Experience Optimizer Configuration

Overview

The Experience Optimizer Configuration page allows users to configure the optimization metric for each page type that they have instrumented for Recommend. This provides the opportunity to use one of four different metrics to better optimization based on the page type and the type of user activity that page generates.

The optimization manager can control which visitor input the Experience Optimizer uses to identify content or recommendation strategies that play. For example, user can narrow the visitor input to a placement and then Experience Optimizer will only use the placement name to determine which content or recommendation strategy plays, based upon the success for that placement and the configured optimization metric. This really simplifies Experience Optimizer and gives more control to the optimization manager.

Experience Optimizer Configuration

The Experience Optimizer Configuration allows you to enable or disable the Experience Optimizer, set the desired level of exploration overall, and choose between the available metrics for each of the pages in the client site that are instrumented for Recommend and Engage. These settings help to inform the automated engine that decides which strategies to use on each individual placement. When the Experience Optimizer is enabled, users can set an exploration percentage and run MVT tests to compare the performance of different optimization metrics.

Graphical user interface, table Description automatically generated

To configure Experience Optimizer:

  1. On the Omnichannel Personalization dashboard, go to Optimization > Experience Optimizer.

    2. The Experience Optimizer Configuration page is displayed with the following tabs:

    • Recommend

    • Engage Visitor Input

    • Recommend Visitor Input
  1. On the Recommend tab, select the option to enable or disable Experience Optimizer.
    1. In the Exploration % field, specify the exploration percentage. This is the percentage of traffic that the Optimizer should assign to exploration. In other words, how much of the traffic the Optimizer should expose to different strategies.
    2. From the Optimization Metric dropdown, select the required optimization metric. The available metrics include clickthrough_rate, attributable_conversion, overall_conversion, and attributable_revenue.

    3. Click Save.

  2. On the Engage Visitor Input tab, select the Excluded checkbox to exclude the Engage visitor input metrics or clear the checkbox to include them and click Save.

    • PAGE_TYPE: The type of page a visitor is on (For example, homepage, product page, or cart page).
    • CATEGORY: The specific product or content category the visitor is viewing (For example, electronics and clothing).
    • ROOT_CATEGORY: The top-level category for the product or content (For example, “Men’s Wear” for “Men’s Shoes”).
    • PLACEMENT: The placement or section of the page the content or product is being displayed in.
    • CHANNEL: The source or medium the visitor came from (For example, social media, search engine, or direct).
    • BRAND: The brand associated with the products or content being viewed.
    • REFERRER: The referring URL or domain that directed the user to the site.
    • USER_ID: A unique identifier assigned to a logged-in or recognized user.
    • MOST_FREQUENT_CATEGORY: The category most frequently browsed by the visitor.
    • MOST_RECENT_CATEGORY: The last category the visitor interacted with.
    • GEO_LOCATION: The geographic location of the visitor based on IP or other data.
    • CART_EMPTY: A boolean or flag indicating whether the visitor's cart is empty.
    • USER_SEGMENT: The segment the visitor belongs to based on behavior, demographics, etc.
    • RETURNING_USER: Indicates whether the user has visited the site before.
    • CUSTOMER_ATTRIBUTE: Additional attributes known about the customer, such as loyalty status and preferences.
    • MOST_FREQUENT_BRAND: The brand most frequently engaged with or viewed by the visitor over a defined time period.
    • MOST_RECENT_BRAND: The most recent brand the visitor engaged with or viewed.
    • PLACEMENT_CANONICAL_ID: A unique identifier for a specific content or product placement location, used to consistently track its performance.
    • TAG_ID: A unique identifier associated with a tag assigned to a visitor, item, or action for categorization or tracking purposes.

  3. On the Recommend Visitor Input tab, select the Excluded checkbox to exclude Recommend visitor input metrics or clear the checkbox to include them and click Save.

    • ATTRIBUTABLE_CONVERSION: Conversions that can be directly attributed to a specific interaction or recommendation.

    • ATTRIBUTABLE_REVENUE: Revenue generated that can be linked to a specific interaction or recommendation.

    • BROWSER: The web browser used by the visitor (For example, Chrome or Firefox).

    • CLICK: Indicates whether the visitor clicked on a recommended item or link.

    • CHANNEL: The source through which the visitor accessed the site (For example, email, organic search, paid ad).

    • OVERALL_CONVERSION: General conversion activity by the visitor, not necessarily attributable to a specific recommendation.

    • PURCHASE: Indicates whether a purchase was made by the visitor.

    • PAGEAREA: The section or area of the webpage where the recommendation is displayed.

    • PAGETYPE: The type of page the visitor is on (For example, homepage, product page, or checkout).

    • ROOTCATS: The high-level or root product categories related to the recommendation.

    • REVENUE: The total revenue generated by the visitor's session.

    • REFERRER: The referring website or page that led the visitor to the site.

    • SEGMENT: The visitor segment or group they belong to, based on behavioral or demographic criteria.

    • EVENTTIME: The timestamp of the interaction or event related to the recommendation.

    • VIEW: Whether the visitor viewed the recommended content or product.