Creating A/B Campaign

How to create A/B campaigns

Baris Ergin
Written by Baris ErginLast update 5 months ago

If you want to create a regular campaign, but have different audiences or objectives it can be difficult to choose a subject line, a from name, or an email template. In DirectIQ you can create a split (A/B) campaign, which allows you to split the recipients equally into two or three groups. Each group will receive an email with one of two (or three) subject lines, or from names, or email templates that you specify while setting up your campaign.

To create A/B Campaign go to Campaigns -> Create A/B Campaign. Alternatively, you can go to Campaign -> Campaigns List and click New -> A/B Campaign in the top right corner.

Step 1

In the dialog, that will open, fill in the campaign name on the left side. Optionally you can select tags from the drop-down list on the right side. Then click Save.

Step 2

In this step, you need to select campaign recipients. Please, read more about How To Set Up Campaign Recipients.

The default language of the campaign is English. You can change it to one of five other languages, available in the system, in this step. To do this select the language you want to use at the bottom of the dialog.

Step 3

At this step, you can choose by what criteria you want to split the campaign: by subject lines, from names, or email templates. It is also necessary to choose how many parts you want to divide the campaign into (from 1 to 3). Then determine the percentage of recipients who will receive the test email. Each variant will be sent to the same number of recipients that you specify. After the expiration of the time specified by you, we will determine the winning option, using the criterion you chose (Open Rate or Click Rate). The winning campaign will be sent to the rest recipients.

Step 4

Next, you need to set the sender's address and name. You can select an address from the drop-down list, which contains a list of all your verified senders, or enter a new address. In the second case, the new address needs to be verified before you can continue. Read more about How To Manage Email Sender Addresses.

Step 5

In this step select the email template (in our case there should be two templates). Click on the rectangle on the left side of the dialog box.

Then hover over the template you want and click Choose.

A sketch of the template will appear instead of an empty rectangle. You can change the template by clicking on its image and selecting a new one.

In this step, you need also to fill in Subject Line. Optionally write preheader.

Step 6

In the end, you need to set up a date and time when the campaign will be sent. If necessary, you can send it immediately after it is created.

In this step, you can set up a campaign so that it is sent gradually within a few hours. It is also possible to add Google Analytics link tracking.

After all the steps have been completed, check the information you entered. If necessary, you can change it by clicking the change button on the right next to the required step. If all the data is correct, finish creating the campaign by clicking You're Good to Go! Start Your Campaign.

You can stop after any step and save the campaign as a draft to finish later by clicking Finish Later (Save as Draft) at the bottom left corner.

See also:

Creating Regular Campaign

Automated Campaign Overview

How To Set Up Campaign Recipients

How To Write A Good Subject Line

What Is Preheader

Using Google Analytics Link Tracking

Using Gradual Sending

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