...you can uncover whether users are coming back and how their behavior changes across days, weeks, or months. To learn the fundamentals, start with: Retention Overview – Optimizely Documentation What you can do with Retention Analysis Build a Retention Analysis Chart: Define a start event (e.g., account_created) and a return event (e.g.,...
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...compare behaviors across cohorts—enabling smarter, data-driven decisions. To understand the basics, start with the official documentation: Event Segmentation Overview – Optimizely Documentation What you can do with Event Segmentation Build custom Event Segmentations: Choose one or more events, filter them by specific properties (e.g.,...
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SaaS CMS Administrator Certification reference material
SaaS CMS CertificationThis reference guide is meant to help you become a certified Optimizely SaaS CMS core Administrator. It contains centralized links to key Optimizely documentation that aligns with what we are measuring on the...
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... What Are Explorations? Explorations are central to how you analyze user behavior and product performance in Optimizely Analytics. They allow you to construct queries, apply segmentations, and visualize your results—all within a flexible interface. ... Optimizely offers two major types of explorations: Report...
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... This module focuses on the access rights capability in Optimizely CMS SaaS. Access rights play a crucial role in protecting digital content by controlling which user can view, edit, or publish content within the system. By defining and managing the rights and permissions, you can ensure that your digital assets remain secure and that...
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... Welcome Optimizely Analytics gives you the power to zoom in on individual users or entities—referred to as actors—to understand their full interaction journey across your product. This is especially useful for investigating behavior anomalies, validating cohort logic, or debugging events. By the end of this module, you’ll be able...
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Learn how you can use Optimizely Opal to build a robust backlog of experimentation ideas. See how to get test ideas for your website, discover the best ways to refine those into better ideas, and how you can bring your own context and frameworks into Opal. ... Get Test Ideas Demo ... Learn how you can use Optimizely Opal to build a...
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User Interface
Optimizely Analytics Basics... This module provides an introduction to the Optimizely Analytics User Interface, giving you a guided tour of key components such as the navigation bar, project dashboard, and workspace layout. You’ll also get...
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... Welcome In this module, you will review the compliance features Optimizely Data Platform (ODP) provides for customer data privacy and security regarding Personal Identifiable Information (PII) as required by laws like the General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), and General Personal Data...
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...as experiences, sections, elements, blueprints, and styles. After completing this module, you should be able to: Understand the role of Visual Builder within the Optimizely CMS SaaS editorial interface Identify and describe core Visual Builder components such as experiences, sections, and elements Explain the purpose of blueprints and...
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... Welcome In Optimizely Analytics, secure and structured access control is managed through two core components: User Authentication and Users and Groups Management. User Authentication ensures that only authorized individuals can log in to the platform, while Users and Groups Management define how permissions and responsibilities are...
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Block Factory Mapper
SaaS CMS Developer Fundamentals...of different types of content blocks. It's particularly useful when working with a headless CMS like Optimizely, where the structure and types of content can vary significantly. ... <> Step Code Click on the...
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Overview dashboard
Reports.../ Why use it? The Company Overview report is the first screen you are brought to when you log in to your Optimizely Data Platform (ODP) account. This report shows key performance indicators with two metrics that...
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Efficiency Dashboards in CMP
Efficiency Dashboards in CMPWatch this session recording by Michelle Lopez, Product Manager for Optimizely CMP, for an in-depth training on Efficiency Dashboards.You'll learn how to create custom dashboards to gain insight into team efficiency,...
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Efficiency Dashboards in CMP
Efficiency Dashboards in CMPWatch this session recording by Michelle Lopez, Product Manager for Optimizely CMP, for an in-depth training on Efficiency Dashboards.You'll learn how to create custom dashboards to gain insight into team efficiency,...
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Product Information Management (PIM) deep dive
Platform live training...Lots of demos show and tell to get the idea of how to do the step-by-step processes when working with Optimizely PIM. Agenda By the end of this series, you will: Apply knowledge learned from the PIM overview Work...
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Product Information Management (PIM) deep dive
Product Information Management (PIM) deep dive...Lots of demos show and tell to get the idea of how to do the step-by-step processes when working with Optimizely PIM. Agenda By the end of this series, you will: Apply knowledge learned from the PIM overview Work...
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Product Information Management (PIM) deep dive
Product Information Management (PIM) deep dive...Lots of demos show and tell to get the idea of how to do the step-by-step processes when working with Optimizely PIM. Agenda By the end of this series, you will: Apply knowledge learned from the PIM overview Work...
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... In this module, you will explore how to create and manage forms within the CMS to collect and process user information effectively. You’ll learn how to build standard forms, set up multi-step forms for longer inputs, and use dependency-based forms to display fields dynamically based on user responses. The module also covers the All...
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... Welcome In this module, you will learn about Optimizely Data Platform's (ODP) Data settings, including how ODP's data structure informs its capabilities. After completing this module, you should be able to: Map out the database structure of ODP Customize product displays with the Content Shield Filter Understand the basics of API and how...
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...you will explore the intricacies of product management, from manual creation and image/document assignments to accessory integration and specification detailing in Optimizely Configured Commerce. After completing this module, you should be able to: Create a product manually Assign images or documents to a product Assign accessories to a...
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... In this module, you will learn how the Optimizely CMS editing workspace is laid out, and how to use its main interface components—such as the toolbar, panels, navigation tree, and assets panel—to manage and edit content efficiently. You’ll become familiar with how to find tools, access content, preview changes, and customize your...





