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Bloomreach - Deploying an experiment
Bloomreach - Deploying an experiment

You ready for some best-case Scenarios?

Updated over a week ago

If you have both completed the integration setup and added your custom campaign tracking (Note: You must be logged into Phrasee to view this article), you're now ready to deploy a Phrasee experiment with Bloomreach (formerly Exponea).

To do this, you're going to use Exponea's Scenarios feature. This will allow Phrasee to optimize your send's language over preconfigured period of time. If you're not familiar with Exponea Scenarios, read up on them here before continuing.

Let's do it!

We're going to describe the minimum Scenario settings required to deploy a Phrasee experiment here.

When you're ready to set up an experiment, start by going to Scenarios. You'll find them by hovering over Campaigns on the left side of your Bloomreach homepage.

Start by creating a new Scenario with the Create new button.
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Give your Scenario a unique name.

Now, start building the Scenario by adding a Trigger that will start the experiment.

In our example, we're using Now so the Scenario will begin immediately when we click the Start button. But you can use On date if you'd like to schedule this Scenario to run later.

Next, add a Wait Operator. This will control the send duration.

Then, add an Other Action.
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In the window that pops up, choose your webhook integration you created earlier. You'll recall ours is called Phrasee Get Variant.

Then, paste your Phrasee Experiment ID in the text box that appears and click Done.

Finally, add an Email Action. Connect these four nodes as shown below:

We can now configure the Wait and Email nodes.

Wait node

Double-click the Wait node and select Dynamic time period. Copy the following code into the blank space below Dynamic time period:
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{{ range(0,360) | random }}

Now, select minutes from the dropdown menu.

This code determines the duration of your send. The number 360 is indicating the number of minutes to send over. This is editable and may vary based on your business case.

Note: Phrasee recommends at least 4 hours (240 minutes) if optimizing on opens and at least 6 hours (360 minutes) if optimizing on clicks. Speak with your Phrasee Customer Success Manager to determine the best period to use for your audience.
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When you're satisfied with your settings, click the Done button to save your send time.

Next, configure the Email node.

Email node

The first thing you'll need to set for Phrasee testing is the Subject line field. Enter the following code in the Subject line field:

{{ webhook.variant_text }}

This code ensures the subject line is populated by the webhook data from the integration you set up earlier.

If your language model includes personalization tags, your subject line code will need to include some additional code. This will vary depending on what your personalization tag is called and what field in Bloomreach will be populating that personalization.

For example, if your tag in your Phrasee language is coming across as <PersonalizationTag> and you wanted that to be populated with your subscribers first name, your code may look something like this:

{{ webhook.variant_text | replace("<PersonalizationTag>", customer.first_name) }}

Note: When working with a new personalization tag, it is important to do thorough testing before you do a live deployment to ensure your tags are rendering correctly.

Finally, you'll need to include the Phrasee open tracking pixel in your email if you have not set up an open tracking Scenario for your project. You can use the Scenario method or the tracking pixel method for open tracking. Both work perfectly well and it totally comes down to your personal preference.

This can either be added directly to the body of your email html (usually best placed just above the closing </body> tag) or by adding an HTML block to your template.

You should paste the following directly into your code or HTML block:

<img src="{{- webhook.statistics_url -}}" style="position: absolute; display: none;" width="1" height="1" />

That's all, pholks!

You've now completed your minimum Scenario settings to deploy a Phrasee experiment. You can now continue sending as your normally would.

Happy optimizing!

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