Segments is the second step of an AI Personalization campaign: the audiences your pages speak to, and which one each visitor is in — so which version of your pages they see. Personyze proposes the segments; you check them and say what puts a visitor in each. Start with New campaign → Personalize your pages → AI Personalization. The site Personyze reads and Which visits it runs on are set on the step before it, Your site; under the step’s name, a line says both (Who your pages speak to – on yoursite.com, on every visit), with Change. An account has one AI Personalization campaign, and its segments are the account’s.
Video: AI Personalization, the first time (2:00) — it plays at the top of AI Personalization.
Personyze reads your site
A new campaign opens on Your site. Its box holds the address Personyze reads, your main site to start, with your other sites at the arrow. Before it reads, the step offers four optional cards: Which visits it runs on (below), How the versions compete, How the versions are written and Words never to use — see Versions and Results. The first versions are written with them.
The reading has its own line in the box beside the steps, on every step: Not read yet and Read my site. Personyze opens your pages, finds what each kind of page shares (the hero, a pricing table, an FAQ), the audiences your pages speak to and which pages speak to whom, proposes your segments and writes the first versions for you to approve. It takes a few minutes and goes on without you (Reading your pages – 12 of 60…); then the line says when it was read and how many pages. It uses some of your AI allowance.
After your site changes, Read it again: it adds new kinds of pages and parts, with versions for them, and tags the pages again, so a page’s segment can change. Your segments, your parts and every version stay as they are. If a reading cannot finish, the line says why and what to do — We could not reach your site, Your site blocked the reading or The reading stopped — or a pause that goes on by itself: Stopped for today – it goes on tomorrow or Stopped until your AI allowance renews. In a second AI Personalization campaign, Read my site is refused, with Open its name to the account’s campaign.
Which visits it runs on
On Your site, Which visits it runs on is a limit on the whole campaign; the segments decide which version. With no rules it reads Every visit – each visitor sees their segment’s version. Limit it opens targeting rules in a drawer (see Targeting Rules in Personyze); the card then reads Only visits that match: and the rules in words, or Every visit, except:. Change edits them; Remove the limit takes them out. Settings left from an old Target step — how long a visitor stays matched, how often it shows, an overlap group — still apply; the card names them, with Clear them. The rules are kept when you save the campaign.
How a visitor gets their segment
Above the segment cards, How a visitor gets their segment shows, closed, the order Personyze checks as numbered chips, and what is off in grey (Their own pick: off, Remember: off). Open it to change it. For each visit, with no priority set:
- Their own pick, when the switch is on — their pick in it, or their answer to the question (below).
- The segment remembered from their last visit, when Remember is on — unless it is set to move them to the new segment (then 5).
- The checks of the visit’s first page, in your order (Move up, Move down): The page they landed on, The words of the ad they came from, The site that sent them, Targeting rules.
- Their answer to your question, when the question is on and the switch is not.
- The remembered segment, when Remember moves them to the new segment.
- Their company — always last, never moved.
The first that recognizes the visitor gives their segment. Still no segment: they see your pages as they are. Their company is last because it is often known only after the first page. It is never automatic — only a segment’s company rule puts a company in that segment.
Each check’s row says what it uses, or No segment uses it yet; its Settings lists every segment with what that check has for it, and Change › opens one.
Segment priority
First in the open card, Segment priority, highest first decides when two segments fit one visitor — a small company on your A/B testing page, say. Personyze sets it when it makes your segments (set by AI); drag a segment, or use its arrows, to change it. Segments not ranked come after the ranked ones, in the order of the checks, with Add to the order. With no order, Set the order starts one.
With a priority set, the checks, their answer to your question and their company all compete: the highest-ranked wins, and equal ones go by the order above — a tie keeps the visit’s own checks, and their answer comes before their company. The open card then says After the checks: in place of Nothing above recognized them?. The switch’s pick still comes first.
One segment for the whole visit
Once a visit has a segment, every page of it shows that segment’s versions. A visit with none can get one later, from the visitor’s answer or their company. Nothing else changes a segment once given — except a pick in the switch, and, with a priority set, a company or an answer found during the visit that ranks higher: it takes over from the next page.
Their own pick: the switch and the question
In the open card, Their own pick lets visitors say which segment they are, two ways, each off until you switch it on — both can be on at once:
- Let every visitor switch their view — the switch in your site’s header.
- Ask the visitors nothing recognized — the question, asked once.
With the switch on, the heading reads Their own pick – always wins. With both on, a visitor nothing recognized is asked once, and the switch shows their answer, which they can change on any page.
Settings opens their drawer. Their answers, the same in both, has a checkbox per segment (at least two) and a pencil to give an answer words of its own. An answer belongs to one segment: words another segment answers to, or did before, are refused. Edit look appears as soon as a way is on, without waiting for a save, and opens Your switch or Your question in the editor — its words and look are yours.
