Creating segment experiments

Segment experiments display marketing content to different customer segments to determine which segment is a better target for the message.

Before you begin

If the web activity that you want to experiment with does not exist, create it. You must also have the required customer segments defined for your store. Depending on the type of experiment that you are creating, you might also need content defined for your store.

Procedure

  1. Open the Marketing tool.
  2. Open the web activity for which you want to test the effectiveness of a Customer Segment target.
  3. In the palette, expand the Branching section.
  4. Drag an Experiment element onto the flow connector immediately to the left of the Customer Segment target that you want to test.
    Alternatively, you can right-click the Customer Segment target; then click Add to Experiment.
    A branch is created, leading to a second path through the web activity. This path is the experiment path.
  5. Click the Experiment element.
  6. Enter the experiment properties:
    PropertyDescription
    Name Enter a meaningful name in the field. This name identifies the experiment.
    Branch type Select one of the following options:
    Random path
    This type creates weighted random paths. You assign each path a percentage so that, for example, 50% of customers follow Path A and 50% follow Path B.
    First path for which the customer qualifies
    For this type, the customer can follow only one path, which is the first path that starts with a Customer Segment target for which the customer qualifies. The paths are evaluated from top to bottom as represented in the Activity Builder.
    The First path for which the customer qualifies branch type is recommended for segment experiments.
    Frequency of element changes for each customer Select one of the following options:
    No change - Customer always sees the same content
    This option specifies that customers always see the same content during the life of the experiment.
    Session - Customer sees the same content within a session
    This option specifies that customers see the same content during the current session. They can see different content during the next session, if they qualify for a different path. The session length is displayed in the Session length field.
    Request - Customer might see different content on each view
    This option specifies that customers are not restricted to seeing set content for any length of time. They might see different content as of the next site request, if they qualify for a different path.
    Maximum number of customers This option specifies the number of customers that are to participate in the experiment. If you do not specify the maximum number of customers, you must specify an end date.

    If the maximum number of customers is reached when a customer reaches the experiment, they continue along the control path. If the maximum number of customers has not been reached, then they will be assigned to a path according to the branch type. Once the maximum number of customers is reached, those customers already participating in the experiment continues along their assigned path. New customers will not be allowed to participate in the experiment.
    Start Date Define a start date and time for the experiment. You can either enter a date in the field, or select a date by using the calendar tool. Similarly, you can enter a time directly into the field, or you can select one using the clock tool. If you do not specify a start date, the experiment starts when the web activity is scheduled to start.
    End Date Define an end date and time for the experiment. You can either enter a date in the field, or select a date by using the calendar tool. Similarly, you can enter a time directly into the field, or you can select one using the clock tool. If you do not specify an end date, you must specify the maximum number of customers.
    Session length The maximum duration of time to consider that the contents of a customer's order were influenced by a marketing experiment. The timing begins when the customer views an e-Marketing Spot that is used in the experiment. The timing ends when the customer submits an order. If the duration of time is less than the session length, then the marketing services check whether the order contains SKUs associated with the experiment recommendations. If so, revenue numbers are included in the experiment statistics.

    If the Frequency of element changes for each customer is set to Session, the session length is also the amount of time during which the customer sees the same test element. After the session time expires, the customer might be assigned a different test element in the experiment.
    Status Select the status of the experiment. You can select either Running or Suspended.
  7. Click the Paths tab, and enter each path's properties:
    PropertyDescription
    Name Enter a meaningful name in the field. This name identifies the path in both this tab and the Statistics tab.
    Percentage If the Branch type is Random path, enter the percentage weighting for each path. This percentage represents the frequency that a particular path displays. For example, if a path is defined at 50%, it displays half of the times that a customer sees this activity.
    Sequence This column displays the path's position relative to the other paths in the experiment. This column is hidden by default; to display it, see Using table views.
    Unique ID This column displays the internal database ID for this object; this ID is used for troubleshooting purposes. This column is hidden by default; to display it, see Using table views.
  8. Optional: You can add more paths to the experiment by right-clicking the Experiment element, and then clicking Add Path. You can delete any paths by right-clicking the path arrow, and then clicking Delete.
  9. Click the Customer Segment element in the experiment path.
    The properties for the element display.
  10. Specify the differences for the target customer segment on the experiment path.
  11. Click Save Save to save the activity, or click Close to close the Activity Builder and return to the previous page.

Example

The following image illustrates how to use the Activity Builder to create a segment experiment. This example tests the effectiveness of displaying the same recommended catalog entry in an e-Marketing Spot on the search results page to the Female customer segment compared to the Male customer segment.
Customer Segment experiment