Optimizely Articles / Blogs / Perficient https://blogs.perficient.com/category/partners/optimizely/ Expert Digital Insights Fri, 31 Jan 2025 07:17:39 +0000 en-US hourly 1 https://blogs.perficient.com/files/favicon-194x194-1-150x150.png Optimizely Articles / Blogs / Perficient https://blogs.perficient.com/category/partners/optimizely/ 32 32 30508587 Understanding the Difference Between Optimizely Configured Commerce SDK and Cloud https://blogs.perficient.com/2025/01/31/optimizely-configured-commerce-sdk-vs-cloud/ https://blogs.perficient.com/2025/01/31/optimizely-configured-commerce-sdk-vs-cloud/#respond Fri, 31 Jan 2025 07:17:39 +0000 https://blogs.perficient.com/?p=376258

The Optimizely Configured Commerce SDK and Optimizely Configured Commerce Cloud serve different but complementary purposes within the Optimizely ecosystem. Below is a breakdown of their differences to help clarify their roles:

Optimizely Configured Commerce SDK (Software Development Kit)

The SDK is a toolkit developers use to build, extend, and customize Optimizely Configured Commerce solutions.

Key Features

  • Custom Development: Enables developers to create tailored functionality or modify existing features.
  • Extensibility: Allows the integration of third-party tools, systems, or APIs into the platform.
  • Local Development: Provides resources for developers to work offline or in a local development environment.
  • Code Control: Gives developers greater flexibility to build unique features that align with business-specific workflows or industry requirements.

Use Cases

  • Businesses need highly customized solutions that go beyond the standard capabilities of Optimizely Configured Commerce.
  • This is for developers who want to test and implement features locally before deploying them to the live environment.
  • When integrating Optimizely with complex systems such as legacy ERPs, custom CRMs, or bespoke tools.

Optimizely Configured Commerce Cloud

This is the fully managed, cloud-hosted environment where the Configured Commerce platform operates. It delivers scalability, security, and reliability while offloading the burden of infrastructure management from businesses.

Key Features

  • Cloud Hosting: Hosted on Optimizely’s infrastructure, ensuring uptime and reliability.
  • Scalability: Automatically adjusts to handle increased traffic or load.
  • Maintenance-Free: Optimizely manages software updates, patches, and performance optimizations.
  • Global Availability: Designed for businesses operating in multiple regions with global infrastructure support.
  • Security: Includes enterprise-grade security measures, including compliance with data protection standards.

Use Cases

  • Businesses that want to focus on business operations rather than maintaining infrastructure.
  • Companies expecting fluctuations in traffic and requiring a scalable solution.
  • Organizations need high uptime and reliability for their eCommerce operations.

Important Distinctions Between Cloud and SDK

FactorSDKCloud
PurposeToolkit for building and customizing functionality.Fully managed, hosted environment for the platform.
Target TeamDevelopers and technical teams.Business teams rely on platform stability.
CustomizationHigh flexibility for custom features and integrations.Limited to Cloud version also supports the platform extension at large extent with certain limitation but from this point it sounds like we can only customize the platform through configurations.
ManagementRequires development resources to build and deploy changes.Managed entirely by Optimizely, including updates and maintenance.
HostingLocal or self-hosted for development purposes and production purposes.Hosted by Optimizely with global availability.

By leveraging Optimizely Cloud capabilities, you can achieve robust, scalable, and tailored eCommerce experiences with minimized operational complexity, while using SDK version you can have more controlled, customizable website and also have control on infrastructure, upgrades and the deployments

]]>
https://blogs.perficient.com/2025/01/31/optimizely-configured-commerce-sdk-vs-cloud/feed/ 0 376258
Streamlining Success: A Guide to the Optimizely Configured Commerce Implementation Timeline https://blogs.perficient.com/2025/01/24/streamlining-success-a-guide-to-the-configured-commerce-implementation-timeline/ https://blogs.perficient.com/2025/01/24/streamlining-success-a-guide-to-the-configured-commerce-implementation-timeline/#comments Fri, 24 Jan 2025 07:05:57 +0000 https://blogs.perficient.com/?p=375551

Implementing Optimizely a Configured Commerce platform is a significant milestone for any business looking to scale its digital operations. A well-structured timeline ensures a seamless transition from planning to execution, ultimately delivering a robust eCommerce solution tailored to your needs.

The implementation involves four key phases: PrepareBuild and VerifyGo Live, and Post-Go Live. Let’s examine each phase to understand its importance and components.

Blofe

Image Source from https://support.optimizely.com/hc/en-us/articles/4413199673229-Configured-Commerce-implementation-timeline

Prepare: Creating the Foundation for Success

The journey begins with thorough preparation. This phase ensures all stakeholders align on the project goals, requirements, and expectations.

  • Client Workshop: This critical step involves defining requirements through collaboration with the client. It sets the stage for clearly understanding business objectives and the roadmap.
  • Project Setup: Once the requirements are precise, the focus shifts to creating a sandbox environment for testing and development. This step involves preparing data and configuring ERP and third-party systems for seamless integration with the new platform.

Businesses can minimize risks and ensure a smoother development process by investing time in preparation.

Build & Verify: Realizing the Goal

The Build & Verify phase actively constructs the platform and ensures that all functional and technical requirements are met.

  • Initial Development: Core elements like customer and product data are established, forming the system’s backbone.
  • Ongoing Development and Build: This stage covers integration, site configuration, and the functional requirements outlined earlier. Key tasks include:
    • Loading and structuring content
    • Designing themes to reflect the brand identity
    • Setting up integrations for payment systems, shipping, and more

This phase involves rigorous testing to verify that the platform meets business needs and performs as intended.

Go Live: Launching with Confidence

With development and testing completed, the project transitions to the Go Live phase, where the production environment becomes operational.

  • Create Production Site: A production site is configured to integrate all data and functionalities.
  • Production Prep: This includes loading production data, finalizing integration setups, and ensuring smooth and comprehensive user onboarding. At this stage, internal teams focus on training and ensuring they can manage the platform post-launch.

The platform officially launches, marking the achievement of months of collaboration and hard work.

Post-Go Live: Continuous Optimization

The implementation process doesn’t end with the platform launch. The Post-Go Live phase ensures that businesses continuously monitor and optimize the production site for performance, scalability, and user experience. Regular maintenance and updates are vital to ensure that the platform remains robust and adaptive to evolving business needs.

Why a Structured Timeline Matters

A well-planned implementation time frame keeps the project on track and provides flexibility to address unexpected obstacles. Businesses can focus on delivering an efficient and effective commerce solution by breaking the process into distinct, manageable phases.

With this phased approach, Implementing the Optimizely Configured Commerce platform becomes manageable. It provides a path to a scalable, high-performing, and user-friendly eCommerce experience. Proper planning, collaboration, and execution are the keys to success in this transformative journey.

Reference URL – https://support.optimizely.com/hc/en-us/articles/4413199673229-Configured-Commerce-implementation-timeline

 

]]>
https://blogs.perficient.com/2025/01/24/streamlining-success-a-guide-to-the-configured-commerce-implementation-timeline/feed/ 2 375551
Optimizely Spire CMS Page Variants: Custom Rule Type Option https://blogs.perficient.com/2025/01/09/optimizely-spire-cms-page-variants-custom-rule-type-option/ https://blogs.perficient.com/2025/01/09/optimizely-spire-cms-page-variants-custom-rule-type-option/#respond Thu, 09 Jan 2025 06:34:45 +0000 https://blogs.perficient.com/?p=374535

Optimizely Spire CMS provides a feature to create variants of CMS pages. Page variants are variations of a website page with rules for displaying it to end users. Optimizely Spire CMS supports page variants for all CMS pages, including the header and footer. The primary purpose of that user is to see different variations of the same page.

