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Personalization

Bulk actions and export

As your list of personalizations grows, adfit gives you ways to work on many at once: publish or unpublish a batch, organize them with tags, switch how the list looks, and export everything to a spreadsheet or a data file.

List or cards

At the top of the Personalizations list, the view toggle switches between List (a table) and Cards. adfit remembers your choice per site, so each site opens the way you left it.

Organize with tags

Tags are your own labels for grouping personalizations, for example by campaign or by season. They carry no meaning to adfit: they are there to help you find things.

Filter by tag

Use the Tags filter in the toolbar to show only personalizations with the tags you pick. The trigger reads Tags, or Tags (N) when a filter is on, and Clear filter removes it. The filter appears once at least one of your personalizations has a tag.

Add, remove or set tags in bulk

Select the campaigns you want (see Select and act on several), then press Tags in the selection bar. Choose a mode:

  • Add: adds the tags you type to the selected personalizations and keeps their other tags.
  • Remove: shows every tag the selected campaigns actually carry, with how many of them have it. Pick the ones to remove; a campaign that doesn't have a tag simply isn't touched by it.
  • Set: replaces all tags on the selected personalizations with the ones you type. Leave it empty to clear their tags.

For Add and Set, type each tag and confirm, then apply. adfit tells you how many were updated. A campaign can carry up to 20 tags.

Select and act on several

You can select whole campaigns or single pages, and the two are separate. Tick the checkbox on a campaign to select it with all its pages, or tick the checkbox on individual pages (the checkbox in the table header selects every page in view). A selection bar appears showing how many are selected. The actions depend on what you selected.

If you tick a page while campaigns are selected, or a campaign while pages are selected, adfit clears the earlier selection and tells you: Campaigns and pages are selected separately. Your previous selection was cleared.

When you select campaigns

  • Tags: add, remove or set tags (see above).
  • Export: download the selected campaigns' personalizations (see Export). The button shows how many pages it covers.

Publish, Unpublish, Update baseline and Delete are not offered for campaigns, because they could reach pages you cannot see in the list. Select the pages instead.

When you select pages

  • Publish: makes the selected drafts live, up to your plan's publish limit. A draft for a page that already has a published version replaces it, and the old version moves to your archive. Archived versions in the selection are skipped, and adfit counts first (Publish {x} of {n}?). See Personalizations.
  • Unpublish: takes the selected personalizations back down. Visitors see your original pages again, and the versions move to Archived.
  • Update baseline: reset the baseline for every page in the selection (see below).
  • Export: download just the selected personalizations (see Export).
  • Delete: permanently remove the selected personalizations. This cannot be undone.

In a narrow window (below 1024 px), Update baseline and Export move into the More actions menu next to Clear. Publish, Unpublish and Delete stay in the bar.

Clear deselects everything. adfit only ever acts on personalizations you own, so a selection that reaches beyond your own site simply does nothing for those rows.

Update the baseline in bulk

Update baseline takes the current live text of your pages as the new baseline for every page in the selected personalizations. Since this also approves any changes you have not reviewed, adfit asks you to confirm first with a clear warning:

This cannot be undone

Update the baseline for all pages? adfit sets the current live text as the new baseline for every page in the selected personalizations. Any changes you have not reviewed are approved too. Confirm with Update baseline, or cancel to review each one yourself first.

If some pages have no current text yet, adfit says how many it updated and how many it skipped, for example Baseline updated for 2 pages. with 1 page was skipped because adfit has no current text for it. If nothing could be updated, it says No baseline was updated. adfit has no current text for these pages yet.

This ends running A/B tests

Updating the baseline of a published personalization ends the current run of its campaign. When some of the selected personalizations have a running A/B test, the dialog adds a sentence with how many, for example 1 of the selected personalizations has a running A/B test. Updating the baseline ends it, and it does not restart on its own. You can start it again with Restart experiment in Performance. A campaign that adfit only observes ends its run too, without a question.

To update the baseline of a single change instead, use Update baseline inside the editor. See Edit a personalization.

Export to CSV or JSON

Export gives you a copy of your personalizations outside adfit, to keep a record or open in a spreadsheet. Use Export in the toolbar for the whole site, or Export in the selection bar for just the personalizations you selected. Then choose a format:

  • Download CSV: comma separated, one row per change. Pick this for Google Sheets, Numbers, or Excel in the US or UK.
  • Download CSV for Excel (Europe): the same rows, but semicolon separated. Pick this one if Excel with European regional settings shows everything crammed into one column.
  • Download JSON: a structured file with each personalization and its changes, handy for a developer or another tool.

The export includes the page path, the match (token, UTM values and mode), the persona name, the status, your tags, and each change as its original and new text. In the CSV, the tags are the last column, Tags, with several tags separated by a semicolon and a space; in the JSON file they are a tags list. adfit confirms with Export ready. and your browser downloads the file.

Very large site exports are trimmed

A whole-site export of a very large list is limited to the first part of it. When that happens, adfit tells you how many of the total were exported, so it is never a silent cut. Export a smaller selection if you need a specific set.

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