A/B Campaigns

Soffront CRM so far had campaigns like Broadcast Campaigns, Touch Campaigns and Social Campaigns. We have introduced a new form of campaign known as A/B campaign. An A/B email campaign lets the user distribute an email list to two email messages to test which email performs the best.

Let’s take an example to understand better. Say you want to send an email campaign to 100 contacts present in your CRM. What you can do is create an A/B email campaign where, there will be two types of messages, Message A and Message B.

Now, you can send both the types of email messages to say 30 of the contacts. You can track the performance of each message based on Emails Clicks or Email Views. Based on the performance of the two email messages you can opt to send the better message to the rest of the 70 contacts.

This is what A/B campaign does and helps you to prepare a better email campaign based on actual results. This in turn effectively helps you to create a more successful email campaign.

To create an A/B email campaign  follow the steps below:

1. Click A/B campaign under Marketing from Home page.

Marketing AB

2. The A/B campaign page appears. Click Create A/B Campaigns.

3. Select the email template.

  • Category: These are the template categories in soffront CRM. You can select from Auto Response, Marketing templates, Greetings and Newsletters.
  • Template: You can select templates from the template library or templates you have created earlier.
  • Then click on Select to open Create A/B campaign page.
  • Click on Cancel to cancel the campaign.

4. The create A/B Campaign page appears as shown in the image below:

AB Campaign

The components of the screen are as follows:

Name: Type in a name for the A/B Campaign.

Select  Group, Contact Filter or Account Filter to target your campaigns to.

a. Group: Select groups to target specific groups. The Campaign will be send to all members of the selected groups.

Note: You can add up to 3 groups at a time.

  • Click on the group radio button then select a group from the drop-down list.
  • Click on to check the list of leads and contacts within that group in list view format.
  • Or  you can click on  sign adjacent to the groups field to add a new group.
      • Type in a Group name then click on Save to save the new group you created.

b. Contact Filter: Select this to contact a dynamic list of contacts.

  • Click on Contact filter radio button then select an option from the drop-down list.
  • You can edit the filter you have chosen by clicking on the pencil icon adjacent to the field.

Note: Edit  icon for filter is available in the running state as well so then you can easily access and view the filter, although you wont be able to edit the filter in running state

  • Or select Add a new Filter from the drop-down list.
  • Click on to check the list of leads and contacts within that group in list view format.

c. Account Filter: Select this to target a dynamic list of Accounts. The campaign will be sent to all Accounts associated with this list.

  • Click on Account filter radio button then select an option from the drop-down list.
  • You can edit the filter you have chosen by clicking on the   adjacent to the field.

Note: Edit  icon for filter is available in the running state as well so then you can easily access and view the filter, although you wont be able to edit the filter in running state

  • Or select Add a new Filter from the drop-down list.
  • Click on to check the list of leads and contacts within that group in list view format.

A/B Test distribution: Set the percentage in which you want to distribute message A and message B among your contacts. The percentage value of each message cannot be less than 0 or more than 99. Also the total percentage value including both the messages cannot be more than 100.

Select Winner By: Set the parameter based on which the winner will be decided. The options are Email Clicks or Email Views. 

Minimum Winning Margin: Set the percentage of margin to decide the winner out of the two messages.

Send the Rest Using the Winner: Select Yes or No to send the winner message to the rest of the contacts. If you select Yes, a new option will appear to set the number of days after which you want to send the message to the rest of the contacts. Refer to the image below:

From Name: Your login name will be populated in this field by default. You can change it to something else if you want to.

From Email: Your email address will be populated in this field by default. You can select a different email address from the drop down list if you want to.

Include a link to view the email as webpage: Select the check box to enable the viewer to view the email as a webpage.

Subject: The subject field will be updated according to the selected Template. You can type in a different subject if you want to change it.

Personalize: Select an option from the personalize drop-down list such as Company, Name etc. to add to the subject field to make the Template more personalized.

5. Click Save.  A message box will appear. Click OK.

Once done the A/B campaign will look as shown in the image below:

AB Campaign 1

Once saved a new set of buttons will appear as shown in the image below:

Save: Click to save the messages.

Schedule: Click to schedule the campaign on a particular date.

Execute Now: Click to execute the campaign immediately.

Copy: Click to copy the messages.

Test: Click to send a test mail of the campaign.

Rules: Click to set rules similar to a broadcast and touch campaigns.

Results: Click to view the result of the campaigns.