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Optimizely Knowledge Base

Checklist: Basic implementation for Optimizely X Web

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

THIS ARTICLE WILL HELP YOU:
  • Implement the basic technical setup for Optimizely X Web

With Optimizely, adding a small snippet of code to your site enables you to start experimenting immediately. But we recommend that you take a little extra time. This article walks through a few basic steps that will help you implement Optimizely for longer-term success. 

Use this checklist perform a light audit of your site's technical framework and complete your setup. You’ll perform these tasks just once, unless major changes to your site or business model alter the technical specifications of your site.

Use this list as written if you're implementing Optimizely for the first time. If you've been using Optimizely Classic and you're making the switch to Optimizely X, check out these resources: Compare the differences between Optimizely Classic and X and Make the transition to Optimizely X.

 

Checklist

1

Does your team have access to separate staging and production environments?

Yes. Use a separate snippet and project for each environment. This guide steps through how to set up Optimizely for two environments.


No. Set up your production project:

  1. Implement the snippet.

  2. Add collaborators to your project.

2

Does your site include multiple origins: such as different subdomains or security protocols? An “origin” is a combination of a specific hostname, security protocol, and port on your site.

By default, Optimizely X tracks events on the same origin.

To track visitor behaviors across different origins, make sure you enable cross-origin targeting. If this isn't set up, Optimizely won't be able to track visitors across origins (i.e. across subdomains and security protocols).

If your experiment depends on origin data being synced, you'll need to use waitForOriginSync when switching origins.

3

What are your site's privacy requirements?

Optimizely allows you to customize your settings to increase privacy, help with easy QA and debugging, and ensure compliance with legal requirements. For example, use them to mask the descriptive names of your experiments, or anonymize visitor IP addresses for compliance with legal requirements. 

Set up the privacy settings for your account.

4

What technology frameworks are used on your site?

If you use Angular, Backbone, Ember, or Knockout, you may need to change the activation mode that you use on pages. Pages are URL templates that tell Optimizely where and how to activate experiments and Personalization campaigns.

When you set up pages in Optimizely X, use conditional or manual activation to ensure that experiments activate appropriately. Here's a resource on how Optimizely works with SPAs.

5

On which URLs will you run experiments and campaigns on your site? And on which URLs will you want to track visitor actions?

How will you measure whether an experiment or campaign is successful?

Here's a walkthrough to help you prepare your Optimizely X Web project for your site by setting up four major components: pages, events, tags, and audiences.

You can always add more later and adjust the specific components you add to an experiment as needed, but creating them now will help your organization run experiments with greater velocity.

Once you complete this setup, you'll be able to build and run experiments and campaigns in Optimizely X Web.

Document the technical specifications and initial setup in an implementation document and link it to your testing charter. Update your technical audit document whenever your Optimizely setup changes. This document will help your team keep track of the types of experiments you can run in each project and troubleshoot. 

What's next? Here's an advanced implementation checklist. As your program matures, use it to prepare for building more sophisticated experiments and Personalization campaigns.