How to create test scenarios

The test scenario groups are randomly selected, and you decide on the size of them (as long as they add up to a total of 100 percent). Then perform your test of choice.

There are several ways of creating test scenario groups in Engage. You can for example create a new segment or use an existing one. Once you’ve created a test scenario, no other contacts will be included. It is, in other words, static.

Create test scenario via the Filtering Tool

1. Go to Targeting and select Filtering Tool.

2. Choose a saved segment or build a new one.

3. Click the Action button in the top right corner.

4. Click Create test scenario.

Create test scenario via the filtering tool

5. Give your test scenario a name, define the number of groups, the group sizes, and save the test scenario by clicking Save.
 

Create test scenario via the Targeting Tool

1. Go to Targeting and select Targeting Tool.

2. Choose which contacts you want to include/exclude in the test scenario. 

3. Click the Action button in the top right corner.

4. Click Create test scenario.

5. Give your test scenario a name, define the number of groups, the group sizes, and save the test scenario by clicking Save.
 

 

Create test scenario via the list of saved segmentations

1. Go to Targeting and choose a saved segment. 

2. Click the three dots behind the segment.

3. Choose Create test scenario.

4. Give your test scenario a name, define the number of groups, the group sizes, and save the test scenario by clicking Save.

Create test scenario from the list of segmentations
 
 

Using the test scenario

When your groups are saved, they're ready to be used in your campaign. Create your communication and/or promotions as you normally would and select recipients using Segmentation > Special field > Test scenarios to choose your group for each version.

Follow up your test results and get insight by using the Test Scenario Follow-Up.

 
 

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