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How do I build a Campaign with the Visual Editor?

Visual Editor mode allows you to use a WYSIWYG editor to specify changes to the page that you want to test. This topic shows you how to use Visual Editor mode in SiteSpect's A/B Campaign Builder to build a simple test. The following are the basic steps:

  1. Name the Campaign and make some initial settings.
  2. Specify a Variation you'd like to test.
  3. Assign one or more Metrics and a Key Performance Indicator (KPI) to the Campaign.
  4. Include or exclude one or more Audiences.

These steps assume that you're creating a Campaign with the fewest possible components: an A/B test with one Variation, one KPI, and one predefined Audience. After you build this Campaign, you'll be able to build a variety of Campaigns with more components.

Launching the Campaign Builder

To open the Campaign Builder, select NewA/B Campaign.

How do I build a Campaign with the Visual Editor - Launching the Campaign Builder

The New Campaign page opens.

How do I build a Campaign with the Visual Editor - New Campaign

The page is divided into four sections, one for each of the major tasks. The triangle toggle next to the section name opens and closes the page section.

How do I build a Campaign with the Visual Editor - New Campaign II

You do not have to build the entire Campaign in one session. To save your work between sessions, click Save at the bottom of the page. The Campaign does not start running until you start it manually by changing its Status or the Campaign start date you specify arrives.

Name The Campaign

  1. Open the General section of the page.
  2. Enter a descriptive name for your Campaign. The name you enter appears in the Campaign List.
  3. Leave the default Campaign status as Review while the Campaign is under construction.
  4. Select Standard from the Type drop-down.
  5. Leave the Frequency set to its default.
  6. In the Hypothesis field, enter a brief statement that describes what this Campaign accomplishes; it explains what results you expect when you run this test.
  7. In the Tags field, enter the name of a new or existing Tag. If it's new, SiteSpect asks you to confirm that you want to add the Tag.
  8. Click Yes next to Would you like to specify a date range? and use the calendar to specify a start date in the Begins field. If you need one, you can specify an end date as well. Remember that if you don't specify an end date, once started, the Campaign runs until you stop it.
  9. By default, the Preview field contains the domain for your site. This is your original website that you will use to preview of changes. In most cases, you'll leave this as is.

Specify Variations

Variations describe the changes you want to test on your website. You can define Variations using the Visual Editor, the default, or Find & Replace mode. These instructions use Visual Editor mode.

Note: For detailed instructions on how to use the Visual Editor, refer to Using the Visual Editor.
  1. Open the Variations section of the page. If it's not already in Visual Editor mode, click Visual Editor.

How do I build a Campaign with the Visual Editor - Specify Variations

The Variations section of the page changes to allow you access to the Visual Editor, as shown in the following image:

How do I build a Campaign with the Visual Editor - Specify Variations II

  1. Click Launch Visual Editor. Your website opens in the Visual Editor. A few things to note:
  • You can switch between Edit and Preview modes by clicking their links in the upper right corner of the page.
  • The name of the Campaign is at the top of the page. To edit it, click the name and type a new name.
  • To edit the name of a Variation Group, select the Variation Group name from the menu in the upper right and select Rename.
  • To add a Variation Group, select New Variation Group from the Variation Group menu in the upper right.
  1. To practice editing:
  • Rename the Campaign to something that works for you.
  • Rename the Variation Group as well.
  • Then click on an element on the page. In the following image you can see how the page element becomes framed when you select it.
How do I build a Campaign with the Visual Editor - Clothing Co
  • Right click and select Edit and then Text from the right-click menu.

How do I build a Campaign with the Visual Editor - Clothing Co II

  • After you select Edit Text, the text becomes editable and an Edit Palette with various text editing tools is displayed. For simplicity's sake we're showing you how to edit text. You can just as easily edit images, change the order of screen items, and lots more.

How do I build a Campaign with the Visual Editor - Clothing Co III

  • Edit the text as you need, select This Page or All Pages to determine where to apply the change, and click Done.
  • Click Save in the upper right corner of the Visual Editor to save the Variation Group you just created and then click Exit. SiteSpect returns you to the Campaign Builder. You can see the Variation Group you just created on the right side of the page.

Assign Metrics

Metric is a user behavior you want to influence and measure. You can use Metrics in your Campaigns to learn how your changes have affected visitor behavior. A KPI or Key Performance Indicator is the Metric you have chosen to be the most important measurement of the Campaign.

Note: You cannot define Metrics within the Campaign Builder. You must use the Metrics area to create them. See Creating a Metric for more information.

The Metrics area of the page allows you to select a Key Performance Indicator (KPI), which is required, as well as Metrics.

The following image shows the Metrics area of the New Campaign page. The image shows Numeric Value as the KPI. If you have defined a Metric as the Critical Metric, a setting on the Metrics page when you define it, then it shows up here as the default KPI. You can change it if you like.

How do I build a Campaign with the Visual Editor - Assign Metrics

  1. Select a Metric from the Metrics List–if one isn't already specified by default–and drag it to the KPI area of the page
  2. Select one or more Metrics from the Metrics List and them to the Assigned Metrics field.

Assign Audiences

Audiences determine which users are included in or excluded from a Campaign.

Note: You cannot define Audiences In the Campaign Builder. You must use the Audiences area to create them. See Creating a New Audience for more information.

The following image shows that visitors who use Yahoo will be excluded from the Campaign. It does not show any Audiences to include.

How do I build a Campaign with the Visual Editor - Assign Audiences

  1. In the Audiences section, drag one or more Audience from the Audience List to the Required field to include those users in the Campaign.

  2. Drag one or more Audience to the Excluded field to exclude them from the Campaign.

When more than one Audience is selected, a visitor must meet criteria specified by all Audiences in order to be included in the Campaign. Be sure you do not include Audiences that make it impossible for a visitor to be included. For example, don't include one Audience that specifies that the visitor must come from Massachusetts AND another Audience that specifies that the visitor must come from California. If you do, the Campaign will have no assignments.

Save the Campaign

Be sure to click Save at the bottom of the Campaign Builder page to save the Campaign.