Create an Experience That Only Targets Logged-In Users

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You may want to offer promotions, creatives, or other custom content for your site visitors only after they log in. You can address this common use case a number of different ways. This use case creates a custom target for a particular on-page site element that indicates whether a visitor is currently logged in.

Finding the 'Logged-In' Site Element

For this use case, a client navigates to their site and logs in.

View of the login screen on a retailer's site

When a visitor is logged in, the site then displays a Log out button on every page.

Callout of the LOG OUT button on a retailer's site

Using Chrome's Developer tools, the client finds the selector for this button by right-clicking the button and then selecting Inspect.

Callout of the Inspect option in the contextual menu of options of Developer tools

The client determines the name of the element is customer_logout_link and then copies it by right-clicking the code in the Element window of Developer tools, expanding Copy, and then selecting Copy selector.

Callout of the 'Copy selector' option in a contextual menu of Chrome Developer tools

Building the Custom Target

The client then uses the Log out button element ID to build a target in Target Builder. Since this element only appears when a customer logs in, the target can search for its existence on a page to determine that a customer is currently logged in.

Launch Target Builder. Click COMPONENTS in the top navigation bar of the Kibo Personalization platform, and then select Targets.

Callout of the Targets option in the COMPONENTS menu in the top navigation bar

Click CREATE TARGET.

Callout of the CREATE TARGET button

Log back into your site in the new window that Target Builder launches so that you can test the element selector. Next, in Target Builder click the HTML Element tab, and then click Element Content (text).

Callout of the HTML Element tab and the 'Element Content (text)' button

Use the element selector to select the Log out button, paste the element ID for customer_logout_link into Element Selector if necessary, and then click the forward arrow.

View of the Element Selector panel of Target Builder

On the Details tab, input Log out into Element Content and leave the selector set to EQUALS so that the target only triggers when that exact text is present on the page.

View of the Details tab, with 'Log out' in the Element Content field

Because this target should work on any page on your site, no conditions are necessary. Click the forward arrow.

Give the target a title, a description, and a subcategory, and then click CREATE & EXIT.

View of the final panel of Target Builder, with the Title, Description, Subcategory fields and the CREATE & EXIT button

Building the Experience and Testing the Target

After creating the target, you can build an experience to ensure that it works properly.

Create a new experience. Click WHO and then click ADD TARGET.

Callout of the WHO settings and the ADD TARGET button

Click Custom Targets.

Callout of the Custom Targets option on the Target Type panel

Click the target that you created.

Callout of an option on the Custom Targets panel

Click SAVE.

Callout of the SAVE button

Because you want to test the target, you must limit who can see the experience. To solve that problem, add your IP address as an additional target. Once again click ADD TARGET and then click Location.

Callout of the Location option on the Target Type panel

Click IP address.

Callout of the 'IP address' option on the Location panel

Input your IP address into the appropriate field and then click SAVE.

Callout of the IP address field and the SAVE button

Ensure that the connector logic between the two WHO targets is set to AND.

Callout of the WHO target logic connector

To test that this target works as expected, the experience in this use case includes an action to display a placeholder image below the site navigation bar.

View of the 'Insert Banner Below Navigation' action template

You cannot test a custom target using Preview Mode, so you must activate the experience to test it. Click ACTIVATE.

It can take up to 30 minutes for a custom target to become available on your site. You can verify that the custom target is firing on your page by using the Monetate Inspector browser plug-in.

Callout of the ACTIVATE button

If the use case target works correctly, the placeholder image appears right below the site's navigation bar if the test visitor is logged in.

Callout of the placeholder image displayed on the example site

Once the test visitor logs out, that placeholder image should no longer appear.

View of the example site without a logged-in visitor

After you confirm that your target works as expected, you can use it in a live experience for all site traffic.

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