The Data Activation Server to server connector for Optimizely enables a seamless integration between your customer data and Optimizely's Web Experimentation module and personalization platform. This integration empowers you to deliver personalized and tailored experiences that enhance customer engagement and drive conversions.
Here's how this integration adds value:
Data-driven experimentation: Use enriched customer data to run more targeted and impactful A/B tests and multivariate experiments in Optimizely.
Hyper-personalized experiences: Use real-time data to deliver personalized content, offers, and recommendations for each visitor segment.
Real-time activation: Sync behavioral and contextual customer data in real time, ensuring experiments and personalization strategies reflect the latest audience insights.
Seamless cross-channel alignment: Coordinate your web personalization efforts in Optimizely with other marketing channels using cross-channel data capabilities.
Optimize conversion rates: Use insights to target high-value audience segments with tailored experiences that maximize engagement and drive conversions.
Accelerate testing cycles: Quickly identify winning strategies by combining segmentation capabilities with Optimizely's experimentation tools for faster insights.
Enhanced decision-making: Combine customer intelligence with Optimizely's analytics to refine your personalization and experimentation strategies for continuous improvement.
Destination connector overview
Attribute | Value |
|---|---|
Platform type | A/B Testing and Personalization |
PartnerType Slot | 3002 |
Cookie Sync | No |
Connecting protocol | REST |
Real-time data sync | Yes |
Syncs Data On | Add, Remove |
Allowed setting multiple connectors | No |
ProfileVars Support | No |
Endpoint | POST /experiment/v1/dcp_datasources/ |
Before you begin
Ensure you have an active project in Optimizely
If you don't yet have an active project in your Optimizely account, create one in Optimizely's UI. Go to Create Project and enter the Name of the project.
Associate a DCP service with your Optimizely project
For the Data Activation to populate an external attribute table in Optimizely, you need a DCP service associated with the relevant Optimizely Project:
In Optimizely go to Account Settings → Dynamic Customer Profiles
Link the desired projects to these services
In addition, Personalization must be enabled for the project you wish to use. Personalization can be enabled in your Project's Settings under Implementation.
Create a new external attribute
Attributes in Optimizely are known as Data Sources within the Data Activation.
In Optimizely, go to Audiences → Attributes → Create new External Attribute.
Select the Table Attribute (this allows the Data Activation to populate this attribute with a list of identifiers along with an attribute with true/false values).
Choose + Create New Table.
Provide a name for the Table Attribute (for example, "Data Activation Integration Datasource").
Under the IDs used to identify customer records in this table select “cookie” as a selection and _svtri as a value.
In the next step, provide a placeholder attribute with a Value type of Text to proceed.
Finish the creation of this table by clicking Done.
Create an API token in Optimizely
The Data Activation requires an API Token to interact with Optimizely's services:
Go to Profile → API Access.
Create a new API token.
Remember to copy the token upon creation, as the token won't be visible or accessible once you close the window.
Set up a store mapping tag
To make use of Optimizely's personalization services, you must create and publish a store mapping tag to map the _svtri cookie onto the required partner number (3002 for Optimizely):
In Data Activation, navigate to Tags and select Pages.
On the Global path, click the + button to create a new tag.
Use the "Data Activation Integration Datasource" template to create a "Store Mapping" Tag.
Select Optimizely as the partner
Use the Data Activation 1st Party Cookie (_svtri) as the identifier
Instructions
Step 1: Configure destination
On the Data Activation platform, select Connectors in the left-side navigation bar.
Select Server to Server and click New Connector.
Search for Optimizely.
Insert the API token generated in the previous step.
Step 2: Add the destination connector to an Audience or Journey
On the Data Activation platform, select Audiences in the left-side navigation bar.
Configure the criteria users should meet to become part of the audience in step 1.
Select your Project and Datasource you wish to connect with.
Save your Audience or Journey Step.
Using the audience in Optimizely
To start using the audience in your Optimizely campaign:
In Optimizely, go to Audiences → Create New Audience in Optimizely.
Select the Data Activation audience under External Attributes.
Save the Optimizely audience settings.
Apply the audience to an A/B test or personalization.