--- title: "Experiences" description: "Lytics Experiences have replaced the legacy Personalize functionality, as such Personalize campaigns are no longer supported by Lytics. If your account has not…" url: "https://www.contentstack.com/docs/lytics/experiences" product: "Contentstack" doc_type: "guide" audience: - developers - admins version: "current" last_updated: "2026-11-05" --- # Experiences Lytics Experiences have replaced the legacy Personalize functionality, so Lytics no longer supports Personalize campaigns. If your account has not yet migrated from Personalize to Experiences, see the [legacy documentation](/docs/lytics/introduction-2). ## Experiences Quick Start ### Overview Experiences allow you to present tailored messaging to specific audiences. These messages can appear on your website using Lytics Experiences, on a third-party ad platform like Facebook, or in emails delivered through an email service provider like SendGrid. Because you control the target audience, you can deliver Experiences that make sense for some users but not others. You can even recommend products or content based on each user's unique content affinities and behaviors. Experiences allow you to treat your customers as individuals rather than over-messaging them with generic offers and newsletters. **Common uses of Experiences include:** * Present an email capture form to anonymous users but not to users who have already shared theirs. * Let only eligible users know about a targeted sale or promotion. * Keep your audience engaged by serving content recommendations tailored to their browsing behavior. * Limit Facebook ads to users who are likely to engage with them, saving your advertising budget. You can create and import new Experiences, and browse existing Experiences (including those associated with a Goal), in the **Experiences** tab. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am2be97ac42f3b1f9a/70ffceba6f1d027360a82c4e/img-0080.png) ### Add your first Experience The setup for each Experience is slightly different. Whether you are creating an on-site Lytics Experience or connecting to one of the out-of-the-box integrations, the simplest way to get started is to create a new Experience and let the Experience Editor guide you through each step. * * * ## Managing Experiences ### Experience List View The **Experiences** tab in the Lytics app lists all of your Experiences. From this view, you can: * [Add Experiences](#adding-experiences) * [Browse Experiences](#browsing-experiences) * [View the status of your Experiences](#experience-statuses) * [Go to Experience summary pages to work with individual Experiences](#experience-summary-view) See below for more information about each of these activities. #### Adding Experiences ##### Creating New Experiences Create a new Experience in the **Experiences** tab by clicking the **Add Experiences** button near the top of the page. Select the **New** option to step through the Experience Editor for any Experience ([Lytics](#lytics-experiences), [Out-of-the-Box Integrations](#out-of-the-box-integration-experiences), or [Generic](#generic-experiences)). The **New** option allows you to select from the full list of providers. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/ama540450d8e46d734/089fd112166b15ad078e53dc/img-0081.png) ##### Importing Experiences You can also import external marketing initiatives [from out-of-the-box integrations that support Experiences](#out-of-the-box-integration-experiences) in the **Experiences** tab. Click the **Add Experiences** button near the top of the page and select the **Import** option to step through the Experience Editor for these supported integrations. The **Import** option takes you directly to a list of the out-of-the-box integration providers. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am11e84bddae5cc4c2/2430dcf47a0a1755874c315b/img-0082.png) #### Browsing Experiences **Search:** The easiest way to find an Experience is to use the **Search** box to the right of the Experience list. As you enter your search term, the Experience list displays any matching Experiences. **Filter:** To the right of the Experience list, you can filter Experiences by: * Channel: The channel associated with the provider you selected when creating the Experience. * Integration: The provider you selected when creating the Experience. * Status: The lifecycle stage and health of the Experience. * Type: Whether the Experience is associated with a Goal. Imported Experiences that haven't been activated yet are tagged as Externally Managed. **Sort:** By default, the list of Experiences is sorted by **Name**. If you sort by **Last modified** date instead, your preference is saved for the next time you visit. #### Experience Statuses An Experience's status indicates where the Experience is in its lifecycle and whether it is successfully exporting a Lytics audience to a third-party tool in real time. **Below is a complete list of Experience statuses:** * **Draft:** A complete or partially complete Experience that has not yet been activated. * **Active:** An Experience that can be seen by your users (and has not passed its end date). * **Paused:** An Experience that was activated but has been paused. To edit an Experience that has been running, you must pause it first. * **Scheduled:** An Experience that will be activated at a start date set in the future. * **Externally Managed:** An [imported Experience](/docs/lytics/importing-external-experiences) from a third-party tool that hasn't been configured with a Lytics audience. Complete the configuration by editing the Experience in the Experience Editor. * **Ended:** An Active Experience that has passed its end date. * **Error:** An Experience that failed to export audience data to the appropriate tool. * **Warning:** An Experience that encountered issues when attempting to export audience data to a third-party tool. It may recover on its own, or proceed to an error status after a number of failed attempts to export data. ### Experience Summary View Once you have created or imported Experiences, they appear as a list in the **Experiences** tab. Click an Experience in the list to open its Experience summary. From this summary page, you can: * [See an overview of the Experience](#experience-overview) * [Activate, pause, or resume Experiences](#activating-experiences) * [Edit an existing Experience](#editing-experiences) * [Delete an existing Experience](#deleting-experiences) See below for more information about each of these activities. #### Experience Overview The Experience summary contains important information about your Experience, including: * [Experience Status](#experience-statuses) * [Experience Performance Reporting](#experience-performance-reporting) * [Experience Intelligence Report](#experience-intelligence-report) * Sample Audience Members (a small sample of users in the target audience who are eligible for the Experience) * Activity (recent changes made to the Experience) * Details (an overview of the Experience's configuration) #### Activating Experiences From the Experience summary page, you can manage the activation of individual Experiences using the following buttons on the right-hand side of the page: * **Activate**: An Experience that has not been previously activated and is currently marked with the Draft status can be activated. * **Pause**: Experiences currently marked as Active can be paused. * **Resume**: Any previously activated Experiences that are currently paused can be resumed. