Creating forms, calculators, and product configurators helps you generate more leads and boost conversions. You might be tempted to build these tools and send them into the digital wilderness without a second thought.

Doing so is likely a strategic mistake, though. Because performing A/B testing helps you get the most from these tools - think of optimal lead generation and conversion.

Common elements of A/B testing are:

• Marketing and sales forms 

• Sales email subject lines

• Call to action buttons

• Content formatting

• Ad placements

Put two versions of your ConvertCalculator tool head-to-head to see which gets the best results. Our 13 steps on the stairway to heavenly A/B testing outline the process.

What is A/B Testing?

A/B testing (or split testing) is a method used to compare two versions of something - like a product configurator, calculator, survey, form, or quiz—to see which one performs better.

In simple terms, you create two versions of whatever you're testing. Then, you randomly show one version to an audience segment and the other to a different segment. This lets you see which version gets better results.

The random aspect is vital so you don’t distort the outcome.

Say you’re creating a lead-generation quiz for your target audience on social media. You might want to test elements like:

• Quiz length

• Question variations

• Content layout and formatting

A/B testing lets you know which quiz your audience likes best. Some parts of your audience randomly see your standard quiz (the control), while others see the changed quiz (the variation).

Increasing quiz submissions might be your main goal. Basically, the version that gets more submissions is the best performer.

Split testing like this helps you optimize the quiz - and any future ones - for your goals.

A/B testing helps you understand what changes are more effective for achieving your goals. These goals might be getting more clicks, sign-ups, or purchases.

13 Steps to Master A/B Testing

1. Define your goals

2. Choose a metric to measure

3. Select a hypothesis

4. Determine sample size

5. Randomly assign users to groups

6. Create variations

7. Set up the test

8. Test for a predetermined duration

9. Monitor the results in real-time

10. Analyze the data

11. Draw conclusions

12. Implement the winning variation

13. Repeat and test again

1. Define Your Goals

Defining your goals is the crucial first step in conducting A/B testing effectively.

Identify Key Objectives

Clearly articulate what you aim to achieve through A/B testing. Maybe you want to increase conversions, improve user engagement, or enhance user experience. Align goals with your broader business objectives.

Establish Specific Targets

Set measurable and achievable targets for each goal. For example,  improve conversion rates by 10%. Having specific targets helps you evaluate the effectiveness of your A/B test.

Consider User Experience

Account for the impact of your A/B test on user experience. Any changes should align with your brand identity and enhance the customer journey. Avoid sacrificing user experience for the sake of short-term gains in metrics.

Align with Business Strategy

Ensure your A/B testing goals align with your broader business strategy and objectives. For instance, does achieving your goals through A/B testing contribute to long-term growth, profitability, and customer satisfaction?

Document and Communicate

Document your goals clearly and concisely. Share this information with team members involved in the A/B testing process to ensure alignment and understanding.

Defining your goals helps you lay the foundation for a successful A/B testing strategy. Clarity around your objectives, targets, user experience, and business strategy sets the stage for meaningful experimentation and actionable insights.

2. Choose a Metric to Measure

Selecting the right metric to measure is vital in A/B testing. Because it determines how you evaluate the success of your experiment.

Understand Key Metrics

Familiarize yourself with the metrics often used in A/B testing to gauge performance. These may include:

• Conversion rate

• Revenue per user

• Click-through rate

• Average order value

Track metrics relevant to your business objectives.

Align with Goals

Choose metrics that directly align with the goals you defined in the first step of the A/B testing process. For instance, increasing conversions is your goal, your primary metric will be conversion rate.

Ensure the metric accurately reflects the desired outcome of your A/B test.

Consider Secondary Metrics

Focusing on a primary metric is essential. That doesn't mean you can't consider secondary metrics for additional context and insights. Secondary ones may include:

• Engagement metrics - time on page or number of page views

• Behavioral metrics - cart abandonment or form completion

• Retention metrics - repeat purchase rate or churn rate

Choose Quantifiable Metrics

Opt for metrics that are quantifiable and easily measurable. Clear, numerical metrics make it easier to assess the impact of variations and draw meaningful conclusions from the A/B test results.

