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Optimizely Knowledge Base

Studying for the Optimizely X Web Expert Exam

This Study Guide is intended to help you prepare for the Optimizely X Web Expert certification. This guide is broken out into important content areas that you will need to know for the exam. Within each content area, you will find a list of key concepts and links to relevant Knowledge Base articles. 

If you are preparing for the Optimizely X Web Expert Certification, then this guide is for you. This document will help you learn and/or review concepts required for the exam. It is designed to help you pass your exam. Please contact if you have any questions or would like to provide feedback.

This study guide is made to be taken in the suggested sequence, but feel free to jump around if you already feel comfortable with certain topics. Good luck!


Activation Mode

Key concepts:

  • Single Page Applications 
  • Conditional versus Manual Activation
  1. Developer Docs: Single Page Apps
  2. Developer Docs: Polling
  3. Activating an Experiment Dynamically
  4. Conditional versus Manual Activation 

Custom Events

Key concepts:

  • Variation Code
  • Shared Code
  • Project JS
  • Revenue Metric
  1. Create a Metric in Optimizely X
  2. Custom Events in Optimizely X
  3. Developer Docs: Custom Events

Custom Audiences through Integration

Key concepts:

  • Integration partners that provide audience data support
  1. Target Technical Attributes
  2. Available Integrations in Optimizely X


Key concepts:

  • How to create a segment that you can filter results by 
  • Default segments
  • Set up custom attribute
  1. Capture Visitor Data through the API in Optimizely X
  2. Create an Audience
  3. Segment your Results in Optimizely X
  4. Developer Docs: Javascript API

Synchronous vs. Asynchronous Changes

Key concepts:

  • The difference between asynchronous and synchronous
  • Dynamic Customer Profiles 
  • How the Snippet appears depending on load changes
  1. Synchronous and Asynchronous Changes
  2. Dynamic Customer Profiles 

Types of Experiments

Key concepts:

  • What is a Redirect test?
  • What is a multi-page test?
  • What is a multivariate test?
  • Personalization 
  1. Create a Campaign in Optimizely X 
  2. Redirect Experiments in Optimizely X
  3. What is a Multivariate test


Key concepts:

  • What is an extension?
  • Types of features to build as extensions
  • How to build extension
  1. Developer Docs: Extensions
  2. Custom feature templates 

Advanced QA Methods

Key concepts:

  • Optimizely Assistant
  • Force Variation Parameters
  • Test Cookie Method
  • Network Traffic
  • Troubleshooting masked IDs
  1. Force behaviors using Force Variation Parameters
  2. Preview a Live Experiment
  3. Check event firing in a live experiment
  4. Troubleshooting in Optimizely X