Convert Experiences vs. Optimizely Web Experimentation

Definitely well suited for budget conscious companies that want a solid array of functionality but without having to pay an exorbitant amount. Great for marketing and analytics team members that need the ability to get in and set up tests w/o dev assistance. But, functionality is there for developers to get in and set up more complicated tests.

This is our second testing platform, and is by far the best we have leveraged. Its intuitive in how you are able to build tests. Tracking is easy to set up within the visual editor or as a capability in URL tracking. The reporting tab does need more filtering capabilities for custom metrics.

Incentivized

• Over the top powerful Javascript enabled targeting. This feature is called DMP Profiling and is available in the Pro Plan, currently only +$100 more than the plus plan. An article explaining this feature is here for further reading: https://convert.zendesk.com/hc/en-us/articles/206631623-Target-experiment-based-on-a-custom-Javascript-condition-that-evaluates-true-at-a-later-stage. I wrote up a much longer explanation but TR broke it up weirdly. The gist is that you can powerfully use JS to target. This allows me to target users in our SPA in incredibly advanced ways. I can walk their entire history model and assign them an audience value, or I can exclude them. It's MUCH more powerful than just a "Site Area" tool. We recently used it against 900K users to check if they had written a review of their apartment or not yet. This allowed me to only expose the user on the homepage to an experiment that prompted them to write a review while excluding users that couldn't write a review from the experiment (because they had already written one). The experiment converted 50% better than what we do now, generating 9k reviews in a matter of hours.
• Audience targeting IN ADDITION to all that fancy DMP targeting. This means I can define demographics or other data as a qualifier AS WELL as the previously mentioned qualifier. This can be setup in so many ways: Traffic source, Visitor Data, Include / Exclude users part of a current experiment (!!), Date/Time, Device/Browser/OS, JS Conditon
• Real-time reporting that makes sense to the whole company to view. Seriously, I can share a Convert Report to any level of intelligence on my team and they understand what's happening.
• Audiences and Goals are saved as presets, so your entire team can use them. Using the example above, we have an audience called "Wrote a Review" that we exclude from the Review Prompt treatments.
• Their customer support is seriously fast at answering questions. I've never had to wait more than a day.

• Considers every kind of experiment from simple code change, code additions, code removal, javascript functions, CSS changes, and split landing redirects.
• Very friendly UC interface for easy navigation of implementation of pages, click events, experiment set up, and metric set up.
• The ability to let me know when something has reach stat sig without having to do complicated math on my own
• ability to carry UTM parameters through landing page redirects with a click of a button.

Incentivized

• We are aggressive testers and have demanding clients, and if there was any part of the Convert platform where I'd like to see improvement, it would be in the reporting section where I feel a vertical report could present in a more readable fashion to the users.

• Hard to use extensions without some knowledge of HTML/CSS
• Inconsistent user counts between GA & Optimizely when it comes to calculating MAUs, hard to be able to forecast budget and overages when our source of truth (GA) differs from our testing platform (Optimizely)
• Impressions model doesn't support scaling personalization experiences - hard to run a serious data driven testing program when you have to cut tests short before 14 days (ideal length to get to any statistical read) in order to save on impressions

Incentivized

Couldn't live without this, no other tool does precisely what we need them to do

Because it's an incredible and essential tool for my line of work as a conversion optimization specialist. Really couldn't do my job nearly as effectively without it. It's paid for itself many times over and I feel like I'm only beginning to unlock the tools potential.

To use the platform in the context of developing enhanced tests that stretch the platform there is as with most things a learning curve. However, if you're a casual user or have standard experiments that you wish to run you would be easily able to hit the ground running.

Usability is mostly great. I like the WYSIWYG functionality and adding in real code is simple as well. It's easy to target specific pages or audiences. I've knocked a couple of points off because of how difficult it is to set up URL redirect experiments, confusion around creating pages, and lack of data that can be further analyzed.

Incentivized

I would rate Optimizely Web Experimentation's availability as a 10 out of 10. The software is reliable and does not experience any application errors or unplanned outages. Additionally, the customer service and technical support teams are always available to help with any issues or questions.

Incentivized

I would rate Optimizely Web Experimentation's performance as a 9 out of 10. Pages load quickly, reports are complete in a reasonable time frame, and the software does not slow down any other software or systems that it integrates with. Additionally, the customer service and technical support teams are always available to help with any issues or questions.

Incentivized

I use support only in very emergency cases. The support hasn't been very helpful and suggests the problem is on my site

Incentivized

They always are quick to respond, and are so friendly and helpful. They always answer the phone right away. And [they are] always willing to not only help you with your problem, but if you need ideas they have suggestions as well.

The tool itself is not very difficult to use so training was not very useful in my opinion. It did not also account for success events more complex than a click (which my company being ecommerce is looking to examine more than a mere click).

In retrospect: - I think I should have stressed more demo's / workshopping with the Optimizely team at the start. I felt too confident during demo stages, and when came time to actually start, I was a bit lost. (The answer is likely I should have had them on-hand for our first install.. they offered but I thought I was OK.) - Really getting an understanding / asking them prior to install of how to make it really work for checkout pages / one that uses dynamic content or user interaction to determine what the UI does. Could have saved some time by addressing this at the beginning, as some things we needed to create on our site for Optimizely to "use" as a trigger for the variation test. - Having a number of planned/hoped-for tests already in-hand before working with Optimizely team. Sharing those thoughts with them would likely have started conversations on additional things we needed to do to make them work (rather than figuring that out during the actual builds). Since I had development time available, I could have added more things to the baseline installation since my developers were already "looking under the hood" of the site.

Convert was selected based on price point, feature set, and UI/UX. All three are very friendly to new testers and small to mid-market size companies. Their UI and tool workflow is the best out of all of the non-enterprise solutions that I have tried. There is some small room for improvement, but that only really affects power users or tests that require significant coding/development work to execute.

Overall, the tools we compared against were great, but we went with Optimizely because it has all the features we needed and has the market leadership that gave us trust we would be successful in our experimentation efforts.

Incentivized

While granted, I am not the one making the changes to deploy the software; it seems basically as simple as placing the optimized snippet on your site. If you place it in the header, it should reach across your entire site easily. I do think the test setup can be a bit temperamental at times, and having too many cooks in the kitchen can lead to errors. So, I would caution how many people have the access needed to make actual changes.

Incentivized

• Using Convert has allowed us to make quick decisions on site edits and price changes. Seeing and sharing quick results makes our operations much more profitable.
• Connecting the tests with Shopify has produced very valuable and timely results that we can act upon as soon as we see statistically significant results.

• Customer retention: We've reduced subscription service client churn by 20%+ using optimized unsubscribe flows.
• Risk mitigation: Testing into full site redesigns has saved clients millions of dollars.
• Feature prioritization: Identifying what painted door changes add value has allowed developers to focus on changes that add hundreds of thousands or even millions to the bottom line.

Incentivized