Prerequisite: Make sure you have access to the hyMail app.
In this tutorial, you will learn how to split a particular contacts group into two parts and send the two variants of an email for A/B testing.
Step 1 - Navigate to the Template in hyMail Under your sub-org in my hy.ly, go to hyMail. Hover your cursor over the template you want for the A/B testing and click 'Design'.
Step 2 - Add New Variant
Once you open the template, click on the 'Email Control' dropdown and select 'Add New Variant'. You will receive a pop-up notification to confirm, click 'Yes.'
Step 3 - Select the Percentage of Audience for Each Variant Email
Once you have added the Variant email, it will direct you to a page where you can control the percentage of the audience for each email. Just move the slider above the email to adjust the percentage.
You can also Swap, Preview, or Rename the two Variants and the Common Name of the Campaign. If required, you can also Delete the variant.
Step 4a - Click on 'Design'
Once you have adjusted the Audience group percentage for each email, hover over to the control email and click 'Design.'
Step 4b - Edit the Email Body
You can Edit the Email Title, Subtitle, CTA, Text, etc., per your requirements. Once you have edited the email body, click 'Save Changes' to save the changes.
Step 4c- Edit the Email Header
Click on the 'Edit Header' Tab. Edit the Subject, Preheader, From, Reply To, etc, and click on Update.
Step 4d - Send Test Email
Click on the 'Send a Test' page and send yourself a Test Email to check if the email is all correct.
Step 4e - Select the Contact Group
Click on the 'Send Groups' tab. Click on the contact group dropdowns > select the 'Property and the contact group you want to email. You can also add another group by clicking on the 'Add another group' button or exclude a certain group by clicking on the 'Exclude' group. Once you are done selecting the contact groups, click on 'Update'.
Step 5a - Navigate to Variant Email
Once you have edited the Control Email, click on the Email Control dropdown and select the Email Variant option.
Step 5b - Edit the Variant Email
Repeat steps 4b-4d and edit the Variant email.
Once you finish editing both variants, click on the Schedule tab. You will get to choose from the below mentioned three options for scheduling the email:
- Deliver at the following time
- Deliver the campaign immediately
- Deliver the campaign in Monitored Batches
Step 6a - Deliver at the following time
If you select the 'Deliver at the following time' option, you can schedule the email as per the date and time you wish to send the email. Once you put the date and time, Edit the Subject of both variants and click on the 'Schedule' button.
Step 6b - Deliver the campaign immediately
If you wish to send the email immediately after you updated all the details, click on the option ' Deliver the campaign immediately', edit the subject for each variant and click on 'Send'.
Step 6c - Deliver the campaign in Monitored Batches
If you want to deliver the email in batches, you can select the option to 'Deliver the campaign in Monitored Batches'. Under this option, you can select the percentage of lead size in each batch and schedule a time and date for each batch. You can also add extra batches if required.
Step 6d - Add Tags
You can tag the email recipients of the campaign. This will help you identify the group of contacts you have sent the email to. Select the option 'Yes' beside the question 'Tag Recipient' and Edit the Tag as per your requirement.
Once you are done editing everything, click on 'Schedule'.
