The Personalized experience dialog box

Abstract

The Personalized experience dialog box shows statistics for personalization rules that have been implemented and that are being tested.

The Personalized experience dialog box shows statistics for personalization rules that are implemented on the current page as well as statistics for personalization rules that are being tested on the page.

To open the dialog, in the Experience Editor, on the Optimization tab, click Personalization. Sitecore only enables the Personalization button when there are personalization rules on the page.

The Personalized experience dialog box with numbers to indicate parts of the window.

The Personalized experience dialog box shows the following:

Note

The following numbered descriptions correlate to the callouts in the previous screenshot.

  1. Summary of rules on the page – a summary of the number of rules and components on the page (for example, 6 personalization rules in 2 components on this page).

  2. Relative effect of each rule on a component – a list of all rules, grouped by component (for example, the Promo with image and SmallStickyNote components).

    The graphs show the relative effect, or effect index, of each rule. (See item 6 for an explanation of Effect):

    • The default condition is assigned index 0%.

    • The condition with the largest absolute trailing value/visit is assigned either index minus 100% or index 100%, depending on whether the condition's trailing value is greater or less than the trailing value of the default condition.

    • Other conditions are shown relative to these values.

    • If a condition has a greater trailing value/visit than the default condition, the bar is green.

    • If the condition has a lower trailing value/visit than the default condition, the bar is red.

  3. Page preview – a preview of the page as it looks when the currently selected rule is in effect. The relevant component is highlighted. The other components use their default rules.

  4. Name and description – the name and description of the currently selected rule.

  5. Trailing value/visit – the trailing value/visit of the currently selected rule, which is calculated as the total trailing engagement value, counting only page views occurring after the visitors encountered the page being tested, divided by the number of site visits.

    The dialog shows the value for the personalized and not personalized variations of the component. The Personalized field contains the trailing value/visit for visitors who were exposed to the personalized version of the component. The Not Personalized field contains the trailing value/visit for visitors who fulfilled the condition for the rule, but were exposed to default content.

    For the Default condition, there is no personalized trailing value/visit and therefore no effect. The corresponding fields contain no value and display - -:

    Blank_KPIs_in_personalized_exp_box.png
  6. Effect – the difference in percent between the trailing value/visit (TVV) of the personalized experience and the default experience. The formula is as follows:

    Effect = ((TVV Personalized - TVV Not Personalized) / TVV Not Personalized) x 100

  7. Impressions – the number of visits where the page was shown and the currently selected condition was met. The bar shows the percentage of all visits to the page that this number represents.

    Note

    Impressions includes visits that meet the condition but where the default experience is shown.

    The formula for Impressions % is as follows:

    Impressions % = (Visits that match the condition and view the page/All visits that view the page) x 100

Note

If a personalization rule is not in an active test but has been tested previously:

  • During the first 30 days after the test, all Key Performance Indicators (KPIs: Trailing value/visit, Effect and Impression) are based on the data from the test.

  • More than 30 days after the test, the KPIs are based on data from personalization effect tracking. (If tracking is disabled, the fields display - -.)

If the rule has never been tested, KPIs are based on personalization effect tracking data.

If a personalization rule is not included in an active test, you can edit the rule directly from the dialog box by selecting the rule and clicking Edit personalization. This button is disabled if the rule is in an active test.