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Winning With Data
A/B Testing on the Obama Campaign
Introduction
You probably thought we had it easy…
But victory was never assured




Big-spending groups called Super-PACs were largely
supporting Romney
Obama was usually ahead in the polls, but the
advantage was narrow and volatile
You might‟ve heard these stories…
What you didn‟t hear

All of that costs money
The fundraising challenge


In 2008, Obama campaign raised $750 million
 Would

not be enough in 2012

$750 million?
Not impressed.
The fundraising challenge


But fundraising was proving more difficult in 2012
than in 2008
 President

less available for fundraising events
 In early campaign, we saw average online donation was
half of what it had been in 2008
 People were giving less, and less often


We had to be smarter and more innovative
Overview




A/B testing in Obama‟s digital department

Lessons learned
 Don‟t

trust your gut
 Foster a culture of testing
 Invest in your team


The big picture: make it personal
Winning with A/B Testing
What impact can testing have?
Testing = constant improvement


Little
improvements
add up
 Improving

1%
here and 2%
there isn‟t a lot at
first, but over
time it adds up
Testing = many variations
Testing = listening to your audience


Nearly every email was tested, often on multiple levels



We started with message and subject line tests
4

messages, 3 subject lines were tested on every national
send (sometimes 6x3)
 These tests went to about 20% of the list
 After an hour, we would send the winner to the remainder
of he list
Example: Draft language
Example: Subject lines
Test sends
version
v1s1
v1s2
v1s3
v2s1
v2s2
v2s3
v3s1
v3s2
v3s3
v4s1
v4s2
v4s3
v5s1
v5s2
v5s3
v6s1
v6s2
v6s3

Subject line
Hey
Two things:
Your turn
Hey
My opponent
You decide
Hey
Last night
Stand with me today
Hey
This is my last campaign
[NAME]
Hey
There won't be many more of these
deadlines
What you saw this week
Hey
Let's win.
Midnight deadline



Each draft was tested with three
subject lines



One subject line would usually be
common across all drafts, to help
make comparisons across
messages
Example: Best vs. Worst Versions
Test sends
version
v1s1
v1s2
v1s3
v2s1
v2s2
v2s3
v3s1
v3s2
v3s3
v4s1
v4s2
v4s3
v5s1
v5s2
v5s3
v6s1
v6s2
v6s3

Subject line
Hey
Two things:
Your turn
Hey
My opponent
You decide
Hey
Last night
Stand with me today
Hey
This is my last campaign
[NAME]
Hey
There won't be many more of these
deadlines
What you saw this week
Hey
Let's win.
Midnight deadline

Full send (in millions)
donors

money
263
$17,646
268
$18,830
276
$22,380
300
$17,644
246
$13,795
222
$27,185
370
$29,976
307
$16,945
381
$25,881
444
$25,643
369
$24,759
514
$34,308
353
$22,190
273
263
363
237
352

$22,405
$21,014
$25,689
$17,154
$23,244

$4
$3
$2
$1
$0
ACTUAL ($3.7m)



IF SENDING AVG

IF SENDING
WORST

$2.2 million additional revenue from
sending best draft vs. worst, or $1.5
million additional from sending best vs.
average
Test every element


After testing drafts and subject lines, we would split
the remaining list and run additional tests
 Example:

Unsubscribe language

Variation

Recips

Unsubs

Unsubs per
recipient

Significant differences in unsubs
per recipient

578,994

105

0.018%

None

578,814

79

0.014%

Smaller than D4

578,620

86

0.015%

Smaller than D4

580,507

115

0.020%

Larger than D3 and D4
No, really. Test every element.


We also were always running tests in the background
via personalized content
Tests upon tests upon tests
Review: Every piece of communication was an
opportunity to test
 A single email often had many tests attached







Subject & draft tests
Full-list tests
Background personalization tests
The results


Campaign raised over one billion dollars
Raised over half a billion dollars online
 Over 4 million Americans donated




Recruited tens of thousands of volunteers, publicized
thousands of events and rallies



Did I mention raising >$500 million online?


Conservatively, testing probably resulted in ~$200 million in
additional revenue
Lessons
Lesson #1
Don‟t Trust Your Gut
Don‟t trust your gut


We don‟t have all the answers
 Conventional

wisdom is often wrong
 Long-held best practices are often wrong
 You are not your audience


There was this thing called the Email Derby…
 If

even the experts are bad at predicting a winning
message, it shows just how important testing is.
Experiments: Ugly vs. Pretty


We tried making our emails prettier
 That

failed
 So we asked: what about ugly?