The switch
“Viewing as:” and a segment in your site’s header, beside its main button, on every page for every visitor — before a pick, the segment they are in, or “Personalize your view”. A pick loads the page again in that mode. Short names, in the drawer, give an answer up to 16 characters — ABM for Account-Based Marketing — for when it does not fit beside “Viewing as:”; the menu always shows the whole answer.
The question
“Which of these describes you best?”, your segments as its answers, goes to Visitors nothing above recognized; their answer is their segment. Answered or closed, it never comes back. In the drawer: When — Right away, On their second page or after some seconds — and its look: a Pop-up in the middle of the page, a Side tab (“Personalize this site”), a Bottom bar, or a Corner button (“Help us personalize”) — the tab and the button open the question when clicked.
Remember a visitor’s segment
Off until you switch it on. On, a returning visitor starts in the segment of their last visit — for 30 days, or the days you set (1–365). If a later visit points to another segment:
- Move them only to a higher-priority segment (Recommended) — they stay in their segment unless the new one is higher in the priority list.
- Keep them in their segment — until its days end, wherever a later visit points.
- Move them to the new segment — the latest visit decides, and its segment is the one remembered; the remembered segment only fills a visit nothing else recognizes.
In every choice, their pick in the switch comes first, and their answer to your question moves them the moment they give it. Their company never moves a remembered visitor.
The segment cards
Under the chain, a card per segment, Most visited first: its name, who they are, its share of last week’s visits, its status, how visitors get in, its sessions, and its versions — n wait for you › or n approved › opens them in Review all (see Versions and Results).
| Status | Means |
|---|---|
| Needs a way in | Nothing brings visitors in yet — with + Add its suggested page where the reading found one. |
| n versions wait for you | Versions to approve. |
| Beats your page | A version brings more of its visitors to your goals than your page. |
| Too early to tell / Your page converts best | It keeps measuring. |
Add their suggested pages (n segments) gives each segment with no way in its first page that fits. With more than seven segments, Show all n segments opens the rest.
An opened segment
A card opens its segment; ‹ All segments goes back, and ‹ › step to the segment before or after. Beside its name: Preview as segment ↗ (your site as that segment sees it, once the campaign is on staging), Rename, and Remove…, which lists what goes with it — its versions, its ways in, its targeting rules and who they are — and asks first: Removing it cannot be undone. Then three columns: How they get in (below); Who they are, what Personyze writes their words from — Edit sets Who they are, the Language and Instructions for the writer, though a fact your site does not say is never written; and What they see, each part of your page in this segment’s version.
How they get in
| Block | Who it puts in the segment |
|---|---|
| Landing pages | A visitor landing on a page the reading matched to it, or whose landing address contains what you add (+ Add a page), like /logistics — three characters or more. A segment with no way in offers Suggested landing pages. |
| Ad words | A visitor whose ad link carries your words in its utm_term or utm_campaign. |
| Sending sites | A visitor sent by that site, like example.com. |
| Their company | A visitor whose company’s Industry or Company name contains your words, or whose Company size or Revenue is in your range (or one of your own profile fields) — as your company-data tool finds it (see Integrations). + Add a rule; Industries in no segment last week are a click each. |
| Targeting rules | A visitor whose first page matches them (+ Add rules) — any rule a campaign’s audience can have, a discovered audience among them (see Audience Discovery). |
| Their pick in the mode switch / Their answer to the question | On while their own pick offers this segment. |
| Their last visit | The days Remember keeps a segment, or Off. |
A visitor is in one segment only, so the same address, ad words or site cannot be in two. Personyze also suggests ways in, from reading your site and from last week’s visits: Suggested from your visits: (say, industry is Retail) with Accept or Skip (never suggested again); and, where it is sure, Added from your visits – on your site now:, added by itself as it tags pages. Its × removes it for good, from your site when you publish.
Adding a segment
+ New segment opens a drawer: a Name, and What puts a visitor in it? — pages, ads and sites, their company, or targeting rules. Create segment opens it. Suggested segments, under the cards, are visitors none of your segments takes in last week’s traffic: Add, Skip (never suggested again) or Add all (n).
Saving and publishing
Most of this step waits for the campaign’s Save: the order of the checks, each segment’s ways in and targeting rules, the segment priority, their own pick and Remember, and which visits it runs on. Until then the step says Not saved yet – kept when you save the campaign: and what waits. A few go into the campaign’s draft at once: a segment added, renamed or removed, who they are, and a suggested way in accepted, skipped or removed.
The count beside the editor’s Save lists both: Not saved yet – lost if you leave the page, with Discard unsaved changes, and Saved – not on your site yet, with Put back what is live (or Put back what is on staging), which sets the draft back to what your site shows. Nothing reaches visitors until you publish — Publish to staging or Publish to live (see Campaigns) — except a way in Personyze adds by itself. Next: What changes.
Related
- AI Personalization
- AI Personalization: What Changes — the parts of your pages that speak to each segment
- AI Personalization: Versions and Results — how the versions are written and compete, Review all, QA, Performance
- Targeting Rules in Personyze
- Audience Discovery
- Integrations
- Campaigns