I. A/B Testing 

Try out different versions of your newsletter to ultimately send the most impactful one !

Step 1  : Traditional campaign creation with multiple versions 

  • Complete all the steps of a traditional campaign creation (cf. Campaigns) 
  • Go to "Design email" and click on "Version A" in the left upper corner of the screen 
  • You can "create a new version" in which you modify certain elements like the subject or the images (n.b. possibility to create up to 10 different ones) 


Step 2 - Define number of recipients and criteria of success 

  • Define the percentage of recipients you want to send version A and B 


  • Election mode : Decide if you want to analyze the results of your 2 versions automatically or manually 

  • Criteria of success : decide on what element will determine which version is the winning one  





Each version is sent to a small but equal number of recipients from your initial contact list.

E.g. You have a contact list of 100 contacts. You can decide to send your newsletter versions to 20% of this list. If there are 2 versions it means 10 people will receive version A and 10 people will receive version B.


Step 3 - Sending of your campaign 

  • In automatic mode : the winning version will be sent to the remaining contacts of your initial list. 
  • In manual mode : after you analyze the results of your two versions you can send your winning version to the remaining contacts 





!Be aware! In automatic mode he A/B test needs to run at minimum 1 hour before the winning version can be determined


II. Automation 

Design automated workflows by defining triggers and delays between them. This way you automate your emailing and ensure you keep pace with critical dates and contact updates.


Step 1 - Select an automation scenario 


Go to “Automation”, “My workflows”, “Create workflow” 

  • Select an automation scenario 


  • Decide on basic information (contact list, title,...) 


3 types of workflows : 

  • Welcome 

  • Update property 

  • Date


Step 2 - Create your workflow 


  • Trigger : 
    • A new contact is added to the list 
    • Contact property (changes or becomes equal to) 
    • Dates  (start,..) 

  • Customize your workflow by adding as many steps in the workflow as needed. 

    • Decide which template you want to use and personalize it 

    • Edit the subject, sender name/address in the newsletter builder 

    • Click on “save and add to workflow”.

    • Set the delay you want to apply between each newsletter 




  • Review and activate 

 


Be aware !

When you activate a campaign you can't edit it anymore.