The Main Information page is the first step toward all new campaigns.
In this page, you'll have to choose:
- The type of your campaign
- The name of your campaign
- The hypothesis of your campaign
- One URL as a sample of the page you want to optimize
- The type of editor you want to use (visual editor/ code editor)
- The method to load the visual editor
This page has 2 status:
- The draft status, before you click "Save" for the first time. At this point, you can quit without saving, and you won't create any new campaign at all.
- The saved status, after you click "Save"
Generally you'll land on this page after having clicked on "Create" campaign on dashboards.
Step 1: campaign type
At the top of the page, the dropdown pre-selects the type of campaign you've chosen via the dropdown in the campaigns dashboard. At this stage, you can still change your mind and select a different type of test, as the step status is draft.
Step 2: name & hypothesis
- The field Name is mandatory and must be filled in to be able to click "Save".
- The field Hypothesis is optional but should be filled in order to give context to people who will analyse the campaign
Filling in a “Hypothesis” field is a best practice, especially for collaboration across teams. Making the objective of the A/B Test clear and easily understood in the hypothesis (e.g. “Testing if the color of the CTA on product pages increases order size”) will help you and your teams avoid confusion between versions in the Visual Editor.
NB The field hypothesis becomes description for AA Tests and Patches.
Step 3: the sample URL
The Sample URL is the exact page, or a sample of the pages that share the same layout, that you want to test/ personalize/ patch/ track.
In your campaign, this URL will be used:
- To load the Editor of your choice (Visual or Code)
- As a pre-filled targeted URL in the targeting step
That this won’t be the final targeted page of your campaign. See the targeting article for more information.
Don’t use URL parameters in the sample URL field, otherwise, you won't be able to save the step.
Step 4: the option "Load editor with embedded source code" for logged pages
By default, when you load a page that requires authentication (e.g. a client account page) in the URL field, or a conversion funnel page, the page displayed in the editor will be empty or will show an error because it often requires session information (e.g. products to be displayed in the cart page).
To work around this issue, you need to inject the source code of the page within the Main Information step of the creation flow.
There are two ways to do this:
- Using the Load Editor with embedded source code option manually, available here in the Main Information page
- Or using the Apply HTML option within the AB Tasty Chrome extension (see this article)
The first method with source code consists of pasting the page’s source code directly into AB Tasty. To do this:
- Go to the URL that you want to load in the editor
- Right-click on the page, and select Inspect
- In the Elements tab of the console, go to the first line of code: the <html> tag
- Right-click on it, then select Copy → outerHTML. You will get the entire source code of the page with all the scripts and information needed
- Paste this code into the dedicated window within the Main Information step
- Click SaveThe page will load in the editor and you can apply your desired changes.
The URL field needs to remain filled with your URL - this is mandatory to save and go to the next step.
Step 5: the choice of the editor
At this point, you can select one of two ways to create your A/B Test variation(s):
- Using the Visual Editor (and WYSIWYG features, widgets, and the possibility to add some JS and CSS code)
- Using the Code Editor to fully implement your campaign with code
Either way, you’ll be able to come back to the Main Information page to switch the editor, or to change from the Code Editor to the Visual Editor, and vice versa.
Once your choices and setup are completed, you can click Save & Go to the Next Step.
Saving the Main information page configuration
Once you click Save, your A/B Test will be generated (with a unique ID) and will appear in the Tests dashboard. When you come back to the Main Information Page, everything will be editable, except for the type of test (the dropdown menu will no longer be available). At this point, if you need to change the type of campaign, you’ll have to start from scratch or transform your current A/B Test to another type of test directly on the dashboard, using the duplication action.