Setting up Campaign Optimizer Agent tests

This guide shows you how to start tests in Campaign Optimizer Agent, either from system-suggested opportunities or directly from a campaign. It also explains how to review, approve, and launch a test variant.

Two ways to start campaign optimization

• Flow 1: Use Discover Opportunities (system-suggested).
• Flow 2: Set up from a launched campaign (manual).

Flow 1: Use Discover Opportunities

Go to Customer AI > Agents > Campaign Optimizer and open the Discover opportunities tab. The pipeline shows up to 10 opportunities ranked by score. Click Find Opportunities to refresh the list.

Each row summarizes the opportunity: campaign/trigger/template, current content, a proposed test idea, score, sends, and a Configure action.

Review & approve in Flow 1

Click Configure to open the approval screen for this opportunity. You’ll see:

• Control on the left (your current content).
• Suggested test variants on the right:
  • A–C: top-ranking variant from the tournament.
  • D (Custom): create your own test using one of:
    • Pick from Content Library — a collection of all variants generated by the tournament.
    • Copy Variant A/B/C — clone one suggestion and edit.
    • Start Fresh (Blank) — write your custom subject/preheader.
• Variant navigation (e.g., 1 of 20 samples), plus Show Reasoning and Show Raw Content (Liquid) for deeper inspection.
• Test Settings with the initial traffic split (computed by the Campaign Optimizer Agent, typically between 15–50% based on send volume, adjustable).

When you’re ready, choose a test and click Pre-approve variant. You’ll be taken to the campaign trigger with the Campaign Optimizer Agent pre-selected. Save the campaign for the test to begin.

If none of the suggestions work, you can click Reject and Generate New Variants. The system will regenerate a new set of variants and notify you by email once they’re ready for review.

Flow 2: Manual setup from a campaign

Open a launched campaign and pick an eligible email trigger (not already in an A/B test). In the trigger’s setup panel, select Optimizer Agent, choose what to optimize for (e.g., Unique Clicks Rate), optionally add custom instructions, and Save.

After saving, the Campaign Optimizer Agent generates test ideas (typically within ~20 minutes) and sends you an email. From that email—or by going to Review & Approve or Optimizer Tests—open the approval screen.

Review & approve in Flow 2

The approval screen layout is the same:

• Control on the left; A–C suggestions and D (Custom) on the right.
• For D (Custom), you can:
  • Pick from Content Library (all other generated ideas from the tournament),
  • Copy Variant A/B/C and edit, or
  • Start Fresh (Blank).
• Variant navigation, Show Reasoning, Show Raw Content, and Test Settings (the initial split is computed by the Campaign Optimizer Agent, typically 15–50% based on send volume, adjustable).

When ready, select a test variant and click Begin testing with variant to begin the test.

Need a fresh set of ideas? Click Reject and Generate New Variants to regenerate.

Post-launch: view and manage tests

Use the Optimizer Tests tab to monitor test status, review results, and track history.

To stop a running test, select Stop Current Test. Traffic is then redirected 100% to the control variant, and a new test variant is generated for approval.