Add a conversion rate goal to an experiment in Sitecore Personalize
You can add a conversion rate goal to understand the performance of your online content and marketing strategies. By adding a conversion rate goal to an experiment, you can track the performance of different variants and see which ones drive more conversions from guests.
For example, you can create an experiment in Sitecore Personalize and add a conversion rate goal to compare two variants having different checkout processes. You can then determine which variant results in a higher conversion rate.
For Sitecore Personalize to select the winning variant based on conversion rate, add the conversion rate goal as the experiment's first goal, setting it as the primary goal. If conversion rate isn't the main metric but still of interest, add it as a secondary goal. All goals that follow a primary goal are automatically set as secondary goals.
The Personalize API is what developers use to run interactive experiments. If you add a conversion rate goal to an interactive experiment, ensure that your organization uses the browserId attribute when calling the Personalize API. This ensures that the goal is attributed to the correct browser session and the attribution rate is accurate when viewing performance analytics.
To add a conversion rate goal:
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In the experiment builder, click the Goals tile and click Add Goals.
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In the Goals pane, click Order revenue.
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In the Order revenue pane, in the Goal name field, enter a descriptive name for the goal. This name will display on the Performance screen.
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In the Goal definition section, do the following:
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In the first drop-down list, select Increase or Decrease to set whether a higher or lower conversion rate is considered a successful outcome.
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In the second drop-down list, select Conversion rate to choose conversion measurements.
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In the third drop-down list, select one of the following options to measure the conversion rate:
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Per session – calculates the conversion rate per session of each variant in the experiment. This is done by dividing the number of converted sessions in the variant by the total number of sessions in the variant.
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Per guest – calculates the conversion rate of each variant in the experiment for each unique guest. This is done by dividing the number of converted guests in the variant by the total number of guests that were exposed to the variant. If the same guest has multiple converted sessions within the variant, the average conversion rate shows the average as it applies across unique guests in the variant.
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Optionally, to add more details about the goal, click Description.
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Sitecore Personalize automatically creates a Friendly ID as you enter a Goal name. You can use this ID to refer to the goal when integrating.
To edit the ID, click
and enter the new ID for the goal.NoteWhen editing, use a-z, 0-9, and underscores for spaces.
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Click Save. The goal is added to the Goals tile.
Conversion rate goal snapshot
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What it tracks - the percentage of users or sessions that result in order conversions.
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Conversion - occurs when the user successfully submits an order through a CHECKOUT event.
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Attribution - identifies and credits the experiment that contributed to the order completion and its associated value.
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Multi-touch example - if a user interacts with a personalized homepage, views a product recommendation, and then completes a purchase, each of these touchpoints is credited for contributing to the order conversion.
Next steps
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Start the experiment for personalization to take effect and for any variants to be potentially exposed to guests.
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View the analytics. After starting the experiment, you can immediately see operational data. Within 24 hours, you'll see how your variants are performing against each other on the Performance screen. This lets you see which variant is leading or if a winner has been declared based on the goal.