Power digital experiences your customers will love with rich customer data
View Optimizely's documentation.
Overview
You want to provide relevant, timely interactions to your customers, and doing so heavily relies on data in your Optimizely account to be accurate and fresh. By automatically syncing customer data and events from your data warehouse into Optimizely, you no longer need to worry about data consistency because data is no longer flowing in from multiple sources in different formats, and you can focus on building world-class customer experiences.
Supported syncing
| Event Type | Description | Supported Sync Modes |
|---|---|---|
| Log Events | Send any event-based data associated with a user | Upsert |
| Visitor Attributes | Add customizable data or characteristics to a user | Upsert |
Connect to Optimizely
Go to the Destinations overview page and click the Add destination button. Select Optimizely and click Continue. You can then authenticate Hightouch to Optimizely with a personal access token and an account ID.
Authenticate with a personal access token
To generate a personal access token:
- Navigate to your Optimizely profile and click Generate New Token.
- Enter a name for the token and click Create.
You will also need the Project ID. The project ID can be found in the URL by going to your Optimizely account.
Syncing configuration
Log events
Syncing log events lets you send user actions from any source such as offline experiment data, web-page interactions, or third-party sources.
Record matching
You can associate events with the visitors who made them on the Visitor ID field.
Timestamps
Hightouch allows you to send a timestamp of when an event occurred. Timestamps must be sent as milliseconds since the epoch. If an event doesn't include a timestamp, the time of the API request is used.
Field mapping
You can sync columns from your source to Optimizely event fields. Optimizely events require a UUID that will be used by Optimizely to de-duplicate events that are accidentally or erroneously replayed.
Visitor attributes
Syncing visitor attributes lets you maintain up-to-date customer data and create better audiences for personalized experiences in Optimizely. Note that you cannot create net-new properties with this API: attributes must be created within Optimizely before using this endpoint. Since Optimizely audience membership is handled by whether a visitor's attributes satisfy the conditions required for the audience, sending data to this endpoint controls audience membership in Optimizely.
Record matching
You can associate attributes to visitors on the Visitor ID field.
Field mapping
You can sync columns from your source to Optimizely visitor attributes. Attributes must be created within Optimizely before creating mappings.
Tips and troubleshooting
Common errors
To date, our customers haven't experienced any errors while using this destination. If you run into any issues, please don't hesitate to . We're here to help.
Live debugger
Hightouch provides complete visibility into the API calls made during each of your sync runs. We recommend reading our article on debugging tips and tricks to learn more.
Sync alerts
Hightouch can alert you of sync issues via Slack, PagerDuty, SMS, or email. For details, please visit our article on alerting.