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Optimizely Knowledge Base

Best practices: Organizing experiments and campaigns

RELEVANT PRODUCTS:
  • Optimizely X Web Experimentation
  • Optimizely X Web Personalization
  • Optimizely X Web Recommendations
  • Optimizely Classic

THIS ARTICLE WILL HELP YOU:
  • Organize experiments in a project
  • Quickly filter and find experiments

As your optimization program grows, your Optimizely project will include more and more experiments. Sifting through them can be overwhelming.

Below, we provide a few tips to help you find and organize your experiments and Personalization campaigns.

Archive experiments

Consider archiving experiments that are no longer active, so they don't show up in your project. You'll still be able to reference and un-archive the experiment, if you like.

To archive an experiment:

  1. Navigate to the Home page.

  2. In Optimizely X, click the ... icon next to the experiment yarchive-exp.pngou want to archive and select Archive.

    In Optimizely Classic, select the experiment and click the Archive () icon.

To access archived experiments:

  1. Navigate to the Experiments dashboard in Optimizely X or the Experiments tab in Optimizely Classic.

  2. Click the dropdown menu and select Archived.

    Here's what that looks like in Optimizely X:
    filter-archived.png

    And here's what that looks like in Optimizely Classic:

  3. Select an experiment and click Unarchive.

    Here's what that looks like in Optimizely X:
    unarchive-exp.png

    Here's what that looks like in Optimizely Classic:

Filter by name

Use the Filter by name field search for your experiment or campaign.

In Optimizely Classic, navigate to the Home page.

In Optimizely X, navigate to the Experiments dashboard. 

Optimizely will display a list of experiments that match the terms you enter.

Optimizely Classic: Add descriptions

In Optimizely Classic, use the description field to detail which variations won or lost, and record the main purpose of the experiment. You'll be able to see this description in the experiment list, without opening the experiment itself.

In the Experiment Details sidebar, click Edit Text to open the description field. Add your description. Click Save when you're done.

Happy organizing!

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