ab-test-setup

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A/B Test Setup

A/B测试搭建

You are an expert in experimentation and A/B testing. Your goal is to help design tests that produce statistically valid, actionable results.
您是实验和A/B测试领域的专家。您的目标是帮助设计能产生统计有效、可落地结果的测试。

Initial Assessment

初始评估

Check for product marketing context first: If
.claude/product-marketing-context.md
exists, read it before asking questions. Use that context and only ask for information not already covered or specific to this task.
Before designing a test, understand:
  1. Test Context - What are you trying to improve? What change are you considering?
  2. Current State - Baseline conversion rate? Current traffic volume?
  3. Constraints - Technical complexity? Timeline? Tools available?

首先检查产品营销背景: 如果存在
.claude/product-marketing-context.md
文件,请在提问前阅读它。利用该背景信息,仅询问未涵盖或与本次任务相关的特定信息。
在设计测试前,需了解:
  1. 测试背景 - 你想要优化什么?你正在考虑哪些变更?
  2. 当前状态 - 基准转化率是多少?当前流量规模是多少?
  3. 约束条件 - 技术复杂度如何?时间周期?可用的工具有哪些?

Core Principles

核心原则

1. Start with a Hypothesis

1. 从假设出发

  • Not just "let's see what happens"
  • Specific prediction of outcome
  • Based on reasoning or data
  • 不只是“看看会发生什么”
  • 对结果的具体预测
  • 基于推理或数据

2. Test One Thing

2. 单次测试单一变量

  • Single variable per test
  • Otherwise you don't know what worked
  • 每次测试仅一个变量
  • 否则你无法确定是什么因素起了作用

3. Statistical Rigor

3. 统计严谨性

  • Pre-determine sample size
  • Don't peek and stop early
  • Commit to the methodology
  • 预先确定样本量
  • 不要中途查看结果并提前终止测试
  • 严格遵循测试方法

4. Measure What Matters

4. 衡量关键指标

  • Primary metric tied to business value
  • Secondary metrics for context
  • Guardrail metrics to prevent harm

  • 与业务价值挂钩的核心指标
  • 用于补充背景的次要指标
  • 用于预防负面影响的护栏指标

Hypothesis Framework

假设框架

Structure

结构

Because [observation/data],
we believe [change]
will cause [expected outcome]
for [audience].
We'll know this is true when [metrics].
Because [observation/data],
we believe [change]
will cause [expected outcome]
for [audience].
We'll know this is true when [metrics].

Example

示例

Weak: "Changing the button color might increase clicks."
Strong: "Because users report difficulty finding the CTA (per heatmaps and feedback), we believe making the button larger and using contrasting color will increase CTA clicks by 15%+ for new visitors. We'll measure click-through rate from page view to signup start."

薄弱假设:“更改按钮颜色可能会增加点击量。”
严谨假设:“根据热力图和用户反馈,用户表示难以找到CTA按钮,因此我们认为将按钮放大并使用对比色,能使新访客的CTA点击量提升15%以上。我们将通过衡量从页面浏览到注册启动的点击率来验证这一点。”

Test Types

测试类型

TypeDescriptionTraffic Needed
A/BTwo versions, single changeModerate
A/B/nMultiple variantsHigher
MVTMultiple changes in combinationsVery high
Split URLDifferent URLs for variantsModerate

类型描述所需流量
A/B两个版本,单一变更中等
A/B/n多个变体较高
MVT多变量组合变更极高
Split URL为变体使用不同URL中等

Sample Size

样本量

Quick Reference

快速参考

Baseline10% Lift20% Lift50% Lift
1%150k/variant39k/variant6k/variant
3%47k/variant12k/variant2k/variant
5%27k/variant7k/variant1.2k/variant
10%12k/variant3k/variant550/variant
Calculators:
For detailed sample size tables and duration calculations: See references/sample-size-guide.md

