Testing Campaigns on yourself

In this article, you will find three methods of how to test your ideas in Exponea.

  • Web layer campaign test:
    • Using your cookie
    • Using incognito mode
    • Showing just on a specific URL
  • Email campaign test:
    • Sending yourself an email through scenarios

Web layer campaign test

Using your cookie

While creating your campaigns, it may be useful to try them just for yourself to see whether they look and work as you planned. Therefore, you can run the campaign with you being the only person for whom the campaign will apply.

This can be done by applying a filter where you insert your cookie.
You can find your cookie in the Exponea console.

Now, as you have your cookie, you can test Web layers, Experiments or Scenarios just for yourself.

While setting the audience for your campaigns in Exponea, you use the customer filter.

In order to filter out just yourself (or any other specific cookie), set the customer attribute by adding the filter. You can find it in Customer > IDs > cookie. Now, copy your cookie from the Exponea console, as shown above, and paste it to the filter.

This customer filter will filter out everyone except you, so you can freely test your ideas.

Using incognito mode

Incognito mode can be a useful tool for trying out your Web layers or Experiments or in general, anytime you need to see how a new customer views the website.

Incognito mode is a setting on Chrome that essentially prevents your cookies and web history to be stored. Due to this fact, using incognito mode will result in Exponea tracking a random cookie and therefore making the webpage appear as if you were a new customer.

As to how to use incognito mode, you can open a new incognito tab in two ways:

a) Using a keyboard shortcut - Windows/Linux/Chrome OS - Ctrl + Shift + N, Mac - ⌘ + Shift + N

b) After you open Chrome, go through More>New Incognito Window.

To check, Google Chrome opens an incognito window in a darker color. In addition, check for this symbol.

Showing just on a specific URL

You can also use the approach of displaying the idea on a specific URL. The setting can be found for instance while working with weblayers under Weblayers>New>Design>Settings.

Here you can set the option to Page with URL and afterwards insert the URL you want to use.

As shown in the picture, you may add a # at the end of any URL together with a portion of the text. As a result, only if you add the same thing to the URL in the search bar in your browser, you will see the desired web layer. This way, you can also test your ideas just for yourself.

It is beneficial to combine the approaches mentioned in this article as well. For example, you can use this last tip about the specific URL and in addition, you can use the incognito mode for a random cookie.

Email campaign test:

Sending yourself an email through scenarios

  1. Open the scenario editor by going to Campaigns > Scenarios > Create new.

  2. Add a set of components connected to a flow. Click on the output connector and drag the line to the input connector

  • To add a component, click on the component you want to add or you can drag & drop it onto the board with your left mouse button.
  • To edit a component, double-click the component with your left mouse button. This will open a component-specific edit window. Click save after you are done.
  • To remove a component, select the component by clicking it with your left mouse button and then click on the trash icon, or hit backspace or delete on your keyboard.
  • To connect two components, click on the output connector on the right side of the first component and drag the line to the input connector on the left side of the second component, as shown below. Release your mouse once connected. Now you have created a flow. Customers will pass through this flow starting from a trigger (On event) to operators (Condition).
  1. Add trigger Now.

  2. Add operator.
    From the list of operators select condition node > click edit > click on the + add filter condition. Now we will filter only your email address: under a customer tab select email property > choose the operator equals that is under string tab >write your email address.

  1. Add action: email
    a) From the list of actions select email node > click edit. You can choose visual, HTML builder or project templates, for now, choose the visual builder.
    b) Now we will customize the subject line in order to include your name there. At the bottom of the visual editor click on the button as shown in the screenshot below.

c) You will see a pop-up window on the right > under customer attribute select the property first name > jinja code will appear below > copy it and paste to the subject line.

d) The final set up of the scenario:

  1. Click Start and check if the email is received (note: it could be in the spam folder)

Updated about a year ago

Testing Campaigns on yourself


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