Forum Discussion
Documenting lifecycle testing
We're looking to enhance our documentation process for lifecycle testing and would love to hear what’s working for others! Do you have any templates or strategies that help effectively track experiments and build on learnings?
Our goal is to make it easier to:
- Keep track of live, completed, paused, and inconclusive tests—including test descriptions, hypotheses, start/end dates, audiences, and key metrics.
- Summarize metrics, key insights, and recommendations to inform future campaigns and decision-making.
Would appreciate any tips, templates, or frameworks anyone has found valuable! Thanks in advance.
We have a deck we use to track tests/results/learnings. Screenshot of example slide attached! And we gave ourself a goal of running 10 tests each every quarter, and had recurring bi-weekly tasks to update the deck with the latest results. Here is the general set-up of the deck:
- Idea Bank - easy storage spot for test ideas you and your team have.
- Learnings - quick summary of what we've learned from different tests (only for results we're confident in, or tests that don't seem worth repeating)
- Slides with individual tests - with a tag for those that are complete, and those that are in progress.
And then for this year, we got very organized and planned out our test themes for each month, and have a spreadsheet where we are logging the hypotheses, tests, results, and learnings. This gave us a chance to run certain tests several times over different kinds of emails to validate results.
