Integrate Zeotap Segment Sync

7 min

Note

The terms audiences and segments are interchangeable. Optimizely has updated all segments to audiences on the Audiences page and is updating the UI on other pages. See Understand audiences to get information on audiences.

Import your Zeotap Journey workflows to Optimizely Data Platform (ODP) as real-time audiences in Optimizely Web Experimentation and Optimizely Feature Experimentation.

Prerequisites

Zeotap customer data platform (CDP) account with access to Journey

Optimizely Web Experimentation or Optimizely Feature Experimentation account

Configure real-time audiences for Optimizely Web Experimentation or Optimizely Feature Experimentation:

Optimizely Web ExperimentationOptimizely Web Experimentation

Optimizely Feature ExperimentationOptimizely Feature Experimentation

Map the same Visitor ID you use in your Optimizely Web Experimentation or Optimizely Feature Experimentation account to the Optimizely ID field in Zeotap

Note

If this is not possible, contact Optimizely support.

Integration considerations

After you configure the Zeotap Segment Sync integration in ODP:

You can select Optimizely as a Zeotap Journey destination.

Zeotap Journey workflows automatically create real-time audiences in ODP where audience members are represented as the identifier mapped to the Optimizely ID field in Zeotap. You can then build audiences in Optimizely Web Experimentation or Optimizely Feature Experimentation using these Zeotap real-time audiences.

Enable the integration

In ODP, go to Data Setup > App Directory.

Select the Zeotap Segment Sync app.

Click Install App.

On the Settings tab, click Get Token and copy the token that displays.

Add token in Zeotap

In Zeotap, go to Destinations and select Optimizely.

Enter Optimizely for the Destination Name.

Paste your token from ODP in the Access Token field.

Click Save Destination.

Set up Journey workflow

This integration creates a real-time audience in ODP for each workflow in Zeotap where you select Optimizely as a destination. Repeat the following steps for each Zeotap audience that you want to send to ODP as a real-time audience.

In Zeotap, go to Journey > Create Workflow.

Enter your desired workflow name.

Click Add Entry Condition, configure the condition, and click Add Condition.

On that condition, expand the actions drop-down list and select Send to Destinations.

Select Optimizely.

From the Subscription Type drop-down list, select subscribe.

Note

To remove visitors from your Optimizely audience, select unsubscribe.

Expand the Audience drop-down list and select Create New Segment (or select an audience that the integration already created).

If you create a new audience, enter the Audience Name and Audience Description.

Note

This is the name assigned to your real-time audience in ODP, with Zeotap appended to the beginning. For example, Zeotap - Audience Name.

Click Save Destination.

Use your Zeotap audiences in Optimizely Experimentation

Note

You must configure the real-time audiences for Optimizely Web Experimentation or Optimizely Feature Experimentation integration before you can access your Zeotap audiences in Optimizely Experimentation.

To access your Zeotap audience in Optimizely Web Experimentation or Optimizely Feature Experimentation:

Go to the Audiences page.

Edit an audience or click Create New Audience.

Expand Real-Time Segments, then drag and drop the Custom Segments condition into the Audience Conditions section.

Expand the Custom Segments drop-down list and select the audience you connected from Zeotap.

Click Save Audience.

Now you can add this audience to an experiment.