Optimizely Spire CMS provides a feature to apply rule types on page variants. Optimizely Configured Commerce supports creating custom rule types and rule type options to further use the Rules Engine. The basic requirement of creating a custom rule type or using OOTB on a rule type is that users can see different CMS pages as per the applied rule type.

This blog provides complete information on creating custom rule-type options. The steps below will help create a custom rule type option in the Optimizely Configured Commerce solution that can be used in the Optimizely Spire CMS.

How to Create a Custom Rule Type Option in Optimizely Spire CMS

  1. Open Optimizely Configured Commerce solution in Visual Studio.
  2. Go to the “Extensions” class library.
  3. Create a new class, “CustomRuleTypeOption,” and inherit it from the “CriteriaTypeBase” base class. Add Dependency Name attribute with a name of “CustomRuleTypeOption“.Customruletypeoption1
  4. Implement inherited abstract class members.Customruletypeoption2
  5. Change the DisplayName property value to “Custom Rule Type Option“.Customruletypeoption3
  6. Override the remaining properties value.Customruletypeoption4
  7. To show custom rule type option field in CMS, we need to override the “ParameterDescriptions” property and set “Label” and “ValueType” value.Customruletypeoption5
  8. Override the Validate method and add business logic to validate the input value specified in the CMS. If “true” is returned, the user will see the page variant. If “false” is returned, the user will see the default page.Customruletypeoption6
  9. Rebuild the solution.
  10. Login in Admin.
  11. Go to Administration -> System -> Rule Types listing page.
  12. Open the “Page” rule type from the listing page.
  13. Go to “Rule Options” tab and click on “Rule Type Option” button.Customruletypeoption7
  14. Enter “Description” and select the custom rule type option from the “Criteria Type” dropdown and click on the “Save” button.Customruletypeoption8
  15. Log in as a content admin and click the “Edit” icon.
  16. Go to any page and create a variant of the page. For example, go to Header and click on More Options (…).
  17. Select “Create Variant“.Customruletypeoption9
  18. Enter a “Variant Name”, select “Copy Content from Default” and click on “Save” button.Customruletypeoption10
  19. Select the custom rule type option from the rule type dropdown, enter the value, and click the save button.Customruletypeoption11
  20. As per the rule type, verify the variant page on the site.

References:

  1. https://support.optimizely.com/hc/en-us/articles/4413199746317-Manage-page-variants
  2. https://docs.developers.optimizely.com/configured-commerce/docs/create-custom-rule-type-option-for-cms-variants
  3. https://support.optimizely.com/hc/en-us/articles/4413200007437-Rule-type-options
]]>
https://blogs.perficient.com/2025/01/09/optimizely-spire-cms-page-variants-custom-rule-type-option/feed/ 0 374535
How to Enable Full-Width Layouts in Optimizely Commerce (Spire) https://blogs.perficient.com/2025/01/06/how-to-enable-full-width-layouts-in-optimizely-commerce-spire/ https://blogs.perficient.com/2025/01/06/how-to-enable-full-width-layouts-in-optimizely-commerce-spire/#respond Tue, 07 Jan 2025 04:31:58 +0000 https://blogs.perficient.com/?p=374906

When building websites in Optimizely Commerce (Spire), you may need to create sections that span the entire page width. Full-width sections are essential for design elements such as banners, hero images, and background sections. Optimizely Commerce (Spire) provides a flexible framework that makes it easy to configure and implement full-width layouts, allowing developers to create visually engaging designs with minimal effort. This guide will walk you through utilizing this feature to seamlessly create full-width sections.

How to Create Full-Width Sections

Step 1: Folder Structure

  • First, ensure you have already created a blueprint under the directory src\FrontEnd\modules\blueprints. For example, you might have a blueprint named CustomBlueprint.
  • Navigate to the CustomBlueprint/src. Ensure that a Start.tsx file exists in this directory. If it does not, create and add this file.

Step 2: Understand the Options in Start.tsx

The Start.tsx file is the entry point for setting up the main themes, custom widgets, and pages. It uses Mobius styling principles to ensure everything looks consistent, flexible, and accessible. These principles provide a unified design, allowing for easy customization of themes, colors, typography, and other UI elements while maintaining a seamless, responsive user experience across devices.

In the Start.tsx file, you will find two options for configuring the full-width layout through the style guide:

  • setPreStyleGuideTheme: If you add your code under this method, you can update the full-width settings directly from the content admin interface
  • setPostStyleGuideTheme: If you use this function, the full-width settings will be fixed, and you won’t be able to modify them from the content admin interface.

Step 3: Full-Width Configuration Code

Optimizely Commerce (Spire) already provides a built-in solution to configure sections like the header, content, and footer to span the full page width. To enable full-width for these sections, use the following code snippet:

Basic code configuration

Explanation

  • header: { isFullWidth: true }: Ensures the header section spans the full width of the page.
  • content: { isFullWidth: true }: The main content area extends from edge to edge, perfect for displaying banners or immersive visuals.
  • footer: { isFullWidth: true }: Sets the footer to full width, ideal for footers with background colors or design elements that must reach the screen’s edges.

Step 4: Integrate the Code

Add the above code to the Start.tsx file within one of the theme configuration functions (setPreStyleGuideTheme or setPostStyleGuideTheme), depending on whether you want to allow updates to the full-width settings from the content admin interface.

Code integration

Step 5: How to Update the Full-Width Configuration from the Content Admin

After configuring the full-width settings in the Start.tsx file, Optimizely Commerce (Spire) provides an easy way to manage and update these configurations directly from the Content Admin interface.

  • Go to the Content Admin and navigate to the Style GuideStyle guide section admin
  • In the Site Configurations section, you will find the Full Width settings.

Admin full width

  • Click on each option (Header, Content, and Footer) to see a toggle that allows you to make the section full-width.

Admin full width edit

Note: You can only update the full-width setting using the setPreStyleGuideTheme option in the Start.tsx file.

  • After updating the value in the Settings modal, ensure you save the changes.

Step 6: How to Use the Full-width Option on Actual Pages

  • To use the full-width option on pages, add a Row widget. Edit the Row widget, and you will see a Full Width Checkbox option (by default, this option will be unchecked).

Full width row default state

  • To make the section full width, check the checkbox.

     Note: Once the checkbox is checked, any content in that row will be displayed at full width.

Full width row checked state

Conclusion

Optimizely Commerce (Spire) provides a straightforward and flexible solution for creating full-width sections, making it easier to design visually engaging websites. Following the steps outlined in this guide, you can quickly enable full-width layouts for your header, content, and footer. Whether you prefer to manage these configurations through the Content Admin interface or directly in the code, Optimizely Commerce offers the flexibility to create seamless, immersive designs that enhance the overall user experience. With full control over these settings, you can customize your site’s layout to fit your specific design needs while maintaining a consistent and responsive interface across devices.

]]>
https://blogs.perficient.com/2025/01/06/how-to-enable-full-width-layouts-in-optimizely-commerce-spire/feed/ 0 374906
Optimizely Configured Commerce – Email Administration And More https://blogs.perficient.com/2025/01/02/optimizely-configured-commerce-email-administration-and-more/ https://blogs.perficient.com/2025/01/02/optimizely-configured-commerce-email-administration-and-more/#respond Fri, 03 Jan 2025 04:26:31 +0000 https://blogs.perficient.com/?p=374826

Optimizely Configured Commerce provides a unique way of managing emails. This allows administrators to configure and manage the email templates and settings used for automated email communications with users. This feature is essential for ensuring consistent branding, and operational efficiency in a B2B e-commerce environment. And most importantly, those emails are setup automatically and should not require many updates.

