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A personalization experiment serves each visitor the version most relevant to them. You define the variants, give each one an audience, and map each to a real experience. This guide walks the full flow, from the create button to a live experiment.

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How It Differs From an A/B Test

An A/B test measures which version wins. Personalization assumes different visitors want different things and delivers accordingly.

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Prerequisites

  • Permission to manage experiments in the workspace.
  • At least one channel and language configured.
  • The audiences you want to target, defined in your workspace.
  • The pages, components, algorithms, or merchandising rules you want to personalize, each with variants already created.

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How the Configuration Screen Works

Configuration is a step-by-step flow. Each step is its own screen with its own address, and Previous and Next move between them. The Configurations rail on the left jumps straight to any step and marks completed steps with a green check. Personalization has five steps: Details, Metrics, Target Audience, Duration, and Experience. An A/B test has six. It adds a separate Variants step, which personalization does not have — variants are defined on Target Audience instead.

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Create the Experiment

1

Start the flow

On the Experiments list, click Create Experiment, then choose Personalization in the Select Experiment Type dialog.
2

Enter the details

Give the experiment a name, then select a Channel and a Language.Click Create & Continue. This saves the experiment as a draft.
3

Define your metrics

Add one primary metric, then any secondary metrics you want to track alongside it.
4

Set the audience and variants

Set Traffic Allocation and pick a Target Type. Add each variant and give it values for that type.
5

Set the duration

Pick a start date. Optionally add an end date and email recipients.
6

Map the experiences

Add the pages, components, algorithms, or rules you are personalizing. Choose which version of each record every variant receives.
7

Launch

Click Start Experiment, then confirm the prompt to publish the associated records.
Start Experiment stays disabled until you complete the Details step. Its tooltip reads “To start the experiment, first add the experiment details and create it.”

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If Validation Fails

Experro checks every step when you start the experiment. If something is missing, a red icon appears beside the affected step in the Configurations rail. The message “Please enter all the required fields” appears at the top of the screen. Use the rail as a checklist. A green check means the step is complete.
You can click Save at any point, even with required fields empty. Saving keeps the experiment as a draft so you can come back to it.

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Key Considerations

  • After you save the Details step, Channel and Language become read-only.
  • Observation and Hypothesis do not appear on a personalization experiment. They are A/B test fields.
  • Personalization has no control group and no per-variant traffic split. A visitor reaches a variant by matching its audience values.
  • Once an experiment is published or paused its configuration is locked. Clone it to make changes.

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What’s Next