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 Set up deliveries in this topic.

Image: Engage dashboard

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

Date labels are in a dd/mm format.

Compare 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 each content item's click-through rate (CTR) 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

Set 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 displays.

Image: Click Create Delivery

Click Widget. The Create Delivery view displays.

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 this widget can serve.
    • Approved or unapproved content – Serve any content.
    • Approved content – Serve only content that is approved.
    • Unapproved content – Serve only unapproved content.
  • Published – Select the delivery time from any time up to the last 365 days.
  • Click Tracking – Enable to use Optimizely's tracking service. If you link to content hosted on sites that do not include Optimizely's JavaScript tracking, turn off this option.

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