Optimizely Integration (Classic)

Optimizely allows you to test and optimize your website according to the actions users take on different versions of your site’s pages. Using CallRail's integration with Optimizely, you can see phone calls and text messages to your visitor tracking numbers alongside your online conversions and variation data in Optimizely. 

If you're using Optimizely X, refer to this help article

Getting Started

To use CallRail’s integration with Optimizely, you’ll need:

  1. Visitor tracking and your JavaScript snippet installed on your website
  2. Your Optimizely API token and Project ID

Integrating with Optimizely

CallRail’s integration with Optimizely is company-dependent in your account. Follow the instructions below for each company you’d like to integrate with Optimizely. Then, use the second set of instructions in this article to complete your integration setup in Optimizely.

  1. Click the Settings icon on the left navigation bar.

  2. Choose the company you’d like to integrate with Optimizely.

  3. Click Integrations at the top of the page.

  4. Choose Optimizely from the list of integrations.

  5. Enter your Optimizely API token. You can create an API token within your Optimizely account.

  6. Enter your Optimizely Project ID. This is available in Optimizely by navigating to Manage Projects > Settings. The Project ID is listed within Snippet Implementation.

  7. Click Connect Account to place your integration into a Pending state. Follow the next set of instructions to complete your integration setup.

Completing Setup in Optimizely

After you’ve connected your CallRail account with Optimizely, the integration status will read as “Pending.” In order to complete the integration process, you’ll need to log into your Optimizely account and complete the following steps:

  1. In Optimizely, choose the experiment where you’d like to track your phone calls and text messages. Open the Experiment Editor and select Goals from the top right corner.

  2. Click + Add Saved Goal.

  3. You’ll see two new goals that CallRail added: Phone Call and SMS.

  4. Add these goals to the Project ID you entered in your CallRail integration setup.

  5. CallRail will detect your goals once they’ve been added to your experiment in Optimizely, and will change your integration status to “Active.” Calls and text messages will begin reporting from this point forward.

Your CallRail Data in Optimizely

You’ll see the calls and text messages to your tracking numbers within the Performance Summary of an experiment in Optimizely.

Disabling Optimizely Integration

Disabling a company's Optimizely integration will prevent your call data from reporting to your Optimizely account. We'll keep your integration credentials saved in case you'd like to re-activate your integration in the future.

  1. Click the Settings icon on the left navigation bar.

  2. Choose the company where you'd like to disable the integration.

  3. Click Integrations at the top of the page.

  4. Choose Optimizely from the list of integrations.

  5. Select Disable Integration on the right side of the page.