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am57a3c0d3c7f5e010/34e55bc6e304a885ba0cbc41/img-0083.png) #### Editing Experiences To edit an existing Experience, click it in the **Experiences** section of the Lytics app. This opens the Experience summary page, where you can click the **Edit** button to open the Experience in the Experience Editor. You cannot edit an Experience while it is activated, so you can't open the Experience Editor at that point. To edit an Active Experience, **Pause** it from the Experience summary page. Once you have made and saved your edits, **Resume** the Experience from the Experience summary page. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/amc2969e454d896cb1/ca35f6f2f5f9cd85925278dd/img-0084.png) #### Deleting Experiences To delete an Experience from Lytics, click it in the Experiences list. On the Experience summary page that opens, delete the Experience from the options menu. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am1988e3ad8f78104c/f9269bbd5b0f6567daf462ff/img-0085.png) When you're asked to confirm that you want to delete the Experience, click the **Delete permanently** button to complete the deletion. ## Experience Editor Use the Experience Editor to create, save, edit, and activate marketing Experiences. By combining it with audiences created in the [audience builder](/docs/lytics/audiences), you can build sophisticated Experiences that deliver the right message to your users at the right time. To open the Experience Editor, either [add an Experience](#adding-experiences) or [edit an Experience](#editing-experiences). The steps available in the Experience Editor depend on [the Experience provider](#experience-providers) you select. #### Experience Providers * **[Lytics](#lytics-experiences):** Lytics Experiences let you create personalized campaigns on your website to capture leads, recommend content, drive traffic, and more, without connecting Lytics to an additional tool. The Lytics JavaScript tag must be installed on your website for you to take advantage of this feature. * **[Out-of-the-Box Integrations](#out-of-the-box-integration-experiences):** Experiences added to Lytics from these providers let you monitor performance and activate audiences from the Lytics UI; however, you still manage external Experiences inside your channel tools. * [Facebook](/docs/lytics/meta#experiences) * [Google Ads](/docs/lytics/google-ads-overview#experiences) * [Iterable](/docs/lytics/iterable#experiences) * [Mailchimp](/docs/lytics/mailchimp#experiences) * [Mapp](/docs/lytics/mapp#experiences) * [Salesforce Marketing Cloud](/docs/lytics/salesforce-marketing-cloud-overview#experiences) * [SendGrid](/docs/lytics/sendgrid#experiences) * [The Trade Desk](/docs/lytics/the-trade-desk#experiences) * **[Generic](#generic-experiences):** These Experiences let you include a placeholder Universal Experience within the Goals Canvas and export a Lytics audience, with all of the nested Goal Stage filter logic, to any tool you choose. * * * ### Lytics Experiences Use Lytics Experiences to personalize a website with modals, slideouts, sticky bars, and more. This does not require connecting to another tool. #### Experience Editor Steps for Lytics Experiences Select a Provider and Tactic ##### Select a Provider and Tactic When you create or import a new Experience, you choose from a list of Experience providers: the tools that deliver your Experience. Selecting Lytics as the provider prompts you to select a tactic from a list of options. The following tactics are available for Lytics Experiences: * **Drive Traffic** - Increase traffic to a specific URL. * **Capture Leads** - Convert unknown users to known users with a simple lead capture form. * **Present a Message** - Communicate a simple message, such as a global coupon or an announcement. * **Recommend Content** - Use content collections to recommend articles, products, or any other type of content to your users. Once you've chosen your tactic, the Experience Editor takes you through each step. * * * Choose URL (unique to the Lytics Drive Traffic tactic) ##### Choose URL Choosing a URL to promote is the first step in the Experience Editor for a Drive Traffic Experience of the [Lytics provider](#lytics-experiences). This step does not apply to Experiences of any other tactic or provider. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am8f004fcdb8e85e8f/c47da1ce562d5bcb711b4705/img-0086.png) In this step, enter the destination you want to link as the call to action in your Drive Traffic Experience. The protocol is preset to https://, but you can change it to http://. Enter the rest of the URL in the input field. * * * Customize Form (unique to the Lytics Capture Leads tactic) ##### Customize Form Specific to the [Collect Leads](/docs/lytics/collect-leads-campaign) tactic of Lytics Experiences, this step is where you select what information you collect on the form. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/ame69db7ecb278fb64/9c60795ed413b2549abea3dd/img-0087.png) Here you configure which form fields are shown, and therefore what information you capture about your users. * **Enable fields** by selecting the checkbox next to the desired field. * **Form labels** have default text that appears when the field is selected. You can rename these labels to suit your use case. * **Require fields** with the **Required?** checkbox at the right of the text field. * * * Choose Content (unique to the Lytics Recommend Content tactic) ##### Choose Content Use the **Recommend Content** Experience type to surface content (an article, a blog post, a product page) to visitors. Each recommendation is personalized to the individual. Use it to keep visitors engaged by surfacing what to read next, or to help casual browsers by suggesting a starting point. You can also limit the Experience to a set of pages or a subset of your total audience. This keeps recommendations from showing up on auxiliary pages like the home page, company page, or checkout page. You can also show it only to users with high usage, so that you can target low-usage visitors with a more aggressive campaign. Choosing content is the first step for a Recommend Content Experience. Lytics provides a variety of filters and options for tailoring what content can be recommended and how the recommendation algorithm ranks the content. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/ambe2d2ad09b7b53b2/b69b3c411739c1fbcac33176/img-0088.png) ###### Choosing a content collection A content collection allows you to limit the scope of documents that can be recommended by your Experience. If you're creating a summer seasonal Experience, for example, you wouldn't want articles that are out of season. A content collection is how you define which articles are appropriate to recommend. Use the **Select a content collection** dropdown to choose an existing collection or to create a new one. Clicking **New content collection** takes you to the [collection builder](/docs/lytics/creating-content-collections#building-a-content-collection). The state of your Experience is saved, and after you create your new collection, you automatically return to the Experience Editor. ###### Choosing recommendation settings The Lytics content recommendation engine lets you configure how the Experience recommends content. The recommendation settings work within the limits set by the content collection. If your content collection includes articles published six to twelve months ago and you choose the **Recently Published** method, the Experience begins by recommending six-month-old articles, which are the most recently published articles within the collection. **Recommendation method** The recommendation methods control how the recommendation engine ranks the content. * **Highest Affinity:** Choose the content that a user is most likely to be interested in. This is the default setting. * **Freshness:** Choose the content that was most recently published or updated. * **Last Interaction:** Choose the content based on what a user has engaged with most recently. **New content only** The **Only recommend content the user has not seen?