wagtail-experiments 0.3

Installation

wagtail-experiments is compatible with Wagtail 4.1 to 5.1, and Django 3.2 to 4.2. To install:

pip install wagtail-experiments

and ensure that the apps wagtail.contrib.modeladmin and experiments are included in your project’s INSTALLED_APPS:

INSTALLED_APPS = [
    # ...
    'wagtail.contrib.modeladmin',
    'experiments',
    # ...
]

Then migrate:

./manage.py migrate

Usage

After installation, a new ‘Experiments’ item is added to the Wagtail admin menu under Settings. This is available to superusers and any other users with add/edit permissions on experiments. An experiment is created by specifying a control page and any number of alternative versions of that page, along with an optional goal page. Initially the experiment is in the ‘draft’ status and does not take effect on the site front-end; to begin the experiment, change the status to ‘live’.

When the experiment is live, a user visiting the URL of the control page will be randomly assigned to a test group, to be served either the control page or one of the alternative variations. This assignment persists for the user’s session (according to Django’s session configuration) so that each user receives the same variation each time. When a user subsequently visits the goal page, they are considered to have completed the experiment and a completion is logged against that user’s test group. The completion rate over time for each test group can then be viewed through the admin interface, under ‘View report’.

From the report page, an administrator can select a winning variation; the experiment status is then changed to ‘completed’, and all visitors to the control page are served the chosen variation.

Typically, the alternative versions of the page will be left unpublished, as this prevents them from appearing as duplicate copies of the control page in the site navigation. If an unpublished page is selected as an alternative, the page revision shown to users on the front-end will be the draft revision that existed at the moment the experiment status was set to ‘live’. When displaying an alternative variation, the title and tree location are overridden to appear as the control page’s title and location; this means that the title of the alternative page can be set to something descriptive, such as “Signup page (blue text)”, without this text ‘leaking’ to site visitors.

Direct URLs for goal completion

If you want goal completion to be linked to some action other than visiting a designated Wagtail page - for example, clicking a ‘follow us on Twitter’ link - you can set up a Javascript action that sends a request to a URL such as /experiments/complete/twitter-follow/ , where twitter-follow is the experiment slug. To set this URL route up, add the following to your URLconf:

from experiments import views as experiment_views

urlpatterns = [
    # ...

    url(r'^experiments/complete/([^\/]+)/$', experiment_views.record_completion),

    # ...
]

Alternative backends

wagtail-experiments supports pluggable backends for tracking participants and completions. The default backend, experiments.backends.db, records these in a database table, aggregated by day. Alternative backends can be specified through the WAGTAIL_EXPERIMENTS_BACKEND setting:

WAGTAIL_EXPERIMENTS_BACKEND = 'mypackage.backends.thecloud'

A backend is a Python module that provides the following functions:

record_participant(experiment, user_id, variation, request):

Called when a user visits the control page for experiment. user_id is the persistent user ID assigned to that visitor; variation is the Page object for the variation to be served; and request is the user’s current request.

record_completion(experiment, user_id, variation, request):

Called when a visitor completes the experiment, either by visiting the goal page or triggering the record_completion. user_id is the persistent user ID assigned to that visitor; variation is the Page object for the variation that was originally served to that user; and request is the user’s current request.

get_report(experiment):

Returns report data for experiment, consisting of a dict containing:

variations

A list of records, one for each variation (including the control page). Each record is a dict containing:

variation_pk

The primary key of the Page object

is_control

A boolean indicating whether this is the control page

is_winner

A boolean indicating whether this variation has been chosen as the winner

total_participant_count

The number of visitors who have been assigned this variation

total_completion_count

The number of visitors assigned this variation who have gone on to complete the experiment

history

A list of dicts showing the breakdown of participants and completions over time; each dict contains date, participant_count and completion_count.

Test data

wagtail-experiments provides a management command experiment-data, to allow populating an experiment with dummy data for testing or demonstration purposes, and purging existing data. This command is called with the experiment’s slug:

# Populate the experiment 'homepage-banner' with 5 days of test data,
# with 100-200 views per variation. All parameters other than experiment slug
# are optional
./manage.py experiment-data homepage-banner --days 5 --min=100 --max=200

# Purge data for the experiment 'homepage-banner'
./manage.py experiment-data homepage-banner --purge