However, in some scenarios, you might need more customizations when working with emails. This article will provide more insights about Optimizely Configured Commerce’s Emails that have not been covered in the documentation. You will get some ideas on how to deeply customize the Email Templates and also, send emails using the B2B framework from Optimizely.

Prerequisites

Before jumping into customization, you need to have fundamental understandings about Email Administration in Configured Commerce.

How to send email with Optimizely Configured Commerce

In Optimizely Configured Commerce, emails are sent automatically when a certain event occurs on a webpage (for example, order confirmation email is sent when submitting an order). However, some actions are not associated with sending mails. If you want to do that, like sending a notification email to the new registrant, you have to put some code inside your custom handlers, or Web API Controllers. Using .NET SmtpClient is a good choice, but in the scope of this article, I would suggest utilizing the EmailService inside the B2B framework that we’re using. The reason is you can benefit from the Email Administration feature that is integrated to Configured Commerce, from managing email templates to monitoring the email message logs, etc. Every mail sending through the EmailService will be kept track of inside this screen:

Opti B2b Email Logs

As being said, here’s how you can send the email any time with B2B Email Service (along with explanation):

// getting email template from IEmailTemplateUtilities (you need to inject this interface in your controller)
var emailTemplate = emailTemplateUtilities.GetOrCreateByName("MyCustomEmailTemplate");

// retrieving the content manager from the email template
var emailTemplateContentManager = emailTemplate.ContentManager;

// using IContentManagerUtilities to get the current version of the email body (you also need to inject this interface in your controller)
var htmlBody = contentManagerUtilities.CurrentContent(emailTemplateContentManager).Html;

// now create the email model to store the dynamic data. It's basically an ExpandoObject
dynamic emailModel = new ExpandoObject();
emailModel.Name = "John Doe";

// Parsing the template. For example, the placeholder [[Model.Name]] in the html body will be replaced with the actual data of emailModel, which is "John Doe".
// You need to inject the IEmailService before using it
string strEmailBody = emailService.Value.ParseTemplate(htmlBody, emailModel);

// Send the email with Configured Commerce's IEmailService
var sendEmailParameter = new SendEmailParameter();
sendEmailParameter.ToAddresses = new List<string>(){ "john.doe@test.com" };
sendEmailParameter.FromAddress = "defaultemail@test.com";
sendEmailParameter.Subject = "Welcome to our site";
sendEmailParameter.Body = strEmailBody;
try
{
    emailService.Value.SendEmail(sendEmailParameter, unitOfWork);
}
catch (Exception e)
{
    // Error handling
}

You can create a new template or edit an existing one. The IEmailService will send successfully as long as it is able to find the template name, and the placeholders match with the structure of your Email Model ExpandoObject:

Mycustomemailtemplate

Customize Email Templates

DotLiquid is used to render the views of all email templates. However, seems like it’s not the standard DotLiquid syntax. The syntax has not been documented, this is what I found while inspecting the default templates:

Placeholder Syntax

The templating engine uses this syntax [[Model.PropertyName]] to render dynamic data from the Model. Since the Model is an ExpandoObject so you’re free to define any property inside. Also, there’re bunch of built-in variables for existing templates, please refer here: https://support.optimizely.com/hc/en-us/articles/4413199986957-HTML-variables-for-email-templates

If-Else Statement

Use this logic block when you want to render something conditionally.

If:

[% if Model.MyProperty != null and Model.MyProperty != "" -%]
    <p>[[Model.MyProperty]]</p>
[% endif -%]

If-Else:

<strong>
    [% if Model.FirstName!= null and Model.FirstName!= "" -%] [[Model.FirstName]] [% else -%] [[Model.LastName]] [% endif -%]
</strong>

Iteration

Use this block to loop through a list:

[% for orderGroup in Model.OrderGroups -%]
    <div>
          <p>[[orderGroup.Heading]]</p>
    </div>
[% endfor -%]

Note: As of now (Jan 2025), the templating engine hasn’t supported nested loop yet.

Site Messages

You can even use Site Messages in your templates. For example:

<span>[% siteMessage 'Welcome_Message' %]:</span>

The cool thing about it is, Site Messages can be localizable. So based on SiteContext.Current.LanguageDto (from Insite.Core.Context), it can detect the current language and translate the message automatically for you.

Welcomemessage

 

I hope this information will be helpful when you need to work on Email Administration in Optimizely Configured Commerce. Happy coding!

]]>
https://blogs.perficient.com/2025/01/02/optimizely-configured-commerce-email-administration-and-more/feed/ 0 374826
Optimizing E-commerce SEO: The Role of Product Information Management (PIM) https://blogs.perficient.com/2024/12/17/optimizing-e-commerce-seo-the-role-of-product-information-management-pim/ https://blogs.perficient.com/2024/12/17/optimizing-e-commerce-seo-the-role-of-product-information-management-pim/#comments Tue, 17 Dec 2024 22:02:44 +0000 https://blogs.perficient.com/?p=327689

A strong and successful search engine optimization (SEO) strategy is essential in the extremely competitive world of e-commerce today. You can increase the visibility, draw in more visitors, and raise conversion rates with the correct tools and strategies. Product information management (PIM) is a crucial tool for accomplishing these objectives.

What is PIM?

PIM provides a central repository for product information, ensuring that information is accurate, consistent, and up-to-date. This allows businesses to streamline the management of product data, such as descriptions, images, specifications, and other key information related to their products. Having this organized and easily accessible information can be extremely beneficial to businesses looking to improve their customer service, increase sales, and ultimately enhance their SEO performance.

By using PIM, businesses can save time and resources by reducing manual work, increasing accuracy, and eliminating redundant data entry. A PIM system can also help with managing different versions of product descriptions, images, and other data fields in different languages and currencies. This allows businesses to quickly launch products into new markets and keep them updated across multiple channels.

How can PIM help improve your SEO?

Product Information Management (PIM) systems are designed to help businesses store, manage, and distribute product information in an efficient and organized manner. It has become a popular tool for businesses looking to improve their SEO rankings.

PIM can help improve your SEO rankings in several ways:

  1. High-quality Content: PIM can help ensure that product information is accurate, complete, and consistent, which can lead to better on-page optimization and search engine visibility.
  2. Enhanced Product Descriptions: PIM enables the creation of detailed and optimized product descriptions, which can help improve the relevance and quality of content for search engines.
  3. Better Keyword Targeting: PIM can provide insights into which keywords are most relevant for each product, enabling e-commerce websites to better target those keywords in their product pages and other content.
  4. Improved Taxonomy: Taxonomy helps to improve the customer experience by making it easier for customers to find what they are looking for, and to compare products based on relevant attributes. In addition, a well-structured taxonomy can also help to improve search engine optimization (SEO) by increasing the relevance of search results, which can drive more traffic to a company’s website.
  5. Cross-Channel Distribution – PIM systems also make it easy to distribute your product information across multiple channels. This helps increase the visibility of your product pages and will help improve your SEO rankings.
  6. Faster and More Efficient SEO Updates – PIM can also help make SEO updates faster and more efficient. With PIM, you can quickly and easily make changes to your product information, which can then be automatically updated across all of your sales channels. This saves time and reduces the risk of errors, making it easier to optimize your product pages for search engines. With PIM, you can keep your website up-to-date with the latest product information and take advantage of new SEO opportunities as they arise.
  7. Asset Management – Asset management in a Product Information Management (PIM) system refers to the process of organizing and managing digital assets, such as images, videos, and other multimedia files, associated with a product. This includes storing, categorizing, and versioning these assets to ensure that they are easily accessible and up-to-date. We can also attach metadata to digital assets to help improve the search.

This can lead to improved organic search traffic and more conversions for your business but business always questions how do I know the optimization we were doing in PIM is helping us, One way to identify is utilizing Digital Self analytics.

inriver’s digital self-analytics tool, Evaluate, significantly enhances SEO optimization in several ways:

  1. Content Compliance: Evaluate ensures that your product information is accurate and consistent across all channels, which is crucial for SEO. Accurate data helps search engines understand your products better, improving visibility.
  2. Keyword Optimization: The tool tracks keyword performance and helps you optimize product listings for better search rankings. This includes monitoring keyword search and share-of-shelf.
  3. Real-Time Insights: Evaluate provides real-time insights into how your products are performing on the digital shelf. This includes monitoring product search rankings, competitor pricing, and stock levels, allowing you to make data-driven decisions to improve SEO.
  4. Engagement Intelligence: By analyzing customer interactions and engagement with your product listings, Evaluate helps you understand what works and what doesn’t. This information is vital for refining your SEO strategy to attract more traffic and improve conversions.
  5. Automated Monitoring: The tool uses smart automation to constantly monitor your products, providing actionable insights that help you stay ahead of the competition and ensure your product information is always optimized for search engines.

Using inriver Evaluate, you can take control of your digital shelf, drive revenue growth, and enhance your SEO efforts with precise, actionable data.

By following these recommendations, you can make sure that you get the most out of your PIM system and improve your SEO performance. PIM can help you stay ahead of the competition in the e-commerce space. So if you’re looking to improve your SEO performance and reach more customers, it’s time to invest in PIM. For more information on this, contact our experts today.

 

 

 

 

 

]]>
https://blogs.perficient.com/2024/12/17/optimizing-e-commerce-seo-the-role-of-product-information-management-pim/feed/ 1 327689
Perficient at Opticon 2024: Welcome to Onederland https://blogs.perficient.com/2024/11/13/perficient-at-opticon-2024/ https://blogs.perficient.com/2024/11/13/perficient-at-opticon-2024/#respond Wed, 13 Nov 2024 21:17:40 +0000 https://blogs.perficient.com/?p=372023

We’re heading to Onederland!

Optimizely’s Opticon 2024 is just around the corner. The three-day annual event is a can’t-miss for anyone in the Optimizely community. With countless breakout sessions, ample networking opportunities, hands-on workshops, inspiring keynotes, and an iconic closing celebration, Opticon promises to deliver something for everyone.

This year’s event will take place November 18 – 20 in San Antonio, Texas. Let’s dive into what you can expect from this year’s conference.Opticon 24 Logo

What is Opticon?

Opticon is Optimizely’s biggest event of the year. Hundreds of brands, marketers, technologists, and visionaries come together for networking, innovation-driven sessions, and exciting new announcements about the future of Optimizely. This year, Opticon is hitting the road, stopping in Stockholm, London, and finally San Antonio.

There are two ways to attend Opticon: in-person or online. Both are free of charge for attendees, including customers.

Opticon 2024 Agenda Highlights

Welcome Reception

Monday, November 18 | 4:00 – 6:00 PM

Opticon Opening Keynote

Tuesday, November 19 | 9:00 – 10:30 AM

Closing Celebration

Wednesday, November 20 | 5:30 – 10:00 PM

This year’s closing celebration will take place at Knibbe Ranch.

Meet Our Team at Opticon

Our team of Optimizely experts is excited to be on-site at Opticon 2024.

John Dymond, Portfolio Specialist, is no stranger to attending Opticon. “I can’t wait for Opticon this year. I feel that the Optimizely One story is really starting to come together in a way that clients can envision it solving more of their challenges,” John said. “I’m most looking forward to seeing the evolution of their SaaS products and how that is shaping the future of the Optimizely platform as a whole.”

Learn more about our team and get connected!

Our Expertise

Perficient is an award-winning Optimizely Premier Platinum Partner with specializations in Content Cloud, Commerce, and Intelligence Cloud. With years of experience and hundreds of successful projects under our belt, we’re ready to help you take control of the customer experience using one robust, modular, powerful intelligence platform.

Stop by and see us at booth #11! See you in San Antonio!

]]>
https://blogs.perficient.com/2024/11/13/perficient-at-opticon-2024/feed/ 0 372023
Content Search with Optimizely Graph https://blogs.perficient.com/2024/10/09/content-search-with-optimizely-graph/ https://blogs.perficient.com/2024/10/09/content-search-with-optimizely-graph/#respond Wed, 09 Oct 2024 19:31:53 +0000 https://blogs.perficient.com/?p=370373

Optimizely Graph lets you fetch content and sync data from other Optimizely products. For content search, this lets you create custom search tools that transform user input into a GraphQL query and then process the results into a search results page.

Why use Graph for Content Search?

The benefits of a Optimizely Graph-based search service include:

  • Faster search results.
  • Better error handling.
  • More flexibility over search logic.
  • Cross-application and cross-platform search capability.

Let’s explore the steps to make this work using the Alloy project. First, obtain the Content graph keys/secret from Optimizely.

Implementation: This involves two steps.

#1: Server side setup and Querying

  • Add the content graph keys and secret in the appSettings.json

Appsettings

  • Install the Optimizely.ContentGraph.Cms package, and note that the Content Delivery API must also be installed as a prerequisite for the graph to function
    • Highlighted in red are the required packages. Highlighted in green is the initialization of the Content Delivery API and Graph in IServiceCollection. Additional configuration options are available as needed.

Packages

  • After executing the code, you should see the Optimizely Graph option in the CMS.

Cms Graph

  • Run the Indexing job from the Content Synchronization option. Once completed, all indexed content types will be visible.
    • The screen below shows the job status, and you can explore the indexed content by clicking the Details link. Highlighted in green are the indexed content types available for querying.

Indexed Content

  • With this, you should be able to query content in the GraphQL playground by selecting any page content types

Graphql Query

#2. Client side setup and Querying

Now that the server-side querying is ready, let’s configure the client side to query from the application code.

  • Install the following packages:
    • StrawberryShake.Server
    • StrawberryShake.Transport.Http.

Strawberry Tools

  • We also need to install StrawberryShake.Tools on the machine
    • dotnet tool install StrawberryShake.Tools -g
  • Next, we’ll create a sample GraphQL query to generate a proxy/schema. Copy the same query from the server-side setup into a .graphql file. Create a Queries folder and place the query file inside it.

Test Query

  • Navigate to the current project folder in the terminal and run the following command, replacing the OptimizelyGraphSingleKeyValue with the key received from Optimizely (as shown in the appSettings step):
    • dotnet-graphql init https://cg.optimizely.com/content/v2?auth={OptimizelyGraphSingleKeyValue} -n AlloyGraphClient

Schema Generator

  • This will generate three files for the GraphQL schema, as highlighted below..

Schema Files

  • The previous step also creates the StrawberryShake Client in the solution, which will be used for querying. The client name will match the namespace provided earlier. Since we used -n AlloyGraphClient, the generated client will be AddAlloyGraphClient
    • Configure the base address to use the Optimizely Single Key value from the graph settings.

Schema Client Code

  • This completes the setup, and we should now be able to use this client for querying in code. The client generates an interface following a similar naming pattern; here, it will be IAlloyGraphClient
    • Inject this interface into the StartPageController and verify the results

Querying In Controller Query Results In Controller

    • As we can see, the data is being returned according to the query. This is now ready to be mapped and displayed in the Views.
  • GraphQL supports a full range of features, including querying and filtering. It’s easy to verify queries in the playground and apply those changes to the .graphql query file. If you make any additions or modifications to the query, ensure that the latest schema is downloaded when you rebuild the code
    • Following update will show up on build for the new schema update to the code.

Generate Client

 

 

 

 

]]>
https://blogs.perficient.com/2024/10/09/content-search-with-optimizely-graph/feed/ 0 370373
Omnichannel Analytics Simplified – Optimizely Acquires Netspring https://blogs.perficient.com/2024/10/09/omnichannel-analytics-optimizely-netspring/ https://blogs.perficient.com/2024/10/09/omnichannel-analytics-optimizely-netspring/#respond Wed, 09 Oct 2024 12:53:32 +0000 https://blogs.perficient.com/?p=370331

Recently, the news broke that Optimizely acquired Netspring, a warehouse-native analytics platform.

I’ll admit, I hadn’t heard of Netspring before, but after taking a closer look at their website and capabilities, it became clear why Optimizely made this strategic move.

Simplifying Omnichannel Analytics for Real Digital Impact

Netspring is not just another analytics platform. It is focused on making warehouse-native analytics accessible to organizations of all sizes. As businesses gather more data than ever before from multiple sources – CRM, ERP, commerce, marketing automation, offline/retail – managing and analyzing that data in a cohesive way is a major challenge. Netspring simplifies this by enabling businesses to conduct meaningful analytics directly from their data warehouse, eliminating data duplication and ensuring a single source of truth.

By bringing Netspring into the fold, Optimizely has future-proofed its ability to leverage big data for experimentation, personalization, and analytics reporting across the entire Optimizely One platform.

Why Optimizely Acquired Netspring

Netspring brings significant capabilities that make it a best-in-class tool for warehouse-native analytics.

With Netspring, businesses can:

  • Run Product Analytics: Understand how users engage with specific products.
  • Analyze Customer Journeys: Dive deep into the entire customer journey, across all touchpoints.
  • Access Business Intelligence: Easily query key business metrics without needing advanced technical expertise or risking data inconsistency.

This acquisition means that data teams can now query and analyze information directly in the data warehouse, ensuring there’s no need for data duplication or exporting data to third-party platforms. This is especially valuable for large organizations that require data consistency and accuracy.

Omnichannel Analytics Optimizely Netspring

 


Ready to capitalize on these new features? Contact Perficient for a complimentary assessment!


The Growing Importance of Omnichannel Analytics

It’s no secret that businesses today are moving away from single analytics platforms. Instead, they are combining data from a wide range of sources to get a holistic view of their performance. It’s not uncommon to see businesses using a combination of tools like Snowflake, Google BigQuery, Salesforce, Microsoft Dynamics, Qualtrics, Google Analytics, and Adobe Analytics.
How?

These tools allow organizations to consolidate and analyze performance metrics across their entire omnichannel ecosystem. The need to clearly measure customer journeys, marketing campaigns, and sales outcomes across both online and offline channels has never been greater. This is where warehouse-native analytics, like Netspring, come into play.

Why You Need an Omnichannel Approach to Analytics & Reporting

Today’s businesses are increasingly reliant on omnichannel analytics to drive insights. Some common tools and approaches include:

  • Customer Data Platforms (CDPs): These platforms collect and unify customer data from multiple sources, providing businesses with a comprehensive view of customer interactions across all touchpoints.
  • Marketing Analytics Tools: These tools help companies measure the effectiveness of their marketing campaigns across digital, social, and offline channels. They ensure you have a real-time view of campaign performance, enabling better decision-making.
  • ETL Tools (Extract, Transform, Load): ETL tools are critical for moving data from various systems into a data warehouse, where it can be analyzed as a single, cohesive dataset.

The combination of these tools allows businesses to pull all relevant data into a central location, giving marketing and data teams a 360-degree view of customer behavior. This not only maximizes the return on investment (ROI) of marketing efforts but also provides greater insights for decision-making.

Navigating the Challenges of Omnichannel Analytics

While access to vast amounts of data is a powerful asset, it can be overwhelming. Too much data can lead to confusion, inconsistency, and difficulties in deriving actionable insights. This is where Netspring shines – its ability to work within an organization’s existing data warehouse provides a clear, simplified way for teams to view and analyze data in one place, without needing to be data experts. By centralizing data, businesses can more easily comply with data governance policies, security standards, and privacy regulations, ensuring they meet internal and external data handling requirements.

AI’s Role in Omnichannel Analytics

Artificial intelligence (AI) plays a pivotal role in this vision. AI can help uncover trends, patterns, and customer segmentation opportunities that might otherwise go unnoticed. By understanding omnichannel analytics across websites, mobile apps, sales teams, customer service interactions, and even offline retail stores, AI offers deeper insights into customer behavior and preferences.

This level of advanced reporting enables organizations to accurately measure the impact of their marketing, sales, and product development efforts without relying on complex SQL queries or data teams. It simplifies the process, making data-driven decisions more accessible.

Additionally, we’re looking forward to learning how Optimizely plans to leverage Opal, their smart AI assistant, in conjunction with the Netspring integration. With Opal’s capabilities, there’s potential to further enhance data analysis, providing even more powerful insights across the entire Optimizely platform.

What’s Next for Netspring and Optimizely?

Right now, Netspring’s analytics and reporting capabilities are primarily available for Optimizely’s experimentation and personalization tools. However, it’s easy to envision these features expanding to include content analytics, commerce insights, and deeper customer segmentation capabilities. As these tools evolve, companies will have even more ways to leverage the power of big data.

A Very Smart Move by Optimizely

Incorporating Netspring into the Optimizely One platform is a clear signal that Optimizely is committed to building a future-proof analytics and optimization platform. With this acquisition, they are well-positioned to help companies leverage omnichannel analytics to drive business results.

At Perficient, an Optimizely Premier Platinum Partner, we’re already working with many organizations to develop these types of advanced analytics strategies. We specialize in big data analytics, data science, business intelligence, and artificial intelligence (AI), and we see firsthand the value that comprehensive data solutions provide. Netspring’s capabilities align perfectly with the needs of organizations looking to drive growth and gain deeper insights through a single source of truth.

Ready to leverage omnichannel analytics with Optimizely?

Start with a complimentary assessment to receive tailored insights from our experienced professionals.

Connect with a Perficient expert today!
Contact Us

]]>
https://blogs.perficient.com/2024/10/09/omnichannel-analytics-optimizely-netspring/feed/ 0 370331
How to Use Fonts in Optimizely CMS Spire https://blogs.perficient.com/2024/10/08/how-to-use-fonts-in-optimizely-cms-spire/ https://blogs.perficient.com/2024/10/08/how-to-use-fonts-in-optimizely-cms-spire/#respond Tue, 08 Oct 2024 05:48:53 +0000 https://blogs.perficient.com/?p=370087

Unlock Your Website’s Potential with Custom Fonts

In this blog, we’ll explore the importance of typography in enhancing your site’s visual appeal and user experience. You’ll discover step-by-step instructions for integrating custom fonts into your Optimizely CMS Spire. Whether you’re a beginner or an experienced developer, this guide will provide valuable insights to elevate your web design.

So, let’s see below how we can integrate fonts using a third-party URL or by using font files. 

URL Font Help 

If you need to use third-party font URLs, such as Google Fonts or Adobe Fonts, then this option is preferable. 

By default, Optimizely uses this one option to load font.  

Suppose we have already created blueprint (or We can say theme in general) i.e. CustomBlueprint under frontend/modules/blueprints directory. 

We must create the Start.tsx file if it is not already in the CustomBlueprint/src directory. 

There is variable called fontFamilyImportUrl present under typography section of file modules\mobius\src\globals\baseTheme.ts. Use the variable that was copied from the previously specified file location in Start.tsx.

Inside that variable we must update whatever third-party URL we have (Google Font, Adobe Font, etc).

 

Fonts import with URL option

 

Once you’ve updated the URL as mentioned above, you can start using the font as outlined below. 

 

Fonts use in Start.tsx file with url option

Custom Fonts

If you want to load font files from codebase instead of using third-party font URLs. Then this option is preferable.  

Let’s see how we can integrate fonts using custom font files like (woff, woff2, eot, ttf).  

Here also we need CustomBlueprint blueprint and Start.tsx file.  

First, we will see where we must add a custom font file and then how to access and load in our site those files.  

 

Fonts files in static content

 

Under CustomBlueprint create the wwwroot/staticContent directory, and inside that directory, add your font files. 

Also, create one CSS file stylesheet.css under wwwroot/staticContent directory. Inside that file we are calling the fonts file using @font-face.

 

Fonts import using stylesheet file

 

Once font added under directory wwwroot/ staticContent and called in wwwroot/ staticContent/stylesheet.css CSS file, then we have to assign path of CSS file to “fontFamilyImportUrl” variable present in Start.tsx file. 

Fonts import using files in Start.tsx file

 

By using this path /staticContent/stylesheet.css, you can access CSS file.

Once above process done then you can start using font as per below.

 Fonts use in Start.tsx file with code option

 

 

By using the above two ways, you can easily integrate fonts in your Optimizely CMS spire site. 

]]>
https://blogs.perficient.com/2024/10/08/how-to-use-fonts-in-optimizely-cms-spire/feed/ 0 370087
Simple and Effective Personalization with Optimizely Data Platform (ODP) https://blogs.perficient.com/2024/09/24/personalization-with-optimizely-data-platform-odp/ https://blogs.perficient.com/2024/09/24/personalization-with-optimizely-data-platform-odp/#respond Tue, 24 Sep 2024 13:53:38 +0000 https://blogs.perficient.com/?p=369697

As we dive into the amazing capabilities of Optimizely One, let’s shine a spotlight on the Optimizely Data Platform (ODP). This simple tool unifies all your customer data in one place, making segmentation and personalization a breeze for your marketing team. With ODP, you’ll gain a complete view of your customers’ interactions and behaviors, empowering you to create personalized experiences, optimize your email marketing campaigns, and make smarter, data-driven decisions. Imagine effortlessly understanding your customers, delivering tailored experiences, and boosting your campaign performance – all while simplifying your data management. That’s the magic of ODP within Optimizely One!

Keep reading to discover how personalization with the Optimizely Data Platform (ODP) can enable simple and effective using real-time segmentation and AI generated customer insights.

Why Is A Customer Data Platform Important To Your Digital Business?

Imagine you’re remodeling your home. You might dream of a grand overhaul, but wisdom (and budget) suggests starting with one room to learn what works. This method is not only useful but also smart because it lets you meet the needs of your family and change things as needed without having to commit to a full renovation right away. This is the philosophy you can apply to personalizing digital experiences with customer data platforms (CDP).

There’s a lot of talk about CDPs and how valuable they are for personalization. You know it’s time to act because your customers want experiences that are tailored just for them. But diving into a full-scale CDP can feel like gutting your entire house when all you need is to repaint the living room. This is where the Optimizely Data Platform (ODP) comes into play, like a trusty set of tools that helps you piece together the customer data puzzle, one segment at a time.

With ODP, you’re laying down the hardwood floors of your digital strategy, creating a solid foundation for personalization and real-time segmentation. It’s about understanding each customer’s needs and behaviors before knocking down walls. By integrating ODP capabilities in tandem with other CDP solutions, you’re not just repainting; you’re reimagining spaces with the customer at the heart.

In this article, we’ll guide you through the flexibility of ODP, showing you how its versatility can help create customer journeys as unique as a custom-built home. You’ll see how segment by segment, ODP can enrich customer engagement, enable personalized experiences, and ultimately make sure your investment in data-driven marketing pays off, just like those home improvements that boost your property’s value.

So, let’s roll up our sleeves and walk through the considerations for using ODP. You’ll learn how to use it effectively, gain quick wins, and build towards a full-scale personalization that feels just like home.


Need Expert Help?  Contact Perficient for a complimentary assessment today!


Let’s untangle the web of questions and turn your data into actionable insights.

  • Can I use ODP with other CDPs?
  • How can we make the most of ODP?
  • What are some example use cases that will show an ROI?

What’s ODP and CDP Got to Do With It?

As customers continue to demand more tailored experiences, businesses need to find ways to not only meet these expectations but also surpass them. Optimizely Data Platform (ODP) is a powerful tool that enables companies to achieve maximum personalization and real-time segmentation. ODP is a customer data platform (CDP) that enables businesses to collect, store, and manage customer data from multiple sources. This data can then be used to personalize customer experiences, allowing businesses to segment customers into precise cohorts.

Can I use ODP with other CDPs?

The short answer is Yes! Using Optimizely’s Data Platform (ODP) with other Customer Data Platforms (CDPs) can give businesses a comprehensive view of their customers. This data provides marketers with valuable insights, allowing them to create effective campaigns and more effectively target their audience. It also enables companies to track the performance of individual campaigns in real time, which gives them the opportunity to make necessary improvements or adjustments quickly.

ODP Plays Well With Others

Concerned about how ODP stacks up with other CDPs? Or you are unsure if you can also leverage your CRM, commerce or marketing automation tools. Rest easy. ODP is engineered to integrate seamlessly with powerhouse CDPs like Salesforce, Tealium, mParticle, and Segment. So, you can orchestrate your data with a robust CDP and then feed it into the ODP for refined segmentation and reporting. There are many out of the box integrations and if there is not a connector already built, Optimizely offers the ability to do custom integrations leveraging their framework of APIs.

Integrating ODP with another data sources like additional CRMs or marketing automation technology is very common for any business looking to maximize their marketing efforts and achieve maximum personalization. Doing so will give them access to a unified view of customer data from multiple sources, helping them capture complete customer profiles that are better tailored and more effective at engaging customers.

Example of AI-Generated Customer Insights within ODP 

ODP Customer Insights

How can we make the most of ODP?

Optimizely’s Data Platform (ODP) is a powerful tool that can help businesses personalize experiences, maximize performance, and gain valuable insights into customer behavior. Integrating ODP into the customer journey and CDP strategy allows businesses to collect as much data as possible, which can then be used to create tailored content in real time. Additionally, leveraging predictive analytics enables companies to anticipate potential customer actions and develop more targeted campaigns in the future. With all these capabilities, ODP has the potential to revolutionize how companies interact with their customers on a daily basis.

To truly capitalize on ODP, you need to see beyond the tech. It’s not just about deploying a tool; it’s about strategically aligning it with your growth roadmap.

What are some example use cases that will show a ROI?

Looking for tangible examples? Consider personalized landing pages that alter content based on visitor demographics or past behavior. Or, imagine a real-time segmentation model that instantly categorizes a user as a “DIY home repair enthusiast” based on their browsing history, offering them personalized product suggestions on the fly.

Optimizely’s Data Platform (ODP) can be a powerful tool to help businesses increase customer engagement and loyalty. By leveraging predictive analytics and real-time data, ODP allows companies to create tailored campaigns that are more likely to reach their intended audiences. Additionally, ODP enables companies to engage customers through targeted emails that offer incentives or discounts for completing purchases.

A/B testing is another way that businesses can utilize ODP to gain valuable insights into which versions of content perform best with different audiences or at different points in time. Finally, integrating ODP with popular analytics tools such as Google Analytics and Adobe Analytics gives companies the ability to quickly identify trends, measure performance against KPIs, and improve ROI from campaigns.

Let’s walk through some example tactics for personalization with Optimizely Data Platform (ODP):


Personalization with ODP from Advertising Campaigns

Creating digital marketing campaigns that are personalized based on the referring advertisement involves understanding your audience and strategies that help you tailor the user experience based on the information you have.

Here’s how you can do it:

1. Audience Segmentation – Start by dividing your audience into different segments based on their behaviors, demographics, interests, and source of referrals. This helps you understand the needs and preferences of different groups within your audience.

2. Personalized Calls-to-Action (CTAs) and Dynamic Content – Use dynamic content on your apps, website and landing pages. This allows the content to change based on the characteristics of the visitor, such as their source of referral. For instance, visitors coming from a social media ad for a particular product could land on a page where that product is highlighted. Create CTAs that are relevant to the referring advertisement. If your ad is about a specific offer, the CTA on your landing page could be “Save 20% On (This Offer) Now!”

3. Use UTM Parameters – UTM parameters in your ad URLs can track where your traffic is coming from and what campaign it’s associated with. You can then use this information to personalize the user journey.

By adopting these strategies, you can create a personalized user experience that aligns with the referring advertisement, thereby increasing the likelihood of achieving your campaign goals.


Creating Dedicated, Personalized Landing Pages

Personalized landing pages are specific web pages designed to deliver content that is tailored to the preferences, behaviors, and needs of individual visitors. Rather than presenting the same page to every visitor, a personalized landing page will dynamically adjust its content based on known data about the visitor.

This data can include:

1. Demographics and Geolocation – such as age, gender, location, and more.

2. Behavioral data – Info about the visitor’s past behavior, such as previous purchases, page visits, clicks, etc.

3. Referral source – Where the visitor came from, like a specific social media platform, search engine, or email campaign.

Personalized landing pages aim to increase engagement, relevance, and conversions because they offer a more directly relevant experience to the visitor. For example, if a visitor arrives at your site from an email campaign promoting a specific product, they might land on a page that offers more information specifically about that product rather than a generic homepage or overwhelming category page.

By catering to specific user needs and preferences, personalized landing pages can significantly improve conversion rates and reduce the average cost per action (CPA) for your advertising spend.


Real-Time Segmentation:

Real-time segmentation is a process that involves dynamically sorting customers into distinct groups or segments as they interact with your business in real time. It leverages live data and machine learning algorithms to identify patterns and behaviors, allowing businesses to personalize the customer experience instantaneously.

Here’s how real-time segmentation with ODP can make personalized experiences better:

1. Instant Personalization: Real-time segmentation allows you to provide personalized content, recommendations, or services to your customers immediately based on their current actions. For instance, if a customer is browsing DIY home improvement tools on your e-commerce site, real-time segmentation could categorize them into a “DIY enthusiast in Florida” segment, prompting the website to display more related products or home improvement tips.

2. Improved Customer Engagement: By understanding a customer’s needs and interests at the moment, you can engage them with relevant content and offers, thereby increasing their engagement and likelihood of making a purchase.

3. Timely and Relevant Interactions: Real-time segmentation allows businesses to send the right message at the right time. For example, a customer who abandons their shopping cart could be immediately targeted with a personalized reminder or offer to encourage them to complete their purchase.

In a world where customers expect personalized experiences, real-time segmentation is an invaluable tool. It not only enables businesses to meet these expectations but also helps them forge stronger connections with their customers, which can lead to increased customer retention and revenue.


Implementing ODP for maximum personalization and real-time segmentation

As our digital world continues to expand, so too does the complexity of marketing data. Embracing these tools can result in a significant increase in engagement, relevance, and conversions. But remember, the successful use of a CDP or ODP is contingent upon understanding its capabilities and using them to the fullest. Don’t let your data sit idle; let it work for you and transform your business.

Audiences Created in ODP Can Be Used Across Optimizely One Products

ODP Audience Segments

In order to maximize the potential of ODP for personalized campaigns and real-time segmentation, businesses must first identify the data sources they plan to apply. This includes collecting customer information from various sources such as web analytics tools, CRM systems, marketing automation platforms and commerce tools. Once all necessary data has been unified, companies can begin building targeted audiences based on specific characteristics or behaviors. If there is not a built-in integration for your CRM or data source, a custom integration can be created to meet your needs.

The next step is determining a strategy for creating custom campaigns with ODP that will reach customers in an engaging way. This entails deciding which channels are most effective (e.g., email, SMS or push notifications), setting up A/B tests for different versions of content and messaging, and scheduling initiatives ahead of time for maximum impact. Additionally, it is essential to understand customer preferences to deliver tailored content and messaging suited perfectly for each audience segment.

Personalization with Optimizely Data Platform (ODP) Can Be Simple and Effective

Organizations that are looking to maximize personalization and real-time segmentation should begin with a complimentary assessment for personalization. By scheduling a free consultation, businesses can gain tailored advice from experienced professionals.

Get in touch with a Perficient expert today!
Contact Us

]]>
https://blogs.perficient.com/2024/09/24/personalization-with-optimizely-data-platform-odp/feed/ 0 369697
Streamlining Marketing Success: The Benefits for Optimizely One with Perficient https://blogs.perficient.com/2024/09/17/streamlining-success-optimizely-one-perficient/ https://blogs.perficient.com/2024/09/17/streamlining-success-optimizely-one-perficient/#respond Tue, 17 Sep 2024 14:51:11 +0000 https://blogs.perficient.com/?p=369170

As an Optimizely expert, I eagerly anticipate this time of year due to the exciting Optimizely events happening worldwide. These include Opticon, the main conference for customers, the Optimizely OMVP Summit, a developer meetup, and the Optimizely Hackathon. During these events, we learn about new product releases and discover innovative ways to drive success for our customers. This year, I’m particularly excited about how far we’ve advanced with Optimizely One in collaboration with Perficient, which is described as an operating system for marketing teams.

Will you be at Opticon 2024? Perficient will see you there!

In this article, we’ll explore why organizations should consider moving to a single platform for their marketing efforts to achieve success using Optimizely One with Perficient, and discuss the challenges they face when using too many tools across various teams, leading to ineffective outcomes.

In large organizations, teams often work in silos, focusing only on their specific areas of websites and apps. This can lead to several issues. For one, it creates communication barriers, making it hard for teams to collaborate effectively. This lack of collaboration can result in duplicated efforts, inefficiencies, and a fragmented customer experience. Additionally, using different systems and tools across teams complicates data and process integration. This fragmentation makes it challenging to create a seamless omnichannel experience, as unifying customer interactions across various touchpoints becomes difficult.

As a result, driving accelerated growth is tough when teams and systems aren’t aligned, preventing the organization from reaching its full potential and delivering a cohesive, high-quality customer experience.

When teams work in isolation, several problems can arise, significantly impacting customer experience and hindering growth:

  1. Communication Barriers: Teams struggle to share information effectively, leading to inconsistent messaging and a fragmented customer experience.
  2. Fragmented Customer Data: Different systems make it hard to integrate customer data, resulting in an incomplete view of customer interactions and preventing personalized, seamless experiences.
  3. Reduced Collaboration: Siloed teams miss out on synergies and collaborative opportunities, stifling innovation and limiting the organization’s potential.
  4. Inconsistent Customer Experience: Independent management of customer journey aspects can lead to delays, confusion, or inconsistent service, eroding trust and loyalty.
  5. Barriers to Growth: Misalignment of teams and systems around common goals hinders the organization’s ability to scale and adapt quickly, slowing decision-making and response to market changes.

