Get the most out of Optimizely by running experiments against any of your Lytics audiences. Watch a short example of how Lytics and Optimizely can supercharge personalized marketing by using cross-channel data.
How it Works
Both Optimizely X and Classic Optimizely work fundamentally the same way. However, as covered below, the setup process is different based on how you authenticate and what APIs are available. Regardless of the setup method when someone visits a web property with the Lytics tag installed, Lytics will identify who they are and return a list of audiences they are currently a member of in real-time. This process happens very quickly but is asynchronous, meaning it is designed to never negatively impact performance. Once those profiles have been received, the audiences are stored in a cookie called
ly_segs. This cookie is then updated, asynchronously, on every subsequent page view.
When manually defining an audience inside of Optimizely there is an option to do a string match against a cookie. Meaning that if a user's cookie value is
one, two, three, an Optimizely experiment can be targeted at anyone whose cookie value contains the value
Optimizely X (OX) is the current generation of Optimizely. As such the setup for OX users can be automated. You will need to authenticate and configure an export as described below and Lytics will handle the rest.
To get started log in to your Lytics account and navigate to the Optimizely integration overview.
Authorizationsfrom the left side menu.
- Log in to Optimizely when prompted.
- Complete the authorization by adding a description.
Syncing Lytics Audiences
Workflowsfrom the left side menu.
- Select the authorization created above.
This will begin to export all Lytics audiences that have been API enabled. After a few minutes visit the
Audiences section of your Optimizely account to verify that the Lytics audiences are being pulled in correctly.
Classic Optimizely has some limitations and does not support the same form of authentication. As such audiences can not be pushed directly from Lytics to Optimizely in its current state. You will need to manually configure your audiences inside of Optimizely with a few short steps.
Manually Configuring Audiences
- Ensure that the audience you would like to use has been marked as API Enabled inside of Lytics.
- Note the
IDthat is generated next to the
Enable API Accessbox as this will be used inside of Optimizely.
- Inside of Optimizely navigate to the
- Click the blue
New Audiencebutton at the top right.
- Name your audience. We recommend something similar to how it's named inside of Lytics.
Audience Conditionsdrag the
Cookieoption from under
Standardto the builder.
ly_segsfor cookie name.
- Set the value to the value of your audience id referenced in step 2.
Once you have configured your audience following the steps above for either X or Classic all that is left is to configure and test your experiment. Refer to the Optimizely documentation for associating an audience with an experiment.