** checkbox controls whether previously viewed content will be included among the recommendations. Leave this setting checked to ensure that users aren't recommended content they have viewed in the past. **Shuffle content** The **Shuffle content on each page load?** checkbox controls whether a user should be recommended different content if they encounter the Experience again (e.g., after reloading). Check this setting to vary the recommended content on subsequent requests, or leave it unchecked to show the single best recommendation. * * * Design ##### Design The Design step is present in the editor for all Experiences of the [Lytics provider](#lytics-experiences). It lets you customize the appearance and content of the widget displayed to your users on your website. This step offers layout and position options as well as a custom CSS option. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am385b1cfd2ce299f8/bb977281326e0e6e9a7ee3fc/img-0089.png) ###### Choosing a layout First, choose your Experience's layout. There are five different layout options, and their availability depends on the tactic you selected. 1. **Modal**: A full-screen takeover Experience that can be closed by clicking outside the modal, clicking the close button of the modal, or taking the intended call-to-action. 2. **Slideout**: A small widget that occupies a corner of the screen. It does not interrupt the user's current task. 3. **Bar**: A short widget that takes the full width of the screen and sits at the top of the page. 4. **Sticky Bar**: A bar that scrolls with the page. 5. **Gate**: A modal that cannot be closed unless the call to action is fulfilled. ###### Campaign type layout compatibility Layout Drive Traffic Collect Leads Present a Message Recommend Content Modal ✔ ✔ ✔ ✔ Slideout ✔ ✔ ✔ ✔ Bar ✔ ✔ Sticky Bar ✔ ✔ Gate ✔ ###### Adding content Different Experience layouts and tactics support different content fields. Layout Modal Slideout Bar Sticky Bar Gate Headline ✔ ✔ ✔ Message ✔ ✔ ✔ ✔ ✔ Tactic Drive Traffic Capture Leads Present a Message Recommend Content Call to action ✔ ✔ Image URL ✔ ✔ ✔ Including an image in your Experience is optional; the image is shown above or beside the Experience's messaging. Any image you include must be publicly hosted, because this input takes a URL, not an upload. ###### Setting position Experience widgets can be displayed in different positions depending on their layout. The available positions appear in darker gray, and the active position is blue. Layout Modal Slideout Bar Sticky Bar Gate Top-left Top-center ✔ ✔ Top-right Center-left Center-center ✔ ✔ Center-right Bottom-left ✔ Bottom-center ✔ Bottom-right ✔ ###### Theming the Experience There are three ways to theme your Experience. 1. **Choose a theme**: Lytics provides Light and Dark themes you can select. 2. **Build a custom theme**: There are eight color options available to build a theme in the Experience Editor: > * **Background**: The background color of the Experience. > * **Headline**: The text color of the headline message. > * **Body Text**: The text color of the body text. > * **Close Button**: The color of the '×' shape used as a close button. > * **Submit Button Text**: The color of the text in the submit/call-to-action button. > * **Submit Button**: The background color of the submit/call-to-action button. > * **Cancel Button Text**: The color of the text in the cancel/dismiss button. > * **Cancel Button**: The background color of the cancel/dismiss button. 3. **Use Custom CSS**: Use your own custom CSS to match the Experience's styling with your site's design. Experiences are built using the Pathfora SDK. [Read about using custom CSS with Pathfora](http://lytics.github.io/pathforadocs/customization/css/). * * * Target ##### Target The Target step in the Experience Editor lets you configure the target audience for your Experience. Use the dropdown to select from your pre-built audiences. To build a new one, click **New audience** at the bottom of the dropdown menu to go to the [audience builder](/docs/lytics/audiences). ###### Standalone Experiences This step is required for standalone Experiences, such as a one-off email campaign or a seasonal ad promotion. Once you have selected an audience, **Potential Reach** displays how many people will be eligible to receive this Experience. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/amf25a76fad448afad/0b55816289217ea33adf4f1d/img-0091.png) ###### Experiences part of a Goal This step is optional if your Experience is part of a [Goal on the Lytics Canvas](/docs/lytics/goals). Here you can add further filtering to your Experience. Any audience you choose will be combined with the Stage audience, resulting in a more targeted Experience with a smaller audience. You can also leave this blank if you don't want additional targeting. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am06f23603f2d78cbb/ca6fb9878827b0a00ad9e7e9/img-0092.png) The **Potential reach** displays how many people will be eligible to receive this Experience. The **Stage coverage** metric displays what percentage of the Stage will be eligible to receive this Experience. ###### Adjusting your Target If your Experience is not providing the desired results, you can pause it and target a new audience. Keep in mind that the metrics are for the Experience and won't explicitly indicate changes you made. You can also make changes directly to the target audience, and the potential reach of the Experience adjusts automatically. ###### Finding the Right Fit for Your Content ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am9471dad0e2ab3d21/5305053bef2f5051cdb0c6f9/img-0093.png) When you create a new **Recommend Content** Experience, you see a content alignment score in the **Target Audience** step of the Experience Editor. Lytics calculates the alignment percentage by comparing the affinities of your target audience to the affinities in your selected content collection. Use the alignment score to ensure you are recommending content or products that are relevant to your customers, which can help improve the engagement and conversion rates of your marketing campaigns. For a quick demonstration of using the **affinity alignment** score while building a content recommendation, watch this [video](https://lytics-3.wistia.com/medias/otlhth0mi6). * * * Display ##### Display The Display step is present in the editor for all Experiences of the [Lytics provider](#lytics-experiences). Use the Display step to set where and when the Experience appears for your users. Set rules for which URL(s) an Experience can be displayed on, the triggers for displaying it, the frequency with which it appears, and the date range during which the Experience is available to show. