How to set-up Main Information step
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The Main Information page is the first step toward all new campaigns.
In this page, you'll have to choose:
The type of your campaign
The name of your campaign
The hypothesis of your campaign
One URL as a sample of the page you want to optimize
The type of editor you want to use (visual editor/ code editor)
The method to load the visual editor
This page has 2 status:
The draft status, before you click "Save" for the first time. At this point, you can quit without saving, and you won't create any new campaign at all.
The saved status, after you click "Save"
Generally you'll land on this page after having clicked on "Create" campaign on .
At the top of the page, the dropdown pre-selects the type of campaign you've chosen via the dropdown in the campaigns dashboard. At this stage, you can still change your mind and select a different type of test, as the step status is draft.
Write a clear hypothesis for your A/B test to define its objective. A well-written hypothesis helps your team distinguish between versions in the Visual Editor. You can use the Hypothesis Copilot to help formulate your hypothesis.
💡 Good to know
This feature is currently available in Early Adoption. Please contact your CSM to enroll into the Early Adopter program.
The Hypothesis Copilot helps you write the perfect hypothesis. It provides an automatic checklist that tracks all essential hypothesis elements as you enter your text. Your hypothesis is considered well-formulated when all checklist items are complete.
You can also interact with the Hypothesis Copilot through a chat interface. Click on Discover Hypothesis Copilot to begin a guided experience where the Copilot will ask targeted questions about your objectives to help you craft your hypothesis. You can then use that hypothesis, get more details about it, or restart the process.
NB The field hypothesis becomes description for AA Tests and Patches.
The Sample URL is the exact page, or a sample of the pages that share the same layout, that you want to test/ personalize/ patch/ track.
In your campaign, this URL will be used:
To load the Editor of your choice (Visual or Code)
As a pre-filled targeted URL in the targeting step
Don’t use URL parameters in the sample URL field, otherwise, you won't be able to save the step.
By default, when you load a page that requires authentication (e.g. a client account page) in the URL field, or a conversion funnel page, the page displayed in the editor will be empty or will show an error because it often requires session information (e.g. products to be displayed in the cart page).
To work around this issue, you need to inject the source code of the page within the Main Information step of the creation flow.
There are two ways to do this:
Using the Load Editor with embedded source code option manually, available here in the Main Information page
The first method with source code consists of pasting the page’s source code directly into AB Tasty. To do this:
Go to the URL that you want to load in the editor
Right-click on the page, and select Inspect
In the Elements tab of the console, go to the first line of code: the <html> tag
Right-click on it, then select Copy → outerHTML. You will get the entire source code of the page with all the scripts and information needed
Paste this code into the dedicated window within the Main Information step
Click SaveThe page will load in the editor and you can apply your desired changes.
The URL field needs to remain filled with your URL - this is mandatory to save and go to the next step.
At this point, you can select one of two ways to create your A/B Test variation(s):
Using the Visual Editor (and WYSIWYG features, widgets, and the possibility to add some JS and CSS code)
Using the Code Editor to fully implement your campaign with code
Either way, you’ll be able to come back to the Main Information page to switch the editor, or to change from the Code Editor to the Visual Editor, and vice versa.
Once your choices and setup are completed, you can click Save & Go to the Next Step.
This won’t necessarily be the final targeted page of your campaign. See the for more information.
Or using the Apply HTML option within the AB Tasty Chrome extension (see this )
Once you click Save, your A/B Test will be generated (with a unique ID) and will appear in the Tests dashboard. When you come back to the Main Information Page, everything will be editable, except for the type of test (the dropdown menu will no longer be available). At this point, if you need to change the type of campaign, you’ll have to start from scratch or transform your current A/B Test to another type of test directly on the dashboard, using the