PureClarity guides you through a series of configuration options that control the complete campaign behavior: audience targeting, placement, timing, and content selection.
Campaign Creation Process
Step 1: Define Campaign Location
Select Target Zone Choose the zone where your campaign will appear. Zones represent specific areas on your website where personalized content displays. Common zone types:- Homepage zones: Welcome areas, featured product sections
- Product page zones: Related products, alternative suggestions
- Cart zones: Upsell opportunities, recommended additions
- Category zones: Relevant products within specific categories
You can create new zones directly from the campaign creation interface. Remember to implement these zones in your e-commerce platform for them to appear on your site.
- Product groups: Which product categories to target
- URL patterns: Specific pages or page types
- Customer journey stage: New visitors vs. returning customers
- Behavioral triggers: Actions that activate the campaign
Step 2: Define Your Audience
Select Customer Segment Choose the customer segment that should see this campaign: Segment options:- Everyone: Universal campaigns visible to all visitors
- New customers: First-time visitors or recent sign-ups
- Returning customers: Previous purchasers or frequent visitors
- High-value customers: Based on purchase history or behavior
- Custom segments: Tailored audience criteria you’ve defined
Multiple campaigns can target the same zone with different segments, enabling sophisticated personalization where different customer types see different content.
- Define criteria: Age, location, purchase history, behavior patterns
- Set conditions: Combine multiple criteria with AND/OR logic
- Test segment size: Preview how many customers match your criteria
- Save and apply: Use immediately in your campaign
- High converters: Customers with strong purchase patterns
- Browser segments: Customers who browse but don’t purchase
- Product affinity: Customers interested in specific categories
- Engagement levels: Based on site interaction patterns
Step 3: Schedule Campaign Timing
Date and Time Controls Set when your campaign should be active: Start date/time:- Immediate activation: Leave blank to start immediately
- Scheduled launch: Set specific start date and time
- Seasonal timing: Coordinate with sales periods or events
- Ongoing campaigns: Leave blank for permanent campaigns
- Limited-time offers: Set specific end date and time
- Event-based: Align with promotional periods
Campaign timing is crucial for seasonal promotions. Set up Black Friday, Christmas, or sale campaigns in advance to ensure smooth activation.
- Flash sales: 24-48 hour promotional periods
- Seasonal promotions: Holiday-specific product recommendations
- Product launches: Time-sensitive new product highlights
- Inventory clearance: Limited-time offers for specific products
Step 4: Organization and Tracking
Campaign Tags Use tags to group and organize related campaigns: Recommended tag categories:- Season/Event: “BlackFriday2024”, “Christmas”, “Summer”
- Purpose: “Upsell”, “CrossSell”, “Retention”, “Acquisition”
- Performance: “Testing”, “Champion”, “Challenger”
- Product focus: “Electronics”, “Fashion”, “NewArrivals”
- Performance analysis: View aggregate performance across tagged campaigns
- Seasonal management: Easily activate/deactivate related campaigns
- A/B testing: Group test variations for comparison
- Reporting: Generate reports for specific campaign categories
- Strategy context: Why this campaign was created
- Performance expectations: Target metrics and goals
- Team communication: Designer/marketer collaboration notes
- Optimization history: Changes made and results achieved
Step 5: Content Selection
Content Types Available Recommenders AI-driven product recommendations based on customer behavior:- Automated recommendations: PureClarity selects optimal products
- Custom recommendations: Manual product selection and curation
- Hybrid approach: Automated with manual override capabilities
- Promotional banners: Sales, offers, brand messaging
- Educational content: Product guides, how-to information
- Brand storytelling: Company values, sustainability messages
- Visual preview: See exactly how content will appear
- Responsive design: Preview across desktop, tablet, mobile
- Behavior description: Understanding of template functionality
- Customization options: Available settings and modifications
Start with PureClarity’s pre-built templates, then create customized versions as you identify specific design needs.
- Colors and fonts: Match your brand aesthetic
- Layout options: Product grid, carousel, list formats
- Image sizing: Optimize for your product catalog
- Call-to-action text: Customize button labels and messaging
- Number of products: How many recommendations to show
- Minimum threshold: Required number of products before display
- Fallback behavior: What to show when insufficient products available
- Click tracking: Enhanced analytics for performance monitoring
Recommender Configuration
Automated Recommendations
Why choose automated:- AI optimization: Machine learning selects best products for each customer
- Dynamic adaptation: Recommendations improve based on customer interactions
- Reduced maintenance: No manual product selection required
- Performance focus: Algorithm optimizes for conversion and engagement
- Similar products: Based on current product or browsing
- Frequently bought together: Cross-sell opportunities
- Trending products: Popular items relevant to customer interests
- Personal favorites: Products matching individual customer preferences
Custom Recommendations
When to use custom:- Specific promotional goals: Highlighting particular products or brands
- Editorial control: Curated product selection for brand storytelling
- Inventory management: Promoting overstocked or featured items
- Testing scenarios: Comparing specific products against automated selections
- Manual product selection: Choose specific products to recommend
- Category-based: Select products from particular categories
- Tag-based: Use product tags for dynamic but controlled selection
- Inventory rules: Include/exclude based on stock levels
Campaign Optimization Best Practices
Performance Monitoring
Key metrics to track:- Click-through rate: Engagement with campaign content
- Conversion rate: Purchases resulting from campaign interactions
- Revenue per visitor: Average value generated per campaign view
- Audience overlap: How segments interact with different campaigns
Iterative Improvement
Regular optimization tasks:- A/B testing: Compare different templates, targeting, or content
- Audience refinement: Adjust segments based on performance data
- Content freshness: Update products and messaging regularly
- Timing optimization: Adjust schedules based on customer behavior patterns
Common Optimization Strategies
Underperforming campaigns:- Narrow audience targeting: More specific segments often perform better
- Refresh content: Update products or messaging
- Adjust placement: Try different zones or page locations
- Review timing: Modify schedules for better audience alignment
- Scale successful elements: Apply winning strategies to other campaigns
- Create variations: Test similar campaigns with slight modifications
- Expand to new zones: Deploy successful campaigns to additional locations
- Document learnings: Capture insights for future campaign creation
Technical Considerations
Zone Implementation
Before launching campaigns:- Verify zone existence: Ensure zones are implemented in your e-commerce platform
- Test display: Preview campaigns in target zones
- Check responsive behavior: Validate appearance across devices
- Performance impact: Monitor page load times with new campaigns
Integration Requirements
Platform-specific considerations:- Shopify: App blocks vs. manual zone implementation
- Magento: Widget placement and theme compatibility
- WooCommerce: Plugin integration and theme modifications
- Custom platforms: API integration and zone configuration