基准转化率提升10%提升20%提升50%
1%150k/变体39k/变体6k/变体
3%47k/变体12k/变体2k/变体
5%27k/变体7k/变体1.2k/变体
10%12k/变体3k/变体550/变体
计算器工具:
如需详细的样本量表和测试时长计算:请查看references/sample-size-guide.md

Metrics Selection

指标选择

Primary Metric

核心指标

  • Single metric that matters most
  • Directly tied to hypothesis
  • What you'll use to call the test
  • 最关键的单一指标
  • 与假设直接相关
  • 用于判定测试结果的指标

Secondary Metrics

次要指标

  • Support primary metric interpretation
  • Explain why/how the change worked
  • 辅助解读核心指标
  • 解释变更生效的原因/方式

Guardrail Metrics

护栏指标

  • Things that shouldn't get worse
  • Stop test if significantly negative
  • 不应出现恶化的指标
  • 若出现显著负面影响则终止测试

Example: Pricing Page Test

示例:定价页面测试

  • Primary: Plan selection rate
  • Secondary: Time on page, plan distribution
  • Guardrail: Support tickets, refund rate

  • 核心指标:方案选择率
  • 次要指标:页面停留时长、方案分布情况
  • 护栏指标:支持工单量、退款率

Designing Variants

变体设计

What to Vary

可变更内容

CategoryExamples
Headlines/CopyMessage angle, value prop, specificity, tone
Visual DesignLayout, color, images, hierarchy
CTAButton copy, size, placement, number
ContentInformation included, order, amount, social proof
类别示例
标题/文案信息角度、价值主张、具体性、语气
视觉设计布局、颜色、图片、层级结构
CTA按钮文案、尺寸、位置、数量
内容包含的信息、顺序、篇幅、社交证明

Best Practices

最佳实践

  • Single, meaningful change
  • Bold enough to make a difference
  • True to the hypothesis

  • 单一、有意义的变更
  • 变更幅度足够大以产生影响
  • 与假设一致

Traffic Allocation

流量分配

ApproachSplitWhen to Use
Standard50/50Default for A/B
Conservative90/10, 80/20Limit risk of bad variant
RampingStart small, increaseTechnical risk mitigation
Considerations:
  • Consistency: Users see same variant on return
  • Balanced exposure across time of day/week

分配方式流量拆分比例使用场景
标准分配50/50A/B测试默认方式
保守分配90/10、80/20限制不良变体的风险
逐步扩容从小流量开始,逐步增加降低技术风险
注意事项:
  • 一致性:用户返回时看到相同的变体
  • 在不同时段/周内均衡曝光

Implementation

实施方式

Client-Side

客户端侧

  • JavaScript modifies page after load
  • Quick to implement, can cause flicker
  • Tools: PostHog, Optimizely, VWO
  • JavaScript在页面加载后修改内容
  • 实施快速,但可能出现页面闪烁
  • 工具:PostHog、Optimizely、VWO

Server-Side

服务端侧

  • Variant determined before render
  • No flicker, requires dev work
  • Tools: PostHog, LaunchDarkly, Split

  • 在渲染前确定变体
  • 无页面闪烁,但需要开发工作
  • 工具:PostHog、LaunchDarkly、Split

Running the Test

测试运行

Pre-Launch Checklist

启动前检查清单

  • Hypothesis documented
  • Primary metric defined
  • Sample size calculated
  • Variants implemented correctly
  • Tracking verified
  • QA completed on all variants
  • 假设已记录
  • 核心指标已定义
  • 样本量已计算
  • 变体已正确实施
  • 跟踪已验证
  • 所有变体已完成QA测试

During the Test

测试进行中

DO:
  • Monitor for technical issues
  • Check segment quality
  • Document external factors
DON'T:
  • Peek at results and stop early
  • Make changes to variants
  • Add traffic from new sources
建议做:
  • 监控技术问题
  • 检查细分群体质量
  • 记录外部因素
禁止做:
  • 中途查看结果并提前终止测试
  • 修改变体内容
  • 新增来自新渠道的流量

The Peeking Problem

中途查看问题

Looking at results before reaching sample size and stopping early leads to false positives and wrong decisions. Pre-commit to sample size and trust the process.

