- Optimizely Classic
This article will help you:
- Create and manage Projects and Experiments
- Add, remove, duplicate, and archive Projects or Experiments
- Create separate projects for development and production environments
A project is a way of creating a subsection in your Optimizely account. Each project has its own snippet, set of experiments, and set of collaborators. Projects are designed to help you better organize your experiments across multiple sites (or different sections of large sites). The hierarchy of experiment organization looks like this:
Using Projects, you can group your experiments in ways that make sense for your organization. For example, if you run experiments on multiple domains, you can assign a unique project for each domain. You can also invite other users to collaborate on a project with you without allowing them complete access to your account. Want to see how to manage projects? Watch this short video.
To create a new Project, first click the Project list icon ()next to your project name.
Then, click New Project at the bottom of your list of Projects.
To view or manage your Projects, first click the Project list icon () next to your Project name.
You'll see a list of Projects in which you are a collaborator. Click a Project to switch to it.
From this menu, you can also add new projects (if you are an Administrator or Project Owner), or click Manage Projects to see a list of your Projects and their statuses (Active or Archived).
If you're no longer using a project, you can easily archive it. Don't worry, you can always unarchive it later; nothing will be deleted.
Within the Manage Projects page, select the project you would like to archive. Click the Archive button in the right-sidebar and your project will automatically be archived.
Once archived, the status of your Project will change from Active from Archived. To Unarchive, simply click the Unarchive button in the right sidebar.
Each project contains a set of experiments that you run on your site. For each experiment, you'll see the status, number of visitors, number of goals, and dates created and last modified. Want to see how to create and manage experiments? Watch this short video.
Click an experiment to access the Editor, Results page, or Preview Mode for that experiment; or view and edit key components, such as Traffic Allocation, Goals, Audiences, URL Targeting, and the Scheduler.
You can also see its Experiment ID at the bottom of this panel. You'll sometimes use the Experiment ID for troubleshooting. From here, you can also see an experiment's Change History or delete the experiment.
Experiments can have several statuses:
In the Settings > Privacy menu, you can also disable Paused and Draft experiments from being included in the Optimizely Snippet. This reduces your snippet size and also gives you increased privacy, although it may impede your ability to QA experiments.
To start or pause an experiment from the Home page, click the start/pause buttons.
You may want to create a duplicate experiment when:
To create a duplicate experiment, click the duplicate button and select the Project where you'd like the duplicated experiment to go.
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:
Navigate to the Home page.
Select the experiment and click the Archive () icon.
To access archived experiments:
Navigate to the Campaigns dashboard in Optimizely X or the Experiments tab in Optimizely Classic or .
Click the dropdown menu and select Archived.
Select an experiment and click Unarchive.
Here's what that looks like in Optimizely X:
Here's what that looks like in Optimizely Classic:
Check out a few more tips for organizing your experiments.
For many organizations, development and production environments are separated so new features can be built and tested without disturbing production traffic. You can use Optimizely Projects to separate experiments in your development environment from those running in your production environment. Creating a separation like this will also allow one or more people in your organization to act as "gatekeepers" for new experiments to be run in production.
Start by creating a new project for your development environment.
Now, grab the snippet for this project, and install that in the head of your development environment pages. Now you and anyone else with access to this project can create experiments on your development pages. Next, create a production project, or simple use an existing project for this purpose. If you wish, you can restrict access to this project to only a certain number of "gatekeepers" who are responsible for ensuring that a test is properly set up before it is deployed in production.
Creating, testing, and deploying experiments
Once you've set up your development and production projects, you can use the following process to create and deploy experiments:
Edit and test your new experiment to make sure that everything is functioning correctly. For simple experiments, this should be fairly straightforward. For complex experiments, you may wish to take greater care in this step.
Change the targeting of your new experiment to ensure that it runs properly on your production environment URLs.
Duplicate your experiment to your production Optimizely project. Note that this step can only be completed by someone who has access to both your production and development projects.
Now, you can start the experiment in your production project when you're ready!
Learn more about the fundamentals of AB testing.