How to create a Tempalte experiment

Follow the steps below to create a Template Test and experiment with different Shopify templates on your store.

1. From your Personizely Dashboard, navigate to the Campaigns tab and click the Create Campaign button at the top right.

2. In the “Create new campaign” window, select Experiment, choose Template from the list of types, and click Next to continue.

3. On the Define your variation page, select what kind of template you want to test (for example, Homepage, Product, Collection, Page, or Blog).

Then, choose the Original template that will act as your control. You can use an Existing template or Create a new one to use as a variation.

If you choose to create a new template, you will be able to edit it later.

4. Add a descriptive Campaign name and define your Hypothesis to clarify what you are testing. Click Create to continue.

5. You will be redirected to the Template Test setup screen. Under Variations, you will see the Original template and the Variation 1 that you created. You can add more variations by clicking Create variation and selecting or creating new templates from your Shopify store.

You can change the variation template by clicking Template on the right and selecting a different one from your available templates.

You can also Edit or Preview a variation from the same menu.

If you created a new template in the previous step, clicking Edit will redirect you to the Shopify Theme customization page where you can apply design changes. Once you are done, click Save and return to Personizely.

Note: You can now choose more than one Original Template if needed. This is useful for testing multiple original templates against a single variation.

6. Adjust Traffic allocation by setting what percentage of visitors will be included in this campaign.

7. In the Goals section, select the actions you want to track, such as Purchase or Add to cart. You can assign multiple goals and mark one as the primary goal for reporting.

8. Once your setup is complete, click Start to launch the Template Test. Visitors will see different template versions based on your traffic distribution.

When a variation performs better and becomes the winner, an information banner will appear in the campaign dashboard. Click Deploy to apply the winning template as the default for all relevant pages.

Additional notes:

• The Personizely script must be installed synchronously to ensure instant redirect behavior.
• This campaign type is currently available for Shopify users.

Congratulations, your Template Test is now ready to go live!

📘 Learn more in the Template Test documentation →

Updated on: 10/11/2025