Account for Statistical Significance

Ensure your chosen metric is sensitive to changes. For instance, changes to CTAs can dramatically affect conversion rates.

But it also depends on what you change within the CTA. Changing the color is pretty pointless - unless you’ve got a massive sample size to test. You’re unlikely to see statistical significance with a color change.

Monitor Trends Over Time

Track changes in the selected metric over time to assess the long-term impact of A/B testing variations. The analytics you get from calculators, product configurators, quizzes, surveys, forms, and tests with ConvertCalculator can make this easier.

Choosing a metric to track keeps your A/B testing efforts focused, measurable, and aligned with your business objectives.

This lets you evaluate the effectiveness of variations. The results guide decision-making to optimize performance and meet your goals.

3. Select a Hypothesis

Choosing a hypothesis lays the foundation for your experiment and guides the design of your variations.

Understand the Purpose

A hypothesis is a proposed explanation or prediction for the outcome of your A/B test. It states the expected effect of the changes you plan to make, serving as the basis for comparing variations.

A hypothesis is a clear and testable statement about the expected impact of your changes.

Formulate Testable Statements

Start by identifying the specific changes or variations you want to test. Formulate hypotheses as testable statements that predict how changes will influence metrics. Be specific, measurable, and focused on a single variable to ensure clarity and precision.

Example: Adding a CTA to my landing page will increase conversions by 5%.

Leverage Data and Insights

Base your hypotheses on existing insights about user behavior, preferences, and pain points. For instance, you might have data showing your web pages with CTAs convert more customers.

Define Success Criteria

Clearly define success criteria for each hypothesis to determine what a successful outcome looks like. Establishing clear success criteria helps you evaluate the results of the A/B test and make data-driven decisions.

A clear hypothesis guides the A/B test, helping you draw meaningful conclusions and actionable insights from the results.

4. Determine Sample Size

The sample size can impact the reliability and validity of your A/B test results.

Understand Statistical Power

Statistical power refers to the likelihood of detecting "true" differences between variations in your A/B test. Was the outcome a fluke or achieved through your changes?

A higher statistical power increases the chances of detecting meaningful differences when they exist. Generally, a larger sample size means higher statistical power.

Balance Practical Considerations

Consider practical constraints and limitations when determining the sample size for your A/B test. Time, budget, and resources may influence your ability to collect a large sample size.

Account for Variability

Factors such as seasonality, user behavior, and external factors may contribute to variability in your metrics. Review the variability or uncertainty in your data when calculating sample size.

For instance, running conversion rate tests during known consumer lull periods could increase variability.

You'd need a larger sample size to achieve the same level of statistical power as standard consumer periods.

A carefully calculated sample size:

• Ensures adequate statistical power

• Enhances the validity of your findings

• Enables you to make data-driven decisions

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5. Randomly Assign Users to Groups

Randomly assigning users to groups also ensures the validity and fairness of your test.

Eliminate Bias

Random assignment helps eliminate selection bias. The chance of assigning users to either the control group (A) or the variation group (B) is equal.

Randomly allocating users to groups minimizes the risk of skewing the results of your A/B test.

Preserve Comparability

Random assignment preserves the comparability of groups by creating statistically equivalent samples. You can attribute differences observed between the groups to your changes rather than any pre-existing differences.

Ensure Representative Samples

Random assignment helps ensure each group is representative of your user base. Randomly selecting users from the entire pool of potential participants creates samples that accurately reflect the diversity and variability of your target audience.

This allows you to draw conclusions that apply more broadly.

Implement Randomization Procedures

Say you're A/B testing emails and want to split your list randomly. Your email software might offer A/B testing, or it might not.

You can still do it if not. Download your email list as a CSV and randomly sort it in Excel.

Randomization promotes fairness and integrity in the testing process.

6. Create Variations

Creating variations is designing the different versions of your content to test against each other.

Define Testable Elements

Identify the specific elements of your content you want to test. These include headlines, call-to-action buttons, images, layouts, and text such as form fields or quiz questions.

Be Strategic

Be strategic in designing variations that are meaningful, relevant, and aligned with your testing objectives. Focus on changes with the potential to produce measurable differences.

