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, patches or personalizations created on the website of the account.

By default, the first 12 campaigns are loaded in the list.

To show more, scroll down to the bottom of the list.

This type of dashboard is available both for tests (A/B, A/B with dynamic allocation, multivariate, multipageand patch) and for all personalizations (simple, multipage, multiexperience).

To access the test dashboard, hover your pointer over Experimentation from the sidebar menu.

To access the personalization dashboard, hover your pointer over Personalization and click Your 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:

	Campaign icon
	Name of the campaign
	Information insert
	Campaign ID
	Number of views
	Campaign duration Creation date Last started on Last paused on
	Report access
	Play button
	Pause button
	Action bar
	Tag

Campaign icon

The icon enables you to identify the type of campaign. There is an icon for each of the five types of tests, patch and tree types of personalizations.

	A/B test
	Multi-page test
	Multivariate test
	Dynamic allocation test
	Patch
	Simple personalization
	Multipage personalization
	Multiexperience personalization

Name of the campaign

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

To change it, apply the following steps:

1. Click on the right of the campaign name,
2. Enter a new label,
3. Click  the check to save it or cancel the change.

Information insert

Displays the summary of the campaign main settings.

To show these settings, apply the following steps:

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

The insert contains the following information:

• URL of the website which the campaign is created on
• Number of variations
• Traffic allocation
• Integration with a DMP or web analytics tool
• Original campaign ID the campaign has been duplicated from

Campaign ID

Each campaign is assigned a unique ID.

To copy the copy ID onto the clipboard go hover the campaign ID and click on icon.

 

Number of views

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

Campaign duration and dates

Campaign duration relates to the number of days a campaign has been running since the first time it was launched.

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.

For more information, refer to the Understanding campaign duration.

Report access

Click this icon to access the test or personalization report.

Note that Patch campaigns don't have a report access.

 

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.

Action bar

This bar appears on hover of a campaign row. It enables you to carry out the following actions on your tests and personalizations (to carry out Duplicate, Archive and Delete actions, click the ):

	Edit	Click this icon for direct access to the 7 configuration steps of a test or personalization: Main information Variation editor Goals Targeting Traffic allocation Advanced options QA & Overview
	Duplicate	Click this icon to duplicate your campaign.
	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.
	Delete	Click this icon to delete your campaign.

 

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.

• QA a campaign

When you enable the QA mode from the 7th Step QA & Overview. The status button automatically shows that the qa mode is activated. 

Live in QA means that your campaign is currently live for a restricted amount of users (include in your qa mode criteria) 

Paused in QA means that the campaign is currently paused but with the qa mode active on it.

• Schedule a campaign

Click on the status button, then select Schedule to schedule a campaign to be played or paused in the future.

When scheduled a icon will appear on the campaign row.

• Archived campaign

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.

 

Filtering and organizing the list of tests and personalizations

The dashboard features various options that make your campaigns easy to find.

Filtering by type of campaign

You can filter your list of campaign  based on type: A/B, A/B with dynamic allocation, multipage, multivariate or patch for tests. And simple, multipage, multiexperience for personalizations.

To do this,

1. Go to the experimentation or personalization dashboard,
2. Click All types filter above the dashboard
3. Select the campaign type of your choice:
   The list is updated and only the campaigns that match the criteria are displayed.
4. Click Reset to return to the default list.

Filtering by status

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

To do this,

1. Go to the experimentation or personalizations dashboard,
2. Click the All status filter 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. Click Reset 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 possible actions are to pause it or schedule it. When the QA mode is active on campaign, the following status will appear.
Paused	When the test or personalization is paused, the status Paused appears. The possible actions are to start it or schedule it. When the QA mode is active on campaign, the following status will appear.
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)

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 on All Folders filter.
2. Select Create a folder.
3. Enter the folder name in the modal.
4. Save your folder.

Renaming a folder

To rename an existing folder, apply the following steps:

1. Click the All Folders filter.
2. On hover of the folder click the pen icon to edit the name.
3. Change the name from the modal.
4. Save.
   The folder pane is displayed at the bottom of the list.
5. Click the folder you want to rename.
6. Click the pen  icon to edit the name or the bin to cancel the change.
7. Change the name.
8. Click the save icon to save the name or the bin to cancel the change.

Deleting a folder

To delete a folder, apply the following steps:

1. Click on All Folders filter, 
2. On hover of the folder name click the bin icon to delete the folder, 
3. Confirm the deletion.

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

Organizing a campaign into a folder

To move a campaign into a folder, apply the following steps:

1. Click on the more action icon  from the campaign row, 
2. Select Add to folder option, 
3. Then select the desired folder.

👍	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 All Folders filter, 
2. Select the desired folder from the dropdown:
   The list is updated and only the tests or personalizations that match the criteria are displayed.
3. Click Reset to return to the default list.

Creating a campaign

Tests and personalizations are created via the dashboard.

To do this,

1. Go to the Experimentation or Personalization view by clicking Experimentation or Personsalization > Your Personalization,
2. Click Create,
3. If you are in the Experimentation view, select the type of test (A/B, multi-page,multivariate or patch),
4. If you are in the Personalization view, select the type of personalization (simple, multipage or multiexperience),
5. Carry out the 7 campaign configuration steps, i.e.:

1. Main information

2. Variation editor

3. Goals

4. Targeting

5. Traffic allocation

6. Advanced options

7. QA & Overview

For more information, refer to the Quick Start Guide.

Can't decide which campaign to create?

Select the Virtual Assistant, this module aims to guide you towards the type of campaign best suited to your needs. It includes several questions regarding your expectations, the type of message/version you want to create, the segment you want to target, and so on.

For more information, refer to the Using the Virtual Assistant.

Related articles

Navigating the AB Tasty interface

Using the configuration bar