***CAUTION*** THIS ARTICLE IS INTENDED FOR USE BY MICROSOFT ONLY. DO NOT SEND THIS ARTICLE TO ANY OTHER CUSTOMERS.
Optimizely X Web Experimentation
Optimizely X Web Personalization
This article will help you:
Enable the Adobe Audience Manager integration in Optimizely
Create new audiences using the Adobe Audience Manager integration
The Adobe Audience Manager (AAM) integration makes it easy to target segments defined in AAM via Optimizely audiences. Once the integration is configured, you’ll be able to run targeted experiments and personalization campaigns.
To use the AAM integration, you will need:
A valid Adobe Audience Manager subscription
A supported Optimizely plan (Personalization Standard or Personalization Professional)
Administrative permissions in Adobe Audience Manager
Set up Adobe Audience Manager
The initial setup takes place in the AAM interface and can be broken down into three steps:
Configure an Optimizely destination.
Map segments to the Optimizely destination.
Generate API credentials with access to the Optimizely destination.
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. Each Microsoft product group is required to set up a new destination specifically for this Optimizely integration, so as to ensure only that group's desired segments are exposed to the corresponding Optimizely project.
Unless otherwise indicated, settings must be configured exactly as written. Incorrectly configuring the settings will prevent the integration from working. All settings are required.
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
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
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:
Go to Manage Data > Segments.
Select one more more AAM segments.
Click Add to Destination.
Select the Optimizely destination.
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) , as well as the AAM login credentials (username and password) will enable Optimizely to retrieve human-readable AAM segment names and make them available in the audience builder. Microsoft, Adobe, and Optimizely have already set up a universal set of credentials that each Microsoft team will share across their projects in Optimizely. To obtain these credentials, contact the MSCOM Data Team at email@example.com.
4. Map destinations to the Optimizely credentials
The new destination IDs created by each Microsoft team for the Optimizely integration need to be mapped to/exposed to the specific Optimizely credentials you were provided by the MSCOM Data team 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. You must request assistance from an AAM admin on the MSCOM Data team by sending an email to firstname.lastname@example.org, 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 received from the MSCOM Data team 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.
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 the AAM Client ID and Secret Key (obtained from the MSCOM Data Team above).
Enter the AAM User Name and Password (obtained from the MSCOM Data Team above). Note that this is different from your Adobe ID (which is typically an email address). Even if you typically access the AAM interface via an Adobe ID, do not enter that here. Use the dedicated AAM User Name and Password provided to you by the MSCOM Data Team, which is required for this integration.
Optimizely uses the AAM Client ID and Secret Key combined with the User Name and Password to access the AAM API on your behalf to retrieve a list of mapped segments.
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.
If Optimizely displays “internal server error” when attempting to save your integration settings, it generally means that your credentials could not be validated. Please re-enter your credentials and try again.
If your Optimizely project is linked to one or more projects included in a custom snippet and one of those projects has already implemented Adobe Audience Manager you will need to use the same destination ID as its impossible to map Projects to more than one instance of AAM.
If Optimizely displays “Your Account ID appears to be invalid.” when attempting to save your integration settings, it means your destination ID is not mapped to the credentials. Please follow the instructions in step 4 - “Map destinations to the Optimizely credentials” - above.
If you continue to see errors, please submit a Technical Support ticket via the in-product request form.
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:
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.