Using the dashboard

Accessing the dashboard

Once the user has logged in, the test dashboard of an existing customer account is displayed.

This interface includes all tests or personalizations created on the website of the account.

By default, the first 12 tests or personalizations are loaded in the list.

To show more, click the View more button at the bottom of the list.

This type of dashboard is available both for tests (A/B, multivariate, multipage, predictive) and for all personalizations.

To access the test dashboard, hover your pointer over Campaigns and click Tests.

To access the personalization dashboard, hover your pointer over Campaigns and click Personalizations.

List of tests and personalizations

When you create a test or personalization, a new line is added to the dashboard.

The test or personalization line contains the following information:

	Test icon
	Name of the test or personalization
	Information insert
	Start button
	Pause button
	Number of views
	Creation date Last started on Last paused on
	Action bar
	Tag

Test icon

The icon enables you to identify the type of test. There is an icon for each of the five types of tests.

	A/B test
	Multi-page test
	Multivariate test
	Predictive test (available as an option, please check your license)

Each test is assigned a unique ID.

To copy the test ID onto the clipboard, apply the following steps:

1. Click the test icon,
2. Use ctrl + V or cmd + V to paste the ID into your message or application in order to pass it on to third parties.

Name of the test or personalization

The name is the label specified when creating the test or personalization.

To change it, apply the following steps:

1. Click ,
2. Enter a new label,
3. Click  to save it or  to cancel the change.

Information insert

Displays the summary of the test or personalization’s main settings.

To show these settings, apply the following steps:

1. Place the mouse pointer on :
    The summary of the test or personalization’s main settings is displayed.

The insert contains the following information:

• Test ID
• URL of the website which the test is created on
• Creation date
• Number of variations
• Traffic allocation
• Targeting options (targeted pages and targeting criteria applied to visitors)
• Integration with a DMP or web analytics tool

Start button 

When you click the Start button of a test or personalization, all changes become visible to users.

A test can be started in Production mode.

The Production mode enables you to display changes for all visitors to your website.

Pause button

When you click the Pause button of a test or personalization, this stops the test and users can no longer see the changes.

Number of views

This is the number of unique visitors to the web page containing the changes.

Dates

By default, until the test is started for the first time, the creation date is displayed here. Once the test has been started, the date on which it was last started or paused is displayed.

 

Action bar

This bar enables you to carry out the following actions on your tests and personalizations (to carry out Schedule, Duplicate and Archive actions, click the ) :

	Edit	Click this icon for direct access to the 5 configuration steps of a test or personalization: Main information Variation editor Targeting Traffic allocation Integration of third-party tools
	Report	Click this icon to access the test or personalization report.
	Duplicate	Click this icon to access the test or personalization report.Click this icon to copy the test with all its configurations.
	Archive	Click this icon to archive the test. It will no longer appear on the dashboard and will be moved to the Archived folder. For more on this, refer to Filtering and organizing the list of tests and personalizations.
	Unarchive	Only available via the Archived folder. Click this icon to move the test from the Archived folder to the default dashboard view. For more on this, refer to Filtering and organizing the list of tests and personalizations.
	Schedule	Click this icon to configure the start date and the pause date of the test or personalization.

Tag

Keyword assigned to the test or personalization. By default, when a test or personalization is created, a tag containing the name of the user logged in to the platform during the test creation step is added automatically.

To add a new tag, apply the following steps:

1. Click Add a tag,
2. Enter a new keyword,
3. Hit Enter on your keyboard to save the new keyword,

For more on this, refer to Filtering and organizing the list of tests and personalizations.

 

Filtering and organizing the list of tests and personalizations

The dashboard features various options that make your tests and personalizations easy to find.

Filtering by type of test (icon)

You can filter your list of tests based on type: A/B, multipage, multivariate, predictive or server-side.

To do this,

1. Go to the test dashboard,
2. Click the desired icon above the list of tests:
   The list is updated and only the tests that match the criteria are displayed.
3. Click the previously selected icon again to return to the default list.

The filtering by test type function isn’t available in the personalizations dashboard.

Filtering by status

You can filter the list of tests and personalizations based on their status.

To do this,

1. Go to the test or personalizations dashboard,
2. Click the Filter by status drop-down list,
3. Select the desired status:
   The list is updated and only the tests or personalizations that match the criteria are displayed.
4. Select Filter by status in the drop-down list to return to the default list.

The following statuses are available:

Status	Specific features
Live	Once the test or personalization has been started, the status Live appears. The only possible action is to pause it. (See Start button).
Paused	When the test or personalization is paused, the status Paused appears. The only possible action is to start it. (Voir Pause button)
Scheduled	A badge appears on the test or personalization icon to indicate that a start and a stop have been scheduled for it. (See Start button).
Archived	The Unarchive icon appears in the action bar  and enables you to move the test into the main view. The test or personalization cannot be started or paused. (See Action bar)

Search

You can run a search based on the name of the test/personalization or a URL.

To do this,

1. Click ,
2. Enter the name or URL of the website,
   (You can also enter a single word):
   The list is updated and only the tests or personalizations that match the criteria are displayed.
3. Click  to delete the search and return to the default list.

Folders

You can create folders and organize your tests or personalizations into them.      

Creating a folder

To create a folder, apply the following steps:

1. Click :
   The folder pane is displayed at the bottom of the list.
2. Click the  icon,
3. Enter the folder name,
4. Click  to save it.

 

Renaming a folder

To rename an existing folder, apply the following steps:

1. Click  :
   The folder pane is displayed at the bottom of the list.
2. Click the folder you want to rename,
3. Click the  icon to edit the name or to cancel the change,
4. Change the name,
5. Click  to save the name or to cancel the change.

 

Deleting a folder

To delete a folder, apply the following steps:

1. Click:
   The folder pane is displayed at the bottom of the list.
2. Click the folder you want to delete,
3. Click ,
4. Confirm deletion,

If the folder contains tests or personalizations, these aren’t deleted along with the folder. They remain available in the main list.

Organizing tests/personalizations into a folder

To move a test or personalization into a folder, apply the following steps:

1. Click  :
   The folder pane is displayed at the bottom of the list.
2. Click and hold on the test or personalization you want to move,
3. Drag the test onto the desired folder and let go:
   The number on the folder increases incrementally each time you add a test.
4. Click the folder to view its content:
   The list is updated and only the tests or personalizations that match the criteria are displayed.

When you move a test or personalization into a folder, it remains visible in the main list.

Viewing the content of a folder

You can filter the list of your tests or personalizations based on the folders they have been sorted into.

To view the content of a folder, apply the following steps:

1. Click :
   The folder pane is displayed at the bottom of the list.
2. Click the desired folder:
   The list is updated and only the tests or personalizations that match the criteria are displayed.
3. Click the selected folder again to return to the default list.

You can also use the drop-down list of folders to filter your list of tests/personalizations.

Creating a test or personalization

Tests and personalizations are created via the dashboard.

To do this,

1. Go to the test or personalization view by clicking Campaigns>Test or Campaigns>Personalization,
2. Click Create,
3. If you are in the Test view, select the type of test (A/B, multivariate or multi-page),
4. Carry out the 5 test/personalization configuration steps, i.e.:

1. Main information

2. Variation editor

3. Targeting

4. Traffic allocation

5. Integration of third-party tools

For more information, refer to the Quick Start Guide.

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