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am982334e7ca4c0338/a7b9b909ed673affadad608e/img-0094.png) ###### Appears on Appears on rules are an **optional** tool for specifying which webpages on your site the Experience is (or is not) shown on. Rules can be a fixed list of pages or expressions that match many pages. Four URL-matching strategies are available, and you can use rules in combination. * **URL Contains** – The text specified must be included in the URL. * **Simple Match** – A fuzzy match that removes the URL protocol and query string before matching. * **Exact Match** – The URL must match what is typed exactly, including protocol and query parameters. * **Regular Expression** – A regular expression (sometimes referred to as Regex) to be executed client-side with JavaScript for complex matching requirements. You can use each of these URL-matching strategies to create a rule that determines when the Experience is shown (with **Show on** selected), or to specify the cases where the Experience should _not_ be displayed (with **Hide on** selected). ###### Appears on use cases Consider the following use cases and suggested solutions using appears on rules. Only show the Experience on the home page **Only show the Experience on the home page** **Solution:** Show on a Simple Match for www.lytics.com. Displays for: * https://www.lytics.com * http://www.lytics.com * http://www.lytics.com?ad\_campaign=1ed387faed Does not display for: * http://www.lytics.com/blog * https://app.lytics.com * * * Show the Experience on the blog, but nowhere else **Show the Experience on the blog, but nowhere else** **Solution:** Show on URL Contains /blog/. Displays for: * http://www.lytics.com/blog/ * http://www.lytics.com/blog/some-post-in-the-past * https://www.lytics.com/blog/tag/customer-data-platform?referrer=thegreatgoogle Does not display for: * https://www.lytics.com/ * http://www.lytics.com/careers * * * Gate a specific resource **Gate a specific resource** **Solution:** Show on an Exact Match for https://www.lytics.com/resources?id=a763efd12c. Displays for: * https://www.lytics.com/resources?id=a763efd12c Does not display for: * http://www.lytics.com/resources?id=a763efd12c * https://www.lytics.com/resources?id=a763efd12c&something=that-will-404 * * * Show a referral thank you message on integration pages **Show a referral thank you message on integration pages** **Solution:** Show on a match for the Regular Expression \\/integrations\\/.+?\\?.\*?ref=our\_partner. Displays for: * http://www.lytics.com/integrations/campaignmonitor?ref=our\_partner * http://www.lytics.com/integrations/campaignmonitor?session=125929&ref=our\_partner * http://www.lytics.com/integrations/adroll/?ref=our\_partner * https://www.lytics.com/integrations/segment?ref=our\_partner&qp=true Does not display for: * http://www.lytics.com/integrations/campaignmonitor?ref=some\_stranger * http://www.lytics.com/integrations?ref=our\_partner * http://www.lytics.com/blog/adroll?session=125929&ref=our\_partner * * * Show the Experience anywhere on the site except the careers pages **Show the Experience anywhere on the site except the careers pages** **Solution:** Use two rules in combination: * Show on URL Contains lytics.com * Hide on URL Contains /careers Displays for: * http://www.lytics.com/blog/ * https://www.lytics.com Does not display for: * http://www.lytics.com/careers * http://www.lytics.com/careers/content-writer * * * ##### Advanced Display Options The Advanced Display Options let you respond to the user's interaction with your site, using the state of their active web session to determine when an Experience is displayed. These options are **all optional** and can be used in combination. ###### Display triggers * **Show after x page views** – Do not show the Experience until the requisite number of pages have been visited. * **Show after x seconds** – Do not show the Experience until the requisite number of seconds in the session have elapsed. * **Show after x% page scroll** – Do not show the Experience until the user has scrolled a certain percent of the way down the page. * **Show on exit intent** – Do not show the Experience until the user is about to abandon the site. When you use triggers in combination, the Experience shows only when ALL conditions are met, not ANY condition. If you set an Experience to Show after 5 page views and Show after 70% page scroll, and your user scrolls 70% of the way down the third page, the Experience does _not_ show, because only one of the two conditions has been met. ###### Display frequency * **Show up to x times per user, ever** – After the Experience has been displayed the specified number of times, suppress its display forever for the current user. * **Show up to x times per user per session** – After the Experience has been displayed the specified number of times, suppress its display for the current user. This count resets when the user ends their current session. If you set an Experience to Show up to 5 times per user, ever and Show up to 2 times per user per session, and a user sees the Experience twice in each of their first two sessions, they see the Experience for the final time in their third session. If you set an Experience's frequency to Show up to 2 times per user per session and a trigger of Show after 5 page views, your user sees the Experience on reaching the sixth page, again on reaching the seventh page, and not again during that session. ###### When user clicks CTA * **Hide after x clicks** – Hide the Experience after the user has clicked the call-to-action the specified number of times. * **Hide for x time** – How long an Experience should remain hidden, in seconds/hours/days/weeks. * **Hide permanently** – Instead of hiding an Experience for a set amount of time, never show it again for the current user. ###### When user clicks cancel or close These are the same options as above, but they apply when the user has seen the Experience but _not_ clicked the CTA. ###### Pathfora Overrides Pathfora is a powerful, open-source, client-side personalization SDK. Because anyone can contribute to Pathfora, providing clear controls for every feature is impossible. As a result, Lytics provides a technical but friendly interface for using "overrides." Overrides let you leverage the full power of Pathfora for functionality such as custom load and callback handlers and advanced customization and styling. In the coming weeks, we'll extend our documentation to outline several common patterns for leveraging overrides. For initial information, contact your primary account contacts. If you already leverage overrides directly through the Lytics APIs, you can also view and manage those overrides in **Advanced Settings** in the Experience Editor, as pictured below. