Set up Optimizely Experimentation Program Management

  • Updated
This topic describes how to:
  • Enable Program Management for your Optimizely Experimentation account

Optimizely Experimentation's Program Management enables teams to experiment more with tools for collaboration and program reporting at an enterprise scale.

This article will help you enable Program Management for your account. You will need a collaborator with Administrator permissions on your Optimizely Experimentation account to set up Program Management.

Optimizely Experimentation's Program Management is available on select plans. Contact your customer support manager (CSM) for access.

Enable Program Management

  1. You will receive an email from the Optimizely Experimentation Team. Click the link to accept.

  2. When the Optimizely Experimentation application opens, select Accept in the modal.

Great work! You have enabled Program Management for your account.

Create a team

In Optimizely Experimentation's Program Management, a team is a group of collaborators who have access to a collection of Optimizely Experimentation projects. Depending on their permissions, teammates can submit and score ideas, comment and collaborate on experiments, and view program results. Consider creating more than one team if you do not want members of one team to have access to another team's testing program.

We recommend starting with one team. You can add more teams later as your organization requires.


  1. On the Teams dashboard, click Create New Team.

  2. Enter a name for the team.

  3. Select the projects that pertain to this team. Later, you will be able to import experiment results for experiments in the selected projects.

  4. Under Teammates, click + Invite Teammates to add new users to your team. Select a permission level for each. Each team must have at least one owner.

  5. Click Create Team.

Great work! An email invitation will be sent to new teammates.

Add sites and touchpoints

Your sites and touchpoints are like a sitemap or filing system for experiments. They give you a high-level view of where your program runs experiments. They do not affect experiment targeting—they are for organizational purposes only.

  • Sites: Top-level domains and apps on which a team runs experiments. Sites provide the most high-level view of your team's experimentation program. We recommend starting with whole sites, apps, or properties.

  • Touchpoints: Page categories or elements that you commonly experiment across. For example: a product details page or the global navigation across the top of your site.

Here are step-by-step instructions on how to add a site and touchpoint:


  1. Select your team.

  2. Click the Sites & Apps tab.

  3. Select Create New Site.

  4. Name the site and enter a URL. Be sure to include http:// or https:// in the URL.

  5. Click Create Site.

  6. Click Create New Touchpoint.

  7. In the Site drop-down list, select your site to associate the touchpoint with it.

  8. Enter a name and URL for the touchpoint.

  9. Click Create Touchpoint.

Congratulations! You have set up program management in Optimizely Experimentation. Your team can now start adding new ideas to the Ideas dashboard.