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Introduction to the Optimize Center
Introduction to the Optimize Center

Optimizations mean the system has been given multiple pieces of Content, Trigger Programs or Experiences to pick between in a specified way.

Updated over 7 months ago

The Optimize Center is where you can find all your optimization setups.

To access it, select Optimize in the left side navigation menu.


Available optimizations

Optimization

Description

Rotation

Rotates between items based on a specified time cycle.

Available in Slots and Experiences.

Randomization

Randomly selects between items.

Available in Slots and Experiences

A/B Split Test

A traditional split of items within the test.

Available for use in Trigger programs, Slots and Experiences.

Learn more in A/B testing.

Auto Optimize

An ongoing machine learning optimization.

Available for use in Trigger Programs, Slots and Experiences.

You must have the Optimization module to use Auto Optimize. Learn more in Optimization module.


Optimize Center features

The Optimize Center displays all optimizations that have been set up within the system, including Rotations, Randomizations, A/B Split Tests and Auto Optimize.

Each Optimization displays its current status, either:

  • Active
    Has shown or triggered content within 7 days.

  • Inactive
    Present in a rule tree but have not been shown or triggered in the last 7 days.

  • Removed
    Has been removed from the rule tree, are an older version of an optimization, or the content that the optimization was in has been deleted.

Create or edit an optimization

  1. Go to Optimize in the left side menu.

  2. Select an optimization to edit it.
    or

    Select CREATE OPTIMIZATION to add a new one.

Access optimization reporting

  1. Go to Optimize in the left side menu.

  2. Select the options (three dots) menu for the optimization you want to view.

  3. Select the Open report (graph) icon.

Why data shown against an item might be different when viewed through the Comparison report vs. through the Optimize Center

When viewing data through the Optimize Center, the system only shows you data that has been collected as part of that optimization, whereas when you view data through the Comparison or other reports, all data for that item is shown.


Goals

The goal of an optimization defines its success criteria.

Goal

Description

Increase conversions

A win for this goal is defined by a customer making at least one purchase.

Available for Slot and trigger-based content.

Increase Average Order Value

Success is defined by a customer making at least one purchase with a total order value at least 10% greater than your average customer order value.

Available for Slot and trigger-based content.

Increase identification rate

Success is defined by identifying a new customer by email. Visitors who are identified, for example, those who log in, but already have their email address stored in the system, are not counted towards this goal.

Available for Slot and trigger-based content.

Decrease bounce rate

Success is defined as when a visitor browses multiple website pages.

Available for Web Slot-based content only.

Increase average time on site

Success is defined by a customer spending at least 10% longer on your site than the average time spent by visitors on your site.

Available for Web Slot-based content only.

Increase site visits

Success is defined by a customer visiting your site after seeing email content or receiving a trigger.

Available for email based Slot or trigger-based content.

Increase number of items in a purchase

Success is defined by a visitor purchasing at least 25% more items than the average purchase.

Available for Slot, trigger and Experiences-based content.

Increase revenue

Success for this goal is is two-fold. The first success is defined by a visitor making a purchase, the second success is defined by a visitor purchasing above average order value. The purchase and purchase value combine to identify items in the test that are giving the best revenue.

Available for slot and trigger based content.


Optimization module

If you’re interested in adding the Optimization module to your account, or would like to discuss the module, contact your Account Manager.

What the Optimization module includes

The module gives access to automatic ending for A/B tests, based on either a date or impressions, and the ability to set how the system should select the winner from a range of goals, for example, increasing conversion.

It gives additional reporting metrics based on the items being seen by visitors, so if a SmartBlock is not clickable, for example, social proof, you can still determine a winner and get data. Seen data is high volume and results in a lot of extra data storage for the system. Therefore, part of the module cost covers the collection and storage of this extra data. Seen data is often only of interest within a test type scenario, so collecting it for all items would be excessive and result in a lot of unnecessary data storage.

The Optimization module also gives access to Auto Optimize optimizations, for ongoing automatic optimization.


Not sure where to start?

Our Customer Success team can work with you to create a personalized testing plan with A/B tests that we believe can help you improve your programs and learn more about what works for your customers.

To do this, complete the signup form, and a member of the team will be in touch as soon as possible.

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