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Optimizely Knowledge Base

Manage projects and experiments in Optimizely X

This article is about Optimizely X Web. 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

  • Create and manage Projects and Experiments
  • Add, remove, duplicate, and archive Projects or Experiments
  • Create separate projects for development and production environments 

Once you start using Optimizely, you'll have a growing number of experiments and campaigns to manage. Projects help you keep everything organized.

Projects let you subdivide your Optimizely account into little territories: for different sections of a website, multiple sites, or different products. (If you're using Optimizely X Full Stack, projects work a little differently.)

Each project has its own: snippet, set of experiments, and set of collaborators.

To manage or create new projects, select Switch Project.

Create a new project

  1. Select New Project.

  2. Then, choose Create Web Project.

  3. Then, name your project (you can always change it later) and confirm Create Project.

Manage projects

Change the name of a project, archive it, or unarchive it.

  1. Select Manage Projects.

  2. Choose your project.

    To rename a project, hover to select the name and edit. 

    To change the status of an active or inactive project, select Archive or Unarchive.

Manage experiments and campaigns

Each project contains a set of experiments that you run on your site. Experiments can have several statuses:

  • Running: The experiment is live and running on your site (as long as the Snippet is present).

  • Paused: The experiment was running, but is currently not running. Visitors who were in this experiment while it was live will not continue to see the experiment.

  • Draft: The experiment is not yet live on your site.

  • Archived: The experiment is not actively in use, and will not be included in the snippet.

Navigate to the Campaigns dashboard. Filter from the dropdown menu to see experiments and campaigns for each status.

To duplicate or archive the experiment, click the Actions () icon and select Duplicate or Archive. Archiving experiments that aren't active can help you reduce the snippet size for the project and improve page loading speeds.

Development and production environments

For many organizations, separate development and production environments allow new features to be built and tested without disturbing production traffic. Use Optimizely projects to separate experiments in your development environment from those in your production environment.

Each project will need its own snippet:

  1. Start by creating a new project for your development environment. Grab the snippet for this project, and install that in the head of your development environment pages.

  2. Next, create a production project with its own snippet. If you wish, you can restrict access to this project to a certain number of "gatekeepers."

You can use the following process to create and run experiments on separate environments:

  1. Create an experiment in your development environment. If your development URLs are the same as those used for your production environment, make sure your production environment does not use the snippet from your development project.

  2. Run and QA your new experiment to make sure that everything works the way you'd like.

  3. Change the targeting of your new experiment to ensure that it runs properly on your production environment URLs.

  4. Duplicate your experiment to your production project. (Only someone who has access to both projects can complete this step.)

Now, start the experiment in your production project when you're ready!