Click profiles

  • Updated

Using click profiles, you can create target groups. The clicks users make are the basis of click profiling. For example, email recipients who frequently click Blu-ray offers can be segmented via a click profile then supplied with targeted and highly relevant information.

Click profiling lets you create profiles – manually or automatically and independent of individual mailings or links – that are associated with the tracked links in your mailings. When created, tracking links are tagged.

Click profiling complements tracking link management – and its functions remain preserved. You can still edit links in a mailing individually via the Tracking tab in the Edit Mailing wizard. Determine whether the link in the HTML and text version should be tracked and enter a description of the link.

To manage click profiles, open the Optimizely Campaign menu and select RecipientsClick Profiles.

Image: Click profiles overview

Creating and editing click profiles

To create a click profile, do the following:

  1. In the Click Profiles window, click Create….
  2. Enter a name and an optional description.

    Image: Configuring the click profile

  3. Optional: In the Folder drop-down list, select a folder in which to save the new click profile.
  4. Click Finish.

To edit a click profile, select it from the list and click Edit….

To assign links to the newly created profile, see Assigning click profiles.

To create a rule-based profile and automatically assign links, see Assigning rule-based click profiles automatically.

Assigning click profiles

To assign links manually to one or more click profiles, do the following:

  1. In the Click Profiles window, select the desired click profiles and click Assign….
  2. In the Mailings drop-down list, select one ore more mailings to display links from these mailings in the Tracking Links list.
  3. In the Tracking links list, select one or more links that you want to assign to a profile. The Click Profiles drop-down list below this list shows profiles. If you already selected a profile in the overview window, it is displayed.
  4. You can change, add or remove profiles.
  5. To save the assigned links, click Add.

Removing assigned click profiles

Automatically assigned profiles cannot be removed.

  1. In the Click Profiles window, click Assign… and select one or more mailings.
  2. Select a link.
  3. Click Remove to unassign the profiles from that link.

If you unassign a profile, it is only removed from the link. The profile itself cannot be deleted.

Assigning click profiles when editing a mailing

  1. From the list in the Tracking tab, select a link and click in the Profiles field.
  2. Select one or more profiles from the selection window and click OK.

If you use a message template that is configured accordingly, you see a Click Profiles tab in the editor window of a paragraph. To assign a profile to links of a paragraph, select the check box next to the desired profile.

Manually assign rule-based profiles

You also can assign rule-based profiles manually to a link that does not match the rule using the function described in the previous paragraph. These links may be considered the exceptions to the rule. Reciprocally, rule-based profiles cannot be removed from a link that does match the rule.

Rule-based assignment

Rule-based click profiles automatically assign tracking links. To enable this, the link URL is analyzed according to the character strings it contains or on the basis of regular expressions. The rules for automatic assignment are configured during the creation or editing of a click profile. Two fields are allocated for this purpose.

  • Rule. Contains details of the character string the URL of a link must contain, or what rules the construction of a URL must follow, so that a profile can be assigned. You can use wildcards (?, *) to track link URLs with specific recurring character sequences to be categorized. You can also use regular expressions.
  • Rule Type. The rule and rule type must match together for rule-based assignments to function.

Test rule-based click profiles to ensure the desired result is achieved. Rule-based click profiles can be adjusted at any time, and assignments are automatically updated.

Rule-based assignments cannot be removed. If you change a rule, assignments are updated. This means that links that are no longer applicable will are not shown in the corresponding profile.

Wildcard example

The following link is to be analyzed with a wildcard click profile:

If tracking links to the newest articles in your web shop contain .../new_article/... in the URL, you would formulate the following wildcard rule to automatically tag the link:


Regular expression example

Regular expressions let you formulate sets and subsets of character strings with the help of syntactic rules. For example, you can define that a URL contains or does not contain specific characters. Regular expressions also allow the filtering of number ranges. They treat URLs as a character sequence (string) and analyze them according to the formal criteria of the regular expression.

The following link is to be analyzed with a regular expression. In contrast to the URL in the previous example, this link does not contain a section that can be analyzed using a rule. But you can solve the problem using a number range filter:

In this case, the regular expression examines letter code and the article reference:

  • A dot and an asterisk (.*) stand for any characters.
  • Square brackets ([]) denote a range. In this case, the letters x, y, or z can be in the first or second position.
    • The expression filters xx, xy, xz, yx, yy, yz, zx, zy and zz.
    • This expression filters numbers from 1200 to 1299. The first two numerals must be 1 or 2. The numerals in third or fourth place can range from 0-9. Four numerals must exist.