Optimizely - Integration Manual
Mags Maras avatar
Written by Mags Maras
Updated over a week ago

In this article:

Why Optimizely and LoyaltyLion?

Sync customer loyalty data, like points earned, points used, and date joined, into Optimizely for advanced segmentation and dynamic content creation.

Benefits of integrating with Optimizely

  • Identify customers who are not yet members of your Loyalty program, then segment your top customers in that group. Target them with messaging to convert them into Loyalty members.

  • Create a segment of customers who have earned any loyalty points and exclude them from Cart Abandonment campaigns that encourage purchasing with a discount offer.

  • Nudge Loyalty members who haven’t engaged with your brand in some time and slipped into the Winback zone, using Optimizely's Churn Prevention feature.

  • Segment your Loyalty members based on loyalty tiers and target them with relevant messaging.

How to integrate LoyaltyLion with Optimizely?

1. Log in to your Optimizely account here.

2. At the top of the page click App Directory icon

3. Find LoyaltyLion on the list

4. Click Install App

5. You'll see a green notification when LoyaltyLion installs

6. In the tab Settings click Authorize.

7. Confirm the authorization

8. You'll see a green notification when this is done

9. If you'd like to start historical sync go to Settings > Configuration > Start Historical sync.

The program will let you know once the sync starts:

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