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Optimizely Knowledge Base

Set up Optimizely Program Management

relevant products:
  • Optimizely Program Management
  • Optimizely X Web
  • Optimizely X Full Stack

THIS ARTICLE WILL HELP YOU:
  • Enable Program Management for your account

Optimizely's Program Management enables teams to experiment more, with tools for collaboration and program reporting at an enterprise scale.

This article will help you enable Program Management for your account. Let's get started! You'll need a collaborator with Administrator permissions on your Optimizely account set up Program Management.

Optimizely Program Management is available on select plans. Please contact our Sales team for access.

1. Enable Program Management

  1. You'll receive an email from the Optimizely Team. Click the link to accept.

  2. When the Optimizely application opens, select Accept in the modal. 
    teams-connection-modal.png

Great work! You've enabled Program Management for your account.

2. Create a team

In Program Management, a team is a group of collaborators who have access to a collection of Optimizely projects. Depending on their permissions, teammates can submit and score ideas, comment and collaborate on experiments, and view program results. Consider creating more than one team if you don't want members of one team to have access to another team's testing program.

We recommend starting with one team. Add more teams later, as your organization requires.

new-team.gif

  1. On the Teams dashboard, click Create New Team.

  2. Enter a name for the team.

  3. Select the projects that pertain to this team. Later, you'll be able to import experiment results for experiments in the selected projects.

  4. Under Teammates, click + Invite Teammates to add new users to your team. Select a permission level for each. Each team must have at least one owner.

  5. Click Create Team.

Great work! An email invitation will be sent to new teammates.

3. Add sites and touchpoints

Your sites and touchpoints are like a sitemap or filing system for experiments. They give you a high-level view of where your program runs experiments. They don't affect experiment targeting -- they're for organizational purposes only.

  • Sites: Top-level domains and apps that a team runs experiments on. Sites provide the most high-level view of your team's experimentation program. We recommend starting with whole sites, apps, or properties.

  • Touchpoints: Page categories or elements that you commonly experiment across. For example: a product details page or the global navigation across the top of your site.

Here's how to add a site and touchpoint, with step-by-step instructions below:

create-site-touchpoint.gif

  1. Select your team.

  2. Click the Sites & Apps tab.

  3. Select Create New Site.

  4. Name the site and enter a URL. Be sure to include http:// or https:// in the URL.

  5. Click Create Site.

  6. Click Create New Touchpoint.

  7. In the Site dropdown, select your site to associate the touchpoint with it.

  8. Enter a name and URL for the touchpoint.

  9. Click Create Touchpoint.

Congratulations! You've set up program management in Optimizely. Your team can now start adding new ideas to the Ideas dashboard.