This guide offers a checklist to ensure a successful campaign launch, tailored to key considerations.
SiteSpect supports various campaign types (Visual Editor, Origin, Find & Replace, Client-Side Factor), but some recommendations may depend on your. For additional tips, refer to Best Practices for Working with SiteSpect.
The following assumes you are referencing a Campaign Design Guide (CDG) or design specifications that outline the campaign requirements.
Campaign Setup
General
- Confirm the appropriate campaign type: Overlay, Origin Experiments, or Non-Overlay.
- Ensure assignment frequency and variation group frequencies are updated as specified in the CDG.
- Verify Campaign Variations are correctly linked to campaigns and Site Variations are assigned to test traffic (when appropriate).
- Confirm an appropriate counting mechanism is in place (e.g., variation counting users or Metrics).
- Ensure counting symmetry between all variation groups.
- Verify host criteria in Triggers, Audiences, and other components for multi-subdomain sites.
Variations
- Confirm campaign Triggers point to the correct pages.
- Use Preview panel to check for the “Counted” status after visiting a test page or fulfilling a counting Metric.
- If using Regex-based Triggers, confirm the match type dropdown is set to "Regex" or "Does not match Regex."
- For Find & Replace Variations:
- Verify that Find & Replace fields are set to Regex (not "Contains") if using Regex.
- Add a Page Source Trigger to match the content being targeted (e.g.,
</head>
or</body>
). - Include a Header Trigger for Content Type
HTML
to avoid other file types. - If using
</head>
or</body>
as insertion points in the Find field, remember to add them back in the Replace field.
- For client-side variations, ensure client-side triggers are applied, and URL triggers use "Path" instead of “URL Path.”
Metrics
- Verify requested Metrics are included and the correct KPI is set.
- Use Preview to confirm Metrics trigger on the correct pages or visitor actions.
- For non-page traffic (e.g., API calls), check the Network tab in Developer Tools for Sitespect-Info and Sitespect-Metrics-Info headers.
- Test purchase paths or other critical flows if Variations affect checkout or confirmation pages.
Audiences
- Confirm requested Include and Exclude Audiences are set. Users must match:
- ALL of the Include Audiences.
- NONE of the Exclude Audiences.
- Use Preview Settings to verify Audiences.
- If no Audience is specified, all visitors will be assigned.
Previewing
- Use Incognito Mode or clear cookies to avoid conflicts between a natural session and a preview session.
- Validate multiple use cases: logged-in vs. logged-out users, account types, or product display variations.
- Share Preview Links with team members to test across different browsers, devices, and audiences.
- Use the diagnostic Preview panel to confirm Variations, Site Variations, and Metrics on test pages.
Condition | Action | Environment | Notes |
Desktop | Verify look and functionality in Preview | Latest Chrome Latest Firefox Latest Safari Microsoft Edge IE11 |
Use BrowserStack for comprehensive testing. |
Smartphone | Verify look and functionality in Preview | Android iPhone |
Chrome Dev Tools emulation is useful; BrowserStack is recommended for accuracy. |
JavaScript
- Check the console for any JavaScript errors introduced by campaign code.
- Remove debugging
console.log
statements. - Ensure that JavaScript closures do not pollute the global scope.
- Verify that dependency checks are implemented:
- If your script uses jQuery, ensure jQuery is loaded.
- If using SiteSpect libraries (e.g., for EventTrack metrics) in a Find & Replace variation, wrap the code to pull in the libraries:
window.SS && SS.Require(function () {
// your code here
});
-
Use conditional checks (if statements) to avoid undefined errors.
- Run the code through JSHint or JSLint, and address major concerns.
Performance
- Follow best practices for performance:
- CSS: Place just before the
</head>
tag. - JS: Use non-blocking scripts just before the
</body>
tag wherever possible.
- CSS: Place just before the
- Verify compatibility across major browsers: Chrome, Firefox, Safari, and Edge.
- Use SiteSpect Debug Mode to monitor data flow, campaign objects, and timing between SiteSpect and the origin.
- Use Preview Settings to check your campaign alongside other active or scheduled campaigns to identify undesired interactions.
Contacting Help Desk
If you need assistance, the Help Desk is available:
- Email: helpdesk@sitespect.com
- Phone:
- US: 1-844-859-1900
- UK: +44 330 822 1715
- EU: +31 20 82 020 83
- AUS: +61 2 7908 6920
When reaching out, please include:
- Link to the campaign or metric.
- Steps to reproduce the issue.
- Screenshots or screen recording.
- HAR file export (if applicable).