Test Incremental Changes

Test incremental changes to isolate the impact of individual elements and avoid making too many modifications at once. Your best bet is testing one change to an element at a time - like a CTA.

Testing too many changes can skew the results. Which one had the desired impact? That’s hard to answer if you change too many elements.

Test one variation at a time.

This helps you understand the specific factors contributing to improvements or declines in performance. You can make more informed decisions about optimization strategies moving forward.

Experiment with Different Approaches

Experiment with different approaches, styles, or messaging strategies to gauge their effectiveness in achieving your goals. For instance, you could test various survey question types to see which gets the best submission rates.

Strategically creating variations helps you uncover valuable insights into what resonates best with your audience to drive desired outcomes.

7. Set up the Test

Setting up the test involves implementing the variations and configuring the experimental conditions to ensure accurate and reliable results.

Choose Testing Platform

Select a suitable A/B testing platform - if you don't use one already. What should you look for?

• Robust features

• Reliable tracking

• User-friendly interfaces

The platform should simplify designing experiments, managing variations, and analyzing results.

Define Test Parameters

These include test duration, sample size, traffic allocation, and experimental conditions. Determine how long the test will run, the percentage of users, and how you'll split traffic between groups. 

Implement Variations

Implement the variations created in the previous step. Employ variations consistently across all relevant pages, elements, or touchpoints in the test.

Configure Tracking

Track your relevant metrics throughout the A/B test. Implement tracking codes, tags, or scripts on your tools to capture data accurately and reliably. Verify that tracking is set up correctly and can record activity across variations. 

8. Test for a Predetermined Duration

Running the test for a predetermined duration allows sufficient time to collect data, observe user behavior, and analyze results accurately.

Establish Test Duration

Base test duration on traffic volume, conversion rates, and the expected time required to detect meaningful differences between variations. Consider practicalities like budget constraints and campaign timelines.

Account for Seasonality

Seasonal fluctuations or trends may impact user behavior or performance metrics during the test period. Adjust the test duration to accommodate seasonal variations. This gives you a more representative test sample.

Consider running the test longer or segmenting data by season to account for seasonality effects.

Maintain Consistency

Consistent test conditions and data collection procedures throughout the test help you get reliable results. Avoid making significant changes to one group mid-test. This can introduce bias, confound results, or invalidate comparisons between groups.

Avoid Early Conclusions

Resist the temptation to draw early conclusions or make decisions based on early results. Allow data to accumulate and stabilize before analyzing results and drawing conclusions.

Rushing to conclusions before the test has run its course can lead to inaccurate or misleading interpretations of results.

Setting a predetermined duration lets you collect sufficient data to draw reliable conclusions from your A/B testing. Then, you can make informed decisions for your next steps.

9. Monitor the Results in Real-Time

Monitoring the results allows you to track the performance of variations, identify trends, and make data-driven decisions.

Observe Test Progress

Use the testing platform's reporting tools to monitor performance, interim results, and unexpected trends. Watching for changes throughout the test helps you prepare for analysis.

Track Key Metrics

Make sure to track your key metrics. Monitor metrics like conversion rate, click-through rate, bounce rate, average session duration, revenue per user, or any others you see fit.

Set Alerts and Notifications

Set up alerts and notifications to get updates when significant changes occur in the test results. You could configure thresholds or triggers based on predefined criteria - sudden fluctuations in metrics, deviations from expected trends, or attainment of predefined milestones. Alerts help you stay informed of real-time changes.

Monitor User Feedback

Monitor user feedback, comments, or reactions to variations. This offers further insights into user perceptions, preferences, and experiences.

Collecting feedback through social media interactions can supplement quantitative data with qualitative insights. User feedback gives you more data to analyze in the next step.

10. Analyze the Data

Analyzing the data involves examining the results of the test. You want to draw meaningful insights, make informed decisions, and derive actionable recommendations.

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Analyze Goal Metric

Focus on your goal metric - calculator submission rate, for instance. You'll track other metrics, but one will be the most significant.

Would you care about time spent on the calculator if submissions were low? Probably not. You'd choose the version with less time spent and higher submissions every day.

Analyzing your goal metric shows you which variation performed best.

Quantitative Analysis

Conduct a quantitative analysis to assess the statistical significance of your changes. This tells you if the changes are significant enough to run with that variation.

