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For a conceptual overview of Treatments, see Treatments in Product Concepts.

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5.1 Treatment Portfolio

The Treatment Portfolio is your central hub for managing all treatments.

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Accessing Treatment Portfolio

  1. Click Treatments & Journeys in the sidebar
  2. Select Treatment Portfolio

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Portfolio View

The portfolio displays:

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Filtering Treatments

Use filters to find specific treatments:

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Quick Actions

From the portfolio, you can:
  • Click a treatment to view details
  • Edit using the edit icon
  • Pause/Activate using status toggle
  • Preview using the preview icon

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5.2 Creating a Treatment

Treatment creation uses a 5-step wizard.

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Starting Creation

  1. Navigate to Treatment Portfolio
  2. Click + Create Treatment

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Step 1: Select Journey

Purpose: Every treatment must belong to a journey. Fields: Selecting Journeys: For Evergreen journeys:
  • Select one or more Evergreen journeys
  • Treatment will run continuously within those journeys
For Burst journeys:
  • Select a single Burst journey
  • Treatment inherits the journey’s start/end dates
Validation:
  • At least one journey must be selected
  • For Burst, expired journeys are filtered out
Tip: If you need a new journey, create it first via Journey Portfolio.

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Step 2: Basic Information

Purpose: Define what the treatment is and where it appears. Fields: Name Best Practices:
  • Be descriptive: “Welcome Back - Home Banner v2”
  • Include surface or type: “Checkout Modal - Free Shipping”
  • Add version or date: “Holiday Sale 2026 - Push”
Description Tips:
  • Explain the purpose
  • Note the target audience
  • Include any A/B test context
Target Action: Select the desired user action:
  • View product
  • Make purchase
  • Complete profile
  • Open feature
  • etc.
Treatment Type: Select from configured types:
  • Banner
  • Modal
  • In-app message
  • Push notification
  • Email
  • etc.
Note: Treatment types are configured by admins. Contact yours if needed type is missing.
Surfaces: Select one or more surfaces where the treatment can appear:
  • Home screen
  • Product page
  • Checkout
  • etc.
Multiple surfaces = treatment can appear in multiple locations.

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Step 3: Content

Purpose: Define what users actually see. Fields vary by treatment type but commonly include: Using Personalization: Insert data fields to personalize content:
How to insert:
  1. Go to Configuration > Data Management > Data Fields to find available field names
  2. In the content field, manually type the variable in ${field_name} format
Available data fields are listed on the Data Fields page. Contact your admin if you need access. Image Requirements:
  • Provide a URL to a hosted image
  • Ensure the image is publicly accessible
  • Check resolution requirements for your treatment type
  • Test image loading in preview
CTA Configuration:

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Step 4: Guardrails & Scheduling

Purpose: Control who sees the treatment and when. Guardrails: Define eligibility rules that must be true for a user to receive the treatment: Multiple rules are combined with AND logic — all conditions must be met. Boolean conditions: Some conditions use a checkbox instead of a value field. These check whether a data field is set or unset:
Example: To send a treatment only to users who have never received it before, add a Boolean rule on last_timestamp and leave the checkbox unchecked. This targets users where no timestamp record exists for that treatment.
Scheduling:
Tip: For Burst journeys, the treatment’s schedule must fall within the journey’s start and end dates.

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Step 5: Review & Create

Purpose: Verify everything before creation. Review checklist:
  • Correct journey selected
  • Name is descriptive and accurate
  • Treatment type matches intended format
  • Correct surfaces selected
  • Content is complete and spell-checked
  • Personalization variables are correct
  • CTA action is appropriate
  • Guardrails are correctly configured
  • Schedule start/end dates are correct
Creating the Treatment:
  1. Click Create Treatment
  2. Treatment is saved in Draft status
  3. Navigate to activate or continue editing

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5.3 Editing Treatments

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Accessing Edit Mode

Option 1: Click treatment name in portfolio, then Edit Option 2: Click edit icon directly in portfolio

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What You Can Edit

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Versioning

Auxia Console tracks treatment versions:
  • Each save creates a version
  • You can view version history
  • Previous versions are preserved

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Editing Active Treatments

Warning: Editing an active treatment updates what users see immediately.
Best practice:
  1. Pause the treatment first (if major changes)
  2. Make your changes
  3. Preview the changes
  4. Reactivate when ready

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Version Selector

For treatments with multiple versions:
  1. Open treatment details
  2. Look for the version selector dropdown
  3. Select version to view
  4. Compare versions if needed

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5.4 Treatment Preview

Preview lets you see how treatments will appear before activation.