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/amf2a111687c944d04/d7fe53de8b80594851a08d5f/img-0096.png) ###### Date Range Set the date range during which the Experience is shown to your users. The start date defaults to the current day, so your Experience starts immediately without you needing to set anything. You can set a start date in the future and activate the Experience ahead of time; it has a Scheduled status and then switches automatically to Active on the start date. The end date is not required. If you do not set an end date, the Experience runs indefinitely as long as it is active. End dates cannot be in the past, nor can they precede the start date. The date range is inclusive, so if you set a start date of 3/21/2022 and an end date of 3/23/2022, the Experience runs for 3 days. On 3/24/2022, the Experience switches from Active to Ended status on its own, and users no longer see it. * * * Review ##### Review The Review step is the final step for all Experiences of the [Lytics provider](#lytics-experiences). It provides an at-a-glance view of everything you've chosen for your Lytics Experience. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/amffc89b7badde0a16/7a95cc042441b05956af25e7/img-0097.png) Although there is nothing you _need_ to do in this step, it gives you a chance to check that all your selections are listed as you expect before you activate the Experience. ###### Previewing Use the **Preview** button in the top right of the screen to see how your Experience will look when it's active on your site. In the modal that appears, enter the URL you want to preview the Experience on. You're directed to your site with the Experience running as it will once it's activated. From this preview, you can get a better idea of how and when the Experience is triggered and see what your users will see. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/amc13a6ffe5b0d8e42/fec7f10519fb9ffb970bc992/img-0098.png) The URL you enter _must match_ the [**appears on**](#appears-on) conditions you set in the Display step. The target audience, however, is ignored to make previewing easier. * * * Save and Exit ##### Save and Exit When you first open the Experience Editor, you see a **Save** button in the top right corner that lets you save your progress at any time. When you reach the final step in the Experience Editor (Review for Lytics Experiences), the **Next Step** button becomes a **Save and Exit** button. Click it to save and exit your Experience. If you previously saved your Experience and made no other changes, this button exits the Experience Editor. After the Experience has been saved once, the button becomes a **Save** button that is enabled only when you make further changes. ###### Name your Experience If you haven't named the Experience when you save, you're prompted to name it, and the Experience's tactic is suggested as the default. When you create a new Experience in Lytics, include its purpose and any categorization in the name (e.g., Drive sales: Holiday). When you work with existing Experiences from your third-party tools, give the imported Experiences in Lytics the same or similar names as in the external tool. ###### Discard Changes **Unsaved Experiences** At any point, you can discard your unsaved Experience by clicking the Close button (X) in the top left corner of the Experience Editor and then clicking **Confirm** when asked "Are you sure you want to discard unsaved changes?" ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am2ca84c54c102f616/cbdeaa2fb34c425a35b8f634/img-0099.png) You can also select the **Delete** option from the more options (...) menu in the top right corner of the Experience Editor and click **Delete permanently** when prompted. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am197a7414cb9e6e5a/b4135265d71d3ec9c38b97f7/img-0100.png) Both methods exit the Experience Editor without saving. **Previously Saved Experiences** If you previously saved the Experience and have returned to make edits, you can discard all changes you've made since your last save by clicking the Close button (X) in the top left corner of the Experience Editor (and clicking **Confirm** when prompted) or by selecting the **Discard Changes** option from the more options menu (...) in the top right corner. The former discards changes and exits the Experience Editor. The latter discards changes but keeps you in the Experience Editor, where you can make new edits. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am7f4ccf7fae51b793/9f9a8e7df1e42975dd1627a3/img-0101.png) ###### Permanently Delete To permanently delete a previously saved Experience from within the Experience Editor, select the **Delete** option from the more options menu (...) in the top right corner and click **Delete permanently** when prompted. * * * #### Activating your new Lytics Experience Once you have completed the steps in the Experience Editor and saved your Experience, you can [activate it from the Experience summary page](#activating-experiences). You're directed to this page when you exit the Experience Editor. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am880ae5398c82165d/8f02a03d9adb154311953974/img-0102.png) * * * ### Out-of-the-Box Integration Experiences You can import existing marketing initiatives currently managed by your channel providers, which lets you quickly gain insights about the campaigns you're already running. You can then take action by connecting these Experiences to your Lytics audiences. To import an Experience, click the **Add Experience** button on the Manage Experience page. Select either the **New** or **Import** option to import Experiences from out-of-the-box integrations. Both options lead to the same flow. You can monitor out-of-the-box integration Experiences and activate audiences for them in Lytics, but you still manage external Experiences inside your channel tools. Pausing or deleting imported Experiences in Lytics only stops the audience sync. It does not pause or delete the campaign in your channel tool. #### Experience Editor Steps for Out-of-the-Box Integration Experiences Select a Provider and Tactic ##### Select a Provider and Tactic Choose a provider from the list of out-of-the-box integrations. Each provider has a single tactic associated with it. You then configure the Experience based on the selected provider. Below is an overview of the Experience Editor steps for out-of-the-box integrations. For more detailed information on a specific integration, see the integration documentation for your selected provider: * [Facebook](/docs/lytics/meta#experiences) (Tactic: Import Ad Set) * [Google Ads](/docs/lytics/google-ads-overview#experiences) (Tactic: Import Ad Group) * [Iterable](/docs/lytics/iterable#experiences) (Tactic: Import Campaign) * [Mailchimp](/docs/lytics/mailchimp#experiences) (Tactic: Import Campaign or Automation) * [Mapp](/docs/lytics/mapp#experiences) (Tactic: Import Campaign) * [Salesforce Marketing Cloud](/docs/lytics/salesforce-marketing-cloud-overview#experiences) (Tactic: Import Journey) * [SendGrid](/docs/lytics/sendgrid#experiences) (Tactic: Import Campaign) * [The Trade Desk](/docs/lytics/the-trade-desk#experiences) (Tactic: Import Ad Group) * * * Choose Authorization ##### Choose Authorization After you select your provider, you're prompted to select or create an authorization to connect the integration. Existing authorizations are shown. If you have multiple accounts within a particular channel, choose which account to import from. If you don't have an authorization, you're prompted to add one before continuing. To create a new authorization, click the **Add new authorization** button, which opens a modal where you can enter the appropriate credentials. For provider-specific documentation on creating authorizations, see the documentation for your selected integration: * [Facebook](/docs/lytics/meta#authorization) * [Google Ads](/docs/lytics/google-ads-overview#authorization) * [Iterable](/docs/lytics/iterable#authorization) * [Mailchimp](/docs/lytics/mailchimp#authorization) * [Mapp](/docs/lytics/mapp#authorization) * [Salesforce Marketing Cloud](/docs/lytics/salesforce-marketing-cloud-overview#authorization) * [SendGrid](/docs/lytics/sendgrid#authorization) * [The Trade Desk](/docs/lytics/the-trade-desk#authorization) * * * Import ##### Import After you select your authorization, select the campaigns you want to import into Lytics (you can select up to 10 at a time). The total number of Experiences you can bring into Lytics is limited only by the number in your connected provider. However, for meaningful and accurate reporting, import only Experiences that add value to the use cases you are activating in Lytics. Completed campaigns that have already ended don't appear in the list of importable Experiences. Campaigns that are saved as drafts, paused, or currently running are available to import. * * * Target ##### Target Once you have imported an Experience, activate it by adding a Lytics audience. This lets you enrich your existing campaigns with Lytics [behavioral audiences](/docs/lytics/behavioral-scores#behavioral-audiences), [content affinities](/docs/lytics/content-affinity), and [Delivery Optimization](#how-does-delivery-optimization-work). The Target step in the Experience Editor lets you configure the target audience for your Experience. Use the dropdown to select from your pre-built audiences. To build a new one, click **New audience** at the bottom of the dropdown menu to go to the [audience builder](/docs/lytics/audiences). * * * Configure Integration ##### Configure Integration The Configure step in the Experience Editor lets you configure how the audience for your Experience is exported to the third-party tool you are using. To successfully activate and export an Experience to your provider tool, you must configure the Experience correctly. See the configuration documentation for each supported integration: * [Facebook](/docs/lytics/meta#configuration-3) * [Google Ads](/docs/lytics/google-ads-overview#configuration-1) * [Iterable](/docs/lytics/iterable#configuration-2) * [Mailchimp](/docs/lytics/mailchimp#configuration-2) * [Mapp](/docs/lytics/mapp#configuration-2) * [Salesforce Marketing Cloud](/docs/lytics/salesforce-marketing-cloud-overview#configuration-5) * [SendGrid](/docs/lytics/sendgrid#configuration-5) * [The Trade Desk](/docs/lytics/the-trade-desk#configuration-2) * * * Configure Delivery ##### Configure Delivery Delivery Optimization takes the guesswork out of deciding who to send which message, and when. For the third-party [Experience providers](#experience-providers) built into the Lytics Canvas, use this option to automatically determine when to deliver messages to individual users on those channels. This step in the Experience Editor lets you toggle Delivery Optimization **On** or **Off**. If you do nothing, it remains off. Turn it on to help prevent over-messaging and focus on creating great Experiences, rather than manually building delivery logic rules that are complicated to manage and execute. ###### How does Delivery Optimization work? Lytics uses data science to determine the optimal delivery time of an Experience for individual audience members. The delivery time is based on when an audience member last interacted with your brand via the channel of the Experience, as well as their behavior when that interaction happened. Experience decisioning also uses the Experience's performance, measured by click-through rate (CTR), to estimate engagement likelihood. The actual delivery of an Experience is always controlled by the downstream tool, where there could be additional logic necessary to deliver the Experience. Lytics Delivery Optimization only controls when the user data is triggered to send to your third-party tool. Consider the Experience tactic when deciding whether to turn on Delivery Optimization. For Experiences using real-time delivery, such as [Iterable triggered emails](/docs/lytics/iterable#experiences), Delivery Optimization can help improve user engagement by reaching each user at the ideal time. In other circumstances, such as sending a one-time blast email through [SendGrid](/docs/lytics/sendgrid#experiences) for a sale promotion, you'll likely want to leave Delivery Optimization off and push a list of all current users into the audience so that you can send the campaign as soon as you're ready. If Delivery Optimization were enabled, you might not see users exported to SendGrid until they "need" to receive a message (the optimal time). * * * Save and Exit ##### Save and Exit When you first open the Experience Editor, you see a **Save** button in the top right corner that lets you save your progress at any time. When you reach the final step in the Experience Editor (Configure Delivery for out-of-the-box integrations), the **Next Step** button becomes a **Save and Exit** button. Click it to save and exit your Experience. If you previously saved your Experience and made no other changes, this button exits the Experience Editor. After the Experience has been saved once, the button becomes a **Save** button that is enabled only when you make further changes. ###### Name your Experience If you haven't named the Experience when you save, you're prompted to name it, and the Experience's tactic is suggested as the default. When you create a new Experience in Lytics, include its purpose and any categorization in the name (e.g., Drive sales: Holiday). When you work with existing Experiences from your third-party tools, give the imported Experiences in Lytics the same or similar names as in the external tool. ###### Discard Changes **Unsaved Experiences** At any point, you can discard your unsaved Experience by clicking the Close button (X) in the top left corner of the Experience Editor and then clicking **Confirm** when asked "Are you sure you want to discard unsaved changes?" ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am2ca84c54c102f616/cbdeaa2fb34c425a35b8f634/img-0099.png) You can also select the **Delete** option from the more options (...) menu in the top right corner of the Experience Editor and click **Delete permanently** when prompted. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am197a7414cb9e6e5a/b4135265d71d3ec9c38b97f7/img-0100.png) Both methods exit the Experience Editor without saving. **Previously Saved Experiences** If you previously saved the Experience and have returned to make edits, you can discard all changes you've made since your last save by clicking the Close button (X) in the top left corner of the Experience Editor (and clicking **Confirm** when prompted) or by selecting the **Discard Changes** option from the more options menu (...) in the top right corner. The former discards changes and exits the Experience Editor. The latter discards changes but keeps you in the Experience Editor, where you can make new edits. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am7f4ccf7fae51b793/9f9a8e7df1e42975dd1627a3/img-0101.png) ###### Permanently Delete To permanently delete a previously saved Experience from within the Experience Editor, select the **Delete** option from the more options menu (...) in the top right corner and click **Delete permanently** when prompted. * * * #### Activating your new Out-of-the-Box Integration Experience Once you have completed the steps in the Experience Editor and saved your Experience, you can [activate it from the Experience summary page](#activating-experiences). You're directed to this page when you exit the Experience Editor. