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Segment your results in Optimizely X Full Stack

relevant products:
  • Optimizely X Full Stack

THIS ARTICLE WILL HELP YOU:
  • Segment your Results page to see how different groups of visitors behave
  • Identify whether certain groups of visitors behave differently from the your visitors overall
  • Use default segments or create custom segments using attributes

By default, Optimizely shows results for all visitors who enter your experiment. However, not all visitors behave like your average visitors. Optimizely lets you filter your results so you can see if certain groups of visitors behave differently from your visitors overall. This is called segmenting.

For example, imagine you run an experiment for a pop-up promotional offer. This generates positive lift overall, but when you segment for visitors on mobile devices, it's a statistically significant loss. Maybe the pop-up is disruptive or difficult to close on a mobile device. When you implement the change or run a similar experiment in the future, you might exclude mobile visitors based on what you've learned from segmenting.

Segmenting results is one of the best ways to gain deep insight beyond the average visitor's behavior. It's a powerful way to step up your experimentation program.

Set up your experiment's segmentation

Unlike Optimizely X Web projects, experiments in Full Stack SDK projects don’t include “out-of-the-box” attributes such as browser, device, or location. Optimizely’s SDKs are platform-agnostic, so we make no assumptions about what attributes are available in your application or their format. This means that for Optimizely X Full Stack, all segmentation is based on custom attributes you create.

Here's how it works:

  1. Create the custom attributes you want to use for Results page segmentation.

  2. Create audiences based on your custom attributes.

  3. Pass the custom attributes into the activate(), track(), and variable getter functions for your experiment or app.

After you define custom attributes and pass them in the SDK, they'll be available as segmentation options from the drop-down menu at the top of the Results page.

Do custom attributes sound a lot like custom dimensions in Optimizely Classic? They're the same concept with a new name in Optimizely X. We've raised the limit from 10 custom dimensions to 100 custom attributes. 

If you've been using custom dimensions, you can keep using them to segment results in Optimizely X. Learn more about custom attributes versus custom dimensions, and how you can use dimensions in Optimizely X.

Segment the Results page

In Optimizely X, you can segment your entire Results page. Segmenting results helps you get more out of your data by generating valuable insights about your visitors.

In order for Optimizely to use attributes for segmentation, the attribute must be defined in the datafile, and it must be included in both the activate() and track() calls. However, it does not have to be added as an audience to the test.

  1. Navigate to your Results page.

  2. Click Segment and select an attribute from the dropdown.

Under the Segment dropdown, you'll find default segments, custom segments, and custom dimensions (from Optimizely Classic) all in the same place.

segments.png

How visitors are counted in segments

When segmenting results, a visitor who belongs to more than one segment will be counted in every segment they belong to. However, if a visitor has more than one value for a single segment, the visitor is only counted for the last-seen value they had in the session. Learn more about how visitors and conversions are counted in segments.