How to Set Up a Shipping Test

Step 1: Create a new test

Navigate to the "A/B Tests" tab in the menu on the left-hand side of the Intelligems app. Once you're there, click "Create New Test" above the experiments table.

Fill in the Name and Description for the experiment you are creating. This information is all internal - the more detail you include here the better! Tests can be live for several weeks, and your future self will thank you for including the details here. Select "Shipping Test" and then "Create Test."

Step 2: Create your test groups

Create between two and five groups to include in the test by clicking on the ‘+’ button. Name the groups for the experiment and use the slider to allocate what percentage of traffic will go to each group. When you are done adding groups, click "Next step" in the top right.

Step 3: Select shipping profiles and zones to test

Using the expander for each shipping profile, select the zone(s) where the Intelligems rate will be added. The Intelligems rate will only apply to the profiles and zones selected here and will apply to all orders that meet the criteria for the selected profiles and zones, subject to other cart value and weight criteria which you'll configure in the next step.

Step 4: Select the rates you want to replace for this test

Once you have selected the profiles and zones you want Intelligems rates to apply to, you will select which rates from those zones you want to test. These rates will be hidden during the test and replaced by an Intelligems rate, which will vary by test group.

Step 6: Configure the Intelligems rate(s)

In this step, you will configure the rate(s) to be added to the previously selected profiles and zones for each test group.

For each group, choose the rate type that most closely aligns with what you're testing (i.e. what you want to change in each test group). See below for some tips on when to select each rate type and examples of combined rates:

Legend

• Flat Rate: You are testing rate(s) that are not set up with conditions in Shopify ("flat rates")\

  

• Flat Rate with Threshold: You are testing a flat rate and the threshold for free shipping\

  
• Threshold Only: You are testing a free shipping threshold but want to keep your existing rates for those that do not reach the threshold (Note: our threshold is based on pre-discount subtotal)\

  

• Tiered by Price or Weight:

  

• Custom: Have something else you want to test? Let us know and we'll see what we can do!

Step 7: Review your rates

Use the drop-downs to review profiles, zones, and test groups.

1. Select profile and zone to preview

2. Select test group for cart preview

3. Input sample cart totals and weight to see what shipping options will be available at checkout

Step 8: Enable & customize your progress bar if needed

If you currently show a shipping progress bar on your site or if you would like to include one for your test and you are testing shipping thresholds, it is recommended to use the built-in option from Intelligems so that the bar will update with the test group. Adding the Intelligems progress bar typically requires adding a component to your theme's liquid code and customizing the bar's style in the Intelligems app.

Learn more about adding the Intelligems shipping progress bar here.

See below for a few examples of a configured shipping progress bar during a live test.

Step 9: Edit content on your site if needed

This step is also optional. This tool allows you to dynamically update content on your site based on a visitor's test group. Check out this article for more details on configuring this option.

Step 10: Set up targeting if needed

Targeting is an optional step. This tool allows you to apply specific conditions to certain site visitors.

There are a few different ways you can do this:

• You can set up currency and country targeting that allows you to limit your test to a single currency and/or a list of specific countries. This feature is defaulted to your store currency for price test.

• You can use UTM parameters to customize your user experience under the Audience option.

• You can filter traffic based on JavaScript Expressions under the Audience option.

• You can filter traffic based on device type (i.e. mobile or desktop) under the Audience option.

• You can filter traffic based off of whether a visitor is new or returning under the Audience option.

• You can prevent users from being targeted by related experiments to reduce undesired interactions under the Mutually Exclusive Tests option.

You can learn more about targeting here!

Step 11: Save your test

Once you have completed all the above steps, you'll be able to save your test with the button in the top right. Once the test is saved, you should be able to see Intelligems as a rate carrier in your Shopify shipping settings for each profile and zone you selected in step 2. If you do not see it there automatically, you may need to click 'Add rate' and select it from the carrier options.

Step 12: Enter the test goals

You will also select what your primary goal is - this will not impact what data is tracked or available to view, but will allow Intelligems to display analytics so that the most important information is surfaced first.

What happens next?

Now that you've created your shipping test, you can QA your test using this checklist!