- Optimizely Classic
This article will help you:
- Use the Optimizely Home page to manage experiments, audiences, and dimensions
- See which integrations are enabled for your project
- View collaborators for your project
- Manage project settings
The Optimizely Home page (formerly known as the Dashboard) helps you manage your project experiments, audiences, dimensions, integrations, collaborators and settings. Want to see a quick overview of the Optimizely Home page? Watch our two minute overview video.
The features described in this article (including audiences, integrations, and roles) may vary based on your Optimizely plan type. If what you see doesn’t match what’s in this article, or you want to learn more about what’s available, please refer to our Optimizely Classic packages matrix.
The Optimizely Notification Tray provides updates about your Optimizely account activity and notifications related to the product.
There are three types of notifications:
- System Announcements (like "You have exceeded your Optimizely plan limit.")
- New Feature Announcements (like "Optimizely X")
- Feature Recommendations (like "Integrate Optimizely with your BlueKai account! Click to learn more.")
The Overview tab will allow you to view experiments, audiences, dimensions, and change history.
In the Experiments subtab, you can manage each experiment without going to the Editor. You're able to make changes to the Description, Traffic Allocation, Goals, Audiences, and URL Targeting.
Adding an Experiment: Click New Experiment to add a new experiment to your project. You will be prompted to provide an experiment name and a URL to run the experiment.
Filtering: You can view and filter experiments by name, description, or status (running, paused, draft).
Need help organizing your experiments? Try tagging them by adding #hashtags in the experiment's description field.
When you enter a particular hashtag in the Filter by Name field, it will automatically change the URL of your Home page in your browser. You can then bookmark or share the URL of your filtered Home page for easy access.
Start and Pause: In order to change a status from running to paused, or vice versa, simply click on your experiment so that it is highlighted gray and click the play or pause icon.
Archive: If you no longer want an experiment shown in your Home page, select the experiment you would like to archive and click on the archive icon.
Duplicate: When you select an experiment, you can duplicate it using the duplicate icon. Choose the project into which you'd like to duplicate the experiment -- for example, if you wanted to duplicate an experiment in a staging environment into a production environment. The duplicated experiment will have all the same variations and goals that the original had, but all the stats will be reset.
Experiment Details: Once an experiment is clicked on, the experiment will highlight in gray and the sidebar to the right will populate with the experiment’s information. The Experiments sidebar allows you to directly make edits to the Title, Description, Traffic Allocation, Goals, Audiences and URL Targeting.
- Title: Click on the title to edit your experiment's name
- Description: Edit the Description to track your hypothesis, notes, or link documents with more information. You can also add #hashtags for efficient tracking, filtering, and categorization.
- Traffic Allocation: Specify the percentage of visitors included in your experiment directly from the Home page. See this article for more information on Traffic Allocation.
- Goals: View a list of your experiment goals and rearrange them accordingly. See this article for more information on Goals.
- Audiences: Add or create new audiences in the details sidebar. See the Audiences article to learn more.
- URL Targeting: Manage the URLs your experiment targets here. Check out our URL Targeting article to learn more.
You can manage all your conversion goals in the Goals subtab.
Here, you'll see all goals that you've created for experiments in your project. You can filter them by name, duplicate them, or archive them if you're not using them in any active experiments.
When you click a goal in the Home page, you can edit its description and add #hashtags to make it easier for your collaborators to find.
For example, some users add #global for goals used across all projects, or #funnel for goals related to their conversion funnel.
If you want to edit the goals themselves, or create new goals, you'll need to open the Editor and select the goal from the Goals menu.
You can manage all your audiences in the Audiences subtab.
Here, you'll see all audiences that you've created for experiments in your project. The audiences that have been enabled for segmentation on the Results Page are marked ON in the Segmentation column.
When you click an audience in the Home page, you can edit its description and add #hashtags to make it easier to find for future experiments. For example, some users add #device for all audiences that are related to devices.
Click the New Audience button to create a new Audience. You can also edit or duplicate existing Audiences.
You can manage all of your visitor dimensions from the Dimensions tab.
Here, you'll see all dimensions that you've created for experiments in your project. Click the New Dimension button to create a new Dimension. You can also edit, delete, or duplicate existing Dimensions.
Change History shows you who made changes to your experiments. Here, you can see who created, saved, started, or paused experiments.
To view the change history, click the Overview > Change History tab.
Detailed Change History: Optimizely Classic Premium packages will have access to more detailed information that shows not only who made changes to your experiments, but also what changes were made. The detailed change history shows actual line-by-line differences in the variation code, before and after changes were made. You’ll also see when audiences and goals were added or removed. Check out our article about viewing a project's Change History to learn more.
You can use this information to identify and debug any changes that may have caused a problem to an experiment. By creating an audit trail, the detailed change history also provides additional security to individuals as well as teams with multiple collaborators.
You can now view a full list of all your integrations and easily toggle them off and on. Available integration categories include:
- Analytics integrations allow you to see the impact of Optimizely experiments in the analytics platform of your choice. By enabling any of the integrations you allow Optimizely to send data to the platform in question, so you can see how each variation in a specific experiment affected common analytics metrics.
- Heatmap Integrations allow you to see the impact of Optimizely experiments in the heatmap tool of your choice. By enabling any of the integrations, you allow Optimizely to send data to the platform in question, so you can learn why your visitors convert as well as generate ideas for future experiments.
- Audience Integrations allow you to create Optimizely audiences directly from a third-party tool, so that you can target and personalize experiments based on third-party data. These integrations are currently supported by our partners and may require some manual setup.
- Call Tracking Integrations allow you to use phone calls as a goal for your experiments, as opposed to default goals such as clicks and pageviews. These integrations are currently supported by our partners and may require some manual setup.
Previously known as “Manage Collaborators,” Collaborators is now its own tab and no longer nestled under Project Settings. Here, you'll see a list of each collaborator and his or her role (Administrator, Project Owner, Editor, or Viewer). View, filter, edit, and delete collaborators on your project here.
Be sure to click Save at the bottom of the page after changes are made.