Create a content experiment content-experiment

NOTE
Before starting with Content Experiment, make sure that your reporting configuration is set for your custom datasets. Learn more in this section.

The Journey Optimizer Content Experiment enables you to define multiple delivery treatments in order to measure which one performs best for your target audience. You can choose to vary the delivery content or subject. The audience of interest is randomly allocated to each treatment to determine which one works best in terms of the specified metric.

In the example below, the delivery target has been split into two groups, each representing 45% of the targeted population, and a holdout group of 10%, who will not receive the delivery.

Each person in the targeted audience will receive one version of an email, with a subject line that is one of the following two:

  • one directly promoting a 10% offer on the new collection and an image.
  • the other one only advertising a special offer without specifying the 10% off without any image.

The goal here is to see if recipients will interact with the email depending on the received experiment. We therefore will choose Email Opens as the primary goal metric in this Content Experiment.

➡️ Learn how to use content experiments to compare decisions with the code-based experience channel in this use case.

Create your content campaign-experiment

  1. Begin by creating and configuring your campaign or journey according to your requirements.

  2. From the Edit content window, start personalizing the treatment A.

    For this treatment, we will specify the special offer directly in the subject line and add personalization.

  3. Create or import your original content and personalize it as needed.

Configure your content experiment configure-experiment

AVAILABILITY
Direct Mail supports the Holdout functionality but does not currently support Treatments.

For you content experiment, you can choose between three types of experiment:

  • A/B experiment: define the traffic split between treatments at the start of the test. Performance is evaluated based on your chosen primary metric, the Experimentation Accelerator, then, reports the observed lift between treatments.

  • Multi-armed bandit: traffic split between treatments is handled automatically. Every 7 days, performance on the primary metric is reviewed, and weights are adjusted accordingly. Reporting in the Experimentation Accelerator continues to show Lift, as A/B tests.

  • Bring your own Multi-armed bandit: traffic split between treatments is handled automatically. You have the flexibility to determine when and how it should change by using the Experiment APIs to adjust allocations in real time.

➡️ Learn more on the difference between A/B and Multi-armed bandit experiments

A/B experiment
  1. When your message is personalized, from the Actions tab, click Create experiment to start configuring your content experiment.

  2. Select the Success metric you want to set for your experiment.

    For this example, select Email open to test if profiles open their emails if the promo code is in the subject line.

  3. When setting up an experiment using the In-app or Web channel and choosing the Inbound Clicks, Unique Inbound Clicks, Page Views , or Unique Page Views metrics , the Dimensions field enables you to precisely track and monitor clicks and views on specific pages.

  4. If you created an API-triggered campaign, select A/B Experiment from the Experiment type drop-down.

  5. Click Add treatment to create as many new treatment as needed.

    note caution
    CAUTION
    When creating a Code-based experiment, note following limitations:
    • Treatment count: Creating more than 3-5 treatments may cause performance and interface issues. If you encounter errors when adding treatments, try reducing the number of treatments or add them incrementally until the issue is resolved.
    • Reserved keywords: Avoid using reserved keywords such as “holdout” in your treatment names, as this may cause decision node mapping errors and prevent the experiment from working correctly.
  6. Change the Title of your treatment to better differentiate them.

  7. Choose to add a Holdout group to your delivery. This group will not receive any content from this campaign.

    Switching on the toggle bar will automatically take 10% of your population, you can adjust this percentage if needed.

    note important
    IMPORTANT
    When a holdout group is used in an action for content experimentation, the holdout assignment only applies to that specific action. After the action is completed, profiles in the holdout group will continue down the journey path and can receive messages from other actions. Therefore, ensure that any subsequent messages do not rely on the receipt of a message by a profile that might be in a holdout group. If they do, you may need to remove the holdout assignment.

  8. You can then choose to allocate a precise percentage to each Treatment or simply switch on the Distribute evenly toggle bar.

  9. Enable the auto-scale experiment to automatically roll out the winning variation of your experiment. Learn more on how to scale the winner

  10. Click Create when your configuration is set.

Multi-armed bandit

Note that Multi-armed bandit experiment is only available with the following:

  • Inbound Channels
  • Unitary Journeys
  • API Triggered Campaigns (Both transactional and Operational)
  • Outbound Channels if the schedule is reoccurring
  1. When your message is personalized, from the Actions tab, click Create experiment to start configuring your content experiment.

  2. Select the Success metric you want to set for your experiment.

    For this example, select Email open to test if profiles open their emails if the promo code is in the subject line.

