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Optimizely Knowledge Base

Migrate an Optimizely Classic experiment to Optimizely X

  • Quickly build an Optimizely Classic experiment in Optimizely X
  • Make the switch to Optimizely X

Experiments in Optimizely Classic and Optimizely X aren't shared across platforms -- they live in the platforms that they were created in. Unfortunately, when you make the transition from Optimizely Classic to X, there's no way to automatically migrate experiments between platforms.

Features that are fundamental to building experiments in Optimizely X, like pages and events, differ in significant ways from similar features in Optimizely Classic. The concepts are similar, but in order to run a Classic experiment in Optimizely X, you'll have to recreate it.g

This article walks you through how to recreate an Classic experiment in Optimizely X.

For more guidance on making the transition to Optimizely X Web, check out this Optimizely X Web Transition Guide for a step-by-step walkthrough.

Recreate a Classic experiment in Optimizely X

In Optimizely X, navigate to the Experiments dashboard. Click Create New ... and select A/B Test.

  1. First, add a page in the Targeting section by clicking Create New Page. Use the URL targeting from the Optimizely Classic experiment to add new page. In Optimizely X, you can quickly reuse this targeting this in different experiments -- or use it as a template to quickly build similar pages.

  2. Add the audience(s) from your Optimizely Classic experiment.

  3. If your goals aren't already set up as events in Optimizely X, just add the revenue goal or a pageview goal as a metric for now. This step is required to complete your experiment setup. Don't worry, you can easily change this later. 

  4. Set your traffic allocation. Then, click Create experiment.

  5. Select a variation to edit it. Copy the variation code from your Optimizely Classic experiment and paste it into Variation Code Editor.

    You'll need to adjust all variation code copied from Optimizely Classic for new timing in Optimizely X.

  6. Next, you'll create events (goals, in Optimizely Classic) to track visitor behaviors in this experiment.

    Here's how to quickly add a click event that exists only in this experiment. In the Editor, select an element where you'd like to add a click goal. Scroll down to Track Clicks and select Track clicks on this element. Optimizely will track this event across all variations in this experiment.

    Alternatively, you can add a click or custom event to define events that you'll reuse across many experiments. In the Manage Experiment sidebar, click Metrics. Add your Optimizely Classic goals here.

  7. QA your experiment. Use the new Preview tool to view your changes.

    If you have an experiment running in Optimizely Classic and need to disable it to QA your Optimizely X experiment, use the following query parameter:?optimizely_disable=classic

    Create a QA audience using a test cookie. Publish the test for that audience only. Verify that the timing of custom code works as expect, and events are firing as expected.

  8. When your campaign looks and works the way you like, publish your campaign. 

Congratulations! You've moved an experiment from Optimizely Classic to Optimizely X Web Experimentation and published it live to the world.