Ugly yellow highlighting got us better results
Lesson #2
Foster a culture of testing
The culture of testing


Check your ego at the door



Use every opportunity to test something



Compare against yourself, not against your
competitors or “the industry”
 Are

you doing better this month than last month?
 Are you doing better than you would have otherwise?
When in doubt, test


In a culture of testing, all questions are answered
empirically



Example: With the ugly yellow highlighting, we worried
about the novelty factor
Maybe highlighting would only work for a short time before
people started ignoring it (or being irritated by it).
 We decided to do a multi-stage test across three consecutive
emails

The ugly highlighting experiment


Experimental design:
First Email
Group 1
Group 2
Group 3
Group 4
Group 5
Group 6
Group 7
Group 8



Second Email
Group 1
Group 2
Group 3
Group 4
Group 5
Group 6
Group 7
Group 8

Third Email
Group 1
Group 2
Group 3
Group 4
Group 5
Group 6
Group 7
Group 8

Determined through this test that novelty was indeed a factor
Keep a testing calendar






On the Obama campaign we had short-term and longterm calendars for national emails
We added a “tests” column to plan out which tests would
be attached to which emails
If we saw blank spaces, it would remind us to think of
more tests to run!


Important to do frequent brainstorming sessions
Circulate your test results internally


We had an internal listserv entirely for the express
purpose of circulating test results



Helped get buy-in and increased familiarity with the
testing process



Prompted discussions and generated new ideas for
tests
Lesson #3
Invest in your team
OFA Digital Department


Grew from a small team in spring 2011 to a department of
200+ in 2012
Outbound (email, social, mobile, blog)
 Ads
 Front-End Development
 Design
 Video
 Project management
 Digital Analytics

Hire smart, diverse talent


Many Obama staffers (maybe most) had never worked
in politics before
 Experience

less important than aptitude & passion
 Diverse voices led to better content, analysis


Digital analytics: looked for people with strong
quantitative skills, willingness to learn
 Staff

learned politics and programming on the job
The Big Picture
Using data to create a more human experience
Big data ≠ big brother


Testing allows you to listen to your user base
 Let

them tell you what they like
 Whether through A/B testing or behavioral segmentation,
optimization gives them a better experience


Usually, the interactions that are the most human are
the ones that win
Be human!


In general, we founds shorter, less formal emails and
subject lines did best.




Classic example: “Hey”

When we dropped a mild curse word into a subject line, it
usually won
“Hell yes, I like Obamacare”
 “Let‟s win the damn election”
 “Pretty damn cool”

Behavioral segmentation


Behavioral segmentation makes the experience personal
Donor vs. non-donor
 High-dollar vs. low-dollar
 Volunteer status
 What issues do people say they care about?




After using A/B tests to create a winning message, we
could tweak it slightly for various behavioral groups and
get better results
Experiments: Personalization




Adding “drop-in sentences” that reference people‟s past
behavior can increase conversion rates
Example: asking recent donors for more money

…it's going to take a lot more of us to match
them.
Will you donate $25 or more today?



…it's going to take a lot more of us to match them.
You stepped up recently to help out -- thank
you. We all need to dig a little deeper if we're
going to win, so I'm asking you to pitch in
again. Will you donate $25 or more today?

Added sentence significantly raised donation rate


Confirmed in several similar experiments
Mobilization = Human Interactions
From 2012 Campaign Manager Jim Messina:
“My favorite story is from a volunteer in Wisconsin 10 days
out [from Election Day]. She was knocking on doors on
one side of the street and the Romney campaign was
knocking on doors on the other side of the street…”
Mobilization = Human Interactions
“… [The Obama volunteer] was asked to hit two doors. One
was an undecided voter and she knew exactly what to say.
The other was an absentee ballot and she was told to make
sure they filled it out and returned it. On the other side of the
street, the Romney campaign was knocking on every single
door. Most of the people weren‟t home, and most of the
people that were home were already supporting Barack
Obama. She looked at me and said, „You‟re using my time
wisely.‟ That‟s what data can do.”
- Obama 2012 Campaign Manager Jim Messina
Conclusions
Conclusions


