How do I connect Klipfolio and Optimizely?

You can set up a connection between Klipfolio® and your Optimizely data to display your user testing metrics on a dashboard.

This article includes:

What options do I have for visualizing my Optimizely data?

Create data visualizations based on pre-built options or build your own. The choice is yours!

Pre-built by Klipfolio

In collaboration with industry experts and adhering to current best practices and trends, Klipfolio focuses on getting the most out of your data and presenting it in meaningful, actionable visualizations. Our pre-built content, including pre-built data sources and pre-built Klips can act as a complete solution or as a starting point toward custom building.

  • Optimizely pre-built data sources: Data sources provide the foundation for Klip® building, so we suggest you create a data source as a first step (before building Klips and adding them to your dashboard). Our pre-built data sources focus on the most sought-after Optimizely data and are found on the Service Connectors page, available from this link or from your list of data sources. When you select a service connector from this page, the data source for that service is automatically added.
  • Optimizely pre-built Klips: Pre-built Klips enable you to quickly set up a dashboard using predefined visualizations that display common key metrics. Pre-built Klips are found in the Klip Gallery or, for White Label customers, in the Integration Gallery.

Custom-built by you

Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.

  • Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources from the Service Connectors page, accessible from this link or from your list of data sources.
  • Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your list of Klips or your Dashboard.

Regardless of whether you choose pre-built, custom-built, or a combination of both, before you can start building Klips and dashboards you need to connect to Optimizely data in Klipfolio.

How do I connect to Optimizely data in Klipfolio?

To connect your Optimizely data to Klipfolio, you will need your API Token.

To get the right data from Optimizely, you use your Optimizely API Token in the queries provided by Klipfolio or in your own query when building data sources.

How do I find my Optimizely API Token?

To find your Optimizely API Token:

  1. Open the Optimizely API Token Manager.
  2. Log in to your Optimizely account.
  3. If you don't have any existing API tokens, create a new one by clicking Generate under Generate Token.
  4. Copy your API Token.

How do I add an Optimizely pre-built data source?

To add an Optimizely pre-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Optimizely from the list.
  2. Select a pre-built data source from the left section of the Pick a Data Request page.
  3. On the Configure Data Source page, at Token, enter your Optimizely API Token.
  4. Click Submit or, if you want to modify the pre-built data request, click Switch to Custom settings.
    Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved.

If you clicked Switch to Custom settings:

  1. On the Configure Data Source page, modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected on the Pick a Data Request page.
  2. Click Submit.

Note: In addition to your unmodelled data source, you can create a modelled version of your data source at this stage. To create a modelled data source, ensure that the checkbox next to Model this data source is selected before clicking Continue.

To learn more about creating a modelled data source, click here.

How do I add Optimizely pre-built Klips?

In the Klip Gallery or, for White Label customers, in the Integration Gallery you can browse individual Optimizely pre-built Klips and add them to your dashboard. You replace the sample data that is included in pre-built Klips with your own Optimizely data by clicking the menu in the Klip and selecting Connect your data.

How do I create an Optimizely custom-built data source?

If you choose to create a custom Optimizely data source, you may need to enter your Optimizely Project ID into specific spots in the query.

To find your Optimizely Project ID:

  1. Navigate to the Service Connectors page in Klipfolio and choose Optimizely from the list.
  2. On the Pick a Data Request page, select Projects.
  3. On the Configure Data Source page, at Token, enter your Optimizely API Token.
  4. Click Submit.
  5. Copy your Project ID from your query results.

To create an Optimizely custom-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Optimizely from the list.
  2. On the Pick a Data Request page, click Create a custom Optimizely data source.
  3. On the Configure Data Source page, edit the Query URL to return the data you need. Refer to the Optimizely API documentation for details.
  4. At Query Parameters, under Value, replace the <yourToken> placeholder with your API Token.
  5. Click Submit.

Note: In addition to your unmodelled data source, you can create a modelled version of your data source at this stage. To create a modelled data source, ensure that the checkbox next to Model this data source is selected before clicking Continue.

To learn more about creating a modelled data source, click here.

If you want to edit a data source that you already created, check out How to edit or reconfigure a data source, and get step-by-step instructions.

How do I create an Optimizely data source from scratch?

You can choose to build a data source from scratch. Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:

 Klipfolio API's 101

If you need assistance using APIs, enlist a data analyst or developer.

Refer to the Optimizely API documentation to discover more data requests.

When you are happy with your query, click Submit, and then save and name your new data source. You're now ready to use it to build an Optimizely Klip.

See the reference table below for API related information and sample queries.

API Documentation Optimizely API documentation

Authentication Method

API Key Authentication
Response Format JSON

API Limits and Notes

List requests will be paginated to 25 items by default. This amount can be altered by changing the query.

Sample Queries

To get a list of goals in a project:

https://www.optimizelyapis.com/experiment/v1/projects/<ProjectID>/goals/

To get a list of audiences in a project:

https://www.optimizelyapis.com/experiment/v1/projects/<ProjectID>/audiences/

How do I create an Optimizely custom Klip?

You create custom Klips from either your list of Klips or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!

Related Links

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