Partner guide

  • Updated

This article is for Optimizely Partners to use when setting up customers to use Optimizely Configured Commerce Analytics for eCommerce.

Current Hosting Scenarios

Cloud-Hosted and Order History Data is Being Loaded into Configured Commerce

  • Partner does not need to do anything.
  • Optimizely works directly with customers to configure options and schedule Configured Commerce data exports.

Cloud-Hosted and Order History Data is NOT Being Loaded into Configured Commerce

  • Partner needs to export data and send it to the location defined by Optimizely.

    You need to schedule the data and place it in an Amazon S3 bucket (Optimizely will provide these credentials).

  • Optimizely works directly with customers or partners to configure options and schedule Configured Commerce data exports.

    Optimizely includes file layouts for data that does not come from the Configured Commerce database (this is not necessary if all data comes from the Configured Commerce database).

Partner-Hosted Configured Commerce Instance

  • Partner needs to export data and send it to the location defined by Optimizely.

    You need to schedule the data and place it in an Amazon S3 bucket (Optimizely will provide these credentials).

  • Optimizely works directly with customers or partners to configure options.
    • Optimizely sends the SQL files customers or partners can use to run the export job based on decisions made during discussions.
    • Optimizely includes file layouts for data that does not come from the Configured Commerce database (this is not necessary if all data comes from the Configured Commerce database).

Site Analytics

Google Analytics

Optimizely needs the owner of Google Analytics for customers to add a specific service account with read and analyze access (Optimizely will supply this service account) for the websites they wish to track.

  • Optimizely recommends advanced Google Tag Manager setup for more granular search and self-service dashboards.
  • Optimizely can provide a sample setup file that uses the most recent cloud features, if needed. (Self-hosted/SDK customers may need to customize their setup.)

Other Notes

  • Configured Commerce Analytics for eCommerce is a product that Optimizely hosts and maintains.
  • Optimizely provides any SQL scripts (or file template, for example if data is not being loaded into Configured Commerce for Order History) needed for implementation.
  • If partner-hosted, Optimizely requests that you run the export on a daily or nightly basis.
  • Once Optimizely has the data flowing into Configured Commerce Analytics, the initial data should be available within a few days (at most) to customers.
  • Optimizely manages user access to Configured Commerce Analytics.
  • Optimizely maintains the Dashboards within Configured Commerce Analytics.
  • Customers who purchase a Configured Commerce Analytics subscription can add five users as part of their subscription. Optimizely charges for additional users.

Recommended Timeline

Before going live with Configured Commerce Analytics for eCommerce, Optimizely recommends this timeline for an ideal setup of new customers:

4 to 6 Weeks Before Going Live (or more)

  • Optimizely reviews customer-specific questions for customer or product groups.
  • Customers review and test the Google Analytics/Google Tag Manager setup after consulting with Optimizely to create the sandbox environment for Google Tag Manager.
  • If Configured Commerce does not host the data, Optimizely works with customers or partners to get the data flowing (based on the hosting scenarios) into Amazon S3.

One Week Before Going Live

  • Customers copy customer-defined Google Analytics/Google Tag Manager setups to production Google Tag Manager container.
  • Partners or customers copy any custom export processes already tested in sandbox and push changes needed for exporting data to production.
  • Customers need to provide Optimizely a list of users to add to Configured Commerce Analytics.

Go-Live

  • Data starts flowing into Configured Commerce Analytics on a nightly basis.