Experimentation panel

Last update: 2024-10-16
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The Experimentation panel lets analysts compare different user experiences, marketing, or messaging variations to determine which is best at driving a specific outcome. You can evaluate the lift and confidence of any A/B experiment from any experimentation platform: online, offline, from Adobe solutions like Target or Journey Optimizer, and even BYO (bring-your-own) data.

Read more about the integration between Adobe Customer Journey Analytics and Adobe Target.

Access control

The Experimentation panel is available to use by all Customer Journey Analytics users. No Admin rights or other permissions are required. However, the prerequisites require actions that only administrators can perform.

Functions in calculated metrics

Two advanced functions are available: Lift and Confidence. For more information, see Reference - advanced functions.

Prerequisites

To use the experimentation panel, ensure you follow these prerequisites:

Create connection to experiment datasets

The recommended data schema is for the experimentation data to be in an Object array that contains the experiment and variant data in two separate dimensions. Both dimensions need to be in a single object array. If you have your experimentation data in a single dimension (with experiment and variant data in a delimited string), you can use the substring setting in data views to split the dimension into two for use in the panel.

After your experimentation data has been ingested into Adobe Experience Platform, create a connection in Customer Journey Analytics to one or more experiment datasets.

Add context labels in data views

In Customer Journey Analytics data views settings, admins can add context labels to a dimension or metric and Customer Journey Analytics services like Experimentation panel can use these labels for their purposes. Two pre-defined labels are used for the Experimentation panel:

  • Experimentation Experiment
  • Experimentation Variant

In your data view that contains experimentation data, pick two dimensions, one with the experimentation data and one with the variant data. Then label those dimensions with the Experimentation Experiment and the Experimentation Variant labels.

Context label options for Experimentation and Experimentation Variant.

Without these labels present, the Experiment panel does not work, since there are no experiments to work with.

Use

To use an Experimentation panel:

  1. Create an Experimentation panel. For information about how to create a panel, see Create a panel.

  2. Specify the input for the panel.

  3. Observe the output for the panel.

    IMPORTANT

    If the necessary setup in Customer Journey Analytics data views has not been completed, you receive this message before you can proceed: Please configure the experiment and variant dimensions in Data views.

Panel input

To use the Experimentation panel:

  1. Configure the panel input settings:

    The Experimentation panel dragged into a project.

    Setting Definition
    Date Range The date range for the Experimentation panel is automatically set, based on the first event received in Customer Journey Analytics for the experiment selected. You can restrict or expand the date range to a more specific timeframe if needed.
    Experiment A set of variations on an experience that were exposed to end users to determine which is best to keep in perpetuity. An experiment is made up of two or more variants, one of which is considered the control variant. This setting is pre-populated with the dimensions that have been labeled with the Experiment label in data views, and the last 3 months’ worth of experimentation data.
    Control variant One of two or more alterations in an end user’s experience that are being compared for the purpose of identifying the better alternative. One variant must be selected as the control, and only one variant can be considered to be the control variant. This setting is pre-populated with the dimensions that have been labeled with the Variant label in data views. This setting pulls up the variant data that is associated with this experiment.
    Success metrics The metric or metrics that a user is comparing variants with. The variant with the most desirable outcome for the conversion metric (whether highest or lowest) is declared the best performing variant of an experiment. You can add up to 5 metrics.
    Normalizing metric The basis (People, Sessions, or Events) on which a test runs. For example, a test may compare the conversion rates of several variations where Conversion rate is calculated as Page View
    Include confidence upper/lower bounds Enable this option to show upper and lower bounds for confidence levels.
  2. Select Build.

Panel output

The Experimentation panel returns a rich set of data and visualizations to help you better understand how your experiments are performing. At the top of the panel, summary change visualizations are provided to remind you of the panel settings you selected. At any time, you can edit the panel by selecting the edit pencil at the top right.

You also get a text summary that indicates whether the experiment is conclusive or not, and summarizes the outcome. Conclusiveness is based on statistical significance (see Statistical methodology.) You can see summary numbers for the best performing variant with the highest lift and confidence.

For each success metric you selected, a freeform table visualization and a conversion rate line visualization are shown.

The Experimentation output showing one freeform table and one conversion rate trend.

NOTE

This panel currently does not support analysis of A/A tests.

Interpret the results

  1. Experiment is conclusive: Every time you view the experimentation report, the data that has accumulated in the experiment up to this point is analyzed. The analysis declares an experiment to be conclusive when the anytime valid confidence crosses a threshold of 95% for at least one of the variants. With more than two arms, a Benjamini-Hochberg correction is applied to correct for multiple hypothesis testing.

  2. Best performing variant: When an experiment is declared to be conclusive, the variant with the highest conversion rate is labeled as the best performing variant. Note that this variant must either be the control or baseline variant, or one of the variants that crosses the 95% anytime valid confidence threshold (with Benjamini-Hochberg corrections applied).

