Campaigns Dashboard

The campaigns dashboard is available for both Experimentation & Personalization campaigns. The experimentation campaigns dashboard includes all the test(A/B, multivariate, multipage, tests with dynamic allocation) and patch campaigns created on the website of the account and the personalization campaigns dashboard includes all personalization(simple, multipage, multiexperience) campaigns 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.

To access the test and patch dashboard, click Experimentation.

To access the personalization dashboard, click Personalization from the lateral navigation. 

Live card & Uplift cards

Live card

The live card displays the number of live personalizations currently running on your website. 

On hover the number you will see the details split by campaign type.

Uplift card

The uplift card shows the uplift generated by your AB Tasty campaigns in a given month.

This information can be analyzed from the ROI dashboard which provides a global overview of your CRO activity and enables you to monitor your campaign’s performance over time.

The uplift is the incremental revenue that would have been generated if the visitors who saw the original version had instead seen the variation, it can be related to the profit made on your campaign.

On the opposite, if the uplift is negative you will find it under the Secured gain section of the ROI dashboard. It corresponds to the revenue you have saved by not implementing an underperforming variation on production. 

Heads up ⚡️

The Uplift card is only available for accounts where at least one transaction tag is implemented

Uplift card configuration

• Transaction tag

If you have several transaction tags implemented on your account, you need to choose the one you want to display data for via the drop-down list. 

The transaction name coincides with the name assigned to the transaction as it appears in the list of goals to configure and on the reporting. 

The selection is saved for all the next sessions and displayed by default when you come back to the dashboard. You can still select another transaction name at any time.

You can hide the transaction tags you don’t use anymore, for more information, refer to this guide about tags.

Calculation 

Uplift = Total Revenue (variation) - Potential Income (original version)

The uplift card on campaign dashboards shows: 

• The uplift number: the sum of the uplift generated by your tests and personalization campaigns separately, for a specific account in the current month and on a specific transaction tag you have selected beforehand.
  This number is based on the currency you have set up in your account settings.
• A graph with the uplift evolution over the past months. On hover, you can see the uplift history over the past 6 months. Data is updated daily and shows the data up to day 1.
  
  

  Good to know 💡
  The graph is not displayed when no uplift has been generated for at least two months.

To see more data, click the uplift number to be redirected to the ROI dashboard to see more data.

No uplift

Here are the main reasons why you may not see any uplift on your campaign dashboard: 

• No transaction tag has been implemented on your account
  

The uplift calculation is only available on accounts where at least one transaction tag is implemented. To do so, please refer to Implementing the Transaction tag in the Settings.

• You have just implemented a transaction tag
  
  

The uplift calculation is made daily and aggregated every month. If you have just implemented your transaction tag, the uplift metric will be updated as soon as your campaigns will start collecting data.

• The month has just started
  
  

If you are looking at the uplift when the month has just started, it probably means that your campaigns’ data have not been aggregated yet and taken into account in the uplift calculation.

• You have campaigns running for months, but no uplift recorded on the tag
  
  

You have one or several campaigns that have been running for several days and/or months but you don’t see any uplift generated. It probably means that your campaigns would not make any profit. Depending on the type of campaign you can consider the following solutions:

For test campaigns:

• It can mean that the uplift is negative on your running campaigns, your tests have generated secured gain instead.
• You may consider reviewing your test hypothesis and change your modifications if necessary.

For personalization campaigns:

• You may consider keeping 10% of your visitors on the original version to enable uplift calculation.

• No campaigns are currently running on your account
  
  

The uplift can’t be calculated when no campaigns are live on your account. The uplift metric will be updated as soon as you will launch at least one campaign and then it will start collecting data.

Use cases

Let’s say your uplift card shows 7.5k for the Transaction affiliation in December 2021.

• When clicking the timeframe or “i” icon, you are redirected to the ROI dashboard. 
• When hovering over the graph on December 2021, you can see that the number displayed is equal to the sum of the uplift number displayed on test and personalization dashboards.
• When clicking the transaction tag name, you can switch the transaction tag and display its corresponding uplift.

Active and archived campaigns

You can switch between active and archived campaigns from the tab above the campaign list.

Campaign identification

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

Campaign Icon

The icon enables you to identify the type of campaign. 

There is an icon for each of the five types of campaigns included in the Personalization dashboard.

	Simple personalization
	Multipage personalization
	Multiexperience personalization

Campaign name

The name is the label specified when creating the personalization.

You can copy it into your clipboard from the copy icon that appears when hovering over the campaign row.

Information insert

Displays the summary of the campaign's main settings.

To show these settings, apply the following steps:

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

The insert contains the following information:

1. URL of the website on which the test is created
2. Traffic allocation per variation
3. Integration with a DMP or web analytics tool
4. The original test ID that this campaign was duplicated from

Campaign ID

This is the unique identifier of a campaign. When hovering over the cell, you can copy it into your clipboard.

Number of views

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

Duration and dates

Campaign duration can be accessed from the two following sections of AB Tasty:

• The experiment and personalization dashboard, in the duration column.
• The reporting of a campaign, inside the activity card.

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

These are the 3 rules used to calculate duration:

• Paused timeframes are excluded and play timeframes are included in the calculation;
• the QA mode is not a status in itself, meaning that when the campaign is Live in QA, the timeframe is included in the calculation;
• resetting data in the reporting erases the whole duration and resets the count to 0.

Functioning

From the personalization dashboard, the duration column displays the number of days a campaign has been running.

When hovering over the duration, a tooltip shows the following information: 

• The creation date: the date, and the hour the campaign was created.
• The last played date: the date and the hour the campaign was played for the last time.
• The last paused date: the date and the hour the campaign was paused for the last time.
  
