A/B testing a broadcast campaign lets you distribute an email list to two email messages to find out which email performs the best.
Let’s take an example to understand better. Say you want to send a Broadcast email campaign to 100 contacts present in your CRM. What you can do is create a Broadcast campaign “With a/b Test” where, there will be two types of messages, Message A and Message B to identify which message works best for your audiences.
Now, you can send both the types of email messages to say 30 of the contacts. You can track the performance of each message based on Emails Clicks or Email Views etc. Based on the performance of the two email messages you can decide to send a better message to the rest of the 70 contacts.
This is what A/B test campaign does and helps you to prepare a better Broadcast campaign based on actual results.
1. Log into the CRM home page and go to Email Marketing under Marketing module.
2. Then click on Broadcast Campaign and choose With a/b Test. Once you chose the option the below page will appear.
3. The A/B campaign page will appear to click on “ADD” button.
4. Select the email template.
- Category: These are the template categories in Soffront CRM. You can select from Auto Response, Marketing templates, Greeting, and Newsletters.
- Template: You can select templates from the template library or templates you have created earlier.
- Then click on Select to open Create A/B campaign page.
- Click on Cancel to cancel the campaign.
The create A/B Campaign page appears as shown in the image below:
The components of the screen are as follows:
Name: Type in a name for the A/B Campaign.
Select Group, Contact Filter or Account Filter to target your campaigns to.
a. Group: Select groups to target specific groups. The Campaign will be send to all members of the selected groups.
Note: You can add up to 3 groups at a time.
- Click on the group radio button then select a group from the drop-down list.
Contact Filter: Select this to contact a dynamic list of contacts.
- Click on Contact filter radio button then select an option from the drop-down list.
Account Filter: Select this to target a dynamic list of Accounts. The campaign will be sent to all the linked Contacts of the Accounts associated with this list.
- Click on Lead filter radio button then select an option from the drop-down list.
A/B Test distribution: Set the percentage in which you want to distribute message A and message B among your contacts. The percentage value of each message cannot be less than 0 or more than 99. Also, the total percentage value including both the messages cannot be more than 100.
Select Winner By: Set the parameter based on which the winner will be decided. The options are Email Clicks or Email Views.
Minimum Winning Margin: Set the percentage of margin to decide the winner out of the two messages.
Send the Rest Using the Winner: Select Yes or No to send the winner message to the rest of the contacts. If you select Yes, a new option will appear to set the number of days after which you want to send the message to the rest of the contacts. Refer to the image below:
From Name: Your login name will be populated in this field by default. You can change it to something else if you want to.
From Email: Your email address will be populated in this field by default. You can select a different email address from the drop down list if you want to.
Include a link to view the email as a webpage: Select the check box to enable the viewer to view the email as a webpage.
Subject: The subject field will be updated according to the selected Template. You can type in a different subject if you want to change it.
Personalize: Select an option from the personalize drop-down list such as Company, Name etc. to add to the subject field to make the Template more personalized.
Click Save. A message box will appear campaign saved successfully
Once saved a new set of buttons will appear as shown in the image below:
Save: Click to save the messages.
Schedule: Click to schedule the campaign on a particular date.
Execute Now: Click to execute the campaign immediately.
Copy: Click to copy the messages.
Test: Click to send a test mail of the campaign.