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Zeotap Segment Sync
Zeotap is integrated with Optimizely Data Platform for Audience Targeting in Optimizely Web Experimentation and Optimizely Feature experimentation via data pass-through.
Zeotap -> ODP Audience Pass Through Integration
Connect your Zeotap Symphony workflows to Optimizely for advanced audience targeting in Optimizely Experimentation and/or CMS Visitor Groups.
Requirements
You must have a Zeotap CDP account with access to Symphony, an Optimizely Data Platform audience pass-through account and an Optimizely Web and/or Feature Experimentation account, and/or Optimizely CMS account.
Considerations
- Once connected you will see Optimizely as a symphony destination option.
- Symphony workflows will automatically create audiences in Optimizely where audience members are represented as the identifier mapped to the "Optimizely ID" Zeotap field.
- Ideally you will map the same identifier you are targeting with your experimentation account to the "Optimizely ID" field in Zeotap.
Installation and Setup
IN YOUR ODP PASS THROUGH ACCOUNT:
- Navigate to the app directory in the top right (boxes icon with a + sign) and use the autocomplete search bar to search for "Zeotap" -> click on the Zeotap App.
- Click the blue INSTALL button in the top left.
- Click on the SETTINGS tab -> click "GET TOKEN" and copy the token to your clipboard.
IN YOUR ZEOTAP ACCOUNT:
- Open Zeotap and navigate to the "DESTINATIONS" section -> Search for OPTIMIZELY and click on the OPTIMIZELY TILE.
- Paste your token into the "ACCESS TOKEN" field and click SAVE DESTINATION.
IN YOUR EXPERIMENTATION ACCOUNT:
- Configure your Advanced Audience Targeting integration with your ODP API Keys found in the SETTINGS area (gear cog in top right) -> INTEGRATIONS on the left.
- For Optimizely Web Implementation: Consult your Optimizely onboarding representative for assistance with configuring your web and ODP snippets.
Using the App
- Once configured you can select Optimizely as a destination for your Symphony workflows.
- When you select Optimizely as a destination you can select "subscribe" to add visitors to your audience in Optimizely or "unsubscribe" to remove them. Next either name your audience and add a description or choose an existing audience to send your profiles to:
- To access your audience in Optimizely Experimentation navigate to the Audience builder -> Expand Optimizely Data Platform Audience targeting option on the right -> drag "CUSTOM SEGMENTS" into the builder and select the Audience you connected from Zeotap.