--- stage: Growth group: Activation info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments --- # Create an A/B test with `Experimentation Module` ## Implement the experiment 1. Add the experiment to the `Gitlab::Experimentation::EXPERIMENTS` hash in [`experimentation.rb`](https://gitlab.com/gitlab-org/gitlab/blob/master/lib%2Fgitlab%2Fexperimentation.rb): ```ruby EXPERIMENTS = { other_experiment: { #... }, # Add your experiment here: signup_flow: { tracking_category: 'Growth::Activation::Experiment::SignUpFlow' # Used for providing the category when setting up tracking data } }.freeze ``` 1. Use the experiment in the code. Experiments can be performed on a `subject`. The provided `subject` should respond to `to_global_id` or `to_s`. The resulting string is bucketed and assigned to either the control or the experimental group, so you must always provide the same `subject` for an experiment to have the same experience. 1. Use this standard for the experiment in a controller: - Experiment run for a user: ```ruby class ProjectController < ApplicationController def show # experiment_enabled?(:experiment_key) is also available in views and helpers if experiment_enabled?(:signup_flow, subject: current_user) # render the experiment else # render the original version end end end ``` - Experiment run for a namespace: ```ruby if experiment_enabled?(:signup_flow, subject: namespace) # experiment code else # control code end ``` When no subject is given, it falls back to a cookie that gets set and is consistent until the cookie gets deleted. ```ruby class RegistrationController < ApplicationController def show # falls back to a cookie if experiment_enabled?(:signup_flow) # render the experiment else # render the original version end end end ``` 1. Make the experiment available to the frontend in a controller. This example checks whether the experiment is enabled and pushes the result to the frontend: ```ruby before_action do push_frontend_experiment(:signup_flow, subject: current_user) end ``` You can check the state of the feature flag in JavaScript: ```javascript import { isExperimentEnabled } from '~/experimentation'; if ( isExperimentEnabled('signupFlow') ) { // ... } ``` You can also run an experiment outside of the controller scope, such as in a worker: ```ruby class SomeWorker def perform # Check if the experiment is active at all (the percentage_of_time_value > 0) return unless Gitlab::Experimentation.active?(:experiment_key) # Since we cannot access cookies in a worker, we need to bucket models # based on a unique, unchanging attribute instead. # It is therefore necessery to always provide the same subject. if Gitlab::Experimentation.in_experiment_group?(:experiment_key, subject: user) # execute experimental code else # execute control code end end end ``` ## Implement tracking events To determine whether the experiment is a success or not, we must implement tracking events to acquire data for analyzing. We can send events to Snowplow via either the backend or frontend. Read the [product intelligence guide](https://about.gitlab.com/handbook/product/product-intelligence-guide/) for more details. ### Track backend events The framework provides a helper method that is available in controllers: ```ruby before_action do track_experiment_event(:signup_flow, 'action', 'value', subject: current_user) end ``` To test it: ```ruby context 'when the experiment is active and the user is in the experimental group' do before do stub_experiment(signup_flow: true) stub_experiment_for_subject(signup_flow: true) end it 'tracks an event', :snowplow do subject expect_snowplow_event( category: 'Growth::Activation::Experiment::SignUpFlow', action: 'action', value: 'value', label: 'experimentation_subject_id', property: 'experimental_group' ) end end ``` ### Track frontend events The framework provides a helper method that is available in controllers: ```ruby before_action do push_frontend_experiment(:signup_flow, subject: current_user) frontend_experimentation_tracking_data(:signup_flow, 'action', 'value', subject: current_user) end ``` This pushes tracking data to `gon.experiments` and `gon.tracking_data`. ```ruby expect(Gon.experiments['signupFlow']).to eq(true) expect(Gon.tracking_data).to eq( { category: 'Growth::Activation::Experiment::SignUpFlow', action: 'action', value: 'value', label: 'experimentation_subject_id', property: 'experimental_group' } ) ``` To track it: ```javascript import { isExperimentEnabled } from '~/lib/utils/experimentation'; import Tracking from '~/tracking'; document.addEventListener('DOMContentLoaded', () => { const signupFlowExperimentEnabled = isExperimentEnabled('signupFlow'); if (signupFlowExperimentEnabled && gon.tracking_data) { const { category, action, ...data } = gon.tracking_data; Tracking.event(category, action, data); } } ``` To test it in Jest: ```javascript import { withGonExperiment } from 'helpers/experimentation_helper'; import Tracking from '~/tracking'; describe('event tracking', () => { describe('with tracking data', () => { withGonExperiment('signupFlow'); beforeEach(() => { jest.spyOn(Tracking, 'event').mockImplementation(() => {}); gon.tracking_data = { category: 'Growth::Activation::Experiment::SignUpFlow', action: 'action', value: 