Set up and launch a personalization

Documentation Index

Fetch the complete documentation index at: https://docs.kameleoon.com/llms.txt

Use this file to discover all available pages before exploring further.

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Access the Personalization builder

To create a new personalization:

1. Log in to the Kameleoon app.
2. Go to Experiences > Personalization.
3. Click New personalization.

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Step 1: Add content

In the first step, define the content you want to display to your visitors.

1. Click Add content.
2. Select one of the following methods to create your content.
   • Using prompt: Opens the prompt-based experimentation (PBX) interface. You can design your content using AI-driven prompts. Learn more about using PBX.
   • With the graphic editor: Opens the Graphic editor. You can design your content visually directly on your website. Learn more about the Graphic editor
   • With the code editor: Opens the Code editor. You can design your content using HTML, CSS, and JavaScript. Learn more about the Code editor.
   • From an existing experiment: Duplicate content from an existing experiment. After you import the content, it remains independent of the original experiment.
     • If you select this option:
       1. Select the desired experiment from the list.
       2. Choose the content you want to use (cannot be the experiment’s Control version).
       3. Click Select.

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Manage content

Once you add content, it appears in your content list. Kameleoon displays the source beneath the name (for example, Created from PBX).

• Edit: Click the pencil icon to reopen the editor associated with that content.
• Options: Click the three dots menu to Rename, Preview, Duplicate, or Delete the content.

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Step 2: Define targeting rules

Targeting rules determine who sees your personalization, where they see it, and when it appears. You can configure multiple targeting rules for a single personalization and define automatic rollback conditions.

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How Kameleoon evaluates targeting rules

Kameleoon evaluates targeting rules sequentially in the order they appear. A visitor sees only one rule per personalization evaluation. For each targeting rule, Kameleoon follows this process:

1. Evaluate targeting conditions: The system verifies if the visitor meets the criteria defined in segments and triggers.
2. Evaluate exposure eligibility: If conditions are met, the system checks traffic allocation, display settings (capping), and scenarios.
3. Determine exposure:
   • If the visitor qualifies, they see the assigned content and the evaluation stops.
   • If the visitor does not qualify, the system proceeds to the next targeting rule.

To configure targeting, click the Targeting rules tab. Click the text field under Rule name to rename the rule.

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Segments

Define which segments of visitors are eligible for this rule.

• All visitors: Targets every visitor on your site.
• Specific segment: Select an existing segment from the dropdown or click Create a new segment.
• Specific visitors: Define targeting conditions for specific visitors without having to create a segment.

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Exposure and content

• Exposure: Use the slider or enter a number in the text field to define the percentage of your target audience that sees the personalization.
• Select the content: Use the dropdown to choose which specific content (created in Step 1) displays for this rule.

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Triggers

Expand the Triggers section to define when the personalization activates.

• Reach a webpage: Trigger on a specific URL, URL fragments, or the entire site.
• When a specific trigger occurs: Select an existing trigger or create a new one.
• When a combination of triggers occurs: Combine multiple triggers using If any (OR) or If all (AND) logic.

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Scheduling (Optional)

Expand the Scheduling section to set a time frame for your personalization by setting a Start on and End on date.

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Display settings (Optional)

Expand Display settings to control frequency and capping.

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Display limits

Restrict exposure frequency during the same visit, for the same visitor over time, or via consecutive display gaps.

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Display thresholds

Pause the rule based on total exposed visitors, goal completion/failure, or specific conversion counts per visitor.

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Prioritization

Use this setting to prioritize targeting rules across different personalization campaigns. If a visitor matches targeting conditions for rules in multiple campaigns, Kameleoon displays the rule with the highest priority value first. Prioritization does not affect rules within the same campaign. Kameleoon evaluates rules within a single campaign based on their order in the list, from top to bottom. To set the priority, enter a numeric value in the Prioritization field. A value of 1 represents the lowest priority.

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Scenarios

Scenarios decide if a visitor should see a personalization based on their exposure to other personalizations.

1. Click Add a scenario.
2. Configure the logic:
   • Action: Display or not display.
   • Quantity (Scope): No other, At least one other, or All other.
   • State: Displayed or Not displayed.
   • Timeframe: On the same page, During the current visit, etc.

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Rollback conditions

Kameleoon can automatically pause a rule if it performs poorly.

1. Click Rollback conditions at the bottom of the rule configuration pane.
2. Click Add a condition and define the performance threshold (e.g., Conversion rate lower than 60%).
3. Set the Minimum visitors required before the rollback triggers.

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Step 3: Configure reporting

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Goals

1. Navigate to the Goals menu.
2. Select the goal you want to track. Learn more about goals.

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Integrations

1. Click Integrations.
2. Select the third-party analytics tools (e.g., GA4, Mixpanel) where you want to send data.

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Step 4: Configure general settings (Optional)

• Simulation URL: Change the default preview URL.
• Tags & Description: Add organizational tags and internal notes.
• Custom script: Add JavaScript that executes independently of targeting conditions.
• Advanced settings: Configure a custom Attribution window.

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Launch

1. Click Save to save your work.
2. Click Simulate to preview behavior.
3. Click Launch in the header to go live.