Webtrends Optimize® 2.0 FAQ’s

Webtrends Optimize® 2.0 launched in Autumn 2017. This marks our move away from the Flash UI that we’ve been using for the last 8 years for both test creation and reporting. We understand the confusion that may arise from the various places under which things can be done. To help, we’ve openly detailed what you can do, and where.

1. How do I access the new UI?

The URL for the new UI is: https://app.webtrends.com/optimize. The login credentials are the same as the Visual Editor/WYGIWYG tool, if you’ve used it previously. If you haven’t, just check in with your Optimisation Consultant or Account Manager and we’ll get you set up.

2. How do I access the new reporting area?

We currently have a few reporting UIs. Conditions are as follows, read top to bottom. Stop when a matching condition is found.

  • If it’s an ABn test and you have the ‘Webtrends UI Toolkit‘ Chrome plugin you can use the ‘V2 Reporting UI’ (see next FAQ for details).
  • If built using the Visual Editor, use the reporting here.
  • For anything else use the Flash UI.

3. I have the ‘Webtrends UI Toolkit’ how do I access the ‘V2 Reporting UI’?

Log into the new UI, enter your Flash UI credentials when prompted, click on your test and then click the ‘View Full Report’ button on the right hand side.

4. I’ve previously used the Visual Editor (WYSIWYG) tool and downloaded the ‘Webtrends Optimize® Editing Tools’ Chrome plugin. Is this the same plugin mentioned above that can be used to access the new reporting area?

No. This plugin is solely for use with the Visual Editor aspect of the new UI. The aforementioned plugin gives you access to the latest features which haven’t yet been fully integrated into the new UI – including the new reporting area.

5. Can I edit any test in the Advanced Editor (e.g. a test I initially created in the Visual Editor)?

You are currently able to edit the following in the Advanced Editor:

  • ABn tests, Targets and Baselines, built anywhere

If you’ve built other types of Projects such as MVT, you’ll need to edit those in the same UI that they were built, as they are not yet available in the Advanced Editor.

6. How can I change the state of my Tests/Targets in the new App UI?

You will be able to see the state of any test/target when in the Dashboard, in the last column. Once you click into any test and the panel drops down, you’ll be able to change the state.

Please note:

  • You can move in more directions than previous UIs allowed, such as Active to Staging.
  • You cannot Pause tests in this UI (coming soon)

7. When I create a ‘New Project’  why are some options greyed out? E.G. ‘Server Side’, ‘Native App’ and ‘MVT’?

These features are coming soon.

8. Can I have the Optimize Flash UI open in the same browser profile as the new Optimize 2.0 HTML UI?

While this will work in most scenarios there are occasions where things will conflict. For this reason, we recommend always using a different Chrome “profile” for the two Optimize interfaces.

Dashboard V2: Full Details
  • High level summary – see how many tests of each state and type you have.
  • See details of all Tests and Targets in your account
    • Including ABn, MVT and Baseline.
    • Details include:
      • Created Date
      • Last Updated Date
      • Attached Segment Name
      • Throttle
      • Names of Variations included
      • State of Test/Target.
  • View and Alter the state of any Test or Target (including ABn, MVT and Baseline. Note that the ‘Paused’ state is not yet available
  • High level reporting (including views and conversion graph)
  • Links into Advanced Editor (for new projects and to edit existing tests/targets built in either the advanced editor or visual editor)
  • Links into Visual Editor (for new projects. Note: to edit VE tests in the VE use ea.optimize.webtrends.com
  • Interact with a test/target to delete it or make a copy
  • If you have the Toolkit Chrome Extension, you will also see the Tagging Guide and V2 Reporting Interface (full details on this below)
  • Things you can’t do here compared to the other UIs:
    • See technical details of items involved (aliases, IDs, etc)
    • Link through to related objects (Segments, Locations, etc.)
    • Get to a Data Extract area (doesn’t exist yet).
    • Pause Tests/Targets
    • Link through to Edit VE tests in the VE (use ea.optimize.webtrends.com).

Full Details of the New Advanced Editor
  • Build projects for Web Pages (Still to come: UIs for Server Side, Mobile Apps and Email Campaigns)
  • Build:
    • Simple ABn Tests, Baselines, Split Tests and Targets (Still to come: MVTs)
    • Pre-render and Post-render JS script (Still to come: Dedicated CSS section)
    • Level content JS scripts (Still to come: Dedicated CSS section)
    • Attach Locations
    • Create new Locations (Location Manager will open separately)
    • Attach Segments (Irrespective of where they were originally built, unlike the Visual Editor)
    • Create new Segments (Segment Manager will open separately)
    • Assign page load conversions
    • Also still to come:
      • Assigning Custom Data fields to your test
      • Creating Scripted Conversions outside of your Test Page (CSO)
  • Edit:
    • Anything made in the Advanced Editor (With the same capability and restrictions)
    • Tests made in the Visual Editor (Raw JSON object can be seen and modified for level content)

Full Details of the New V2 Reporting UI
  • Toolkit Chrome Extension required.
  • Accessible from the Dashboard
  • Features include:
    • Report Definition:
      • Date filtering
      • Set your own Confidence Level
      • Use Unique/Non-Unique views and conversions are your measures
      • Select any number of conversion events
    • General:
      • Right-Click, Save to download charts
      • Tables can be highlighted and copied to MS Excel
    • Performance:
      • Views and Conversions count, by Experiment (graph)
      • For each conversion event and experiment
        • Views
        • Conversions
        • Conversion Rate
        • Lift Over Control
        • Chance to beat control (%)
        • “Is Significant”?
    • Traffic
      • Views and Conversions over the given date range (graph)
      • Daily View, Conversion and Conversion Rate count
        • Per conversion event
        • Totals
    • Stabilization
      • Cumulative Conversion Rate, over the given date range (graph)
      • For each experiment:
        • Visitor count
        • Conversion rate
        • Lift over control
        • Chance to beat control
    • Results:
      • Lift over control (graph)
      • For each experiment:
        • Total Visitors
        • Total Conversions
        • Conversion Rate
        • Lift Over Control
        • Chance to beat control
        • “Is Significant”?
  • Still to come:
    • “When will my test reach significance”
    • Automated Segment Discovery
    • Data Extracts UI
    • Save Report to CSV
    • Save Report to PPTX