Optimizely Web
Step-by-step guide to send event data from RudderStack to Optimizely Web
Last updated
Was this helpful?
Step-by-step guide to send event data from RudderStack to Optimizely Web
Last updated
Was this helpful?
Optimizely Web is a web experimentation platform that allows you test and experiment new features on your website across any channel or device. It is typically used by marketing teams and product managers to learn more about the customers' product journey, and test new features to boost conversion rates and overall customer engagement.
RudderStack allows you to configure Optimizely Web as a destination to which you can send your event data seamlessly.
On order to send data to Optimizely Web, you will first need to add it as a destination to the source from which you are sending event data. Once the destination is enabled, events from RudderStack will start to flow to Optimizely Web.
Before configuring your source and destination on the RudderStack app, please check whether the platform you are working on is supported by Optimizely Web. Please refer to the table below:
Connection Mode
Web
Mobile
Server
Device mode
Supported
-
-
Cloud mode
-
-
-
To know more about the difference between Cloud mode and Device mode in RudderStack, read the RudderStack connection modes guide.
Once you have confirmed that the platform supports sending events to Optimizely Web, perform the steps below:
Define custom events in the Optimizely Dashboard and add those events as metrics in the corresponding experiments.
Add the Optimizely Web snippet to your web page immediately after the opening <head>
tag. Then, include the RudderStack JavaScript snippet.
Choose a source to which you would like to add Optimizely Web as a destination.
Please follow our Adding a Source guide to know how to add a source in RudderStack.
Select the destination as Optimizely Web to your source. Give your destination a name and then click on Next. You should see the following screen:
Connection Settings for RudderStack Web
In the Connection Settings, configure the settings you want to apply for the destination. The settings are explained in more detail below:
Send experiment data to other tools: By enabling this setting, you can send your experiment or campaign data to other destinations configured by you, such as Google Analytics.
As a track call: When this setting is enabled, an Experiment Viewed
track
event will be sent to RudderStack along with other configured destinations for each active experiments per page load. The properties
of this event will be Optimizely's experiment metadata.
As identify call: When this setting is enabled, an identify
call will be sent to RudderStack and other configured destinations, with the traits as experiment name
and variation name
.
Send experiment viewed event as non-interaction event: In case you want to send the
Experiment Viewed
track event to Google Analytics, please enable this setting. The track
event will then be sent to Google Analytics as a non-interaction event, i.e. an additional property nonInteraction
with value 1
will be appended to the properties of that event.
Revenue on Order Completed event: Enabling this setting will send revenue
as a property of the track
only for the events with event name Order Completed
.
Track categorized pages: Enabling this setting will send page
calls to Optimizely Web having category
as track
events.
Track named pages: Enabling this will send page
calls having name
as track
events to Optimizely Web.
Custom campaign properties: In this section, provide the mapping of the campaign metadata to the RudderStack track
event properties for the Experiment Viewed
event. Please note that the event property
should be the track
event property and the campaign property
should be the corresponding metadata of the campaign.
If you have enabled Track Categorized Pages
or Track Named Pages
, then a page
call having category
or name
will send a track
event with event name Viewed ${category} page
or Viewed ${name} page
to Optimizely.
A sample page
call is as shown in the snippet below:
A track
call with a valid event name
associated with an active experiment will be sent to Optimizely.
If you have enabled the option of sending Revenue on Order Completed event
, then revenue will be sent only on Order Completed
event and not in any other event. This should be part of event property. RudderStack will convert the value to cents and pass it. Thus, $5 will be converted to 500 cents.
If the option Revenue on Order Completed event
is disabled, then the property will be passed as it is.
A sample track
call is as shown below:
If the Send experiment data as track call setting is enabled while configuring the Optimizely Web destination on the RudderStack app, one Experiment Viewed
track event is sent to other configured destinations for each active experiment. Here Optimizely Web acts as both source and destination. This event includes the campaign metadata.
This track
event call consists of the following properties:
campaignName
campaignId
experimentId
experimentName
variationName
variationId
audienceId
audienceName
nonInteraction
If you provide the custom campaign properties
in the destination settings, then the campaign metadata key will be overridden by the corresponding event property.
A sample track
call made on a page load is as shown:
If the setting Send experiment data as identify call is enabled, one identify
event will be sent to other configured destinations with the following traits for each active experiment:
experimentName
variationName
The identify
traits are appended with the subsequent calls. In case multiple experiments are active, then multiple identify
calls will be made and the subsequent identify
calls will contain traits of previous identify
calls as well.
A sample identify
call made on a page load is as shown:
Do I need to add Optimizely Web's JavaScript snippet to my website?
Yes. You need to add the Optimizely Web snippet immediately after the opening <head>
tag of your web page. Then, include the JavaScript snippet of RudderStack.
Why I am not able to see the events in my experiments?
Define the custom events
in Optimizely Web's dashboard and add those events as metrics
in corresponding Optimizely 's experiment
.
While defining the custom event, you need to provide an API Name
and while using RudderStack's track
API, use this API name
as the event name
.
If you come across any issues while configuring Optimizely Web with RudderStack, please feel free to contact us. You can also start a conversation in our Slack community; we will be happy to talk to you!