1. Configure an Optimizely destination

AAM destinations give you a mechanism for sharing segments with integration partners like Optimizely. To use this integration, navigate to Manage Data > Destinations and create a destination with the following properties:

Basic Information

• Name: Enter your destination name

• Description: Enter a description for your destination

• Platform: Select All

• Type: Select Cookie

• Auto-fill Destination Mapping: Select Yes and Segment ID

Click Next.

Configuration

• Cookie Name: Enter aamoptsegs

• Cookie Domain: Enter the domain where the AAM cookie should be created.

  • For example, if you want to use the integration to target experiences on all subdomains of example.com, enter example.com in this field.

• Max Size: Enter your desired maximum size for the cookie

• Expire after: Enter your desired number of days for the cookie's expiration

• Publish data to: Select the option you prefer

• Data Format: Select Single Key

• Key: Enter aam

• Key-Value Pair Delimiter: Enter , (a comma)

• Serialize: De-select the Enabled selection box

Click Save.

2. Map segments to the Optimizely destination

After you create your destination, you can map one or more AAM segments to use with Optimizely.  Here's how:

1. Go to Manage Data > Segments.

2. Select one more more AAM segments.

3. Click Add to Destination.

4. Select the Optimizely destination.

5. Click Save.

To view all segments that have been mapped to a destination, navigate to Manager Data > Destinations and select your Optimizely destination. To confirm that your segments are properly mapped, ensure that the Mapping column contains values like aam=2473389 (where 2473389 is the Segment ID).

Here is an example of properly mapped segments:

3. Generate API credentials with access to the Optimizely destination

The API credentials (Client ID and Secret Key) will enable Optimizely to retrieve AAM segments and make them available in the audience builder. To obtain the credentials, contact the Adobe Client Team at ClientCare@adobe.com.

4. Map destinations to the Optimizely credentials

Your new destination IDs need to be mapped to/exposed to the specific Optimizely credentials you generated in step 3. The destinations you see when you use your federated Adobe ID to log in to AAM may not necessarily all be mapped to the Optimizely credentials. If you do not have administrative privileges in AAM, you must request assistance from an AAM admin on your team, or from your Adobe representative, to execute this mapping.

Once you have received confirmation that your destination has been mapped, you should verify this by logging in directly to AAM. Log out of your federated Adobe ID account, and navigate to https://bank.demdex.com/portal/Analytics/reports.ddx#/dashboard. Ensure that the login screen prompts you for an Adobe Audience Manager username and password. You should not be prompted to use your Adobe ID. Enter the username and password you or your admin generated in step 3 above. Navigate to Manage Data and then Destinations to view the destination IDs that have been mapped to the Optimizely credentials. You can now log out of AAM and reuse your federated Adobe ID to log back into the Adobe suite.

Optimizely setup

After configuring AAM, complete the integration setup process through the Optimizely interface. Here are step-by-step instructions:

Log in to Optimizely and navigate to Integrations. Select Adobe Audience Manager and toggle the setting to On. Enter your AAM Client ID and Secret Key (obtained from Adobe Customer Care). Enter an AAM User Name and Password. Note that this is different from an Adobe ID (which is typically an email address).  Even if you typically access the AAM interface via an Adobe ID, an AAM administrator should be able to generate a dedicated AAM User Name and Password, which is required for this integration. Optimizely uses your AAM Client ID and Secret Key combined with your User Name and Password to access the AAM API on your behalf to retrieve a list of mapped segments. We recommend that you create a service account to use instead of your personal account. This reduces the chance of breaking the integration if you reset your personal account password. Enter your Destination ID (the ID of the AAM destination you created to use with Optimizely). To find your Destination ID, navigate to Manage Data > Destinations in the AAM interface. Ensure you only use the new destination ID created for your product group to integrate with Optimizely, and ensure it is mapped to the AAM User Name and Client ID defined above. You may need to request assistance from Adobe for this step. Click Save.

A note about snippet placement

For best results, place the Optimizely snippet immediately after the code used to deploy Adobe Audience Manager on the page—in other words, after the standalone Data Integration Library (DIL) or Adobe Dynamic Tag Manager (DTM) header code. This will give the best chance of AAM segments being available at the time Optimizely activates. If AAM can't generate the aamoptsegs cookie for a given visitor prior to Optimizely’s activation, the visitor will qualify for the Optimizely audience the next time Optimizely activates (typically on the next page load).

Here’s an example implementation of AAM deployed via DTM:

<head>
    <script src="//assets.adobedtm.com/ADOBE_ID/satelliteLib-ADOBE_ID.js"></script>
    <script src="https://cdn.optimizely.com/js/YOUR_PROJECT_ID.js"></script>
</head>
...

Use the integration to create an audience

Now you can create Optimizely Audiences using AAM segments as conditions. Here’s how:

1. Open the Audience Builder: navigate to Overview > Audiences > New Audience.

2. Enter a Name for the audience.

3. Expand Adobe Audience Manager and drag the Segment condition to the left.
   
   

4. Select the segment you want to target from the dropdown menu.

5. Click Save.

Now you can use the audience to target experiments and Personalization campaigns.

To learn more about audiences in Optimizely, check out Audiences: Choose which visitors to include.

Targeting based on Adobe Analytics segments

This integration specifically makes AAM segments available for targeting in Optimizely, but you may want to target segments defined in Adobe Analytics. To do this, you need to share Adobe Analytics segments with Adobe Marketing Cloud, which also makes the segment available in AAM.

Here is a summary of the process:

1. Ensure that both Adobe Analytics and AAM use the Marketing Cloud ID Service.

2. Select a segment in Adobe Analytics.

3. Check the Make this a Marketing Cloud audience box.(image credit https://www.pedromonjo.com/2017/02/share-segments-marketing-cloud/)

4. In AAM, find the segment in the Analytics Segments folder under Manage Data > Segments.

5. Map the segment to your Optimizely destination.

For a complete discussion of this process, read Share Segments with the Marketing Cloud on Pedro Monjo’s blog.