THis article will help you:
  • Implement a basic technical setup for Optimizely Classic

With Optimizely, adding a small snippet of code to your site enables you to start experimenting immediately. But we recommend that you take a little extra time. This article walks through a few basic steps that will help you implement Optimizely for longer-term success. 

Use this checklist perform a light audit of your site's technical framework and complete your setup. You’ll perform these tasks just once, unless major changes to your site or business model alter the technical specifications of your site.




Does your team have access to separate staging and production environments?

Yes. Use a separate snippet and project for each environment. This guide walks through how to set up Optimizely for two environments.

No. Set up your production project:

  1. Implement the snippet.

  2. Add collaborators to your project.


What are your site's privacy requirements

Optimizely allows you to customize your settings to increase privacy, help with easy QA and debugging, and ensure compliance with legal requirements. For example, use them to mask the descriptive names of your experiments, or anonymize visitor IP addresses for compliance with legal requirements. 

Optimizely's privacy settings can help.


What technology frameworks are used on your site?

If you use Angular, Backbone, Ember, or Knockout, take note of Optimizely's activation modes. You may need to change it when you build your experiments. Here's a resource on how to set up Optimizely for single page applications (SPAs).

Document the technical specifications and initial setup in an implementation document and link it to your testing charter. Update your document whenever your Optimizely setup changes. This document will help your team keep track of the types of experiments you can run in each project and troubleshoot. 

What's next? Here's a checklist for advanced implementation that will help you run more sophisticated experiments.