Personizely changelog

The widget Display Options were totally reworked to provide more flexibility in terms of triggers, targeting, and frequency options.

Triggers

• You can now use more than one trigger per widget, and it will show up once the first one was fired. This should help you build much more effective widgets.
• Exit intent now has the option to toggle on/off the mobile fallback by type. It should help if you like the scroll fallback but not the back button one.
• Conditions - you can now add conditions to your triggers, that are constraints that you put on each trigger. For example - if you don't want to show up an exit-intent widget if someone spent less than 10 seconds on the site, you can use a time condition. A scroll percent condition is also available.

Rules

Targeting, frequency, and page settings now all turned into rules which you can add/remove. The rules were given a revamp to give you more flexibility.

• Targeting - you can now also exclude visitors.
• Frequency - you can now pause/stop the widget based on multiple rules and not only one which was available previously. Also, you can now pause the widget for a specific amount of time - after a number of views which wasn't possible. The widget can also be paused for the duration of a session.
• A subdomains rule was added.
• Pages - a new wildcard option - a double asterisk (**) was introduced to match any element including a slash.

Note: The widget will only show up if all of the rule checks are passing.

Hide triggers

You can now specify hide triggers which will make the widget hide automatically on a scroll or after a delay if the visitor did not engage with the widget (i.e. focused on it).

Session concept

A session concept has been built to help you target visitors by understanding whether this is their first or not session and/or whether this is their first view during a session. Also, the First visit targeting filter was renamed to the First page view for more clarity, its behavior will remain the same but a new First visit filter was added to reflect a visit as a session. A session or a visit is considered once a tab of the website is opened and is tracked across all tabs of the same site until all tabs are closed, after that the session is considered closed and if the visitor opens the tab again, a new session is generated.

Show widget automation action

You can now make a form/button/image show a widget upon click. This is done using automation. If you select this option, it will ignore the widget's trigger and forcefully show the widget up. You also have the option to suppress the rules if any on the target widget, and if not used the widget might not show up if some rule checks are not passing.

You can now invite teammate by email by just sending them an invitation email, without needing to create a user and set a password yourself.

• Widgets that overflow the window height are now easier to work with inside the builder.
• Widgets that overflow the widget height are now better scrolled on mobile devices.

A new text editor is now available inside the Widget builder. New capabilities of the text editor are:

• Possibility to select whether link open in a new tab or not
• Easy to use UI to include placeholders
• Visual color picker
• The editor tooltip is now better positioned inside the working area

Forms got a big upgrade and now look better when used with checkbox elements. Also, the simple Subscribe form has got the possibility to include a marketing consent into it without the need to use a Form element.

A new text editor is now available inside the Personalization editor, allowing you to easier edit text, include URLs, and include placeholders with more ease. It is now embedded inside the element editor so it looks more natural.

You can now configure the lifetime on the cookies that Personizely create for every one of your sites. This should help you stay compliant with GDPR and other regulations.

You can now configure your product elements inside widgets to be vertically scrollable on mobile so they fit better on the small mobile screens.

Embedded widgets width can now be easier controlled by allowing you to either select a full width content or make the content expand to the width of the widget. The whole widget will still take 100% of parent's width all the time.

Optimized bundle size

We totally reworked the way your JS snippet is generated and now its size will solely depend on the features and integrations you use in your account. This was a huge change and will help us further optimize our js bundle to make it run faster and be smaller in size.

Configurable texts

Now every text and caption in the widget builder can be configured translated. The last ones which were hardcoded and now are configurable are the units of the timer element and the feedback on copy text of the coupon element.

Ability to select inherit elements in Personalization Builder

It used to be tricky to select some elements which are just containers in the Personalization builder. We now added a select parent button to make it easier.

Improved widget elements CSS and HTML layout

We have improved the CSS and HTML of all the widget elements to make them look better and be more optimized code-wise.

GetResponse Integration

You can now sync your contacts to your GetResponse account, as well as target them by their list membership.

We have updated our bot database and now bots are better ignored from counting towards your monthly visitors quota. This will keep your quotas clean with only the real visitors visiting your site.

A\B Testing and Multivariate Testing for Widgets

Now you can finally AB test your widgets in Personizely. You can have up to five variations of your widget with different designs, elements, and steps. You can also AB test the trigger so you can learn which trigger works better for a certain use case. Besides the AB testing tooling itself we've built a detailed reporting system that allows you to understand which variation is a winning one and to see what's the statistical significance of each result. Try it out and let us know about your experience and results.

