- 1
Understand A/B testing in Template mode
A Template-mode campaign can hold multiple email variants for the same sequence position, so you can compare different copy against each other.
- 2
Open your campaign's Email Template
Open the Email Template config for a Template-mode campaign.
- 3
Start a new variant
Click A/B Testing (top-right of the templates list) or Add A/B variant below it to open the New A/B Variant form.
- 4
Fill in the variant
Enter a Template Name, Subject Line, and Email Body. Insert merge tags where they help personalize the copy.

- 5
Preview and save
Optionally click Send Test to preview the variant in your own inbox, then click Create Template to save it.
- 6
Add more variants
Repeat to add additional variants. Each one gets a numbered #N badge marking its position in the sequence; the gap between variants is controlled separately by Wait/Delay nodes on the canvas.
- 7
Compare results in analytics
Launch the campaign and let it run, then compare your variants' performance in campaign analytics. Winner selection is manual — there's no automatic winner — so review the metrics yourself and edit or delete the underperforming variant.
Pro tips
Hard-won shortcuts that keep warm-up on track.
Change one thing at a time
Vary the subject or the opener — not both — so analytics can tell you what actually moved the needle.
Winner selection is manual
Check reply and open rates in campaign analytics yourself, then delete or rewrite the weaker variant — there's no automatic winner.
Name variants descriptively
Give each one a name like “short-subject” or “case-study-open” so analytics rows stay readable later.
Send Test on every variant
A broken merge tag looks worse when it's your best test variant — preview each one before launch.
Frequently asked questions
How do I add an A/B variant?
Click A/B Testing or Add A/B variant, fill in the form, then click Create Template.
Does FirstSales pick the winner automatically?
No — comparison is manual. You review each variant's performance in campaign analytics and choose.
How do I know which variant won?
Compare their metrics side by side in campaign analytics.
What can I vary?
Template Name, Subject Line, and Email Body, including merge tags.
What does the #N badge mean?
It marks the variant's position in the sequence.
How do I set the delay between variants?
With Wait/Delay nodes on the canvas — not from within the variant form.
Can I test a variant before launch?
Yes — Send Test opens the test-email drawer so you can preview it in your own inbox first.
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