Use the A/B testing calculator below to assess statistical significance.

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Practical Implications:

• Trust in Results: While your findings are statistically significant at the 90% and 95% confidence levels, they are not at the 99% level. This means you can be reasonably confident that the observed differences are real, but there is still a small chance they are due to random variation.

• Decision Making: Depending on your risk tolerance and the context of your test, you might choose to act on the findings if 90% or 95% confidence is sufficient for your decision-making process. However, if your decisions require a very high level of certainty, you might want to conduct further testing to achieve significance at the 99% level.

If you require very high confidence in your results, you might need to increase your sample size or refine your test. However, for many practical purposes, achieving significance at the 95% level is often considered sufficient to make informed decisions.

St. Error (Standard Error) Definition:

The standard error measures the accuracy with which a sample distribution represents a population by considering the variation or "spread" of the sample data points. In A/B testing, it is used to quantify the uncertainty in the conversion rates or other metrics being measured.

Con. Rate (Conversion Rate) Definition:

The conversion rate is a key metric used in A/B testing and digital marketing to measure the percentage of visitors to a website or users of a service who complete a desired action. This action could be anything from making a purchase, signing up for a newsletter, filling out a form, or any other goal defined by the business.

Qualitative Analysis

Supplement quantitative analysis with qualitative insights. You can use feedback, comments, or other observations collected during the A/B test. Incorporating qualitative insights gives you a deeper understanding of user behavior to inform optimization strategies.

Data analysis helps you identify optimization opportunities, validate hypotheses, and drive continuous improvement.

11. Draw Conclusions

Interpreting findings and drawing conclusions helps with informed decision-making and optimization strategies.

Determine Effectiveness

Assess the effectiveness of variations in achieving the testing goals. Evaluate the impact of changes from your quantitative analysis and organize the findings. Determine whether variations produced statistically significant improvements, declines, or no discernible effects.

Validate Hypotheses

Validate the hypotheses you formulated at the beginning of the A/B test based on the results. Assess whether the experimental changes resulted in the expected effects on chosen metrics.

Were your hypotheses supported, refuted, or inconclusive?

Identify Optimization Opportunities

Pinpoint areas for improvement based on insights gleaned from the A/B test results. Record the changes that significantly contributed to variations in metrics and prioritize optimization efforts for the highest impact on business outcomes.

Document Findings

Recording findings, insights, and recommendations encourages knowledge-sharing, collaboration, and decision-making within your organization. Create documentation summarizing the test methodology, results, conclusions, and actionable takeaways.

12. Implement the Winning Variation

Implementing the winning variation is sending the new version into the wild. After you apply the insights and conclusions, it should perform better than the previous one.

Select the Winning Variation

Tie everything together from your analysis and conclusions to select the winning variation. This version produced statistically significant improvements regarding your chosen metric, the LeBron of your variations.

Consider Practical Implications

What are the practical implications of the A/B test results for your marketing strategy and business overall? Assess the feasibility, scalability, and resource implications of actioning changes. Consider organizational and technical constraints when determining your next steps and action plans.

Update Content

Publish the winning variations to make them live for your audience. Make changes to your product configurators, calculators, surveys, forms, or quizzes.

Implementing the winning variation helps you stay competitive in a dynamic digital environment.

13. Rinse and Repeat

Continuously refine and optimize variations based on insights from previous tests and ongoing performance monitoring.

Analyze Post-Implementation Performance

Investigate the post-implementation performance of the winning variation. Assess its continued impact on your key metrics.

Identify Optimization Opportunities

Identify optimization opportunities and areas for improvement. Think changing an element will get better results? Pinpoint elements you can refine or optimize to drive better results - potentially.

Repeat 13 Steps on the Stairway to Heavenly A/B Testing

Time to put the optimization opportunities you identified to the test. Run the changes through these 13 steps and see if they produce better results.

Conclusion

These 13 steps will help you optimize your ConvertCalculator content through A/B testing. Discover what your audience likes and doesn’t like about your:

• Product configurators

• Calculators

• Quizzes

• Surveys

• Forms

• Tests

Will you publish content and hope for the best? Or make informed decisions for your marketing campaigns?