Many organizations are shifting away from piecing together various products to build their marketing technology systems. Instead, they are consolidating into a digital experience platform that simplifies collaboration and enhances success across the entire organization. These technologies become the marketing operating system, empowering your organization by integrating all tools needed to boost your brand’s growth.

What is a Marketing Operating System?

A marketing operating system is a comprehensive platform that integrates all the tools and processes needed to plan, execute, and analyze marketing activities. It combines various aspects of marketing operations, such as data management, campaign planning, content development, experimentation/personalization, and AI capabilities, into a single, cohesive system. This operating system helps streamline workflows, improve efficiency, and provide a unified view of cross team collaboration, enabling better decision-making and more effective marketing strategies.

Introduced last year, Optimizely One is an industry-first operating system for marketing teams.

To learn how to gain the most value from Optimizely One with Perficient, contact us today.

Products Aligned With The Marketing Lifecycle in Optimizely One

Optimizely Products Perficient


How Does Optimizely One Streamline Your Organization’s Marketing Success?

Organizations seek a comprehensive marketing operating system for several key reasons:

  • Efficiency and Cost Savings:

    By integrating all marketing functions into one platform, organizations can reduce overhead costs and improve operational efficiency. Optimizely One helps you drive real business outcomes such as:

    • Boost Revenue: Generate more income with captivating content and personalized commerce experiences that resonate with customers and provide measurable results for marketers.
    • Lower Customer Acquisition Costs (CAC): Cut down on the expenses of gaining new customers by implementing tests that reliably boost conversion rates.
    • Reduce Total Cost of Ownership (TCO): Minimize expenses by utilizing a single, comprehensive platform.
  • Unified Workflow and Collaboration:

    A single platform streamlines the entire marketing process, from planning to execution and analysis, reducing the complexity and inefficiencies of managing multiple tools. Optimizely One includes the Content Marketing Platform (CMP) which enables organizations to collaborate using:

    • Campaign Planning: Using a single marketing system enhances workflows and collaboration across organizations of any size by streamlining processes, ensuring consistent communication, and integrating efforts seamlessly across all teams and channels.
    • Intelligent Workflows: The content marketing platform leverages a content orchestration process and automation to optimize tasks like content creation, tagging, and distribution, making processes more efficient and reducing manual effort. By adopting a unified marketing system, organizations of any size can streamline workflows and enhance collaboration, ensuring consistent communication and integrated efforts across all teams and channels. This approach not only boosts productivity but also drives better outcomes, supporting the overall goal of delivering a cohesive and high-quality customer experience.
    • Omnichannel Publishing: Effortlessly share your content across multiple content channel. Optimizely CMP connects with popular platforms like CMS and social media tools, making it easy to publish content across multiple channels and track their performance analytics.
  • Data Integration Across CRM, Content, Commerce and Marketing Automation:

    Consolidating data from various sources into one system provides a holistic view of customer interactions, enabling more accurate insights and personalized marketing efforts. Optimizely One solves this with the Optimizely Data Platform (ODP) by leveraging:

    • Integrations for All Data Systems: The Optimizely Data Platform integrates data from all your tools into a single, unified customer profile, enabling segmentation and customer insights that can be leveraged for personalized marketing campaigns. There are many out of the box integrations but custom integrations can also be created using Optimizely’s API framework.
    • Advanced Audience Targeting and Reporting: Know beforehand the population of the targeted audience to better understand the reach and impact of your experiments. This enables experimentation and personalization to target audiences and measure the outcomes of your marketing campaigns.
    • Predictive Personalization Insights: Predict the individual customer’s intent with machine learning and launch omnichannel personalization for content, products, or email marketing. This can automate the next best step at every interaction and generate real-time relevance, at the point of email open or page load.
  • Improved Customer Experience:

    With a comprehensive view of customer data and interactions, organizations can deliver more relevant and engaging experiences across all content, commerce and email marketing campaigns. To help with this Optimizely One includes the CMS, Commerce and Personalization tools working together in a simple platform.

    • Content Management (CMS): To improve speed-to-market, generate and publish new content using a tried-and-true CMS without requiring any development work. Leverages real-time, on-page editing, which includes web layout, eliminates guesswork and previews. Includes content governance process to ensure products, content and layout are approved by using workflows to manage publishing approval.
    • B2B and B2C Commerce: Optimizely Commerce has adaptable checkout procedures to improve conversions and personalize the checkout experience for your customers. This combined shipping, fulfillment, and payment choices to raise conversion rates and boost client happiness.
    • Personalize with Unified Customer Profiles: Progressive profiles are established by the Optimizely Data Platform (ODP) by gradually collecting customer information over multiple interactions, rather than asking for all details at once. By leveraging these detailed profiles with external data systems, marketers can tailor email and website content to individual preferences and behaviors, delivering highly personalized and relevant messages that enhance engagement and conversion rates.
  • AI and Automation To Future Proof Your System:

    Leveraging AI-driven insights, workflows and automation helps marketers optimize content creation, delivery, and performance analysis, leading to more effective and timely campaigns.

    • Opal is the AI system within Optimizely One and empowers the following capabilities:
      • Content intelligence: AI-driven content insights provide real-time recommendations on the types of content that will convert and generate revenue, helping you fine-tune your content strategy for optimal results.
      • Content recommendations: Automatically delivering more relevant content that is personalized using natural language processing and machine learning analyze each visitor’s real-time interests on your site.
      • AI content generator: Generative AI is seamlessly integrated into existing content creation workflows to assist marketers in creating various types of content, from text like headlines and white papers to images. Customers also have the flexibility to use their preferred AI models or providers.
      • AI Tagging: Machine-learning algorithms automatically tag uploaded images, simplifying the process of filtering, discovering, and reusing assets. For example, if you upload a photo of a beach, the system might tag it with “beach,” “ocean,” and “sunset,” making it easy to find and use in future projects. This feature streamlines asset management and enhances productivity within the Digital Asset Management (DAM) platform.
      • Stats Accelerator: In the experimentation tool, machine learning helps quickly identify important differences by smartly directing traffic on your site. This means you can see meaningful results, whether good or bad, up to three times faster.
      • Multi-Armed Bandits: This type of experimentation uses a smart algorithm to find the best-performing variations and automatically directs more visitors to them every hour, helping you increase conversions.
      • Product recommendations: For online stores, AI-driven product recommendations focus on specific groups of shoppers, like those who have abandoned their carts. For example, if a customer leaves items in their cart, the system might send them a personalized discount to encourage them to complete their purchase. This approach helps boost engagement, increase the average order value, and drive more conversions.

 

New and Upcoming AI Capabilities in Optimizely One

Optimizely One AI Capabilities

You don’t need more tools, you need better outcomes.

These benefits collectively help organizations enhance their marketing effectiveness and drive better business outcomes.

In conclusion, the shift from siloed operations to a unified digital experience platform is essential for large organizations aiming to enhance collaboration, streamline processes, and deliver a seamless omnichannel customer experience. By integrating all marketing functions into a single platform, organizations can overcome communication barriers, reduce inefficiencies, and create a cohesive strategy that drives accelerated growth. Optimizely One with Perficient exemplifies this approach, offering a comprehensive marketing operating system that empowers teams, integrates data, and leverages AI and automation to optimize marketing efforts. Embracing such a platform not only improves operational efficiency but also enhances customer engagement and satisfaction, ultimately driving better business outcomes.

In future posts, we’ll share exciting new product enhancements and announcements that will be unveiled at the upcoming Optimizely Conference, Opticon. Stay tuned!

Accelerate your success with the operating system for marketing, Optimizely One with Perficient…

Get in touch with a Perficient expert today!
Contact Us

]]>
https://blogs.perficient.com/2024/09/17/streamlining-success-optimizely-one-perficient/feed/ 0 369170