Improve custom attribute persistence using browser cookies

Optimizely Web Experimentation and Optimizely Personalization use cross-origin targeting to persist information stored in browser localStorage across origin boundaries. Information in localStorage is used for many things, including:

• Persisting campaign, experiment, and variation assignments.
• Persisting custom attributes used for audience targeting and results segmentation.
• Persisting events used for behaviorally-targeted audiences (Optimizely Personalization only).

Cross-origin targeting is effective at persisting localStorage information across origins for most visitors and browsers, but for custom attributes, you can accomplish even more reliable persistence with browser cookies. 

Optimizely's Project JavaScript relies on a first-party browser cookie to persist custom attributes across origins. It is effective because browser cookies can be broadly scoped to a domain, whereas localStorage is scoped to the origin.

Here is what Optimizely's code for using browser cookies to persist custom attributes does:

1. On snippet initialization, submits the custom attributes stored in the cookie to the snippet via the User API.

2. After all campaigns and experiments have been activated:

   • Queries the snippet for the visitor's custom attributes and merges those back into the cookie.
   • Shims window.optimizely.push so that any post-snippet initialization pushes to the User API also result in the included attributes being written to the browser cookie, along with the usual localStorage.

This ensures that any custom attributes set before changing origins are available for audience targeting and included in events for results segmentation—as long as the browser cookie is available after crossing an origin boundary.

Implement the solution

The code for this cookie-based solution is available here: code.js

1. Place the code into Project JavaScript for any projects where you want to use the solution.
2. Modify line 13 to include the domain where you want to set cookies.

   For example, to persist custom attributes between all origins on the domain atticandbutton.com (and its subdomains), update line 13 to read:

   var COOKIE_DOMAIN = 'atticandbutton.com'; 
   

Performance considerations

Code deployed via Project JavaScript runs each time the Optimizely Web Experimentation snippet initializes. There will be a slight impact on your web page performance due to the extra code being evaluated.

Also, data stored in browser cookies is sent along with network requests to the web servers on your domain (in other words, the servers or services responsible for serving your website).  Because this solution persists data by storing it in a cookie, it increases the amount of data transmitted with each request to your web servers.

Cookie size considerations

Browsers can impose maximum size limits on cookies, which vary by browser.  Browsers usually disallow cookies larger than 4,096 bytes, although your results may vary. Because this solution stores all custom attributes in a single browser cookie, you should confirm that the cookie will not exceed 4,096 bytes.

For reference, 100 custom attributes whose names and values are each 15 characters long is approximately 3,700 bytes when serialized and stored in a cookie. If your attributes have API names or values that are significantly longer than 15 characters, you could exceed the 4,096-byte limit, and this solution would not work as intended.

Some web servers also impose a limit on the amount of cookie data they accept with each request. Limits vary by web server and are typically configurable. If other cookies implemented on your page are large enough, the additional data stored in the cookie that this solution creates could push requests for some users over the limit. When the limit is exceeded, servers may stop responding to requests for new pages, which affects visitor ability to use your website. You should confirm that adding up to 4,096 bytes to your network requests will not put visitors over the limit your web servers impose.

Behavioral targeting and cookies

Behavioral targeting is an Optimizely Personalization feature that enables targeting based on visitor actions. Like custom attributes, the behavioral events are stored in browser localStorage and can therefore be even more reliably persisted across origins using browser cookies.  

However, this solution is unsuitable due to the large amount of data contained in behavioral events. Optimizely Personalization stores the last 1,000 events that a visitor triggers in localStorage. Typical behavioral events are 100 bytes, and they can be much larger if event tags are implemented.  For this reason, do not store all behavioral events in a browser cookie.

You might adapt this solution to selectively persist information used for behavioral targeting. For example, if you have a behavioral audience that targets visitors based on their most frequently viewed product category, you can use the Customer Behavior API to retrieve this information and store it as a custom attribute. Then, you could update your behavioral audience definition to use this custom attribute to control targeting (instead of the default behavioral condition).