Optimizely Web Experimentation Using Real-Time Segments: A Step-by-Step Guide

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Introduction


Personalization has become de facto standard for any digital channel to improve the user's engagement KPI’s.  Personalization uses varies techniques to target the users which include location, usage patterns, service history etc

Optimizely Web Experimentation allows us to integrate with Optimizely Data Platform (ODP) in order to help in using real-time segments for targeting users with utmost accuracy.

 

In this blog, We take an example of  real-world scenario where a large utility company wants to run a personalized experiment by utilizing run time segments.

 

Scenario


A large utility company plans to display a personalized banner for promoting “energy-saving tips” for its top 10 % of  high consumption customers.

This energy saving banner will be  displayed on the dashboard page when eligible users log in.

Below is a step by step process to implement this personalization experiment using Optimizely Web Experimentation and ODP.

 



 

Best Practice

  • ODP snippet has to be loaded before Optimizely snippet
  • Keys are copied from ODP and pasted correctly
  • Always use high confidence ID for sensitive experiments like billing or outage alerts
  • Use only real-time segments from ODP Customers page

 

Summary

We have seen a step-by-step approach to set up and use ODP real-time segments to run a personalized experiments in Optimizely Web Experimentation.

This example is specific to utility sector  but this process applies to any sector where segmentation and personalization has to be done.

 


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