  3. If you created an API-triggered campaign, select Multi-armed bandit from the Experiment type drop-down.

  4. Click Add treatment to create as many new treatment as needed.

  5. Change the Title of your treatment to better differentiate them.

  6. Choose to add a Holdout group to your delivery. This group will not receive any content from this campaign.

    Switching on the toggle bar will automatically take 10% of your population, you can adjust this percentage if needed.

    note important
    IMPORTANT
    When a holdout group is used in an action for content experimentation, the holdout assignment only applies to that specific action. After the action is completed, profiles in the holdout group will continue down the journey path and can receive messages from other actions. Therefore, ensure that any subsequent messages do not rely on the receipt of a message by a profile that might be in a holdout group. If they do, you may need to remove the holdout assignment.

Bring your own Multi-armed bandit

Note that Bring your own Multi-armed bandit experiment is only available with the following:

  • Inbound Channels
  • Unitary Journeys
  • API Triggered Campaigns (Both transactional and Operational)
  • Outbound Channels if the schedule is reoccurring
  1. When your message is personalized, from the Actions tab, click Create experiment to start configuring your content experiment.

  2. Select the Success metric you want to set for your experiment.

    For this example, select Email open to test if profiles open their emails if the promo code is in the subject line.

  3. If you created an API-triggered campaign, select Bring your own Multi-armed bandit from the Experiment type drop-down.

  4. Click Add treatment to create as many new treatment as needed.

  5. Change the Title of your treatment to better differentiate them.

  6. Choose to add a Holdout group to your delivery. This group will not receive any content from this campaign.

    Switching on the toggle bar will automatically take 10% of your population, you can adjust this percentage if needed.

    note important
    IMPORTANT
    When a holdout group is used in an action for content experimentation, the holdout assignment only applies to that specific action. After the action is completed, profiles in the holdout group will continue down the journey path and can receive messages from other actions. Therefore, ensure that any subsequent messages do not rely on the receipt of a message by a profile that might be in a holdout group. If they do, you may need to remove the holdout assignment.

Design your treatments treatment-experiment

  1. From the Edit content window, select your treatment B to change the content.

    Here, we choose to not specify the offer in the Subject line.

  2. Click Edit email body to further personalize your treatment B.

  3. After designing your treatments, click More actions to access options related to your treatments: Rename, Duplicate and Delete.

  4. If needed, access the Experiment settings menu to change your treatments configuration.

  5. Once your message content has been defined, click the Simulate content button to control the rendering of your delivery, and check personalization settings with test profiles. Learn more

After configuring your experimentation, you can follow the success of your delivery with your report. Learn more

Scale the winner scale-winner

AVAILABILITY
The Scale the Winner feature is currently supported for the following channels:
  • Inbound Channels (e.g., Web, In-app message, Code-based experience) in any journey or campaign.
  • Outbound Channels (e.g., Email, Push notification, SMS) in API-triggered transactional campaigns.

Scale the Winner enables you to automatically or manually roll out the winning variation of an experiment to your full audience. This feature ensures that, once a winner is determined, you can amplify its reach and effectiveness without constantly monitoring the experiment.

You can choose between two modes:

  • Auto-scaling: Configure auto-scaling settings when creating your experiment by choosing the timing and conditions for scaling the winning treatment or a fallback option if no winner emerges.

  • Manual Scaling: Manually review experiment results and initiate the rollout of the winning treatment, maintaining full control over timing and decisions.

Auto-scaling autoscaling

Auto-scaling lets you set predefined rules for when to roll out the winning treatment or a fallback—based on the experiment’s results.

Note that once auto-scaling has occurred, manual scaling is no longer available.

To enable auto-scale in your experiments:

  1. Set up your campaign or journey and configure your experiment as needed. Learn more

  2. Enable the auto-scale option when setting up your experiment.

  3. Select when the winner should be scaled:

    • As soon as winner is found.
    • After experiment is live for the selected time.

    The auto-scale time must be scheduled before the experiment’s end date. If it is set for a time after the end date, a validation warning will appear, and the campaign or journey will not be published.

  4. Choose the fallback behavior if no winner is found by scale time:

    • Continue experiment till its ends as scheduled.
    • Scale the alternative treatment after a specified time.

Once all parameters are met, your winning or alternative treatment is sent to your audience.

Manual scaling manual-scaling

Manual scaling gives you the ability to review experiment results and decide when to roll out the winning treatment on your own schedule.

Note that if you manually scale the winner before the scheduled auto-scale time, the auto-scale is canceled.

To manually scale the winner of your experiments:

  1. Set up your campaign or journey and configure your experiment as needed. Learn more

  2. Let the experiment run until a winner is identified or statistical significance is achieved.

  3. Open your campaign dashboard or select your channel activity in your journey.

    Review the results in the Content Experiment menu to identify the top-performing treatment.

  4. Click Scale treatment to push the winning treatment to the rest of your audience.

  5. Select the treatment you want to scale from the drop-down menu and click Scale.

Note that scaling the treatment may take up to one hour. You will receive a notification once the manual scaling process is finished.

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