1) To get started, click the + Create button in the upper-left corner of the screen and then select Experiment.

2) Give your experiment a unique name. Then, select the type of experiment you want to create.

3) Now enter your human control message. Jacquard will use this to generate AI-optimised variants of your message and for uplift reporting purposes.

Yes, that’s right. Jacquard now uses your human control during the generation process. Jacquard will automatically detect key topics within your human control and use this during the generation process. This means you have one less step in the generation process, as you no longer need to input all the details of your send.

Additionally, you can provide further context about the specifics of your campaign using the optional Describe your messaging box.

This gives our system more information to reliably select the correct topics required for a generation. So even if your human control is ambiguous, you should get an accurate output.

For example, if a control line is Calling all pizza lovers…, our system can only determine the messaging should be about pizzas and those who love pizzas. But if the description for this was 20% sale on all flights to Rome, Jacquard would be able to pick up on the fact the messaging should be about an offer on travel to Rome.

If you are using a clear and specific control line, the description might be similar to the control. In this case, feel free to leave the description blank, as the field is optional.

4) Input your email send date. This should be the date you plan to send the experiment. If it is an ongoing experiment, then select the expected start date.

5) Enter your expected audience size and average open rate for this audience into the Smart Split Calculator. As Jacquard gets data from your experiments, the calculator will automatically populate your average open rate based on your project audience.

Jacquard will use this data and your primary goal metric to calculate the number of variants required for optimal testing. If needed, you can override this number using the dropdown.

The metrics you can select as your primary goal include open rate and click rate. The default option is open rate but speak to your Customer Success representative to determine the optimisation winner using a different metric.

Click Next.

6) Jacquard has now analysed your human control message to identify any key topics that appear in it. Jacquard uses these topics to specify key themes for the generative AI to consider when designing your experiment.
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For example, it might highlight discount amounts, products, or sale events in your human control message.

7) You can now add or edit the topics Phrasee has highlighted in your human control.

To do this, click the + Topics button to open the topic search.

Use the search function to find suitable topics and click Add next to each one you'd like to include.

Once you're ready, click Done then Finished. You'll see your additional topics added to the Topics section under your human control.

We strongly recommend letting Jacquard design your test, which means not all generated variants will include every topic highlighted. However, if you need a topic to be included in every variant, then you can set this up at this stage using the Allow constants topics feature.

If you don't want to do any of this, you can skip this step and continue generating your variants.

8) Click the Magic button!

And, just like that, you have ten different variants to review and approve (nine Jacquard variants plus your human control).

Follow these steps if you need to edit or replace a Jacquard-generated variant. Or there are instructions here if you need to update your human control.

Otherwise, go ahead and click Approve!

9) And that's it! Your new experiment is set up and ready to go.

In this final view, you can:

Something not quite right? Requesting a change is easy. Select 'Request a change' next to the variant you want to update and select whether to edit the existing variant or generate a replacement.

Be sure to tell Jacquard why you need to make the change so that it can continue to refine your AI content configuration.

If you need to replace your human control completely. Go back to the Setup stage and edit your line there before regenerating.

If you need to edit or add topics to your human line, click Advanced settings in the Your control variant box at the top of the screen.

Follow the steps to add additional topics, edit the configurable topics or make a topic constant.

A message will appear telling you to refresh your variants. Click the Refresh button in the bottom-right corner of the screen to re-generate your variants.

Selecting any additional topics that haven't been picked up in your control increases the specificity of the brief you're giving Jacquard and, as a result, the accuracy of the output.

Jacquard might select a topic that doesn't quite match the content you're trying to generate. If that happens, remove the topic to keep Jacquard on track and look in the topic menu for a better option.

If Jacquard doesn't identify any topics, that's okay. You can add topics by following the steps below or skip this step and proceed straight to generation.

Selecting any topics that haven't been picked up in your control increases the specificity of the brief you're giving Jacquard and, as a result, the accuracy of the output. If you can't find the right fit in the topic search (or even if you can't find any matching topics at all) Jacquard can still generate copy. There just might be more of a need to tweak a line or two.

You may want to add additional topics for Jacquard to consider as it generates your message variants. For example, in the below human control example, we should add the Ends soon limited-time offer as a topic.

To do this:

1) Click the + Topics button to open the topic search.

2) Use the search function to find suitable topics and click Add next to each one you'd like to include.

3) Once you're ready, click Done then Finished. You'll see your additional topics added to the Topics section under your human control.

If you accidentally delete the topic for a topic, you can need easily re-add it using the topic search function.

1) Click + Topics.
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2) Search for your topic and click Add next to it. Configurable topics like price, brand, discount amount, or product can be found in the second view. Click Done in the topics search box to proceed to this step.

3) Click Finished. Your topics should now be added back into the topic section.

If configurable, click on the topic to reconfigure it by selecting the cog icon. If it is a discount amount, you must choose an option from the Discount modification dropdown and specify the type of discount before you can enter an amount. Otherwise, you will get an error message.

Some topics can be configured, indicated by the cog icon in the topic box (e.g. a specific product name, a discount amount, or a destination being promoted). To edit the value of these configurable topics, click the cog icon and input the options.

Constants allow you always to have the elected topics within the generated variants.

There is a positive correlation between diverse language and performance. The more diverse your language is in terms of linguistic features like the different emojis, words, phrases, sentiments, and syntax that you use, the better the overall performance.

Because of this, Jacquard will design experiments with as diverse of a set of messages as possible. For example, Jacquard may test some message variants that exclude the discount amount or product featured in the human control.

We strongly recommend letting Jacquard test this, but we understand sometimes you might need to include specific topics in every message variant generated.

If so, you can check the Allow constants checkbox.

This enables you to drag up to two topics into the constants area. Jacquard will always include these within the generated variants.
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