Marketing Incrementality Testing Planning Form

Plan Your Marketing Incrementality Tests with Confidence

Marketing incrementality testing is essential for understanding the true impact of your campaigns—separating correlation from causation and proving which efforts actually drive incremental revenue. But designing a statistically valid test requires careful planning: establishing clean baselines, selecting representative control groups, defining success metrics and ensuring your sample sizes can deliver meaningful results.

This Marketing Incrementality Testing Planning Form helps marketing teams, growth marketers and analysts structure rigorous incrementality experiments from the ground up. Use it to capture all the critical details—campaign objectives, target audiences, test duration, control vs. treatment splits, baseline KPIs and statistical confidence thresholds—so everyone is aligned before you launch.

Built for marketing teams that measure what matters

Whether you're testing a new ad channel, evaluating brand campaigns or proving out a promotion strategy, this template walks you through the key decisions: How long should the test run? What baseline period will you compare against? How will you split your audience fairly? What level of statistical significance do you need to call a winner?

By documenting these choices in a structured form, you create a single source of truth for stakeholders, avoid common pitfalls (like peeking too early or under-powering your test) and set yourself up for clean, defensible results.

Automate experiment tracking with Stepper

Once your test plan is submitted, you can use Stepper to automate the workflow: create project folders, notify data and analytics teams, schedule check-ins at key milestones and even trigger result summaries when your test window closes. That way your incrementality program runs like clockwork, with every test properly logged and every insight captured.

Why Paperform for incrementality planning?

Paperform's conditional logic lets you show different follow-up questions based on test type, channel or methodology—keeping the form relevant for every experiment without overwhelming users. Built-in calculations can estimate minimum detectable effects or sample size requirements on the fly, and integrations with Airtable, Notion or Google Sheets mean your test registry stays up to date automatically.

Trusted by growth teams at SMBs and scaling brands, Paperform makes it easy to run a disciplined, repeatable incrementality testing process—no data science degree required.