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How to Present Test Results
to Inspire Action
Columbus Web Analytics Wednesday
17-Jul-19
Search Discovery is a data
transformation company.
We help businesses use
data with purpose to drive
meaningful impact.
Our approach
EXECUTABLE
STRATEGY
BUSINESS
IMPACT
INCREASED
CAPACITY
We provide executable
data strategies that
establish how to enable
your analytics ecosystem
to achieve desired
business outcomes.
We train, coach, and
enable your teams to be
self sufficient in the
ongoing use and
development of new
data driven processes.
We articulate the
desired outcomes and
impact of each
engagement and how
we will track and
measure success
together.
Each client engagement is designed to deliver an executable strategy that
drives specific business impact while growing and developing your internal
team’s capacity.
About me
Presentation Time!
“You’re telling me all
about how to make
the watch, but I just
want to know what
time it is.”
-COO
Agenda
Approach
Walk through template
Why and how to flex
Link to download template
Q&A
What do you
want your
audience to walk
away with?
Less than ideal takeaways
“Can’t believe I went my whole life without knowing what a p-value was!”
“If the test didn’t win, why did we have to meet about it?”
“I’m not sure I agree with the 80% power, I might have gone with 85%”
“I wonder if they looked at {insert any} segment?”
“Now that I attended that training on how to become a CRO, I wonder if I
should update my LinkedIn?”
Ideal takeaways
“I totally thought that was going to win, but can you imagine if we
launched that without testing? Yikes!”
“I wonder where else on the site we could try to take advantage of
knowing {learning}”
“Let’s go tell sales they need to be ready for this increase in leads”
“We should invite {person} to this next time, they would love hearing about
what we’re learning from these experiments”
Template formula
Why we tested
What was tested
Outcome of the experiment
What we learned
What are we going to do next
Template
Lay out the business case
Outline the opportunity, what’s the
premise?
Include details such as:
> Where on the site/app
> Audience
> Evidence
Why we tested
Business case
New chat bot deployed across our site to capture leads
Management was expecting this to pay for itself in the first month
From heatmaps, we can see that the users attention is drawn to that page
real-estate when it pops-up
Before we consider this chatbot a poor source of qualified leads, let’s test the
initial question copy
State the thesis
Describe the test in the form of a question
(diet hypothesis)
Include visuals, make sure changes are clear
What was tested
Control Challenger
Will a value prop chat prompt increase lead capture?
Define how the experiment
was measured
Hypothesis statement
Primary KPI
Secondary KPIs
What was tested
The deets
Hypothesis If we highlight our value prop in the question,
then more leads will be captured,
because they are reassured they’re in the right place since
we’re speaking to a pain point
Success Metric Lead capture rate
Supporting metrics Unique visitor response submit rate
Chat abandons
Chatbot box closes
Visitor score
Total leads from other sources
Heatmap hovers on chat
Make it interactive!
Take a live poll
OR
Show results of prior poll,
“Which test will win?”
Why we tested
How did you vote?
Results: Impact on
primary KPI
One visualization of primary KPI
Headline stating the outcome
Call-out of business impact
Outcome of the experiment
The value prop message won with a 58% lift in leads captured
Annualized estimated impact = 840 more leads per year
Primary KPI: Lead capture rate
Great resources for estimating the size of the effect!
http://bit.ly/test-simulator-demo
http://bit.ly/test-simulator
BONUS!
Results: segmentation &
secondary KPIs
Impact on other key metrics, if any
Segments that popped, if any
Outcome of the experiment
What else did we find?
On desktop (83% of sessions), there
were 22% fewer chat closes with the
challenger variation
Return visitors (26% of sessions)
submitted more responses for both the
control and challenger variations,
however the challenger saw a slightly
higher response rate
Learnings and actions
Regardless of outcome, what did we learn?
What are we going to do now that we know?
What are we testing next?
What we learned
What are we going to do next
The value prop messaging
resonated and increased interest
in starting a relationship
Mobile visitors didn’t respond the
same as desktop
Changes to chatbot questions can
cause changes in user behavior
Roll-out challenger variation -
new control to beat!