Products sync from Shopify

Previously when a product was changed in Shopify, you had to resync/re-add your products in your Personizely widgets - no more. All the changes are automatically synchronized now, including the price, the title, and images.

Better preview iframe

When previewing the widgets, the website preview was not being displayed for some server configuration due to iframe policy settings. We've reworked the preview window and it now supports most sites.

Actions on timer end

You can now set the widget to perform certain actions like redirect or widget close once the timer is exceeding its time limit.

Preview CSS in Personalization editor

If you have custom CSS for your Personalization variations - you will now see how it affects the page directly in the preview window.

Convertkit integration

A new integration has landed in Personizely. You can now sync contacts with Convertkit while also being able to identify contacts visiting from a newsletter as known visitors to show or hide widgets/personalizations from them.

Better phone number validation and handling

Phone number validation is no longer done directly in the widget using a regexp. Now the backend is automatically detecting whether a country code is prefixed and if not it is going to prepend it by detecting visitor's geolocation.

Images can now have automations fired on click

You can now trigger automations when someone clicks an image element.

Shopify customer tags targeting

You can now target Shopify logged-in customers by their customer tags.

Event fired when a widget shows up

A new DOM event is now being triggered when a campaign or widget has an event performed on it. You can listen to it using the following piece of code:

document.addEventListener('personizely:{widget/campaign}:{view/click/submit}', (e) => {    
    console.log('Entity with id', e.detail.id)
})

Note: Curly braces are there just to show the possible value placeholders.

Brand new personalizations

In Personizely 2.0 we've rebuilt the personalization product from scratch. We took into account a lot of feedback received from our customers as well as the industry's standards. Using the new editor you are going to be able to:

• Targets specific pages using pages rules
• Create multiple variations and edit their target without leaving the main screen
• Track goals
• Split your traffic within a campaign
• Edit any element using our new, enhanced visual editor
• Apply custom written CSS and JS to variations
• Edit in both mobile and desktop modes

A few more words on the personalization editor. In the new editor, you are able to edit any element on the page and customize text/images/URLs as well as the visual aspect with colors, borders, and font size. You can hide specific elements based on the visitor's device or totally hide some elements from the page.

AB testing campaigns

In Personizely 2.0 Campaigns can be both used for Personalization and AB testing. You can create a campaign and target All visitors, which will allow you to show one variation to a certain percent of your visitors, giving you the ability to run experiments with new sales pitches, call to actions, and images and make decisions backed by data to implement them or not.

Improved targeting

Until now the targeting options in Personizely were pretty limited. You only were able to target visitors who match a specific list of filters. Now you're going to be able to Include/Exclude visitors based on these filters while also being able to group filters between them and choose to include/exclude those who match all or any filter in a group. Also, the UTM and Cookie filters were improved and now you can use text matching rules there too.

Goal tracking

Now you're able to track goals like element clicks, page views, and custom events. Goals allow you to attribute goal conversions to Personizely's widgets, personalizations, and experiments. Using our SDK you're now able to track purchases on your websites like you would do with a FB pixel, by just calling ply.trackGoal('Purchase', 100). More info can be found in the helpdesk article.

Reactive personalizations

Now if a visitor submits a form on your website and you have Personalizations anywhere on your page, including other steps of the same widget, they are going to be replaced with fresh data on every change. As an example, this will give you the ability to personalize thank your messages on the forms, so if someone submits a form with a Name field, you can use, "Thank you, John" on the next page, where John is a personalized placeholder.

Change field values on button click or form submit

Now you can change field values (including custom fields) when a visitor performs an action within a widget. Using this you can create Surveys with buttons or change fields automatically once someone opt-ins.

Ability to stop showing a widget once it was manually closed

A new widget frequency display option was added, which gives you the ability to close widgets once they are closed by the visitor. This will give you more flexibility and allow making widgets less annoying.

Improved script bundle performance and size

We reworked our client-facing script (the one that you embed in your sites) and made it even lighter while gaining performance. This will both make your websites faster, bring widgets and campaigns quicker and allow us to build more cool stuff on the basis of that.

Other

• Color transparency in the color picker
• The social media button now open in a new tab by default
• Loading more results of Unsplash images in the Image manager
• More info like UTM and Geodata in webhooks
• Lots of other bug fixes and UX improvements