Send Cohorts to Optimizely

The Amplitude Behavioral Cohort Optimizely destination allows you to easily connect your Amplitude Cohorts to Optimizely Experimentation audiences (Web and Feature experimentation) and Optimizely CMS Visitor Groups. This will allow you to target your cohorts with experiments and personalized website experiences leveraging your valuable Amplitude data.

Considerations¶

• This integration is only available for customers who have paid plans with Amplitude.
• You must enable this integration in each Amplitude project you want to use it in.
• This integration requires a paid Optimizely plan.
• This integration supports web experimentation, fullstack/feature experimentation and CMS visitor groups (which is a way to create dynamic experiences on our cms websites with audiences).

Setup¶

Optimizely setup¶

1. In the Optimizely Data Platform environment navigate to the app directory.
2. Click the Amplitude tile at the top and click Install in the top left.
3. Once installed, navigate to the Settings tab, click Generate Token, and copy the resulting token to your clipboard.

Amplitude setup¶

1. In Amplitude Data, click Catalog and select the Destinations tab.
2. In the Cohort section, click Optimizely.
3. Click Add another destination.
4. Enter Name and paste in the Bearer Token you copied from Optimizely.
   • Note the User ID you select must be the same User ID you’re targeting with experimentation and/or visitor groups.
5. Map the Amplitude User ID field to the Optimizely User ID field. The User ID you select must be the same User ID you target with experimentation and/or visitor groups.
6. Save when finished.

Send a cohort¶

To sync your first cohort, follow these steps:

1. In Amplitude, open the cohort you want to sync, then click Sync.
2. Select Optimizely, then click Next.
3. Choose the account you want to sync to.
4. Choose the sync cadence.
5. When finished, save your work.

Locate your cohort in Optimizely¶

1. First, configure the relevant CMS Visitor Groups and/or Advanced Audience Targeting Experimentation integrations. See the one-time setup instructions below:

   • CMS Visitor Groups
   • Advanced Audience Targeting Web Experimentation
   • Advanced Audience Targeting Feature Experimentation

2. Once you’ve completed the above, find the Synced Amplitude Behavioral cohorts in the CMS Visitor Groups UI and the Experimentation Audience Builder.

Use cases¶

• Personalized Push Notifications: By utilizing Amplitude's data insights, you can create personalized user experiences in Optimizely. Amplitude helps identify specific user cohorts with unique behaviors and preferences. This information allows you to tailor experiments and variations to deliver personalized content, product recommendations, and user interface adjustments to these segments. The result is enhanced user engagement and satisfaction, translating into higher conversion rates.
• Behavior-Based Experimentation: Behavior-based experimentation is key to optimizing user journeys and conversions. Amplitude's data helps pinpoint user behaviors that significantly impact engagement. By sending this data to Optimizely, you can create experiments targeting users with these behaviors. For example, you can run experiments to reduce cart abandonment rates, improve onboarding processes, or optimize product recommendations based on user behavior. This approach leads to a more effective user experience and increased conversion rates.
• Conversion Rate Optimization (CRO): To maximize revenue and user satisfaction, it's crucial to identify and address drop-off points using Amplitude's data. By sending cohorts of users who drop off at specific stages to Optimizely, you can run targeted experiments. These experiments may involve optimizing the user interface, revising content, or enhancing functionality where users tend to abandon their journeys. The outcome is a proactive approach to conversion challenges, resulting in increased conversion rates, improved revenue, and smoother user journeys.