Optimizely X Experimentation Resources
Optimizely X Web
Experimentation Resources
Set up
Experimentation Hrtag Build
Experiments Hrtag QA and
Troubleshoot Hrtag Turn results
into action Hrtag Grow your
optimization
program
Experimentation Hrtag Build
Experiments Hrtag QA and
Troubleshoot Hrtag Turn results
into action Hrtag Grow your
optimization
program
Welcome to the help guide for Experimentation.
Here you'll find resources that help you instrument your site, build and run experiments, and learn from results. If this is your first time using Optimizely, jumpstart your setup with this article.
Other ways to learn:
- Join an Academy Live session for an interactive, hour-long training on how to launch an experiment in Optimizely X
- If you're switching from Optimizely Classic, check out this Transition Guide
Set up Experimentation
Before you can start running experiments, implement Optimizely on your website. Here are a few articles to help you get started:
- Optimizely snippet: A non-technical explanation of how Optimizely works.
- Implement the snippet: Add one line of code to run experiments on your site (skip this if you're already using Optimizely).
- Configure the snippet for Optimizely X Web: Enable the right snippet configuration.
- How the Optimizely X snippet works: Learn about the order of execution.
- Make the transition to Optimizely X: Migrate parts of your setup in Optimizely Classic and establish a plan for making the transition to X.
- Prepare Optimizely X for your site: Set up the pages, events, and audience that you'll reuse when building experiments in Optimizely.
- Manage users and collaborators in Optimizely X: Give different levels of access to your account, projects, and experiments.
- Manage projects and experiments in Optimizely X: Create manage your projects and experiments.
- Cookies and local Storage in the Optimizely X snippet: Learn about the first and third -party cookies that Optimizely uses.
Build Experiments
- Build an experiment in six steps: Create A/B, multivariate, and experiments.
- Editor and custom code: Use the Visual Editor and custom code to make changes to your site experience.
- Pages: Choose where experiments and campaigns run: Set URL targeting and page-level activation to decide when experiments run and how they activate.
- Events: Track visitors behaviors: Track clicks, pageviews, and custom events like revenue to measure how visitors engage with your site.
- Audiences: Choose which visitors to include: Show your experiment to specific groups of visitors.
- Redirect experiments: Compare two separate URLs like two homepages as variations in an A/B test.
- Extensions and reusable templates: Reusable templates help you add custom features to your site -- carousels, banners, and lightboxes -- without involving a developer every time.
QA and Troubleshoot
- OA your experiment with the Preview Tool: Use the Optimizely X Preview Tool to check that variations, audiences, and events look and work the way you'd like.
- Advanced QA with the JS API, console log, and network panel: Check how events fire, verify that the snippet is up-to-date, identify whether you've qualified for an audience, and more.
Turn results into action
- The Optimizely X Results page: See the impact of your changes on key metrics.
- Segment your results: Filter your results by groups of visitors for a more granular view.
- How long to run a test: Decide when to pause or stop an experiment.
- Interpret your results: Take the long view of your experiment data and learn from your visitors.
- Take action based on results: Build on winning variations, learn from losing ones, and iterate on inconclusive experiments.
Grow your optimization program:
Check out the Optimization Methodology to learn more about building an impactful optimization program.
Connect with like-minded professionals on Optiverse Community: our forum for sharing growth -marketing best practices, A/B testing ideas, product support, and more.
