AB Split Campaigns

AB Split campaigns allow you to set two to five test segments for a campaign. You choose the list, and Sailthru will split the recipients at random, using a proportion you choose. For example, you can try out a new design or subject line on 20% of your audience and see how it performs.

Campaign reporting will provide the results of the test and help inform your planning of future campaigns.

AB Splits are typically used for longitudinal testing of an element such as personalization in email vs. a static design. Changes are tested over a longer period of time, from a few days up to weeks or months. (For a comparison of AB test campaign types, see Campaigns Overview.) Note that it is a best practice to minimize the number of elements you vary in a test, so that you can determine which one is responsible for your success.

Video: Building an AB Split Campaign

Getting Started

To create a new campaign:

  1. Go to Communications > Campaigns.
  2. Click Create New from the Campaigns page.
  3. Enter a Campaign Name. You can also rename the campaign later by clicking its name at the top of the campaign builder.
  4. Click AB Test, then select the AB Split campaign type

NOTE: For more information on creating a new campaign, see the Campaign Overview page.

For AB Test campaigns, you’ll have the option to select the type of test for your campaign.

Campaigns 03 - Select Campaign Type with AB Test and AB Split selected

Once you have chosen the AB Split, the menu on the left in My Sailthru will guide you through next steps.

Campaigns 24 - AB Test Side NavEach step is described on this page:

Using the menu in My Sailthru, you can move from section to section and add information in any order.

NOTE: When creating an AB Split campaign, you will see the names of each segment displayed in the left side menu. When you add a segment, it will appear with the segment letter and name of campaign.

Campaigns 02 - New Campaign Clickable TitleClick the campaign name next to the paper airplane icon to change the name of each campaign segment.

Audience

You will choose the audience for your email by setting Your Target Audience and, optionally, Your Suppressed Audience. Sailthru allows you to have multiple suppression lists if needed to exclude subsets of Your Target Audience. Please reach out to your Customer Success Manager to enable this feature.

To read more about how to create, manage, grow, and track lists, see the Lists Creation section of the Audience Overview documentation pages.

Selecting Your Lists

On the Audience page, set who will receive your email via Your Target Audience drop down.

Once you choose Your Target Audience, you will have the option to exclude recipients via the Your Suppressed Audience drop down.

The number of valid emails refers to the number of valid emails on a list, minus hard bounces or optouts. See the User Levels Engagement page for more information. If you’re using a Natural List, Created will show the date the Natural List was created.

Campaigns 05 - Select Your Audience Drop-Downs

Configure

In this section of My Sailthru, you’ll enter the foundational information for your email, including the Template; basic information such as the From Name, Email Subject and Reply-To Email; and choose the Data Feed and/or Ad Plan, if you’re using one. This is also where you will set up your AB segments and add tests for any of the basic information.

Build From a Template

On the Configure page, check the Build from Template box and choose your Template if you have not already done so.

Campaigns 06 - Build Your Campaign from a Template Checkbox and Drop-Down

Add Segments

Under Segment, you can optionally add additional test segments or change the proportional size of your segments.

  • To add a segment, click the gray plus sign.
  • You can have up to five segments with an AB Split Test.
  • To modify the audience percentage for segments, click and drag the splitter bar between them, or click a percentage value and type a new number in its place.
  • The minimum percentage is 10%.

Campaigns 26 - Segment Size

Add the Basics

Tests may be added to any of the Basics, including:

  • The From Name and From Email that will display for recipients.
  • Email Subject for the email.
  • Reply-To Email to which recipients can respond.

Once you add a test, you’ll see additional fields for that item which you can edit. For example, in the image below, two different Email Subjects have been entered.

NOTE: Clicking the envelope and plus symbol icon allows you to add a verified email that you have already added to My Sailthru for verification.

Campaigns 27 - Basics fields (from name, from email, email subject, reply-to email)

Add a Data Feed and Ad Plan (optional)

You also have the choice here to include a Data Feed in your email, with or without a test. Data Feeds are used to supply content to not only emails, but website and other online content. Sailthru utilizes the following feed types, which should contain your product or content URLs:

  • Content Feeds are supplied by Sailthru’s Personalization Engine product, which gathers users’ interests based on website activity.
  • You provide URL Data Feeds, which may be generated by your content management system. It is recommended that you add these to your feeds page in My Sailthru so that Sailthru can cache them and make them easy to access within your Template or campaign. JSON format is recommended.
  • Merged Feeds contain multiple Content and/or URL Data Feeds, which Sailthru merges for you into a single feed.

See the Data Feeds Overview documentation page for more information, and note that your template must be coded to support the display of data from a feed (see Code a Template Using a Data Feed).

See the Ad Targeter Setup documentation page for more information on the Ad Plan feature.

