Edit an experience with decision tree targeting
The AI-driven editor (Beta) opens by default for experiences with targeting. You can work with the AI agent, edit the canvas directly, or open the existing manual editor.
Open the experience experience-open
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In the main menu, click Creative > Experiences.
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(Optional) Customize the view to include specific experiences.
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Do one of the following:
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To open the AI-driven editor:
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In card view, click … next to the experience name, and then click Edit.
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In table view, hold the cursor over the row, click More, and then click Edit.
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To open the manual editor:
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In card view, click … next to the experience name, and then click Create Decision Tree Manually (Legacy).
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In table view, hold the cursor over the row, click More, and then click Create Decision Tree Manually (Legacy).
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Within the AI-driven editor,
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Edit using the AI-driven editor (Beta) ai-editor
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Describe the targeting changes you want in the conversation. Identify the affected branch by its targets or, when shown on the canvas, its node ID.
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Review the updated tree, and describe any further changes. Wait for the assistant to finish processing before interacting with the canvas.
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(Optional) Make changes directly in the canvas:
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Add a final-level target, insert a target level, or add a sibling target.
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Edit a target’s criteria by clicking … > Edit next to the target, changing the values, and then clicking Edit Node.
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Customize creative optimization and scheduling or tracking URLs.
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Edit using the manual editor manual-editor
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(Experiences with status
[processing](experience-about.md#experience-statuses)) If prompted about an existing, unposted draft, do one of the following:-
Click Continue editing draft to review and keep editing the draft.
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Click Discard and start again to discard the draft and start from the live version.
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Click Cancel this edit to stop editing.
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(Optional) Adjust the zoom slider, or click
Your view settings are saved until you log out.
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Change the targets and creatives as needed:
Switch editors or edit the experience settings switch-editors
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AI-driven editor to manual editor: Click Manual Decision Tree. In the confirmation dialog, click Yes to discard unsaved changes and open the manual editor, or No to stay.
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AI-driven editor to general settings: Click Experience Form, and then click Yes to discard unsaved tree changes and open the form. Edit the general experience settings, and then click Save.
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Manual editor to general settings: Save any tree changes you want to keep, and then click Experience Form. Edit the general experience settings, and then click Save.
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General settings to AI-driven editor: Click Decision Tree. Saving changes to a targeted experience’s general settings also opens the AI-driven editor.
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Manual editor to AI-driven editor: Save your tree changes, return to the Experiences view, and select Edit for the experience.
To leave the AI-driven editor without opening another editor, click Cancel. Click Yes to discard unsaved tree changes, or No to continue editing.
Save the experience save
The following steps apply to both editors.
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To save the experience, click Save in the decision tree header.
In the AI-driven editor (Beta), wait for the assistant to finish processing before saving.
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If a warning indicates that scheduling is incomplete, click OK, correct the schedules so that bundles cover all dates in the ad schedule, and then click Save again.
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In the save confirmation dialog, do one of the following:
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If every final node has assigned creative bundles or uses default creatives, click OK in the Save & Publish dialog to save and publish the tree.
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If any final nodes don’t have creatives, choose one of the following:
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Click Save as Draft to save without publishing. You can’t generate an ad tag for a draft experience.
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Click Assign Default Creatives to use the experience’s default creatives for unassigned nodes. Review the updated tree, and then click Save and OK.
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Click Continue Edit to return to the tree without saving.
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