Find other areas of the site where
we could test this messaging
Conduct usability tests for mobile
Prioritize chatbot capability
personalization test next
So what?
Learnings Actions
So what didn’t make it into the template...
Dates the experiment ran
Statistical significance level
Practical significance threshold
Guardrail metrics
Who signed-off
How long it took the devs
Screenshots from any native tool analytics
Screenshots of how variants looked across devices
Table of all metrics by variation
Leverage the
Appendix
Web analytics guru
Scrum master
Statistician
QA specialistHostage
negotiator
Change agent
Product whisperer
Marketing
go-to
jr.datascientist
Software
expert
Security
advisor
WYSIWYG
dev
CopywriterUX/UI consultant
CX
Communicator
extraordinaire
Air
traffic
control
CROs wear many hats
Benefits of a predictable template
Audience expectations
are set
Easier to “automate”
your processes
Follows classic
storytelling arc
Setting the stage
Resolution
Tension
Fallingaction
Climax
Why we tested
Voting
Secondary
Results
Learning / Action
What if your test
isn’t just a simple
A/B split?
Business case
In a prior test, we proved that the chat bot can be a rich source of qualified leads
if the initial question copy resonates
New control to beat, but one-size-fits-all messaging is likely a local maxima since
we have clients with a diverse set of needs
There is high actionability for an evergreen campaign (low cost)
3 most popular content areas of the site: Domo, Adobe Launch and CRO
MVP: vet congruent chat bot content personalization on top content areas
Control Challengers
Will content specific chats create more leads?
DOMO
CRO
Adobe Launch
Generic
The deets
Hypothesis If we personalize the chat box for our top 3 content areas,
then more leads will be captured,
because users will see our authority on the topics they are
interested in learning more about
Success Metric Lead capture rate
Supporting metrics Unique visitor response submit rate
Chat abandons
Chatbot box closes
Visitor score
Total leads from other sources
Heatmap hovers on chat
Which variation do
you think won?
The personalized chats did not increase leads captured
This experiment had no material impact on leads captured
Primary KPI: Lead capture rate
Content personalized chats didn’t
garner the lift we had hoped
Perhaps the content chat should
be used as cross-sell instead of
congruent with page content
Those coming to top 3 content
areas perhaps needed less
convincing of our expertise
Leave current control in place
Research multi-content visits and
interaction with current chat
Prioritize another content test
that attempts to lift the projects
with the lowest rate of web leads
So what?
Learnings Actions
What if senior
management
wants
“just two slides”?
Control Challenger
1.2% Lead capture rate 1.9% Lead capture rate
Annualized estimated impact = 840 more leads per year
The value prop message won with a 58% lift in leads captured
Chatbot value prop message test, Jan 2019
Leverage notes section
Next steps: roll-out winner & content personalization test
We learned value prop messaging resonated with visitors and increased their
interest in starting a relationship
ACTIONS:
> Roll-out the challenger variation (new control to beat)
> Find other areas of the site where we could test this messaging
We learned changes to the chatbot question can cause changes in user behavior
ACTION:
> Prioritize chatbot capability personalization test next
Chatbot value prop message test, May 2019
How do you
present a
losing test
result?
The value prop message depressed leads by 32%
Annualized estimated save = 960 leads lost without testing
Primary KPI: Lead capture rate
This value prop copy did not
resonate, but doesn’t mean this
idea isn’t worth exploring further!
Changes to chatbot questions can
cause changes in user behavior
Work with marketing to draft new
variations of the value prop copy
and pick next test copy with UX
Prioritize the next value prop test
amongst the backlog
So what?
Learnings Actions
tl;dr
Your audience is not there to learn
how to become a CRO
Your goal is to inspire action among
your audience, focus on what
matters to them
Every touchpoint with your
stakeholders is an opportunity to
evangelize testing
Download the templates!
bit.ly/CWAW-templates
Applying your company’s branding is
as simple as selecting a Theme from
the Design menu (all defaults were
used in building the Master)
Questions?
Contact:
Valerie Kroll
valerie.kroll@searchdiscovery.com
+1 312 465 0331

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How to Present Test Results to Inspire Action

  • 1. How to Present Test Results to Inspire Action Columbus Web Analytics Wednesday 17-Jul-19
  • 2. Search Discovery is a data transformation company. We help businesses use data with purpose to drive meaningful impact.
  • 3. Our approach EXECUTABLE STRATEGY BUSINESS IMPACT INCREASED CAPACITY We provide executable data strategies that establish how to enable your analytics ecosystem to achieve desired business outcomes. We train, coach, and enable your teams to be self sufficient in the ongoing use and development of new data driven processes. We articulate the desired outcomes and impact of each engagement and how we will track and measure success together. Each client engagement is designed to deliver an executable strategy that drives specific business impact while growing and developing your internal team’s capacity.
  • 6. “You’re telling me all about how to make the watch, but I just want to know what time it is.” -COO
  • 7. Agenda Approach Walk through template Why and how to flex Link to download template Q&A
  • 8. What do you want your audience to walk away with?
  • 9. Less than ideal takeaways “Can’t believe I went my whole life without knowing what a p-value was!” “If the test didn’t win, why did we have to meet about it?” “I’m not sure I agree with the 80% power, I might have gone with 85%” “I wonder if they looked at {insert any} segment?” “Now that I attended that training on how to become a CRO, I wonder if I should update my LinkedIn?”
  • 10. Ideal takeaways “I totally thought that was going to win, but can you imagine if we launched that without testing? Yikes!” “I wonder where else on the site we could try to take advantage of knowing {learning}” “Let’s go tell sales they need to be ready for this increase in leads” “We should invite {person} to this next time, they would love hearing about what we’re learning from these experiments”
  • 11. Template formula Why we tested What was tested Outcome of the experiment What we learned What are we going to do next
  • 13. Lay out the business case Outline the opportunity, what’s the premise? Include details such as: > Where on the site/app > Audience > Evidence Why we tested
  • 14. Business case New chat bot deployed across our site to capture leads Management was expecting this to pay for itself in the first month From heatmaps, we can see that the users attention is drawn to that page real-estate when it pops-up Before we consider this chatbot a poor source of qualified leads, let’s test the initial question copy
  • 15. State the thesis Describe the test in the form of a question (diet hypothesis) Include visuals, make sure changes are clear What was tested
  • 16. Control Challenger Will a value prop chat prompt increase lead capture?
  • 17. Define how the experiment was measured Hypothesis statement Primary KPI Secondary KPIs What was tested
  • 18. The deets Hypothesis If we highlight our value prop in the question, then more leads will be captured, because they are reassured they’re in the right place since we’re speaking to a pain point Success Metric Lead capture rate Supporting metrics Unique visitor response submit rate Chat abandons Chatbot box closes Visitor score Total leads from other sources Heatmap hovers on chat
  • 19. Make it interactive! Take a live poll OR Show results of prior poll, “Which test will win?” Why we tested
  • 20. How did you vote?
  • 21. Results: Impact on primary KPI One visualization of primary KPI Headline stating the outcome Call-out of business impact Outcome of the experiment
  • 22. The value prop message won with a 58% lift in leads captured Annualized estimated impact = 840 more leads per year Primary KPI: Lead capture rate
  • 23. Great resources for estimating the size of the effect! http://bit.ly/test-simulator-demo http://bit.ly/test-simulator BONUS!
