How do I setup Target?

Target enables you to trigger treatments such as reductions or contact forms to visitors that really need it. The triggering is based on our machine learning algorithms. By automatically analysing the visitor behaviour, we can target treatments more effectively.

Target always needs a goal to be able to function. You can create a new goal by going to Settings-> Goals-> Create a new goal

Set the parameters for the new goal

• The name of the goal
• Goal value. This is not mandatory.
• Rooms are used to limit the evaluation of reaching the goal. If you don’t want to match this goal in all of your rooms, you can pick only the ones this goal should match in. Just make sure to include the same room(s) you are about to run Target.
• Conditions are used to match the goal. If you create a condition “Full page URL containing the string” and value “giosg.com/support”, the goal will match for visitors when they enter the page www.giosg.com/support. If you are familiar with our Rules, the conditions work exactly the same way when creating goals.
   

After you are happy with all the settings, make sure to save the goal

After creating the goal, you have to create a new rule which uses Target. Open Settings->Rules and click “Create new rule” next to the room you want to enable Target

You should see the following view:

To enable Target to this rule, click “Activate Target”-button. The rule doesn’t have any other conditions and the rule is triggered to the visitor only when the algorithm determines the visitor should be targeted. The view changes a bit to show Target-specific information

After enabling the Target, set up the action you want to do to the visitor. This can be chat suggestion or discount banner or something else that provides the visitor some extra value. You can also add multiple actions if you want.

Select the goal you want the algorithm to use. This is the goal that the algorithm aims and runs the rule actions only to the potential visitors.

When the rule is ready, save it. After saving the rule the following steps will happen

• The system starts collecting data for the algorithm. This is needed to create a prediction model we can use to find the potential website visitors. The data collection mode may last several days before we have enough data to make good predictions. You can follow the progress by opening the rule and you will see a progress bar that tells you where we are with the data collection.

• In the data collection mode the visitors are divided to two different groups

  • Control group
  • Random group

  Control group is used to see the conversion without the treatment that is set in the Target rule. On the other hand, visitors on the random group will receive the treatment randomly. This is to collect the behavioral data from visitors and decide which visitors will receive the goal.

  After we have enough data for the algorithm, we create a prediction model. When the model is ready, it will be taken into use automatically. The website visitors are now divided to three groups instead of two in data collection mode. The groups are

  • Control group
  • Random group
  • Target group

  The first two act as before, but Target group will receive the treatment based on the prediction model. If the model sees the visitor as potential it will notify our system and the visitor will receive the treatment.

• When the Target rule is on, you can follow the results from Reports->Targets