in the “Viewed pages” tab.

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Just select the key page of your choice in the dropdown menu, then include / exclude visitors meeting the key pages criteria.

Edit an advanced targeting element

To edit an element, click on its category to show all elements it contains.

When hovering over the advanced targeting element, you will see the available editing options.

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With a click on mceclip22.png you can edit the targeting element’s parameters.

With a click on mceclip23.png you can duplicate the targeting element.

With a click on mceclip24.png you can delete the targeting element.

A click on mceclip25.png enables you to select several targeting elements. Select one element to display checkboxes for all other elements.

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The trash icon appears above the list of elements and enables you to delete all selected items.

If an element is used in a running experiment, it cannot be deleted. In that case, an icon appears in the bottom left corner of the conformation pop-in indicating which elements are used in which experiment(s).

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