See the Get started with Optimizely Personalization article for an overview of the steps required to prepare your site to run personalization campaigns.
This article provides a comprehensive list of resources that will help you prepare your site to run personalization campaigns.
JavaScript snippet
- Optimizely Web Experimentation JavaScript snippet – Optimizely Personalization lets you create campaigns with personalized experiences on your site by executing a one-line JavaScript snippet. This is a non-technical explanation of the JavaScript snippet.
- Implement the one-line JavaScript snippet – Implementing the JavaScript snippet is the first step in configuring Optimizely Personalization for your site.
- Snippet order of activation – Learn about the snippet's order of operations to design more effective personalized experiences that do not detract from your site's user experience.
- Custom snippets – The default setup is to have a 1:1 relationship between projects and the JavaScript snippet. You can change this setup by creating a custom snippet, which lets you have multiple snippets per project. This is useful if your snippet has grown large enough to have a negative impact on site performance, you want to maintain separate swimlanes for different teams, or you want to run campaigns across properties.
- Manage custom snippets – Create and manage the settings for your custom snippets.
- Cookies and localStorage in snippets – Uniquely identify visitors, track their actions, and deliver consistent experiences across page loads with persistent visitor-level cookies and localStorage.
Account setup
- Bring your own visitor ID (BYOID) – Use your own visitor IDs rather than using the cookie that Optimizely automatically generates for projects.
- Manage collaborators – Use the collaborator roles to manage user-based permissions and access to your Optimizely projects.
- Manage projects – Projects help you keep everything organized in Optimizely Personalization. You can add, remove, duplicate, and archive both projects and campaigns.
- Set up projects for development and production environments – Set up separate development and production projects to build and test features without disturbing production traffic.
- Manage your API tokens – Manage your API tokens in the Optimizely Personalization app to access the Optimizely Web Experimentation REST API.
- Create a webhook – Create a webhook to find out when your projects are updated and when a new snippet is available.
- Site performance best practices – Follow these best practices to ensure the JavaScript snippet delivers the best possible experience to your site visitors.
- Project Settings: Cache Expiration (TTL) – Customize how long the JavaScript snippet is cached before visitor's browsers check for new content.
- Project Settings: Privacy – Learn about privacy options that help you protect your experiment information and comply with privacy laws in certain countries.
- Cross-origin tracking – Target and track visitors across domains, subdomains, security protocols, or ports.
- Intelligent Tracking Prevention – Ensure you comply with regional privacy requirements for your site visitors.
- Privacy and data protection controls – Learn about the options Optimizely Personalization provides to ensure you comply with privacy and data protection requirements.
- How Optimizely Experimentation encrypts customer data at rest – Optimizely Personalization encrypts most product data at rest to help reduce customer exposure to data breaches. This provides an extra layer of protection for much of your stored data.
For more resources on the account settings in Optimizely Personalization, see Account settings.
Process personalization on the edge with CDNs (add-on)
Moving personalization processing from the browser to a Content Deliver Network (CDN) edge worker is an add-on. The articles listed in this section only apply to those who have the add-on.
- CDNs and Optimizely Personalization – Optimizely Personalization uses a CDN, a network of web servers located around the world, to provide service for rendering the snippet.
- How Optimizely Web Experimentation affects page load speed – Learn how Optimizely Personalization and its CDN affects page load speed.
- CDN Cookie Creation in Optimizely Web Experimentation – Ensure the persistence of your cookies.
- Optimizely Web Experimentation self-hosting for Fastly users – If you use both HTTP/2 and a CDN to serve your website, you can eliminate an additional DNS lookup and SSL connection to Optimizely Personalization by self-hosting the snippet.
- Optimizely Web Experimentation self-hosting for Cloudflare users – If you use both HTTP/2 and a CDN to serve your website, you can eliminate an additional DNS lookup and SSL connection to Optimizely Personalization by self-hosting the snippet.
- Optimizely Web Experimentation self-hosting for Amazon Cloudfront users – If you use both HTTP/2 and a CDN to serve your website, you can eliminate an additional DNS lookup and SSL connection to Optimizely Personalization by self-hosting the snippet.
- Optimizely Web Experimentation self-hosting for Akamai users – If you use both HTTP/2 and a CDN to serve your website, you can eliminate an additional DNS lookup and SSL connection to Optimizely Personalization by self-hosting the snippet.
- TLS encryption for CDN traffic – Optimizely Personalization uses Transport Layer Security (TLS) for 100% of CDN traffic to protect against Man In The Middle attacks and meet customer compliance requirements.
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