UCSF Insider - A/B Testing Report

1. Run All exclusion reports

2. Create One Campaign per Exclusion Report.
(TB Completed for June 2023)

Format:

  1. Informational
  2. Email Communication
  3. Start Date - Today
  4. Status - Active

3. Name Campaigns Same as Exclusion Report +
Append with -Insider+Month+Year
(TB Completed for June 2023)

  1. Email: Standard Exclusions Final - Insider June 2023

  2. Email: UCSF Insider Opt Outs - Insider June 2023

  3. Email: Foundation Board of Directors Cam - Insider June 2023

  4. Exclusion Contacts no Special Handling - Insider June 2023

(AH to complete for June 2023) Add all Reports members to corresponding campaign

(TB Completed for June 2023) Duplicate Last Month's Insider Send Report - Name it for the current Month, Year 

(AH to complete for June 2023) Modify the Send Report (UCSF Insider June 2023) add inclusions and exclusions: UCSF Insider June 2023

Select Filters for inclusion:
Include the following (Inclusion Campaigns):

  1. Campaign Name - Equals - 
    UCSF Insider June 2023 (This is the campaign created by AH)
  2. Campaign Name - Equals - FY23 Cancer Leadership Council
  3. UCSF Insider - Not equal to - Opt-Out
  4. Email - Not equal to - "" (empty)

Inclusion filters - screenshot

Exclude the following Campaigns through the Crossfilters (Exclusion Campaigns)

  1. Email: Standard Exclusions Final - Insider June 2023
  2. Email: UCSF Insider Opt Outs - Insider June 2023
  3. Email: Foundation Board of Directors Cam - Insider June 2023
  4. Exclusion Contacts no Special Handling - Insider June 2023

Cross filters - screenshot

 

Download and view the training video (40 minutes)