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Optimizely Knowledge Base

Integrate Optimizely Classic with Tealium AudienceStream

This article is about Optimizely X. If you're using Optimizely Classic, check this article out instead.
 
relevant products:
  • Optimizely Classic

This article will help you:
  • Enable Tealium AudienceStream in Optimizely
  • Connect your Optimizely account with AudienceStream

Tealium AudienceStream enables marketers to discover audiences, enrich visitor profiles, and stitch together customer interactions across digital touch points. Using both AudienceStream and Optimizely, you can leverage the audiences created in AudienceStream and build targeted experiments in Optimizely.

 
Note:

Looking for implementation instructions for Tealium iQ (Tag Manager)? Check out this article.

Option 1: Enable Tealium AudienceStream in Optimizely

  1. Navigate to the Integrations tab.

  2. Select Tealium from the list. In the right sidebar, toggle the button to On.

  3. You'll be prompted to enter your Tealium Account ID, which you can find by logging into Tealium and looking for your account ID in the dropdown menu at the upper-right.

 
Important:

The Tealium IQ utag must be installed on the page for this integration to work.

Within Tealium IQ, make sure that the Tealium Collect tag is added with the correct settings:

  • Server: Contact your Tealium account manager for your Tealium Collect server location

  • Data enrichment: frequent

Turning this integration on allows Optimizely to access the audiences you have defined in your Tealium account.

Add a Tealium audience as an Optimizely audience condition

To create an Optimizely audience condition based on a Tealium audience, add a new audience (or add a Tealium condition to an existing audience).  Here's how, with step-by-step instructions below:

  1. Navigate to Overview Audiences and click New Audience.

  2. Enter a name for the new audience in the Name field.

  3. Under Conditions, click Tealium AudienceStream.

  4. Drag and drop a condition to the space under Audience Conditions and complete the open fields. Click Save.

     In this example, we created an audience with the following conditions:

     

    You can now begin using this audience to target your experiments.

Option 2: Connect your Optimizely account with AudienceStream

In addition to using Optimizely audiences to reference Tealium audiences, you can also set up AudienceStream for Optimizely. For this, you'll need the latest version of Tealium Tools, a Google Chrome extension provides a variety of helpful tools to complement your Tealium implementation, including the Optimizely Helper.

Map Audiences to an Optimizely Project: Create Audience-based Experiments

Your project’s experiments now have the mapped AudienceStream audiences available for targeting. To select a new target audience:

  1. Create a new experiment or edit an existing experiment and select the Audiences () button.

  2. Click Add a Saved Audience and select the desired AudienceStream audience to target.

  3. Save your experiment.

 

After you install Tealium Tools, you'll need an API Token and your Project ID from Optimizely. To find out how to get your API token, click here. Create a new API token and copy the new token to your clipboard.

To add your API token to Tealium:

  1. Open Tealium Tools and select the Optimizely Helper.

  2. Paste the API token into the Token field.

To find your Project ID in Optimizely, navigate to the project you want to use to map AudienceStream audiences and copy the Project ID to your clipboard. The Project ID is available in the Settings tab of the Home page.


To add your Project ID to Tealium: 

  1. Go back to the Optimizely Helper and paste the Project ID into the Project ID field.

  2. Enter the name of your Tealium account and the profile you want to associate with this Optimizely project.

  3. Click Import Audience Data.



    The Optimizely Helper now contains a list of your AudienceStream audiences and badges that you can map to new or existing audiences in Optimizely.

  4. In the Optimizely Helper, in the Optimizely Audience dropdown menu, select the audience or badge you wish to add to Optimizely. You can select an existing Optimizely audience or create a new one.

  5. Click Save Audience.

    If you want to create additional audience mappings, repeat steps 1 through 5.

  6. After you complete the desired mappings, click Generate Code Snippet in the Optimizely Helper. This will provide the code to add to utag.sync.js.

Create audience-based experiments

Your project’s experiments now have the mapped AudienceStream audiences and available for targeting. To select a new target audience:

  1. Create a new experiment or edit an existing experiment and select the Audiences () button.

  2. Click Add a Saved Audience and select the desired AudienceStream audience to target.

  3. Save your experiment.