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Accessing Preview

  1. Open treatment from portfolio
  2. Click Preview button
  3. Or use preview icon in portfolio list

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Preview Modes

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Limitations

Preview is approximate:
  • Actual rendering depends on your app’s implementation
  • Personalization shows placeholder or sample values
  • Some interactive elements may not work
Tip: For accurate testing, use QA Testing with real QA users.

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5.5 Bulk Upload

Bulk Upload lets you create multiple treatments at once via CSV file.

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Accessing Bulk Upload

  1. Go to Treatment Portfolio
  2. Click Bulk Upload button (or tab)

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Bulk Upload Process

Step 1: Download Template
  1. Click “Download Template”
  2. Template includes all required columns
  3. Open in Excel or Google Sheets
Step 2: Fill Template Required columns vary but typically include: Step 3: Upload File
  1. Click “Upload” or drag-and-drop
  2. System validates the file
  3. Review validation results
Step 4: Review & Create
  1. Review the treatments to be created
  2. Fix any validation errors
  3. Click “Create All” to create treatments

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Validation Errors

Common errors:

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Bulk Upload Tips

  • Test with 2-3 treatments first before large uploads
  • Keep a backup of your CSV
  • Use IDs (not names) for references
  • Check for special characters that might cause issues

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5.6 Sparks (AI Recommendations)

Sparks provide AI-powered recommendations during treatment creation.

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What are Sparks?

Sparks analyze your treatment and suggest:
  • Improved headlines
  • Better CTAs
  • Personalization opportunities
  • Content optimizations

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Using Sparks

  1. During treatment creation (Step 3)
  2. Look for the Sparks panel or icon
  3. Review suggestions
  4. Click to apply or dismiss

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Spark Types

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Providing Feedback

Help improve Sparks by:
  1. Clicking thumbs up/down on suggestions
  2. Using the feedback dialog
  3. Noting which suggestions were helpful
Note: Sparks availability depends on your Console configuration.

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5.7 Treatment Status Management

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Status Definitions

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Changing Status

To Activate:
  1. Open treatment
  2. Ensure all required fields are complete
  3. Change status to Live
  4. Confirm activation
To Pause:
  1. Open treatment
  2. Change status to Paused
  3. Treatment immediately stops delivering
To Archive:
  1. Open treatment
  2. Select Archive option
  3. Treatment moves to archived state

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Status Dependencies

For a treatment to actually deliver:
  1. Treatment status must be Live
  2. Parent journey status must be Live
  3. User must meet guardrails
  4. Surface must be active in the app

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5.8 Guardrails

Guardrails control which users can receive a treatment.

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What Are Guardrails?

Conditions that must be true for a user to see the treatment:
  • User attribute conditions
  • Behavioral conditions
  • Contextual conditions

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Example Rules

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Boolean Conditions

Some fields use a Boolean condition — a checkbox rather than a value field. This checks whether the field exists or is absent for a given user. Common use case: Targeting users who have never received a specific treatment. Add a Boolean rule on last_timestamp and leave it unchecked — this matches users with no timestamp record, meaning they haven’t seen the treatment before.

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Configuring Rules

Guardrails are typically configured:
  • During treatment creation
  • Or by selecting from predefined audience segments
Note: Rule configuration options depend on your Console setup. Contact your admin for available rules.

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Testing Rules

Use QA Testing to verify guardrails:
  1. Set up QA user with specific attributes
  2. Trigger the surface where treatment appears
  3. Verify treatment shows/doesn’t show correctly

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5.9 Treatment Best Practices

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Naming Conventions

Adopt a consistent naming pattern:
Examples:
  • “Home - Welcome Back - Returning Users - v2”
  • “Checkout - Free Shipping - New Users - Jan 2026”

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Testing Before Launch

  1. Use Preview to check content
  2. Test with QA users in real app
  3. Verify on different devices if applicable
  4. Check personalization renders correctly

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Optimization Cycle

  1. Launch initial treatment version
  2. Monitor performance for 1-2 weeks
  3. Analyze metrics (CTR, conversions)
  4. Iterate based on data
  5. Repeat the cycle

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5.10 Common Treatment Issues

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Treatment Not Showing

Checklist:
  • Treatment status is Live
  • Journey status is Live
  • User meets guardrails
  • Surface is correctly configured
  • No technical delivery issues

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Content Not Rendering Correctly

  • Check image URLs are accessible
  • Verify personalization fields exist for user
  • Test with QA user to isolate issue
  • Check treatment type configuration

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Changes Not Appearing

  • Allow time for updates to propagate
  • Clear any caching in test app
  • Verify you saved the changes
  • Check you’re looking at correct version

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Next Section

Continue to Section 6: Analytics for detailed analytics documentation.