  • 24. Results: segmentation & secondary KPIs Impact on other key metrics, if any Segments that popped, if any Outcome of the experiment
  • 25. What else did we find? On desktop (83% of sessions), there were 22% fewer chat closes with the challenger variation Return visitors (26% of sessions) submitted more responses for both the control and challenger variations, however the challenger saw a slightly higher response rate
  • 26. Learnings and actions Regardless of outcome, what did we learn? What are we going to do now that we know? What are we testing next? What we learned What are we going to do next
  • 27. The value prop messaging resonated and increased interest in starting a relationship Mobile visitors didn’t respond the same as desktop Changes to chatbot questions can cause changes in user behavior Roll-out challenger variation - new control to beat! Find other areas of the site where we could test this messaging Conduct usability tests for mobile Prioritize chatbot capability personalization test next So what? Learnings Actions
  • 28. So what didn’t make it into the template... Dates the experiment ran Statistical significance level Practical significance threshold Guardrail metrics Who signed-off How long it took the devs Screenshots from any native tool analytics Screenshots of how variants looked across devices Table of all metrics by variation Leverage the Appendix
  • 29. Web analytics guru Scrum master Statistician QA specialistHostage negotiator Change agent Product whisperer Marketing go-to jr.datascientist Software expert Security advisor WYSIWYG dev CopywriterUX/UI consultant CX Communicator extraordinaire Air traffic control CROs wear many hats
  • 30. Benefits of a predictable template Audience expectations are set Easier to “automate” your processes Follows classic storytelling arc Setting the stage Resolution Tension Fallingaction Climax Why we tested Voting Secondary Results Learning / Action
  • 31. What if your test isn’t just a simple A/B split?
  • 32. Business case In a prior test, we proved that the chat bot can be a rich source of qualified leads if the initial question copy resonates New control to beat, but one-size-fits-all messaging is likely a local maxima since we have clients with a diverse set of needs There is high actionability for an evergreen campaign (low cost) 3 most popular content areas of the site: Domo, Adobe Launch and CRO MVP: vet congruent chat bot content personalization on top content areas
  • 33. Control Challengers Will content specific chats create more leads? DOMO CRO Adobe Launch Generic
  • 34. The deets Hypothesis If we personalize the chat box for our top 3 content areas, then more leads will be captured, because users will see our authority on the topics they are interested in learning more about Success Metric Lead capture rate Supporting metrics Unique visitor response submit rate Chat abandons Chatbot box closes Visitor score Total leads from other sources Heatmap hovers on chat
  • 36. The personalized chats did not increase leads captured This experiment had no material impact on leads captured Primary KPI: Lead capture rate
  • 37. Content personalized chats didn’t garner the lift we had hoped Perhaps the content chat should be used as cross-sell instead of congruent with page content Those coming to top 3 content areas perhaps needed less convincing of our expertise Leave current control in place Research multi-content visits and interaction with current chat Prioritize another content test that attempts to lift the projects with the lowest rate of web leads So what? Learnings Actions
  • 39. Control Challenger 1.2% Lead capture rate 1.9% Lead capture rate Annualized estimated impact = 840 more leads per year The value prop message won with a 58% lift in leads captured Chatbot value prop message test, Jan 2019
  • 41. Next steps: roll-out winner & content personalization test We learned value prop messaging resonated with visitors and increased their interest in starting a relationship ACTIONS: > Roll-out the challenger variation (new control to beat) > Find other areas of the site where we could test this messaging We learned changes to the chatbot question can cause changes in user behavior ACTION: > Prioritize chatbot capability personalization test next Chatbot value prop message test, May 2019
  • 42. How do you present a losing test result?
  • 43. The value prop message depressed leads by 32% Annualized estimated save = 960 leads lost without testing Primary KPI: Lead capture rate
  • 44. This value prop copy did not resonate, but doesn’t mean this idea isn’t worth exploring further! Changes to chatbot questions can cause changes in user behavior Work with marketing to draft new variations of the value prop copy and pick next test copy with UX Prioritize the next value prop test amongst the backlog So what? Learnings Actions
  • 45. tl;dr Your audience is not there to learn how to become a CRO Your goal is to inspire action among your audience, focus on what matters to them Every touchpoint with your stakeholders is an opportunity to evangelize testing
  • 46. Download the templates! bit.ly/CWAW-templates Applying your company’s branding is as simple as selecting a Theme from the Design menu (all defaults were used in building the Master)