Design

The Design page is where you will modify or update content that appears from the Template you have chosen for your campaign. You can create a campaign from scratch, but it is a best practice to start with a Template.  When using a Template, you can still manually edit your code for each campaign send, as needed.

Design Your Email Content

On the Design page, you will see Sailthru’s side-by-side code editor. You can modify the HTML from your chosen Template as needed and use the preview window to view and test your content. Click Test Send to quickly send a test email. You will then be prompted to enter the test email address.

NOTE: When using the Test Send button, the optout link will not render in the test email.

Code from your Template will be shown in the HTML viewer and as you make changes to the code on the left-hand side, you’ll see updates on the right. The Design page allows you to preview your email before making it live.

For AB campaigns, you also have the option to add a test for content creative and copy.

Campaigns 27b - Creative Test

On the HTML viewer, click Text and then to convert the preview to the text version of your email.

Campaigns 09 - Text Tab with Convert from HTML button highlighted

Also, above the HTML viewer are your Advanced options:

  • The Zephyr Setup section will run once for every recipient of the email send, enabling dynamic headlines and content.

Campaigns 10 - Advanced Tab with Zephyr Setup Sub-Tab Highlighted

  • Link Setup allows you to indicate whether you’ll be tracking links and/or using Google Analytics to measure what happens on your site after a user opens and clicks within your email.

Campaigns 11 - Advanced Tab with Link Setup Tab Highlighted

Using Zephyr

For AB Tests, you can use HTML to create static data, and Zephyr for dynamic information. Zephyr is Sailthru’s coding language used in email subject lines and campaign Templates to increase customization. For example, Zephyr is used to incorporate data feeds to populate the Template with your latest content and to call variables associated with user’s profiles, such as their geolocation to ensure relevancy for each recipient of the email.

See the For Developers documentations pages for more information on using Zephyr for Sailthru email campaigns. You can also click Zephyr Guide from the Design page in My Sailthru to access the Zephyr Syntax Overview documentation.

Campaigns 12 - HTML tab with Zephyr guide button highlighted

Viewer Options and Image Library

You can adjust your viewing options by clicking the cog icon at the bottom of the HTML viewer. This is also where the image library is located. Images you upload are available to you for all emails you design. When deleted from an email, they remain in the library for use in other emails.

Campaigns 13 - Viewer Options and Image Library (both buttons highlighted)

You can easily bulk upload images by dragging and dropping from desktop or folder into the Image Library.

Campaigns 14 - Image library with drag and drop section shown

Schedule

When and how your email will send is critical in getting a response from your audience. There are multiple options that let you control the send date and time to reach your audience when your content is most relevant and valuable, including the Personalized Send Time.

Scheduling Your Campaign

On the Schedule page, set up all options around how and when your email will be sent. If you choose to send On Confirmation your email will send once you click Schedule on the confirmation page. You can also set a Specific Time, which allows you to schedule an exact time and date in the future.

Choose Personalized Send Time to optimize the open rate by sending emails to individuals when they are most likely to open based on their email open history. For example, if you choose to send your email starting at 9:00AM with a 16-hour send window, the email will be sent to each user at the time between 9:00 AM and 11:00 PM when they are most likely to open it within that window. This is based on user open history in their Sailthru profile.

For AB Splits, you can add as many tests as you have segments to optimize performance of email based on time sent, schedule time or Personalized Send Time windows.

Campaigns 28 - Schedule

Confirmation and Seed Emails

Enter the Confirmation Email for the individual(s) who should receive an email when the campaign completes sending, including a confirmation of completion and total emails sent. To enter multiple confirmation email addresses, separate using a comma.

Enter the Seed Emails to which the email should be sent. Note that this will send to the email address regardless of opt-in status.

Campaigns 16 - Confirmation Email and Seed Emails

Confirmation

The Confirmation section provides you with an opportunity to review a summary of the settings you’ve chosen for your campaign.

Confirmation Details

For AB Splits, the confirmation page will provide information for each segment. The tests are color-coded for each segment and the percentage for each segment is noted in the title.

Campaigns 29 - Confirmation

TIP: Be sure to review all of your campaign details presented on this page prior to clicking Schedule. Try reading this page from the bottom up, or printing to review on paper. Changing the order or method in which you’ve previously reviewed information can help you to find errors or items that need updating.

If you have scheduled your campaign to send On Confirmation, a pop up will appear to confirm and give you the option to schedule for a later date.

You can always return to edit any section of your campaign prior to the send time.

NOTE: When creating an AB Test, note that each segment — including final segments for AB Winner or AB Auto Winner campaigns — will be viewable as separate campaigns on your Campaign page.

Campaigns 30 - Listed Campaigns [A] [B]


Top