👉 Configuring a Personalization

📖 Definition

A Personalization enables you to create several scenarios to display the right content to the right audience at the right time, while tracking their performance over time.

⚙️ Configuration

To configure a Personalization, apply the following steps: 

1.  From the dashboard, click Create a use case.
2. Select the Personalization template.
   
   
   [Basic information]
3. Enter the name of your feature and its description.
4. (Optional) Choose the primary and secondary KPIs you want to follow.
5. Click Save and continue.
   
   [Scenarios]
6. Define your scenarios: edit the name of your first scenario.
7. Define the targeted users.
8. Configure your scenarios by defining their flag's name, type (text, number, boolean, array, or object), and value.
   
   
9. Click on Add scenario and repeat steps 6, 7 and 8.
   
10. Click Save and continue.
    
    [Allocation] 
11. If needed, change the percentage of traffic allocated to the control variation for each scenario. By default, for each scenario, 5% is allocated to the control variation.
    
    
    
    

    ⭐ Good to know

    We recommend keeping a small portion of traffic on your control variation, as this allows you to verify that the scenario you implemented doesn’t have a negative impact on the performance of the default version of your feature.

12. Click Save and continue.
    
    [Overview]
13. Check that every step has been configured correctly.
14. (Optional) Notify your teammates that the personalization is ready to go.

💡 Use case

Let’s say you want to personalize the user experience of your VIPs and new users on mobile and desktop by showing them different discount codes. 

To do so:

1. Create a Personalization use case on your Flagship account. 
2. Choose the KPI you want to follow. Here, you can select the conversion rate generated by your scenarios.
3. Create four scenarios named:
1. VIP users on mobile 
2. VIP users on desktop
3. New users on mobile
4. New users on desktop
4. Define the targeted users and the flag (with its value) that will activate each discount code for each scenario. Here is an example with the discount code for VIP users on mobile:
   
   
5. Set the traffic percentage to 95% for each scenario and to 5% for the control variation (to keep an eye on a small part of your targeted traffic).
   
   
6. Save and activate your use case via the dashboard. 
7.  

Need additional information?

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Always happy to help!