Behavioral targeting enables you to sense your visitors' online behavior and dynamically change your website, automatically delivering customized content designed to positively engage them.


Note - Do not apply more than one rule to the same user interface (UI) element on a certain page. This includes Behavioral Targeting rules and Optimization test rules. If a specific UI element has more than one rule it will apply the first one it finds. If it has one rule for a simple segment and another for an advanced segment (based on personal information), it will always use the simple one because personal information is always loaded last from our servers.


The following examples are taken from a demonstration environment:

Let's look at two simple examples:

Our JavaScript agent receives the relevant sets of rules from our server based on the page the user is currently viewing, and then identifying and categorizing the user to the relevant segments. It then decides which UI elements to change, and completes the request.

Before personalizing content on the page, you must initially define the UI elements to personalize. You only have to do this once per page. This can be performed by providing the unique id of each UI element on the page. If your UI elements do not have an HTML ID attribute, you can define them by providing the HTML path. It is important to mention that you do not have to know HTML to define UI elements, you can simply select the element through our back office.


How to Create Personalized Content

  1. Click Add Personalized Content from the upper right hand corner.

  2. In the popup dialog, fill in the Page parameter by opening the object explorer and selecting an item.
  3. Choose or Create new UI Element. This option only appears after a page has been chosen.
  4. Choose the Visitor Segment you would like to target.
  5. Give it a Title.
  6. Define the Personalized Content items you would like to include.
  7. Click Save.

    In the example below, the Home banner as defined in UI Elements and described in Personalized Content (html source) will appear differently for the mobile users segment.

    Add Personalized Content Dialog

How to create a new UI element

  1. In the Add Personalized Content dialog, click Create a new UI Element.
    Note - UI Elements can be also created from the A/B and Multivariate Testing dialog.

    Create a New UI Element Window

  2. Once clicking Create a new UI Element, a new window will open with your selected site item.
    You can select a UI Element by simply hovering the cursor over your site elements and clicking on one of them. Additionally, you can manually enter a UI Element by clicking on the Manual Creation link at the top left corner of the page. 

    The second link - Create JavaScript Element - allows you to add JavaScript code to the page. For example, if the you have a popup you want to show visitors based on SEO, you can add a JavaScript call that will display the popup to specific viewer segments.

    UI Elements
    Please note that the SharePoint Marketing Suite uses the UI element ID to locate it on the page. If the UI element does not have an ID, then the SharePoint Marketing Suite has another option which is to use the element HTML location. This option is not as reliable as using the ID, but still functions appropriately if needed. If there is no ID for the chosen UI element, the following popup window will appear, click OK to continue using the UI element HTML location, or click Cancel.

    No UI element ID for the chosen UI element
  3. After clicking on the selected UI Element, a new window will appear. Enter the title for the UI Element. The element you have selected should be shown in the Add Personalized Content dialog (ex. Welcome Banner).

    Create a new UI Element

    Add Personalize Content
  4. Select Segment from the available Segments drop down list

    Segments Drop-down Menu

  5. Click Save