Create an experiment

Step-by-step guide to creating and running A/B experiments on your prompts in Recurly Engage.

Run multiple versions of a prompt against each other to see which one performs best. This guide walks you through setting a custom goal, building variations, allocating traffic, and launching your experiment.
Available to all customers on any Recurly Engage subscription plan

Prerequisites

  • You must have Company or App Administrator permissions in Recurly Engage.

Limitations

  • At least one prompt must exist in draft or review status before you can create an experiment.

Definition

An experiment runs multiple versions (variations) of a prompt against each other — optionally including a control group — to measure performance against custom goals and decide which version to deploy.

Key benefits

Data-driven decisions Use real user interactions to choose the most effective prompt variant.
Controlled testing Isolate a single change — copy, design, or trigger — to understand its impact.
Seamless rollout Promote the winning variation automatically when the experiment completes.

Key details

Guide

Experiments follow these steps.

Add a custom goal (optional)

Define what success looks like — a click or a purchase, for example — before creating variations.

1

Add a tracker

In Recurly Engage, go to Settings > Usage Tracker and add a new tracker.

2

Attach the goal to your prompt

Return to your prompt and attach the custom goal under Goals.

Create the experiment

1

Start a new experiment

Open your prompt and click + New experiment.

2

Name your experiment

Give it a clear name — see the overview on experiments for naming best practices.

Configure variations

Default setup: your experiment starts with the Original prompt. If you added a custom goal, you can also include a Control group to measure the impact of showing the prompt versus hiding it.

Add a variation: click Add variation, name it to reflect the change (for example, "New headline"), and modify one or more aspects — text, design, triggers, or actions.

Use the editor to scroll down and adjust settings as needed.

Allocate traffic

Set the percentage of users who see each variation — make sure the total adds up to 100%.

Launch and monitor

1

Start the experiment

Click Start experiment and confirm.

2

Monitor performance

Click-through and conversion rates update in real time, within minutes depending on traffic.

3

Deploy the winner

When you're ready, click Use This on the winning variation to replace the control and end the experiment.

That's it — your experiment is live, and you can review the results to make data-driven optimizations to your prompts.


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