How do I A/B test my automations on Tekmatix?

• 2 to 10 paths. Compare a simple A versus B, or test up to ten versions at once.
• Even split. Contacts are divided evenly across the paths.
• You choose the goal. Email activity, appointment status, contact tag, payment received, or a custom condition based on contact or custom fields.
• You choose when it ends. After a set number of contacts enter, after a set number of goal completions, or on a chosen date and time.
• Winner routing. When the test ends, future contacts can follow the path with the highest conversion rate.

You stop guessing what works. Instead of rewriting a sequence because it feels flat, you get real numbers on which version gets more bookings, clicks or sales.

Your automations get better while you sleep. Once a winner is picked, new contacts go down that path without you touching anything.

Small changes add up. A follow-up that books a few more calls a month, or a payment reminder that recovers a few more invoices, is money you'd otherwise leave on the table.

It's all in one place. The test lives inside the workflow you already use, with the results shown right there, so there's no extra tool to pay for or connect.

• A workflow in your Tekmatix account that contacts already flow through, or one you're about to switch on.
• A clear goal you can measure, such as a specific calendar booking, a specific email click, a tag, or a product being paid for.
• Two or more versions of the actions you want to compare. Change one thing at a time if you can, so you know what made the difference.
• Enough contacts going through the workflow to get a fair result. A test with a handful of contacts won't tell you much.

1. Open your workflowGo to Automation, then Workflows, and open the workflow you want to test.
2. Add the A/B Test actionClick Add action at the point in the workflow where you want the split to happen, and choose A/B Test.
3. Name your testGive the test a clear name, like "Booking follow-up: 3 emails vs 5 emails", so you know what you were comparing when you look back.
4. Add your pathsAdd between 2 and 10 paths. Under each path, build the actions you want to compare.
5. Set your winning criteriaChoose the goal type: email activity, appointment status, contact tag or payment received. Then pick the specific email, calendar, tag or product. If none of those fit, use a custom condition based on contact or custom fields.
6. Set how long the test runsEnd the test after a set number of entrants, after a set number of goal completions, or at a chosen date and time. Date-based tests use your account's time zone.
7. Choose what happens when it endsPick Send new contacts to the winning path if you want future contacts to follow the path with the highest conversion rate. Or pick Keep splitting and show the result if you want contacts to keep splitting evenly while the winner is marked in Statistics.
8. Save and publishSave your workflow and make sure it's published so contacts start flowing into the test.

• Declare winner. Seen enough? Click Declare winner to end the test early. The path with the highest conversion rate is selected.
• Winner badge. If you chose to send new contacts to the winning path, the canvas shows a Winner badge on that path and mutes the other paths.
• Contacts already in a path finish it. When winner routing starts, contacts already on a losing path still complete their sequence. Only new contacts go to the winner.
• Ties go to the first path. If two paths have the same result, the first path is treated as the winner.
• Reset test. Use Reset test to start a new comparison. Saving after a reset clears the previous results, and contacts who come back through may take a different path.

1. Get more consultation bookings. Test a short, direct follow-up against a longer one with a case study, and set the goal to an appointment booked in your consultation calendar.
2. Find the email that gets clicked. Try two different subject lines or calls to action in your nurture sequence and set the goal to clicks on the email you care most about.
3. Qualify leads faster. Compare two ways of asking the qualifying question, such as a survey link versus a reply-to-this-email prompt, and use a tag or custom field condition as the goal.
4. Recover more payments. Test a gentle reminder sequence against a firmer one for unpaid invoices or abandoned carts, with payment received as the goal.
5. Test the timing, not just the words. Keep the messages the same and change the wait steps. Sometimes following up the next day beats waiting three days, and now you can find out for sure.