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am503c5f059a60454e/6890b973ef2a22006eda9387/img-0103.png) #### UTM Tracking In addition to tracking default UTM variables when users visit your website, Lytics supports two custom UTM parameters specific to tracking clicks from out-of-the-box integration Experiences. ##### When to use custom UTM parameters Lytics [Experience Insights](#experience-insights) may recommend that you add UTM parameters to an Experience. The Lytics Insights system checks the target URL of your eligible imported Experiences to see whether it has these parameters configured, and tells you which Experiences are missing them. For most email providers, click information is collected automatically through webhooks or APIs, but for ads, these parameters are the only way to record user attribution. Lytics highly recommends using these UTM parameters in your ad Experiences. They not only let you build and target audiences of users who have converted on your ad in Lytics, but also inform Lytics decisioning and Insights as the platform builds a better understanding of which users respond to which Experiences. ##### Custom UTM parameters Use the following custom UTM parameters in any links coming from your external Experiences. Name Value utm\_lytics\_experience The ID of the object from the third-party tool (e.g. ID of the ad set for a Facebook Experience) utm\_lytics\_source Slug of the provider (e.g. facebook for a Facebook ad set) These variables let Lytics link the website visit with a click from the Experience, recording which users clicked which Experience. These UTM parameters work only if the website linked from your ad has the Lytics JavaScript tag installed. ##### Adding the parameters The steps for adding these parameters may differ by provider, but generally you can add them directly to the target URL of your Experience. For example: https://www.lytics.com?utm\_lytics\_source=facebook&utm\_lytics\_experience=23847 For provider-specific instructions on adding these parameters, see: * [Facebook](/docs/lytics/meta#conversion-tracking) ##### User field Lytics recognizes the UTM parameter and maps it to the user field **Converted on Experience (URL Param)**, which is available in the audience builder so that you can create audiences of users who have clicked your Experiences. The key of this map field contains the [External ID](/docs/developers/apis/lytics-api/v1/experience) of your Experience, and the value is the number of times the user clicked the ad set. If the number of users in an audience that uses this field doesn't match the conversion count on your Experience summary page, remember that **the sources of these numbers are different**. For ad providers, metrics are usually aggregate numbers imported directly from the ad tool's API. If you added the tracking URL parameter to your ad after publishing, you may see a smaller user count when using the user field. * * * ### Generic Experiences Generic Experiences let you export your Lytics audience to any tool you choose. Because you can't monitor the performance of these Experiences from Lytics, their primary use is as a placeholder for: * An Experience of an [integration](/docs/lytics/lytics-integration-options) that is not built into the Lytics Goals Canvas. * An Experience of a custom implementation using [webhooks](/docs/lytics/webhooks) or [inline web personalization](https://lytics.github.io/pathforadocs/toggle/). Generic Experiences let you produce audiences with all the nested targeting rules of a Stage within a Goal, making the audience mutually exclusive of the other Stages. **As such, use Generic Experiences only for Experiences included in a Stage of a Goal.** Unlike out-of-the-box integration Experiences, Delivery Optimization and Experience reporting are not available for Generic Experiences, so use Generic Experiences only for Experiences included in a Stage of a Goal. #### Experience Editor Steps for Generic Experiences Select a Provider and Tactic ##### Select a Provider and Tactic From the list of providers, choose Generic. Generic Experiences support only one tactic: * **Universal Experience** - Create a general Experience to be used with any use case or integration supported by the Lytics platform. * * * Target ##### Target The Target step in the Experience Editor lets you configure the target audience for your Experience. Use the dropdown to select from your pre-built audiences. To build a new one, click **New audience** at the bottom of the dropdown menu to go to the [audience builder](/docs/lytics/audiences). * * * Tutorial ##### Tutorial This step offers a quick overview of the additional steps you need to take to activate your audience for this Experience. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am081de8f8129a3ff0/6eafc857676fa49cd8f0e904/img-0105.png) * * * Save and Name ##### Name, Save and Exit **When you save and name your Experience, an audience is generated.** If you are still in the Experience Editor, the Tutorial screen updates to provide a link to the generated audience. If you have exited the Experience Editor, you can find this link by clicking the **Help** link on the Experience summary page. ###### Save your Experience When you first open the Experience Editor, you see a **Save** button in the top right corner that lets you save your progress at any time. When you reach the final step in the Experience Editor (Tutorial for Generic Experiences), the **Next Step** button becomes a **Save and Exit** button. Click it to save and exit your Experience. If you previously saved your Experience and made no other changes, this button exits the Experience Editor. After the Experience has been saved once, the button becomes a **Save** button that is enabled only when you make further changes. ###### Name your Experience If you haven't named the Experience when you save, you're prompted to name it, and the Experience's tactic is suggested as the default. When you create a new Experience in Lytics, include its purpose and any categorization in the name (e.g., Drive sales: Holiday). When you work with existing Experiences from your third-party tools, give the imported Experiences in Lytics the same or similar names as in the external tool. ###### Discard Changes **Unsaved Experiences** At any point, you can discard your unsaved Experience by clicking the Close button (X) in the top left corner of the Experience Editor and then clicking **Confirm** when asked "Are you sure you want to discard unsaved changes?" ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am2ca84c54c102f616/cbdeaa2fb34c425a35b8f634/img-0099.png) You can also select the **Delete** option from the more options (...) menu in the top right corner of the Experience Editor and click **Delete permanently** when prompted. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am197a7414cb9e6e5a/b4135265d71d3ec9c38b97f7/img-0100.png) Both methods exit the Experience Editor without saving. **Previously Saved Experiences** If you previously saved the Experience and have returned to make edits, you can discard all changes you've made since your last save by clicking the Close button (X) in the top left corner of the Experience Editor (and clicking **Confirm** when prompted) or by selecting the **Discard Changes** option from the more options menu (...) in the top right corner. The former discards changes and exits the Experience Editor. The latter discards changes but keeps you in the Experience Editor, where you can make new edits. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am7f4ccf7fae51b793/9f9a8e7df1e42975dd1627a3/img-0101.png) ###### Permanently Delete To permanently delete a previously saved Experience from within the Experience Editor, select the **Delete** option from the more options menu (...) in the top right corner and click **Delete permanently** when prompted. * * * #### Activating your new Generic Experience Once you have completed the steps in the Experience Editor and saved your Experience, go to the created audience and export it to the integration of your choice. To open the created audience from the Experience summary page, click **Help**, and then click the link in the **Finish setting up your Generic Experience** section. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/am428c9f5b512db386/b0403af8fe09b6e7632e7c8c/img-0106.png) Export the audience from the Audience summary page. ![](https://images.contentstack.io/v3/assets/blt2d43f51baca745a8/amde9092c851814d86/8381286cd3d530e63ba1c995/img-0107.png) * * * ## Experience Reporting ### Experience Performance Reporting The Experience summary page includes Experience performance reporting. This reporting contains three metrics for the campaigns you've created or imported into Lytics. Use these metrics to establish a baseline of your campaign performance and measure growth over time. Name Description Updated Reached Number of unique users who have been reached by the Experience: unique impressions for ads, or unique opens for emails. Every 2 hours Clicks Number of unique users who have clicked the Experience. Every 2 hours Click Rate Percentage equal to (number of unique users who have clicked the Experience / number of unique users who have been reached by the Experience). Every 2 hours **Reached and Clicks are point-in-time counts, not cumulative** The **Reached** and **Clicks** metrics reflect the _current_ number of unique users who presently qualify (those that still have the impression or click recorded), recomputed on each entity scan — much like segment sizes. They are not an ever-increasing lifetime total, so the count can legitimately go _down_ as profiles leave the active population, for example through: * anonymous or inactive profiles being aged out, * profile deletes (API, GDPR, or \_deleted), * identity merges collapsing two profiles into one, * per-field retention or capacity on the impression map, or * reindex / generation changes. None of these are data errors — they reflect normal CDP profile lifecycle. ### Experience Intelligence Report In addition to Experience performance reporting, the Experience Intelligence Report gives you more information about your Experiences. It adds the following modules to your Experience summary page (and to the Goal Intelligence Report for Experiences within Goals): * [Experience Insights](#experience-insights) * [Goal Attribution](#goal-attribution) (for Experiences used within Goals) * [Content Recommendations](#content-recommendation) * [Data Science Performance Simulation](#data-science-performance-simulation) #### Experience Insights The Insights module displays how many Insights have been generated for your account in the last week. Lytics Experience Insights are the combination of a fact and an action. The fact is a metric about your audience or campaign data, and the action is a recommendation on how to improve engagement and conversions. Leverage Insights while evaluating and planning your campaigns to make data-driven iterations and achieve your goals more efficiently. Name Description Updated Insights Insights combine a metric and a recommended action to improve customer engagement. Weekly See [Insights Introduction](/docs/lytics/insights) to learn more. #### Goal Attribution The Goal Attribution module displays metrics about how conversions on your Experience relate to conversions on your Goal. The percentage compares the total number of people reached by the Experience with those who converted. For [Facebook Ads with UTM parameters](/docs/lytics/meta#conversion-tracking), Lytics captures conversion data at the user level. Use this metric to determine which campaigns to invest more or less in based on how they contribute toward your larger marketing Goal. Name Description Updated Attribution Rate Percentage equal to (attributed conversions for an Experience / number of users who engaged with the Experience). Weekly Attribution Graph Number of users who have converted on both your Experience and your Goal in the past week. Weekly #### Content Recommendation The Content Recommendation module surfaces content that is likely to resonate with your users based on their past behavior. Lytics analyzes and classifies the content on your website through the Lytics JavaScript tag. The relevancy percentage is calculated by determining the total number of users with various content affinities and comparing this to the total number of users within the audience that visited your site. Create and deliver more content that aligns with your users' interests to drive engagement and conversions. Name Description Updated Topic Relevance Percentage of the audience that has an affinity for this topic. Weekly Content Recommendations Suggestions for content to serve to users in the target audience for your Experience. Weekly See [Content Affinity](/docs/lytics/content-affinity) and [Content Recommendation](/docs/developers/apis/lytics-api/v1/content#content-recommendation) to learn more. #### Data Science Performance Simulation The Data Science Performance Simulator module displays "simulated" conversion rate metrics that compare how your campaign audience performed against Lytics out-of-the-box [behavioral audiences](/docs/lytics/behavioral-scores#behavioral-audiences). This gives a risk-free preview of how effective your campaigns could be when leveraging behavioral scores and custom models powered by Lytics data science. You can activate Lytics data science audiences and custom models in your campaigns by upgrading from the free trial. Name Description Updated Conversion Rate Percentage equal to (number of users who have clicked on the Experience / number of all users who have ever been eligible to receive the Experience). This is equivalent to the click rate from the Experience Performance module. Every 2 hours Simulated Conversion Rate with Behavioral Scoring Percentage equal to (number of users who have clicked on the Experience who are also in the Highly Engaged Lytics segment / number of users who have been reached by the Experience who are also in the Highly Engaged Lytics segment). Every 2 hours Simulated Conversion Rate with [SegmentML](/docs/developers/apis/lytics-api/v1/segmentml) Percentage equal to (number of users who have clicked on the Experience who are also in the threshold Segment for the SegmentML model of the parent stage / number of users who have been reached by the Experience who are also in the threshold Segment for the SegmentML model of the parent stage). Every 2 hours See [Behavioral Scores](/docs/lytics/behavioral-scores) to learn more.