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Interaction Studio Classic Only

  • This use case is intended for customers using Interaction Studio (formerly Evergage Classic) ONLY. For customers using the Interaction Studio 'Campaigns and Templates' application, refer to the Use Case Library instead.
  • The Visual Editor Chrome Extension will no longer be available starting January 1, 2023. For more information, see this knowledge article.

With Interaction Studio, even before visitors spend time engaging with your website, a lot of data is collected about them – their location, status, number of visits, and more. Using this information, we can improve each visitor’s experience by presenting content – in real time – that they will be more likely to respond to and engage with.

CategoryDemand GenerationVerticalFinancial Services, SaaS
TopicImprove visits by presenting information by personaID #103
Sections in this Article


A visitor comes to your site for the first time. He’s in the early stages of a buying process, so he isn’t interested in watching an industry specific video. Instead, wanting to learn about your solution before digging into product specifics, he visits your blog and proceeds to read three articles before eventually leaving the site.

When he returns, we can leverage this insight and recommend other articles he may be interested in, or display product(s) related to keywords in the blog articles. We can also add a section of the page that lists the content he has previously read. This list of articles can be sorted by time spent in case he’d like to return to one of the articles.


Creating persona segments is key to this process, as they will be used to drive your individual messages.

  • New Visitor – Non-Customer – Interested in Retail Products
  • Current Customer


We would create a number of global goals for this campaign to assess the overall impact of the message. Goals would include: downloaded an ebook, signed up for email updates, requested a demo, signed up for a free trial.  We would also have a control group on the message so we could test the impact of presenting more relevant content to the visitor as they land on the site.



Here is a checklist of what you need to do in Interaction Studio to create this play on your own site:

  1. This message is able to determine favorite categories or products based on time spend viewing

  2. Create a segment for each of your personas. For example:

    1. First-time visitor
    2. First-time visitor from a specific industry (see playbook #120)
    3. Return visitor interested in product X
    4. Return visitor interested in Blog content
    5. Logged in customer
  3. Create inline messages (replace the home page hero) based on those segments
  4. Add rules to show each experience to the persona for which it was created
  5. Order the experiences in priority so if someone qualifies for more than one segment, he will be shown the message that is highest up in the list

Reference Materials

The following articles from the Interaction Studio Knowledge Base will provide process steps to help you execute this play: