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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: Settings
  • 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.


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