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Optimizely Knowledge Base

Studying for the Platform Exam

Congratulations! By deciding to study for the exam, you are one step closer to becoming certified on the Optimizely platform!

The Optimizely Platform Certification exam covers the essentials of our A/B testing platform, specifically Optimizely Classic. We will launch a new certification for Optimizely X in January 2017. 

This study guide consists of dozens of articles that go into depth on every feature in our product, containing knowledge needed to pass the Optimizely certification.  Please feel free to also browse around our community and read interesting discussions by customers like you. Of course, the best way to prepare is to actually become familiar with using the product by running multiple experiments with statistically significant results.

Once you feel confident with what you've learned, try taking our mock Platform Exam in the Academy. Those questions will give you a peek into what to expect on the actual exam. 

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!


How Optimizely Works

Key concepts:

  • A/B, multivariate, and multi-page tests
  • How Optimizely runs on your site
  • How unique visitors are counted in Optimizely
  • What is the Javascript API?
  • What is the Rest API and what can you do with it?
  1. Get started on Web Optimization
  2. How Optimizely works
  3. Experiment Types: A/B, Multivariate

The Home page & The Snippet

Key concepts:

  • Difference between the Account, Project, and Experiment levels
  • User roles and permission levels available for different subscription types
  • Scheduling Experiments
  • Capabilities of the Home page
  • Steps required to implement the Optimizely snippet
  • Pros/cons of using a Tag Manager to implement the snippet
  1. The Home page
  2. Manage Projects and Experiments
  3. Manage collaborators and user roles
  4. Implement the Optimizely snippet

The Visual Editor

Key concepts:

  • Editing capabilities available within the Optimizely visual editor
  • Pros/cons of using the visual editor vs. writing your own code within the “Edit Code” feature
  • Activation mode
  • Best practices for using the editor and for running experiments
  • Conditions required for loading your webpage into the editor
  1. The Visual Editor
  2. The Code Editor and Variation Code
  3. Activation Mode

Audiences and Integrations

Key concepts:

  • Options for creating Audiences
  • The difference between Audiences, Segments, and Dimensions
  • The types of integrations available in Optimizely
  • What are the implementation requirements for pushing Optimizely information to two of the most popular integrations, Google Analytics and Adobe Analytics? 
  1. Audiences
  2. Dimensions
  3. Introduction to Optimizely Integrations
  4. Analytics Integration Overview

Traffic Allocation and URL Targeting

Key concepts:

  • Differences between each of the match types for URL Targeting:
    • Simple match
    • Exact match
    • Substring match
    • Regular Expression match
  • How to allocate traffic to different variations and the affect it has on your experiment, especially if it is already running
  1. URL Targeting
  2. Traffic Allocation

Track Goals

Key concepts:

  • Click tracking goals and goal targeting, Pageview goals, Custom Event goals, and Revenue tracking
  • Best practices and use-cases for using each of the above goal types
  • How goal conversions are tracked on the results page
  • Tracking clicks on redirect tests
  • How a Primary Goal differs from other Goals
  1. Goals
  2. Click goals
  3. Pageview Goals
  4. Revenue Tracking Goals
  5. Redirect experiments

Preview and QA

Key concepts:

  • Options for previewing and testing an experiment before starting it
  • Functionality available within the Optimizely preview feature
  1. Preview Mode and Cross-Browser Test
  2. QA your Experiment

Results and Statistical Significance

Key concepts:

  • Conversion rates on the results page
  • Using Custom Dimensions to capture visitor data
  • How are visitors and conversions calculated within Optimizely?
  • Custom Segments and Default Segments
  • How Optimizely’s Stats Engine works
  1. The Results page
  2. Segment your results
  3. Stats Engine


Key concepts:

  • The difference between IP filtering and IP targeting
  • What it means to mask descriptive names
  • Disabling the Force Parameter
  • Where Experiment JavaScript executes on the page
  1. Project Settings: JavaScript jQuery
  2. Project Settings: Privacy

Test Your Knowledge

Now that you’ve gone through the relevant knowledge base articles, take a practice quiz in our Academy. Good luck!

  1. Mock Exam in Academy