Make it personal



Test everything



Never stop looking for new ideas, new voices, and
new innovations

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Amelia Showalter_SearchLove London 2013

  • 1. Winning With Data A/B Testing on the Obama Campaign
  • 3. You probably thought we had it easy…
  • 4. But victory was never assured   Big-spending groups called Super-PACs were largely supporting Romney Obama was usually ahead in the polls, but the advantage was narrow and volatile
  • 5. You might‟ve heard these stories…
  • 6. What you didn‟t hear All of that costs money
  • 7. The fundraising challenge  In 2008, Obama campaign raised $750 million  Would not be enough in 2012 $750 million? Not impressed.
  • 8. The fundraising challenge  But fundraising was proving more difficult in 2012 than in 2008  President less available for fundraising events  In early campaign, we saw average online donation was half of what it had been in 2008  People were giving less, and less often  We had to be smarter and more innovative
  • 9. Overview   A/B testing in Obama‟s digital department Lessons learned  Don‟t trust your gut  Foster a culture of testing  Invest in your team  The big picture: make it personal
  • 10. Winning with A/B Testing
  • 11. What impact can testing have?
  • 12. Testing = constant improvement  Little improvements add up  Improving 1% here and 2% there isn‟t a lot at first, but over time it adds up
  • 13. Testing = many variations
  • 14. Testing = listening to your audience  Nearly every email was tested, often on multiple levels  We started with message and subject line tests 4 messages, 3 subject lines were tested on every national send (sometimes 6x3)  These tests went to about 20% of the list  After an hour, we would send the winner to the remainder of he list
  • 16. Example: Subject lines Test sends version v1s1 v1s2 v1s3 v2s1 v2s2 v2s3 v3s1 v3s2 v3s3 v4s1 v4s2 v4s3 v5s1 v5s2 v5s3 v6s1 v6s2 v6s3 Subject line Hey Two things: Your turn Hey My opponent You decide Hey Last night Stand with me today Hey This is my last campaign [NAME] Hey There won't be many more of these deadlines What you saw this week Hey Let's win. Midnight deadline  Each draft was tested with three subject lines  One subject line would usually be common across all drafts, to help make comparisons across messages
  • 17. Example: Best vs. Worst Versions Test sends version v1s1 v1s2 v1s3 v2s1 v2s2 v2s3 v3s1 v3s2 v3s3 v4s1 v4s2 v4s3 v5s1 v5s2 v5s3 v6s1 v6s2 v6s3 Subject line Hey Two things: Your turn Hey My opponent You decide Hey Last night Stand with me today Hey This is my last campaign [NAME] Hey There won't be many more of these deadlines What you saw this week Hey Let's win. Midnight deadline Full send (in millions) donors money 263 $17,646 268 $18,830 276 $22,380 300 $17,644 246 $13,795 222 $27,185 370 $29,976 307 $16,945 381 $25,881 444 $25,643 369 $24,759 514 $34,308 353 $22,190 273 263 363 237 352 $22,405 $21,014 $25,689 $17,154 $23,244 $4 $3 $2 $1 $0 ACTUAL ($3.7m)  IF SENDING AVG IF SENDING WORST $2.2 million additional revenue from sending best draft vs. worst, or $1.5 million additional from sending best vs. average
  • 18. Test every element  After testing drafts and subject lines, we would split the remaining list and run additional tests  Example: Unsubscribe language Variation Recips Unsubs Unsubs per recipient Significant differences in unsubs per recipient 578,994 105 0.018% None 578,814 79 0.014% Smaller than D4 578,620 86 0.015% Smaller than D4 580,507 115 0.020% Larger than D3 and D4
  • 19. No, really. Test every element.  We also were always running tests in the background via personalized content
  • 20. Tests upon tests upon tests Review: Every piece of communication was an opportunity to test  A single email often had many tests attached     Subject & draft tests Full-list tests Background personalization tests
  • 21. The results  Campaign raised over one billion dollars Raised over half a billion dollars online  Over 4 million Americans donated   Recruited tens of thousands of volunteers, publicized thousands of events and rallies  Did I mention raising >$500 million online?  Conservatively, testing probably resulted in ~$200 million in additional revenue
  • 24. Don‟t trust your gut  We don‟t have all the answers  Conventional wisdom is often wrong  Long-held best practices are often wrong  You are not your audience  There was this thing called the Email Derby…  If even the experts are bad at predicting a winning message, it shows just how important testing is.
  • 25. Experiments: Ugly vs. Pretty  We tried making our emails prettier  That failed  So we asked: what about ugly?  Ugly yellow highlighting got us better results
  • 26. Lesson #2 Foster a culture of testing