  

The campaign duration is also displayed in the activity card of the reporting of each campaign.

From the top bar of your report screen, you can reset the campaign data you have collected so far by clicking > Clear data.

Once the data is cleared, the duration is reset to zero and the calculation starts again from the date you cleared the data (if the campaign is live or in QA) or from the next time you play your campaign (if it is paused).

• Use case 1: the campaign is currently live but has been paused several times

Let’s say it is the 16th of February 2021. Here is an example of campaign history:

→ The campaign was Live on the 2nd (1 day), on the 8th (1 day), and on the 15th of February (1 day from the current date). In total, the campaign has been live and active for 3 days.

• Use case 2: the is currently live but data has been cleared

Let’s say it is the 16th of February 2021. Here is an example of campaign history:

→ The campaign was Live on the 2nd (1 day) and on the 15th of February (1 day from the current date). But on the 8th, the data was cleared so the calculation was reset. Since that date, the campaign has been live and active for 1 day.

• Use case 3: the campaign is currently paused but has been live several times

Let’s say it is the 16th of February 2021. Here is an example of campaign history:

→ The campaign was Live on the 2nd (1 day) and from the 8th to the 14th of February. In total, the campaign had been live and active for 8 days but since it is paused, the calculation is stopped.

Campaign readiness and access to reporting

Click this button to access the test report. The color and label of the button show the campaign readiness status.

Patch campaigns don’t have report access

Campaign readiness definition and calculation

Campaign readiness is an indicator based on the campaign’s primary goal performance, which lets you know when your campaign has reached statistical reliability and is thus ready to be analyzed.

Campaign readiness is based on the 3 following metrics:

Campaign readiness statuses

There are 4 campaign readiness statuses, enabling you to know whether the campaign is ready for analysis at a glance.

Tags

Keyword assigned to the test or patch. By default, when a test or patch is created, a tag containing the name of the creator of this campaign is added automatically.

To add a new tag, click on the Plus icon that will appear when you hover over the row, under the tag column.

Edit campaign

Click this icon   for direct access to the 7 configuration steps of a personalization campaign:

1. 1. Main information
   2. Targeting
   3. Variation edition
   4. Goals
   5. Traffic allocation
   6. Advanced options
   7. QA & Overview

Campaign status

The status button shows the status of your campaign: Live, in QA, or Paused

Schedule a campaign

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

A badge appears next to the status button on the campaign to indicate that a start and a stop have been scheduled for it.

Rename, Duplicate, Archive, Delete

Click the "See more actions" icon for direct access to the 5 configuration steps of a campaign. 

And click on duplicate, archive, add to folder or delete actions on your campaign.

Edit campaign name

Click on More Actions and select Edit campaign name to modify the name of your campaign.

Duplicate

Click on More actions menu and select Duplicate to duplicate your campaign.

More information is in the campaign duplication article

Archive

To archive a campaign, click on More actions menu and select Archive. The campaign will be moved to the archive view.

From the Archived view, the campaign cannot be started or paused. The possible actions are Unarchive by clicking on the status button.

Delete

To delete any active or archived campaign, click on More actions menu  and select Delete.

Search, Filter, and Organize

Search

You can run a search based on the name of the campaign, campaign ID, or URL.

Filter

How to filter your dashboard

1. Go to the test dashboard
2. Click on the Filter button
3. Select the desired filter from the sections: Type, Status, or Folder
   The list is updated, and only the tests that match the criteria are displayed
4. Click Apply to apply the selected filters or select Reset in the menu to return to the default list
   
   

Filtering options

• By campaign type

You can filter your list of tests based on type: simple personalization, multipage personalization, and multiexperience personalization.

• By status

You can filter the list of campaigns based on their status. The different statuses available are: 

• Live
• Live in QA
• Paused
• Paused in QA
• Scheduled
• Archived

• By folder

You can filter the list of your campaigns based on the folders they have been filed into.

• • To view the content of a folder, take these steps:

1. 1. 1. Click on the Filter button,
      2. Select the desired folder from the dropdown:
         The list is updated and only the tests that match the criteria are displayed,
      3. Click Reset to return to the default list

• • Folder management

• • • To create a new folder, click "See more actions" from the campaign row. Then, "Add to Folder" and "Create a folder".
      
      
    • To rename a folder, click on the pencil icon appearing on hover on the folder name.
      
      
    • To delete a folder, click on the bin icon appearing on hover over the folder name.
      💡 If the folder contains tests or personalizations, these aren’t deleted along with the folder. They remain available in the main list.
      
      
    • To move a campaign into a folder, click the "See more actions" icon from the campaign row. Then, "Add to folder" and select the desired folder.
      💡 When you move a test or personalization into a folder, it remains visible in the main list.
      
      
    • To remove a campaign from a folder, click the "See more actions" icon from the campaign row, then select "Remove from folder."
      
      

Organize columns

You can create a view to save the columns you want to display on your dashboard. 

For this, click on the button “Organize”, then toggle on-off the names of the columns you’d like to set up as a default view for your profile.

Click on “Apply”, the view is set up and will be displayed by default whenever your dashboard is loaded.

To change the view, click on “Organize” and change your columns set. By clicking on “Apply” the last view will be saved as default.

Creating a campaign

Campaigns can be created via the dashboard.

To do this,

1. Go to the personalization by clicking Personalization, 
2. Click Create,
3. If you are in the Test view, select the type of campaign (simple, multipage, or multiexperience),
4. Carry out the 7 campaign configuration steps, i.e.:
1. Main information
2. Targeting
3. Visual or code editor
4. Goals
5. Traffic allocation
6. Advanced options
7. QA & Overview