You should always test your campaigns before you publish them to ensure they display the way you intended. Interaction Studio provides two methods you can use to safely test campaigns within your actual site. Once you are confident that your campaign looks the way you want it to and will display to the right audience, you need to publish your campaign to make it live for your intended audience.
Interaction Studio Classic Only
- The contents of this article are intended for customers using Interaction Studio (formerly Evergage Classic) only. Do not adjust your beacon version to downgrade or upgrade.
- The Visual Editor Chrome Extension will no longer be available starting January 1, 2023. For more information, see this knowledge article.
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 Interaction Studio 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.
- Navigate to the page on your site that has the campaign you want to test
- Log into the Visual Editor with Campaign Author or higher permissions
- Click CAMPAIGNS
- Locate the campaign on the campaign list screen
- Change the campaign state drop down to Testing
- Click the Interaction Studio Google Chrome extension
- Enable Testing Mode
- OPTIONAL - enter a specific experience ID and click
- 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 Interaction Studio 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 click for the experience you want to test
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 clickfor that experience.
- Log into Interaction Studio with Campaign Author or higher permissions
- Click CAMPAIGNS
- Locate the campaign you want to test
- On the Overview tab under Experiences, click customized campaign test URL next to the experience you want to test. The campaign experience will open on the home page of your site unless you add a
- 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
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.
Publish a Campaign
Once you have thoroughly tested your campaign, you need to publish it to make it visible to qualified site visitors. The process for publishing a campaign can be done on the campaign list page or while editing the campaign.