How to Create a New A/B Test
Once you understand how A/B Testing works, the next step is to create your own test.
This article walks you through every setting and option inside the “Create new A/B testing” page.
🧭 Accessing the A/B Test Creation Screen
- From your Account Editor dashboard, go to Upsell Engine → A/B Testing.
- Click “Create Test” (or “Create your first test” if none exist yet).
You’ll be taken to the setup page titled “Create new A/B Testing.”
At the top, you’ll notice the status toggle (Inactive/Active).
Leave it inactive while setting up — you’ll activate it after saving.
🧩 Step 1: Test Details
This is where you name your test and define what you’re testing.
Test Name
Give your A/B test a short, descriptive name.
Use clear identifiers such as:
- Type of offer (e.g. “Holiday Discount”)
- What’s being tested (e.g. “15% vs 20%”)
- Time period or target surface (e.g. “Checkout page”)
💡 Example:
Holiday Discount — 15% vs 20%
This makes it easy to find in the dashboard later.
💭 Step 2: Define Your Hypothesis
This section helps you set a clear goal for what you’re testing.
Under “What are you testing?”, write one simple, measurable statement.
💡 Example Hypothesis:
“Increasing the discount from 15% to 20% will lead to higher checkout conversion rates.”
A good hypothesis should:
- Clearly state the change being tested
- Mention what you expect to happen
- Be measurable (e.g., higher revenue, conversion, or AOV)
📏 Step 3: Configure Test Parameters
Now, you decide how success will be measured.
Under Test Configuration, select your success metric from the dropdown menu.
Available Metrics:
- Conversion Rate: Ideal if you’re testing layout or button text.
- Revenue: Use this for tests focused on pricing or discounts.
- Average Order Value (AOV): Useful when comparing bundle vs. single-item upsells.
- Click-Through Rate (CTR): Best for early engagement tests.
You can also enter a Projected Gain amount to estimate expected performance lift.
🗓️ Step 4: Set Test Duration
Specify how long your test should run.
Field | Description |
|---|---|
Start Date | When the test will automatically begin collecting data. |
End Date (optional) | When it will automatically stop and record results. |
💡 Tip: Shopify recommends running each test for at least two weeks for statistically valid results.
🧱 Step 5: Choose Surfaces & Offers
Next, select where this test will appear in your customer journey.
Click Select Surface, then choose one of the following:
- Checkout page
- After checkout
- Thank you page
- Order status page
⚠️ Note: A/B Testing requires at least two active offers on the same surface.
If you only have one, you’ll see a message:
_“A/B testing requires a minimum of two offers per surface. Create an additional offer to proceed.”_
🔄 Step 6: Traffic Distribution
Decide how traffic is split between the two versions.
By default:
- 50% Control: Sees your current offer (no change).
- 50% Variant A: Sees the updated offer you’re testing.
Each visitor will be assigned one version and will continue to see that version throughout their session.
This ensures a fair comparison without crossover bias.
🚀 Step 7: Launch the Test
Once everything is set:
- Review your setup details.
- Click Save.
- Switch the toggle from Inactive → Active to start collecting data.
Your test will now begin automatically on the selected start date.
✅ Example: Holiday Discount Test
Parameter | Example Value |
|---|---|
Name | Holiday Discount – 15% vs 20% |
Hypothesis | Increasing the discount to 20% improves conversions |
Metric | Conversion Rate |
Surface | Checkout Page |
Traffic Split | 50/50 |
Duration | 14 days |
🧠 Best Practices
- Test only one variable at a time (e.g. button color, discount %, product image).
- Avoid ending tests early — let them reach significance.
- Use consistent product and pricing settings across both versions.
- Always track metrics under the Analytics tab for deeper insights.
🔎 Next Article → Understanding A/B Test Results
In the next guide, we’ll explain:
- How to read variant performance metrics
- What makes a “winning” version
- How to apply the winner automatically
This ensures you can make confident, data-backed changes to your upsell strategy.
Updated on: 27/11/2025
Thank you!


