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Everything you need to switch from Optimizely Classic to X in one place: See the Optimizely X Web Transition Guide.

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Optimizely Knowledge Base

Get started with Optimizely X Web Experimentation

This article is about Optimizely X. If you're using Optimizely Classic, check this article out instead.
 
RELEVANT PRODUCTS:
  • Optimizely X Web Experimentation

THIS ARTICLE WILL HELP YOU:
  • Implement one line of code to run Optimizely on your site
  • Get quick optimization ideas to start out
  • Use six key steps to run great experiments in Optimizely X Web

Optimizely X Web Experimentation makes it easy to test experiences on your site with actual visitors, learn from them, and take action based on results.

What do we mean by "test experiences"? A/B Testing, also known as split testing, is a method of optimization that lets you run two (or more) versions of an experience to compare which is more effective at achieving your conversion goals.

Visitors are randomly bucketed into one version ("A") or the other ("B"). By measuring how visitors interact — for example: clicking a button, viewing a page, watching a video, submitting a form, or completing a purchase  — you can determine which version is most effective at achieving your conversion goals.

Optimizely allows you to set up and run A/B tests (as well as other test types, such as "multi-page" tests). In Optimizely, these are known as experiments. The different versions of the page that a visitor might see are known as variations.

This quickstart guide helps you get your first experiment up and running quickly. To set up Optimizely X for longer-term success, follow this implementation checklist for Optimizely X Web.

Want to see all your resources in one place? Here's the one-stop shop for Optimizely X Web Experimentation resources.

1. Implement the snippet

Optimizely makes implementation simple: just take a small snippet of code, and copy and paste it into your site's code.

  1. To find the snippet, navigate to the Settings dashboard. Copy the code under Snippet Implementation.

  2. Paste the snippet as high as possible in the <head> tag of any page where you’d like to test or track a goal. For simplicity's sake, you should add the snippet sitewide.

  3. You'll choose between a bundled snippet (which includes Optimizely Classic and Optimizely X) and a standalone snippet (only Optimizely X). The bundled snippet is ~50kB larger. Use it to keep running experiments in Classic while you try out X. When you're ready to move to Optimizely X, switch to the standalone snippet to reduce snippet size and improve speed and performance.

Check out our article on implementing the Optimizely snippet for more detailed instructions or take a look at this short video:

 

2. Manage collaborators, projects and experiments

In Optimizely X, users are called collaborators, and each type of collaborator has a different permissions level:

  • Administrators have full access to all projects and account billing information. A user who is an administrator on one project is also an administrator on every other Optimizely project in your organization.

  • Editors can create and edit non-running campaigns. They can also view results.

  • Project owners can create, edit, publish, and pause campaigns. A project can have more than one project owner. 

  • Viewers can preview campaigns and view results.

Put some thought into how you assign Optimizely permissions for your organization. Here's where to learn more about managing collaborators in Optimizely X.

Meanwhile, projects let you subdivide your Optimizely account into little territories: for different sections of a website, multiple sites, or different products. They act as an organizational structure within Optimizely. Each project has its own: snippet, set of experiments, and set of collaborators. Learn more about creating and managing projects in Optimizely X.

3. Get optimization ideas

Now that you've set up Optimizely, you're ready to start experimenting! You probably have ideas for what to test and optimize already. But if you need a few more, check out our articles with testing ideas:

The book A/B Testing: The Most Powerful Way To Turn Clicks Into Customers, provides many ideas and examples to get you started.

4. Build an experiment in six steps

There are six essential steps that you'll use in every experiment. Here's an overview:

  1. Add a page (where your experiment will run)

  2. Add an audience (who will see your experiment)

  3. Add metrics (how you'll measure success)

  4. Set traffic distribution (how traffic will be split between variations)

  5. Create variations (make changes to your site with the Visual Editor or custom code)

  6. QA your experiment and publish it live to the world!

Switching from Optimizely Classic

If you're switching to Optimizely X from Optimizely Classic, here's what's different between Optimizely X and Classic

We also recommend that you check out this Optimizely X Web Transition Guide: a one-stop resource on making the switch.