Create web experiences

Last update: May 21, 2025

CREATED FOR:

  • Beginner
  • User

Journey Optimizer allows you to personalize the web experience you deliver to your customers through inbound journeys or campaigns.

Define a web experience through a journey or a campaign

To start building your web experience through a campaign or a journey, follow the steps below.

NOTE
If this is your first time creating a web experience, make sure you follow the prerequisites described in this section.
Add a web experience to a journey

To add a Web activity to a journey, follow these steps:

  1. Create a journey.

  2. Start your journey with an Event or a Read Audience activity.

  3. Drag and drop a Web activity from the Actions section of the palette.

    NOTE
    As Web is an inbound experience activity, it comes with a 3-days Wait activity. Learn more

  4. Enter a Label and Description for your message.

  5. Select or create the Web configuration to use.

  6. Select the Edit content button and edit your content as desired. Learn more

  7. If necessary, complete your journey flow by dragging and dropping additional actions or events. Learn more

  8. Once your web experience is ready, finalize the configuration and publish your journey to activate it. Learn more

For more information on how to configure a journey, refer to this page.

Create a web campaign

To start building your web experience through a campaign, follow the steps below.

  1. Create a campaign. Learn more

  2. Select the type of campaign that you want to execute

    • Scheduled - Marketing: execute the campaign immediately or on a specified date. Scheduled campaigns are aimed at sending marketing messages. They are configured and executed from the user interface.

    • API-triggered - Marketing/Transactional: execute the campaign using an API call. API-triggered campaigns are aimed at sending either marketing, or transactional messages, i.e. messages sent out following an action performed by an individual: password reset, cart purchase etc. Learn how to trigger a campaign using APIs

  3. Complete the steps to create a web campaign, such as the campaign properties, audience, and schedule.

  4. Select the Web action.

  5. Select or create the web configuration. Learn more about web configuration

  6. Click the Edit content button to edit your content as desired. Learn more

For more information on how to configure a campaign, refer to this page.

➡️ Learn how to create a web campaign in this video

Edit web content

Once you added a web action to a journey or a campaign, you can edit the content of your site using either:

To start authoring your web experience, follow the steps below.

  1. From the Action tab of the campaign or the Web activity in the journey, select Edit content.

  2. The edition screen displays. You can either:

    • Click the Edit web page button to start authoring your content using the web designer for a visual experience. Learn more

    • Unselect the Visual editor option to use the non-visual edition mode instead, and click Add a modification to start editing your web content without loading the visual editor. Learn more

Test the web experience

Once you authored your web experience using the web designer, you can use test profiles to preview your modified web pages. If you inserted personalized content, you can check how this content is displayed, using test profile data.

To do this, click Simulate content from either the journey or campaign edit content screen, then add a test profile to check your web page using the test profile data.

You can also open it in the default browser, or copy the test URL to paste it in any browser. This allows you to share the link with your team and stakeholders who will be able to preview the new web experience in any browser before the campaign goes live.

NOTE
When copying the test URL, the content displayed is the one personalized for the test profile used when the content simulation was generated in Journey Optimizer.

Detailed information on how to select test profiles and preview your content is available in the Content Management section.

Redirect to URL

When creating a web experience, you can redirect visitors to another existing URL rather than authoring a new variation in the web designer.

Using this capacity, you can run a Content experiment comparing two different experiences instead of just changing a few elements within a page.

For example, create a web campaign with two treatments:

  • In Treatment A, author a web experience using the web designer for half of your targeted population.

  • In Treatment B, select the Redirect to URL option for the other half of the targeted population. Enter the URL of a page with an alternate design that you authored outside of Journey Optimizer.

    NOTE
    The website preview does not display anymore and the Visual editor toggle button is disabled.

Once your web campaign is live, you can track how the web experience you authored in Journey Optimizer is performing for the visitors of your page against those who were redirected to the external landing page. Learn how with the experimentation campaign report

Make your web experience live

IMPORTANT
If your campaign is subject to an approval policy, you will need to request approval in order to be able to activate your Web experiences. Learn more

Once you defined your web experience and you edited your content as desired, you can activate your journey or campaign to make your changes visible to your audience.

You can also preview your web experience content before making it live. Learn more

NOTE
If you activate a web journey/campaign impacting the same pages as another journey or campaign which is already live, all the changes will be applied to your web pages.
If multiple journeys or campaigns update the same element(s) of your website, the highest priority journey/campaign takes precedence.