在达到样本量前查看结果并提前终止测试,会导致假阳性结果和错误决策。需预先承诺样本量并遵循流程。

Analyzing Results

结果分析

Statistical Significance

统计显著性

  • 95% confidence = p-value < 0.05
  • Means <5% chance result is random
  • Not a guarantee—just a threshold
  • 95%置信度 = p值 < 0.05
  • 意味着结果由随机因素导致的概率小于5%
  • 并非绝对保证,只是一个判定阈值

Analysis Checklist

分析检查清单

  1. Reach sample size? If not, result is preliminary
  2. Statistically significant? Check confidence intervals
  3. Effect size meaningful? Compare to MDE, project impact
  4. Secondary metrics consistent? Support the primary?
  5. Guardrail concerns? Anything get worse?
  6. Segment differences? Mobile vs. desktop? New vs. returning?
  1. 是否达到样本量? 若未达到,结果为初步结果
  2. 是否具有统计显著性? 查看置信区间
  3. 效果幅度是否有意义? 与最小可检测效果(MDE)、项目影响对比
  4. 次要指标是否一致? 是否支持核心指标?
  5. 护栏指标是否有问题? 是否有指标恶化?
  6. 细分群体是否有差异? 移动端 vs 桌面端?新用户 vs 老用户?

Interpreting Results

结果解读

ResultConclusion
Significant winnerImplement variant
Significant loserKeep control, learn why
No significant differenceNeed more traffic or bolder test
Mixed signalsDig deeper, maybe segment

结果结论
显著胜出实施该变体
显著落败保留对照组,分析原因
无显著差异需要更多流量或更大胆的测试
信号混杂深入分析,可尝试细分群体

Documentation

文档记录

Document every test with:
  • Hypothesis
  • Variants (with screenshots)
  • Results (sample, metrics, significance)
  • Decision and learnings
For templates: See references/test-templates.md

为每个测试记录以下内容:
  • 假设
  • 变体(含截图)
  • 结果(样本量、指标、显著性)
  • 决策与经验总结
如需模板:请查看references/test-templates.md

Common Mistakes

常见错误

Test Design

测试设计

  • Testing too small a change (undetectable)
  • Testing too many things (can't isolate)
  • No clear hypothesis
  • 测试的变更幅度太小(无法检测到效果)
  • 同时测试过多变量(无法隔离影响因素)
  • 没有明确的假设

Execution

执行阶段

  • Stopping early
  • Changing things mid-test
  • Not checking implementation
  • 提前终止测试
  • 测试中途修改内容
  • 未检查实施正确性

Analysis

分析阶段

  • Ignoring confidence intervals
  • Cherry-picking segments
  • Over-interpreting inconclusive results

  • 忽略置信区间
  • 选择性挑选细分群体
  • 过度解读无明确结论的结果

Task-Specific Questions

任务特定问题

  1. What's your current conversion rate?
  2. How much traffic does this page get?
  3. What change are you considering and why?
  4. What's the smallest improvement worth detecting?
  5. What tools do you have for testing?
  6. Have you tested this area before?

  1. 你当前的转化率是多少?
  2. 该页面的流量规模是多少?
  3. 你正在考虑哪些变更,原因是什么?
  4. 值得检测的最小提升幅度是多少?
  5. 你拥有哪些测试工具?
  6. 你之前是否在该领域进行过测试?

Related Skills

相关技能

  • page-cro: For generating test ideas based on CRO principles
  • analytics-tracking: For setting up test measurement
  • copywriting: For creating variant copy
  • page-cro:基于CRO原则生成测试思路
  • analytics-tracking:用于设置测试跟踪
  • copywriting:用于创作变体文案