Engage Dashboard displays delivery performance

  • Updated

The Engage Dashboard shows the performance of deliveries to the web or email. Deliveries include retargeting, blocks on a web page, and personalized email that contains relevant content based on previous interactions and interests. See Setting up deliveries in this topic.

Image: Engage dashboard

  • An A/B test for each widget compares the click-through rate (CTR) of personalized recommendations versus unpersonalized recommendations.
  • You can link a delivery to a conversion of a goal.
  • You can filter and save Recommendations views for frequent use, and share a view with a linked URL. Saved filters are shown in the All Recommendations menu.
  • You can adjust the date range for specific views of the data. Hover over the chart to view activity on a specific date.

Date labels are in a dd/mm format.

Comparing periods

Click Compare to compare the previous period to the current one. The dashed lines show the previous period. You can also hover over a specific date for discrete comparisons.

Image: Engage Dashboard: comparing periods

To select a custom date range:

  1. Open the date drop-down.
  2. Select Custom Period.
  3. Click the beginning and end dates.

Image: Engage Dashboard: selecting the begin and end dates

The Engage Performance view shows the click-through rate (CTR) for each content item and compares the unpersonalized CTR to the personalized CTR.

Image: Engage Performance view

You can hover over a content item to filter that item to focus your view.

Image: Engage Performance view: hover to filter

The Conversion Performance view:

  • Shows the conversion rate for each goal.
  • Compares unpersonalized conversions to personalized ones.

Image: Engage Conversion Performance view

Setting up deliveries

The menu item Deliveries requires extended user rights. Contact your Optimizely Content Recommendations administrator.

You can set up deliveries to drive personalized marketing to key customers.

Image: Deliveries view

To create a delivery, click Create Delivery. The Choose Application view appears.

Image: Click Create Delivery

Click Widget. The Create Delivery view appears.

Image: Create Delivery view

  • Title. Enter a title for this Delivery widget.
  • Available Sections. Drag the sections you want to make available to the widget to the Personalized Content Section part of the configuration.
    • If the Unpersonalized Content Section is empty, Content Recommendations serves the most recent content from the Personalized Content Section.
    • If the Unpersonalized Content Section is populated, Content Recommendations serves content from the selected sections in reverse chronological order.
  • Approval. Select the state of content that can be served by this widget.
    • Approved or unapproved content. Serve any content.
    • Approved content. Serve only content that is approved.
    • Unapproved content. Serve only content that is unapproved.
  • Published. Select the time of delivery from any time up to the last 365 days.
  • Click Tracking. Enable to use Optimizely's tracking service. If you link to content that is hosted on sites that do not include Optimizely's JavaScript tracking, disable this option.

    You should leave this unchecked because most content used for Recommendations contains the tracking script on site already. However, if you are recommending content “off site” (that is, to a different domain), checking this box adds a tracking redirect to all the recommendations.