Personalizations - Getting Started

Personalizations let you deliver tailored experiences to specific visitor segments — without running a test. Instead of splitting traffic between variations to find a winner, you show a specific experience to a targeted audience based on rules you define.


What Is a Personalization?

A personalization takes a change you want to make — a different page layout, a custom price, a tailored banner — and shows it exclusively to visitors who match your targeting criteria. Everyone who matches sees the personalized experience. Everyone who doesn't sees your store as normal.

Think of it this way:

  • Experiment → "Which version works better?" → Split traffic, measure, find a winner

  • Personalization → "Show this version to this audience" → Targeted delivery, track performance


How It Differs from an Experiment

Experiment
Personalization

Goal

Find which variation performs best

Deliver a tailored experience to a specific audience

Traffic split

Visitors are randomly assigned to variations (e.g., 50/50)

All matching visitors see the personalized experience (100%)

Control group

Yes — a portion of visitors see the original

No split — if a visitor matches the audience rules, they see the personalized version

Statistical significance

Evaluated — you wait for enough data to declare a winner

Not applicable — there's no comparison being tested

Audience targeting

Optional — can run for all visitors or a specific audience

Required — the audience rules define who sees the personalization

Traffic allocation step

Yes — you configure the split

No — there's no traffic to split


When to Use Personalizations

Personalizations are most useful when you already know what works for a specific audience and want to deploy it permanently:

  • After a winning experiment — You ran a test, found that mobile visitors convert better with a specific layout, and now want to roll it out just for mobile visitors

  • Audience-specific pricing — Show different prices to visitors from different countries, traffic sources, or customer segments

  • Campaign-specific landing pages — Redirect visitors from a specific ad campaign to a tailored page

  • Targeted messaging — Show different banners, headlines, or content to new visitors vs. returning visitors

  • Seasonal or regional content — Display different images or promotions based on visitor location


Available Personalization Types

Personalizations use the same underlying tools as experiments. You can create personalizations for:

Type
What You Can Personalize

Page Personalization

Show different page templates to targeted audiences

Pricing Personalization

Offer dynamic pricing to specific visitor segments (Shopify Plus: native pricing; other plans: duplicate products)

URL Redirects

Send specific audiences to targeted landing pages

Product Image Personalization

Show different product images to different audiences

Content Edits Personalization

Use the Visual Editor to customize text, images, and layout for targeted visitors

Custom Code Personalization

Inject custom JS/CSS for specific audiences

The creation flow for each type is the same as the corresponding experiment — with two key differences: there's no traffic allocation step, and audience targeting is required instead of optional.


How It Works

  1. You create a personalization and select the type (page, pricing, URL redirect, etc.)

  2. You configure the personalized experience — the change you want visitors to see

  3. You set up audience targeting rules — device, location, traffic source, UTM parameters, visitor type, or any combination

  4. When a visitor matches your targeting rules, they see the personalized experience

  5. Visitors who don't match see your store as normal

  6. Elevate tracks performance metrics so you can monitor how the personalization is performing

All matching visitors are assigned to the personalized variation — there's no random split and no control group receiving a different experience.


Setting Up Audience Targeting

Audience targeting is the foundation of personalizations. Without it, a personalization would just be a change applied to everyone (which is what experiments are for).

Common targeting setups:

  • Mobile visitors → Show a simplified, mobile-optimized layout

  • Visitors from Facebook ads → Show a landing page that matches the ad creative

  • Returning visitors → Display a loyalty discount or personalized recommendation

  • Visitors from the US → Show US-specific pricing or promotions

  • Visitors from a specific UTM campaign → Tailor the page to match the campaign messaging

You can combine rules with AND/OR logic for precise targeting. For the full list of targeting options, see Audience Targeting.


Monitoring Performance

Even though personalizations don't have a control group for A/B comparison, Elevate still tracks all performance metrics — conversion rate, revenue, add-to-cart rate, session duration, and more. You can monitor these in the same Results and Advanced Analytics tabs as experiments.

This lets you see how the personalized experience is performing and catch any issues early. If metrics drop after launching a personalization, you can pause it and investigate.


Next Steps

To create a personalization, go to Personalizations in your Elevate dashboard and select the type of personalization you want to create. The setup follows the same steps as the corresponding experiment type — refer to the relevant experiment guide for detailed instructions:

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