Optimizely X integration

Optimizely X helps you improve your user experience by analyzing how customers interact with different test variations of your website. Using CallRail's integration with Optimizely X, you can see phone calls and text messages to your visitor tracking numbers as offline conversions and track them as part of the results for an experiment.

Getting started

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

1. Visitor tracking and your JavaScript snippet installed on your website. 
2. Your Optimizely X API token and a project name.

If you're transitioning to Optimizely X, read this Optimizely help article on making the switch. 

Integrating with Optimizely X

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

1. Click the Settings icon on the left navigation bar.
   
   
2. Choose the company you’d like to integrate with Optimizely X.
   
   
3. Click Integrations at the top of the page.
   
   
4. Choose Optimizely X from the list of integrations.
   
   
5. Enter your Optimizely X API token and select Connect Account. You can create an API token within your Optimizely account.
   
   
6. Select a Project from the drop-down to integrate with CallRail. This list reflects the projects in the Optimizely X account you connected. 
   
   
7. Click Update to activate your integration. Follow the next set of instructions to start sending call and text events to Optimizely X. 

Completing setup in Optimizely X

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

1. In Optimizely X, choose the experiment where you’d like to track your phone calls and text messages.
   
   
2. Open the Experiment Editor and select Metrics in the left sidebar.
   
   
3. Under Custom Events, you’ll see two new events that CallRail has added: Phone Call and SMS.
   
   
4. Add these metrics to the Project ID you entered in your CallRail integration setup.
   
   
5. CallRail will detect once these metrics have been added to your experiment in Optimizely X and will change your integration status to “Active.” Calls and text messages to your tracking numbers will begin reporting to Optimizely X from this point forward.
   

Your CallRail data in Optimizely X 

You’ll see calls and text messages to your tracking numbers on the Results page of your experiment.

1. Click Experiments on your Optimizely X dashboard. 
   
   
   
   
2. Choose the experiment where you'd like to see your call and text data. 
   
   
3. Click Results for that experiment. 
   
   
4. View your tracking number results in the Phone Call and SMS event sections of your results page. 
   
   

Deactivating Optimizely X integration

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

1. Click the Settings icon on the left navigation bar.
   
   
2. Choose the company where you'd like to deactivate the integration.
   
   
3. Click Integrations at the top of the page.
   
   
4. Choose Optimizely X from the list of integrations.
   
   
5. Select Deactivate Integration on the right side of the page.