- Optimizely X Web Experimentation
- Optimizely X Web Personalization
- Optimizely X Web Recommendations
THIS ARTICLE WILL HELP YOU:
- Identify which Optimizely platforms and products are PCI-compliant
- Configure Optimizely X for PCI-compliant use
- Avoid configurations that could affect your PCI compliance
The Payment Card Industry Data Security Standard (PCI DSS) is an information security standard designed to ensure that companies that process, store, or transmit credit card information maintain a secure environment.
Although Optimizely doesn’t process credit card information, your website might. If your website processes credit card information and you use Optimizely on those pages, you’ll need to take a few steps to make sure you maintain PCI compliance when using Optimizely. If you're using Optimizely for any of these activities, you'll need to maintain PCI compliance:
Testing across the checkout funnel
Personalizing offers and experience in the checkout flow
Tracking customer behavior on the checkout page and using it to personalize the experience elsewhere on the website
Optimizely X Web Experimentation, Personalization, and Recommendations are PCI-DSS version 3.2 Service Provider Level 2 Compliant. Here are our compliance-related documents:
This blog post includes details about PCI compliance and Optimizely X.
Optimizely Full Stack, Mobile, and OTT don’t affect your PCI compliance, so they don’t need to be PCI-compliant.
PCI compliance is available for select Optimizely X packages. PCI compliance is not available in Optimizely Classic.
Configure Optimizely X for PCI compliance
There are a couple initial requirements to make sure you’re using Optimizely X compliantly:
PCI compliance is available on select Optimizely X packages
All users in your account must use only Optimizely X, with no projects or collaborators in Optimizely Classic
Work with your Customer Success Manager to enable PCI compliance.
Here’s how to configure your account settings for PCI compliance, with step-by-step instructions below:
Navigate to Account Settings > Account Overview.
Under Password Expiration, select Expire after 90 days.
Under Automatic Logout from Inactivity, select Automatically log out after 15 minutes of inactivity.
Contact your Customer Success Manager and request that your account is put in PCI Mode. This will cause two changes to your account:
a) Your account will use a different URL to load Optimizely assets from our PCI-compliant Content Distribution Network (CDN): https://cdn-pci.optimizely.com
b) Your existing assets will be synced to the new CDN
For further information about the internal steps to proceed with the PCI migration, please refer to this document.
The PCI-compliant CDN, https://cdn-pci.optimizely.com, differs from Optimizely’s primary CDN in two ways:
It is PCI-compliant
Assets can’t be loaded over HTTP; only HTTPS is supported
Confirm proper account set-up
To confirm that your account is properly set up for PCI compliance, here's what to check:
Navigate to Account Settings > Security and Privacy.
Under Password Expiration, confirm that the setting is Expire after 90 days.
Under Automatic Logout from Inactivity, confirm that the setting is Automatically log out after 15 minutes of inactivity. Collaborators will need to log out and log back in for this setting to take effect on their sessions.
Limitations and alternatives
PCI compliance is available for select Optimizely X packages. PCI compliance is not available in Optimizely Classic. If you still use Classic for some or all of your projects, you can transition to Optimizely X. You also have two alternative methods for using Optimizely without affecting PCI compliance.
Also, even if all your projects use Optimizely X, none of your account’s users can have collaborator roles on any Classic projects. Collaborators on Classic projects could be exposed to functionality that isn’t PCI-compliant.
After enabling PCI on your account, the Optimizely snippet will be unable to read cross-origin data from before PCI was enabled. This means that visitor behavior-based rules will only be able to reference behavior on origins that the visitor has visited since that time.