Set up Optimizely Feature Experimentation

Setup

1. In your RudderStack dashboard, go to Directory > Destinations > Cloud Destinations and search for Optimizely Fullstack.
2. Connect your source and click Continue.

Connection settings

Configure the following settings to set up Optimizely Feature Experimentation as a destination in RudderStack:

• Name: Assign a name to uniquely identify the destination.
• Datafile URL: Enter the datafile URL of your environment by going to Settings > Environments in your Optimizely dashboard.
• Account ID: Enter your Optimizely account ID by going to Account Settings > Plan.
• Campaign ID: Enter your Optimizely campaign ID by going to Experiments > API Names > Experiment Details.
• Experiment ID: Enter the Optimizely experiment ID by going to Experiments > API Names > Experiment Details.

For more information on obtaining the Optimizely Account ID, Campaign ID, and Experiment ID, see Optimizely documentation.

Connection mode

Specify how you want to route events from your source to Optimizely.

RudderStack supports sending event data to Optimizely Feature Experimentation via the following connection modes:

Configuration settings

After completing the initial setup, configure the following settings to correctly receive your data in Optimizely:

Page settings

The following settings are applicable only for cloud mode. They let you specify how you want to send your page calls to Optimizely:

These settings are also applicable for the screen events.

• Track Categorized Pages: To track categorized pages, turn on this setting and use the RudderStack Page Name/Category to Optimizely event mappings setting to map your page/screen category to the specific Optimizely event name.
• Track Named Pages: To track named pages, turn on this setting and use the RudderStack Page Name/Category to Optimizely event mappings setting to map your page/screen name to the specific Optimizely event name.

Make sure to create the events first in your Optimizely dashboard. For more information on creating events, see Optimizely documentation.

Destination settings

• Track Known Users: By default, this setting is enabled. RudderStack tracks only the known users and maps userId to Optimizely’s visitor ID. When disabled, RudderStack maps anonymousId to the Optimizely visitor ID.

Optimizely does not alias known and unknown users.

• Anonymize IP: If enabled, Optimizely stores the user’s truncated IP.
• Enrich Decisions: Enable this setting to allow Optimizely to perform enhanced data collection and analysis using their Enriched Events Export functionality. For more information on this feature, see Optimizely documentation.

The Enrich Events Export feature is available only in the paid Optimizely plan.

• Project ID: Enter your Optimizely project ID. You can find this ID by going to Experiments > API Names > Experiment Details.

Sending your Project ID to Optimizely is highly recommended.

The following settings are applicable only if you’re sending events via device mode:

• Send the experiment and variation information: RudderStack sends the experiment-related data to the other destinations as track calls by triggering the Experiment Viewed event every time an Optimizely live variable is accessed. This setting is enabled by default.
• Non-Interaction Event: RudderStack sends an Experiment Viewed event as a non-interaction event to Google Analytics. This setting is enabled by default.

Other settings

• OneTrust Cookie Categories: This setting lets you associate the OneTrust cookie consent groups with Optimizely.
• Client-side Events Filtering: This setting is applicable only if you’re sending events via device mode. It lets you specify which events should be blocked or allowed to flow through to Optimizely. See Client-side Event Filtering for more information on this feature.

If you plan to send events to Optimizely Feature Experimentation via device mode, you will need some additional configuration. See Send events via device mode for more details.

Event mapping

By default, RudderStack sends the event name to Optimizely if you do not configure the event mapping in the dashboard settings.

• RudderStack to Optimizely event and attribute mappings: Click Set up mapping to map your RudderStack events to specific Optimizely events. RudderStack also provides the JSON mapper to set these mappings.

Make sure to create the events in Optimizely first before setting the mappings.

To map your RudderStack user traits to specific Optimizely attributes, go to the Custom attributes tab. You can also use the JSON mapper to set these mappings.

Make sure to create the attributes in Optimizely first by going to Audiences > Attributes section.

For more information on defining attributes in Optimizely, see Optimizely documentation.

• RudderStack Page Name/Category to Optimizely event mappings: This setting is visible only if you turn on any of the following Page settings:

  • Track Categorized Pages
  • Track Named Pages

Click Set up mapping to map your RudderStack page name or category to specific Optimizely events.

Questions? Contact us by email or on Slack