  • 27. The culture of testing  Check your ego at the door  Use every opportunity to test something  Compare against yourself, not against your competitors or “the industry”  Are you doing better this month than last month?  Are you doing better than you would have otherwise?
  • 28. When in doubt, test  In a culture of testing, all questions are answered empirically  Example: With the ugly yellow highlighting, we worried about the novelty factor Maybe highlighting would only work for a short time before people started ignoring it (or being irritated by it).  We decided to do a multi-stage test across three consecutive emails 
  • 29. The ugly highlighting experiment  Experimental design: First Email Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Group 8  Second Email Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Group 8 Third Email Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Group 8 Determined through this test that novelty was indeed a factor
  • 30. Keep a testing calendar    On the Obama campaign we had short-term and longterm calendars for national emails We added a “tests” column to plan out which tests would be attached to which emails If we saw blank spaces, it would remind us to think of more tests to run!  Important to do frequent brainstorming sessions
  • 31. Circulate your test results internally  We had an internal listserv entirely for the express purpose of circulating test results  Helped get buy-in and increased familiarity with the testing process  Prompted discussions and generated new ideas for tests
  • 32. Lesson #3 Invest in your team
  • 33. OFA Digital Department  Grew from a small team in spring 2011 to a department of 200+ in 2012 Outbound (email, social, mobile, blog)  Ads  Front-End Development  Design  Video  Project management  Digital Analytics 
  • 34. Hire smart, diverse talent  Many Obama staffers (maybe most) had never worked in politics before  Experience less important than aptitude & passion  Diverse voices led to better content, analysis  Digital analytics: looked for people with strong quantitative skills, willingness to learn  Staff learned politics and programming on the job
  • 35. The Big Picture Using data to create a more human experience
  • 36. Big data ≠ big brother  Testing allows you to listen to your user base  Let them tell you what they like  Whether through A/B testing or behavioral segmentation, optimization gives them a better experience  Usually, the interactions that are the most human are the ones that win
  • 37. Be human!  In general, we founds shorter, less formal emails and subject lines did best.   Classic example: “Hey” When we dropped a mild curse word into a subject line, it usually won “Hell yes, I like Obamacare”  “Let‟s win the damn election”  “Pretty damn cool” 
  • 38. Behavioral segmentation  Behavioral segmentation makes the experience personal Donor vs. non-donor  High-dollar vs. low-dollar  Volunteer status  What issues do people say they care about?   After using A/B tests to create a winning message, we could tweak it slightly for various behavioral groups and get better results
  • 39. Experiments: Personalization   Adding “drop-in sentences” that reference people‟s past behavior can increase conversion rates Example: asking recent donors for more money …it's going to take a lot more of us to match them. Will you donate $25 or more today?  …it's going to take a lot more of us to match them. You stepped up recently to help out -- thank you. We all need to dig a little deeper if we're going to win, so I'm asking you to pitch in again. Will you donate $25 or more today? Added sentence significantly raised donation rate  Confirmed in several similar experiments
  • 40. Mobilization = Human Interactions From 2012 Campaign Manager Jim Messina: “My favorite story is from a volunteer in Wisconsin 10 days out [from Election Day]. She was knocking on doors on one side of the street and the Romney campaign was knocking on doors on the other side of the street…”
  • 41. Mobilization = Human Interactions “… [The Obama volunteer] was asked to hit two doors. One was an undecided voter and she knew exactly what to say. The other was an absentee ballot and she was told to make sure they filled it out and returned it. On the other side of the street, the Romney campaign was knocking on every single door. Most of the people weren‟t home, and most of the people that were home were already supporting Barack Obama. She looked at me and said, „You‟re using my time wisely.‟ That‟s what data can do.” - Obama 2012 Campaign Manager Jim Messina
  • 43. Conclusions  Make it personal  Test everything  Never stop looking for new ideas, new voices, and new innovations

Editor's Notes

  1. Tell story here about the Email Derby