Campaigns Dashboard

The campaigns dashboards are available for both Experimentation & Personalization campaigns. The experimentation campaigns dashboard includes all the tests (A/B tests, A/A tests, multivariate tests, multipages tests, tests with dynamic allocation) and patch and multipages patch campaigns created on the website of the account and the personalization campaigns dashboard includes all personalizations campaigns (simple personalizations, multipages personalizations, multiexperiences personalizations) created on the website of the account. By default, the first 12 campaigns are loaded in the list. To show more, click on the other pages at the bottom right of the list.

To access the test and patch dashboard, click Experimentation from the lateral navigation. 

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

Navigating between active and archived campaigns

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

An archive campaign can be unarchived. Archiving a campaign is the best way to clean your campaigns list without having to trash your past ones.

Tags usage

Keyword assigned to the test or patch. By default, when a campaign 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.

Campaign edition

Click the icon "pen" for direct access to the 7 configuration steps of a campaign:

    1. Main information
    2. Visual editor (for tests) or Targeting (for personalizations)
    3. Targeting (for tests) or Visual editor (for personalizations)
    4. Goals
    5. Traffic allocation
    6. Advanced options
    7. QA

Campaign scheduling

Click on the status button, then select Schedule to schedule a campaign to be played or paused in the future (with or without recurrence).

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 image2.pngfor 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 image1.png 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 image1.png and select Delete.

Deleting a campaign is an irreversible action.

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. 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.

The view will be automatically applied on both the experiment dashboard and personalization dashboard, for all accounts, you have access to.

Creating a campaign

Campaigns can be created via the campaigns dashboard.

  1. Click Create
  2. Select the type of test or personalization you want to create
  3. You are redirected to the Main information page

For more information about campaigns creation flow, please refer to this article. 

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