Pathfora Web Personalization

Deliver personalized on-site experiences using the Pathfora JavaScript SDK.

Overview

Pathfora is Lytics' web personalization SDK. It generates JavaScript that you embed on your website to deliver targeted experiences -- modals, slide-outs, bars, forms, content gates, and content recommendations -- based on visitor segments. Pathfora integrates with the Orchestration API to manage campaign structure and the Decision Engine to select the optimal experience for each visitor.

How It Works

  1. Create campaigns and experiences in Lytics (via the UI or the Orchestration API)
  2. Configure variations with content, layout, and audience targeting
  3. Lytics generates a JavaScript SDK bundle containing all published campaigns
  4. Embed the SDK on your website
  5. The SDK evaluates visitor segments client-side and displays matching experiences

Tactic Types

TacticWidget TypeUse Case
present_messageMessageAnnouncements, notifications, promotions
target_urlMessage (clickable)Call-to-action directing to a URL
capture_leadsFormEmail capture, surveys, lead generation
SiteGateModal formGating content behind a form submission
recommend_contentMessagePersonalized content recommendations

Layout Options

Pathfora supports several layout types:

  • Modal -- Centered overlay dialog
  • Slideout -- Slides in from the side of the page
  • Bar -- Fixed bar at the top or bottom of the page
  • Sticky Bar -- Stays visible while scrolling
  • Gate -- Full-page blocking overlay (for site gates)

Audience Targeting

Experiences are targeted using Lytics audience segments:

  • Each campaign or variation is assigned a target segment
  • The SDK checks the visitor's segment membership client-side
  • Conversion segments can be specified to exclude users who have already converted
  • Personalization keys provide an alternative to segments for dynamic targeting

A/B Testing

Campaigns with multiple variations automatically set up A/B tests:

  • Variations are split evenly (e.g., 50/50 for two variations)
  • Each visitor consistently sees the same variation
  • Metrics are tracked per-variation for comparison

Widget Configuration

Each widget/variation supports:

FieldDescription
headlinePrimary heading text
msgBody text content
imageImage URL
confirmActionButton configuration (text, URL, callback)
cancelActionDismiss button configuration
closeActionClose button behavior
formElementsForm fields: name, email, title, message, phone, company
colorsTheme colors (background, text, headline)

Display Conditions

Control when widgets appear:

  • Date ranges: Start and end dates for time-limited campaigns
  • Impression limits: Maximum displays per session or total
  • URL matching: Show on specific pages via referrer URL regex or collection matching

Event Hooks

JavaScript callbacks for custom behavior:

  • onInit -- Widget initialized
  • onLoad -- Widget displayed
  • onSubmit -- Form submitted
  • onModalClose -- Widget dismissed

Account Configuration

Account-level Pathfora settings control global behavior:

GET /program/settings
POST /program/settings

Settings include:

SettingDescription
themeDefault color theme for all widgets
colorsDefault color palette (background, text, headline hex values)

Integration with Google Analytics

Pathfora can send events to Google Analytics for widget interactions. This can be disabled per-account via the integration settings.

Performance

  • JavaScript is minified for production use
  • SDK loads asynchronously on page load
  • All targeting logic executes client-side with no additional server requests
  • Candidate lists are cached server-side for fast delivery