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Introduction

AudienceStream allows Tealium clients to discover audiences, enrich visitor profiles and stitch together customer interactions across digital touch points. Using both AudienceStream and Optimizely, you can leverage the audiences created in AudienceStream and build targeted experiments in Optimizely. There are currently two different ways to integrate the two:

  • Using the Tealium Tools Extension for Chrome to generate a code snippet to paste into your utag.sync.js file (this method presently only works with Optimizely Classic)
  • Through the Optimizely dashboard and creating new audiences from pulled from your Tealium profile

Integrating Audiences Using uTag Sync and Tealium Tools

Note that this method presently only works with Optimizely Classic - for Optimizely X see the other method described in this article.

1) Your site will have to include the utag.sync.js file in the of the html on all pages they will be using Optimizely. It is probably best for consistency to include on all pages. It is important for IT to get this into their project timeline and get this published in your HTML.

  • In TiQ, click ‘Save/Publish’, then click ‘Configure Publish Settings’
  • Switch the ‘Generate utag.sync.js’ File to ‘On’ and click ‘Save’

Publish Settings in TiQ

  • Click ‘Code Center’, Copy the tag with the utag.sync.js file and paste into your respective environment. Make sure and change ‘prod’ to ‘dev’ in your development environment, qa for staging or custom.

utag.sync.js

2) AudienceStream Audiences are sent to Optimizely via mappings leveraging the "Optimizely Helper" widget within Tealium Tools. The client will enter their Optimizely Project ID and Token which will allow the Tool to import the Optimizely Audiences for mappings.

  • In the Optimizely dashboard, click on ‘Account Settings’ then click ‘Generate or view your API tokens.’ Generate or copy your API token.

Optimizely dashboard - Account Settings

  • Download ‘Tealium Tools’ from the Chrome Store. From the Tealium Tools launch page, click on the Optimizely Helper.

Tealium Tools Plugin - Chrome

  • Paste your API token in the Token field, your Project ID, your AudienceStream Account and Profile names, then click Import Audience Data

Optimizely Helper - Configuration

3) Once the mappings have been completed, the client will click the "Generate Code Snippet" button which will generate the code to paste into the utag.sync.js template (uTag Sync) within TiQ.

uTag Sync Code Snippet

  • In TiQ, click on your email address in the upper right corner, click ‘Manage Templates’

Tealium IQ - Manage Templates

  • Select uTag Sync from the drop down and paste your code, click ‘Save Profile Template’ then Publish to your selected environments.

uTag Template selection

4) Once all of this is completed, Data Layer Enrichment is leveraged to grab the AudienceStream Audiences and automatically send to Optimizely. So be sure the Tealium Collect tag is using Frequent Data Enrichment.

Tealium Collect - Settings

5) Create Audience-based Experiments

Your project’s experiments now have the mapped AudienceStream audiences available for targeting. To select a new target audience:

  • Create a new experiment or edit an existing experiment and select the Audiences button
  • Click Add a Saved Audience and select the desired AudienceStream audience to target.
  • Save your experiment.

Integrating Audiences Through Optimizely and Custom Audiences

1) After creating your Audiences in AudienceStream, login to Optimizely and click on ‘Integrations’ then find ‘Tealium.’ Flip the setting to ‘On’

Optimizely dashboard - Integrations

Enter your Tealium account ID in the field provided

2) Click on the ‘Overview’ tab, then click ‘Audiences’

3) Under ‘Conditions,’ click to expand the ‘Tealium’ drop down

4) Drag ‘Tealium Audience’ or ‘Tealium Badge’ to create an Optimizely Audience condition based on a Tealium audience.

Optimizely dashboard - Create New Audience Optimizely dashboard - Create New Audience (cont.)

5) Click ‘Save Audience.’

6) Once all of this is completed, Data Layer Enrichment is leveraged to grab the AudienceStream Audiences and automatically send to Optimizely. So be sure the Tealium Collect tag is using Frequent Data Enrichment.

7) Create Audience-based Experiments

Your project’s experiments now have the mapped AudienceStream audiences available for targeting. To select a new target audience:

  • Create a new experiment or edit an existing experiment and select the Audiences button
  • Click Add a Saved Audience and select the desired AudienceStream audience to target.
  • Save your experiment.