  3. Conversion rate: The conversion rate that is shown is a ratio of the success metric value ➊ to the normalizing metric value ➋. Note that this value can be larger than 1, if the metric is not binary (1 or 0 for each unit in the experiment)

  4. Lift: The Experiment report summary shows the Lift over Baseline, which is a measure of the percentage improvement in the conversion rate of a given variant over the baseline. Defined precisely, it is the difference in performance between a given variant and the baseline, divided by the performance of the baseline, expressed as a percentage.

  5. Confidence: The anytime valid confidence that is shown is a probabilistic measure of how much evidence there is that a given variant is the same as the control variant. A higher confidence indicates less evidence for the assumption that control and non-control variant have equal performance. The confidence is a probability (expressed as a percentage) that you would have observed a smaller difference in conversion rates between a given variant and the control. While in reality there is no difference in the true underlying conversion rates. In terms of p-values, the confidence displayed is 1 - p-value.

NOTE

A full description of results should consider all available evidence (for example experiment design, sample sizes, conversion rates, confidence, and others), and not just the declaration of conclusive or not. Even when a result is not yet conclusive, there can still be compelling evidence for one variant being different from another (for example confidence intervals are nearly non-overlapping). Ideally, all statistical evidence, interpreted on a continuous spectrum, should inform decision making.

Adobe’s statistical methodology

To provide easily interpretable and safe statistical inference, Adobe has adopted a statistical methodology based on Anytime Valid Confidence Sequences.

A confidence sequence is a sequential analog of a confidence interval. To understand what a confidence sequence is, imagine you repeat your experiments one hundred times. And calculate an estimate of the mean business metric (for example the open rate of an email) and its associated 95%-confidence sequence for every new user that enters the experiment.

A 95% confidence sequence includes the “true” value of the business metric in 95 out of the 100 experiments that you ran. (A 95% confidence interval could only be calculated once per experiment to give the same 95% coverage guarantee; not with every single new user). Confidence sequences therefore allow you to monitor experiments continuously, without increasing false positive error rates, that is, they allow “peeking” at results.

Interpret non-randomized dimensions

Customer Journey Analytics allows analysts to select any dimension as the experiment. But how do you interpret an analysis where the dimension chosen as the experiment is not one for which persons are randomized?

For example, consider an ad that a person sees. You may be interested in measuring the change in some metric (for example, average revenue) if you decide to show persons ad B instead of ad A. The causal effect of showing ad B, instead of ad A, is of central importance in arriving at the marketing decision. This causal effect may be measured as the average revenue over the whole population, if you replaced the status quo of showing ad A with the alternate strategy of showing ad B.

A/B testing is the gold standard within the industry for objectively measuring the effects of such interventions. The critical reason why an A/B test gives rise to a causal estimate is due to the randomization of persons to receive one of the possible variants.

Now, consider a dimension that is not achieved by randomization, for example, the US state of the person. Persons primarily come from two states, New York and California. The average revenue of sales of a winter clothing brand can be different in the two states due to the differences in the regional weather. In such a situation, the weather may be the true causal factor behind winter clothing sales, and not the fact that the geographical states of persons are different.

The experimentation panel in Customer Journey Analytics lets you analyze data as average revenue difference by states of the persons. In such a situation, the output does not have a causal interpretation. However, such an analysis may still be of interest. It provides an estimate (along with measures of uncertainty) of the difference in average revenue by states of the persons. This value is also referred to as Statistical Hypothesis Testing. The output of this analysis may be interesting, but not necessarily actionable. Simply because you have not randomized and sometimes cannot randomize persons to one of the possible values of the dimension.

The following illustration contrasts these situations:

A Diagram showing Observational Data and the Randomized Experiment.

When you want to measure the impact of intervention X on outcome Y, it is possible that the real cause of both is the confounding factor C. If the data is not achieved by randomizing persons on X, the impact is harder to measure, and the analysis explicitly accounts for C. Randomization breaks the dependence of X on C, allowing us to measure the effect of X on Y without having to worry about other variables.

Use calculated metrics in experimentation

NOTE

For organizations using both Customer Journey Analytics and Adobe Journey Optimizer, the information in this section also applies to experimentation features within Journey Optimizer.

Not all calculated metrics are compatible with the Experimentation panel.

Calculated metrics that include any of the following metrics or constants are not compatible with the Experimentation panel:

  • Base metrics from a summary dataset
  • Base metrics that are divided by each other or multiplied together (for example, Revenue/Orders)
  • Constants that are added to or subtracted from a base metric (for example, Revenue+50)
  • Any of the following base metrics:
    • People

Calculated metrics that are not compatible with the Experimentation panel have the value Everywhere in Customer Journey Analytics (excluding experimentation) in the Product compatibility field when creating the calculated metric. For information about creating a calculated metric, see Build metrics.

Use calculated metrics in the Experimentation panel

Refer to this blog post for information on using calculated metrics in the Experimentation panel.

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