Articles on: Upsell

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


  1. From your Account Editor dashboard, go to Upsell Engine → A/B Testing.
  2. 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:


  1. Review your setup details.
  2. Click Save.
  3. 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

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