'value', label: 'experimentation_subject_id', property: 'experimental_group' }; }); it('should track data', () => { performAction() expect(Tracking.event).toHaveBeenCalledWith( 'Growth::Activation::Experiment::SignUpFlow', 'action', { value: 'value', label: 'experimentation_subject_id', property: 'experimental_group' }, ); }); }); }); ``` ## Record experiment user In addition to the anonymous tracking of events, we can also record which users have participated in which experiments, and whether they were given the control experience or the experimental experience. The `record_experiment_user` helper method is available to all controllers, and it enables you to record these experiment participants (the current user) and which experience they were given: ```ruby before_action do record_experiment_user(:signup_flow) end ``` Subsequent calls to this method for the same experiment and the same user have no effect unless the user is then enrolled into a different experience. This happens when we roll out the experimental experience to a greater percentage of users. This data is completely separate from the [events tracking data](#implement-tracking-events). They are not linked together in any way. ### Add context You can add arbitrary context data in a hash which gets stored as part of the experiment user record. New calls to the `record_experiment_user` with newer contexts are merged deeply into the existing context. This data can then be used by data analytics dashboards. ```ruby before_action do record_experiment_user(:signup_flow, foo: 42, bar: { a: 22}) # context is { "foo" => 42, "bar" => { "a" => 22 }} end # Additional contexts for newer record calls are merged deeply record_experiment_user(:signup_flow, foo: 40, bar: { b: 2 }, thor: 3) # context becomes { "foo" => 40, "bar" => { "a" => 22, "b" => 2 }, "thor" => 3} ``` ## Record experiment conversion event Along with the tracking of backend and frontend events and the [recording of experiment participants](#record-experiment-user), we can also record when a user performs the desired conversion event action. For example: - **Experimental experience:** Show an in-product nudge to test if the change causes more people to sign up for trials. - **Conversion event:** The user starts a trial. The `record_experiment_conversion_event` helper method is available to all controllers. Use it to record the conversion event for the current user, regardless of whether the user is in the control or experimental group: ```ruby before_action do record_experiment_conversion_event(:signup_flow) end ``` Note that the use of this method requires that we have first [recorded the user](#record-experiment-user) as being part of the experiment. ## Enable the experiment After all merge requests have been merged, use [ChatOps](../../ci/chatops/index.md) in the [appropriate channel](../feature_flags/controls.md#communicate-the-change) to start the experiment for 10% of the users. The feature flag should have the name of the experiment with the `_experiment_percentage` suffix appended. For visibility, share any commands run against production in the `#s_growth` channel: ```shell /chatops run feature set signup_flow_experiment_percentage 10 ``` If you notice issues with the experiment, you can disable the experiment by removing the feature flag: ```shell /chatops run feature delete signup_flow_experiment_percentage ``` ## Add user to experiment group manually To force the application to add your current user into the experiment group, add a query string parameter to the path where the experiment runs. If you add the query string parameter, the experiment works only for this request, and doesn't work after following links or submitting forms. For example, to forcibly enable the `EXPERIMENT_KEY` experiment, add `force_experiment=EXPERIMENT_KEY` to the URL: ```shell https://gitlab.com/?force_experiment= ``` ## Add user to experiment group with a cookie You can force the current user into the experiment group for `` during the browser session by using your browser's developer tools: ```javascript document.cookie = "force_experiment=; path=/"; ``` Use a comma to list more than one experiment to be forced: ```javascript document.cookie = "force_experiment=,; path=/"; ``` To clear the experiments, unset the `force_experiment` cookie: ```javascript document.cookie = "force_experiment=; path=/"; ``` ## Testing and test helpers ### RSpec Use the following in RSpec to mock the experiment: ```ruby context 'when the experiment is active' do before do stub_experiment(signup_flow: true) end context 'when the user is in the experimental group' do before do stub_experiment_for_subject(signup_flow: true) end it { is_expected.to do_experimental_thing } end context 'when the user is in the control group' do before do stub_experiment_for_subject(signup_flow: false) end it { is_expected.to do_control_thing } end end ``` ### Jest Use the following in Jest to mock the experiment: ```javascript import { withGonExperiment } from 'helpers/experimentation_helper'; describe('given experiment is enabled', () => { withGonExperiment('signupFlow'); it('should do the experimental thing', () => { expect(wrapper.find('.js-some-experiment-triggered-element')).toEqual(expect.any(Element)); }); }); ```