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You should always test your campaigns before you publish them to ensure they display the way you intended. Evergage provides two methods you can use to safely test campaigns within your actual site. This article details both methods and how to enable them for a campaign.

 

Test Method 1: Test an Entire Campaign with Testing Mode in the Visual Editor

This method of testing also gives you the flexibility to enter a specific experience ID directly into the Evergage Google Chrome extension. Once a campaign is in testing mode, you can continue to enter different experience IDs for any campaign in Testing mode without having to locate the campaign on the campaign list screen. If a campaign is in Testing state, you can test it with this method. This method is a good choice if you want to test your campaign with qualification rules in place. This method will abide by all rules in place for the campaign, experience, and message.

  1. Navigate to the page on your site that has the campaign you want to test
  2. Log into the Visual Editor with Campaign Author or higher permissions
  3. Click CAMPAIGNS
  4. Locate the campaign on the campaign list screen
  5. Change the campaign state drop down to Testing
  6. Click the Evergage Google Chrome extension
  7. Enable Testing Mode
  8. OPTIONAL - enter a specific experience ID and click

Troubleshooting Tips

  • Confirm that you are not in the control group - when testing without the Experience ID, the campaign will follow all rules and control groups set for it. You can use Evergage Tools to determine your Control Group status
  • Use method 2 for redirect experiences - instead of entering the experience ID and enabling Testing Mode, navigate to the Campaign List page and clickfor the experience you want to test

Pro Tip

You can enable this testing method manually by adding the string evergageTestMessages=true to the end of the page URL. Evergage will set a cookie to remember this string for the following 30 minutes. That means that if you navigate away from the page and the parameter drops from the URL, you will still be in testing mode. To turn this feature off before the 30 minutes are up, change the URL parameter string to evergageTestMessages=false

If the URL has parameters already, add the parameter to the URL preceded by & as shown:

If the URL does not have parameters at the end, add the parameter to the URL preceded by ? as shown:

With this parameter added to the end of the URL string, you can view how any campaign in Testing state will appear to visitors on your site.  You can make edits to your campaign, but after you save changes, you must refresh the page to see them.

 

 

Test Method 2: Test a Specific Experience with the Eye Icon

You can also test a specific campaign experience using , which will show the selected experience without having to be in Testing Mode. This method of testing will show the experience in the browser for 30 minutes even when it would not be shown outside of test mode. For example, it will show even if:

  • The campaign is disabled
  • The user's segment membership does not match the campaign rules
  • The current page does not match the campaign rules
  • The user is in the control group for an A/B test
  • The user has dismissed the campaign

Additionally, you can configure a custom campaign test URL which will direct you to the page the campaign targets and display the campaign experience when you click for that experience.

  1. Log into Evergage with Campaign Author or higher permissions
  2. Click CAMPAIGNS
  3. Locate the campaign you want to test
  4. On the Overview tab under Experiences, click next to the experience you want to test. The campaign experience will open on the home page of your site unless you add a customized campaign test URL

 

 

Troubleshooting Tips

  • Confirm that the URL is configured - if does not launch an experience, confirm that the site URL is entered in Web > Visual Editor
  • Confirm that you qualify for the campaign based on any client-side rules you have set - although server-side rules like location are ignored when testing, client-side rules like inactivity, min page scroll percent, page css selector, target-in-viewport, and target element are not.
  • Check the intended behavior of the campaign - there may be cases where the experience (or part of them) will not be shown for the entire 30 minute duration, such as when an experience replaces something that is not on the page

Pro Tip

You can enable this testing method manually by adding the string evergageTestMessages="experienceID" to the end of the page URL, where "experienceID" is alphanumeric experience ID for the experience you want to test. If the URL has parameters already, add the parameter to the URL preceded by &. If the URL does not have parameters at the end, add the parameter to the URL preceded by ?. With this parameter added to the end of the URL string, you can view how messages will appear to visitors on your site. You can make edits to your campaign, but after you save changes, you must refresh the page to see them.

Evergage will set a cookie to remember this string for the following 30 minutes. That means that if you navigate away from the page and the parameter drops from the URL, you will still be in testing mode. To turn this feature off before the 30 minutes are up, change the URL parameter string to either &evergageTestMessages=false or ?evergageTestMessages=false

You can string together multiple experience IDs from different campaigns, separating each with a comma, such as: evergageTestMessages=OR7Mm,u8o7m,0yhKl. Be aware that Evergage will not display multiple experiences from the same campaign at the same time, and that all experiences must be in the same dataset.

 

 

Add a Customized Campaign Test URL

You can create a customized campaign test URL to specify where you want to test specific experiences in a campaign.

  1. While editing your campaign, select SETUP > Campaign Settings
  2. In the Test URL field, enter the full URL of the page on which you would like to test the campaign
  3. If you do not enter a URL in this field, when you test your campaign, Evergage will use the default page for your site, which is configured in Web > Visual Editor > Launch Visual Editor for Site.

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