Experiment list and drafts
Find, create, clone and inspect experiment definitions.
Read nextExperiments: test and compare page versions: Create the draft
What you can do in Optimization
Checked against the product’s code on 7 November 2026.
Plan experiments and audience experiences using campaigns, catalog content and recorded visitor signals.
In the site admin, open Optimization. Choose Experiments, Personalization, Audiences, Campaigns or Links for the change you want to make.
Use the guide for the required role, setup and current limits.
Start with a task
Section titled “Start with a task”Choose the result you want. Each guide explains where to begin, what to review and how to check the result.
Capabilities and screens
Section titled “Capabilities and screens”| Capability | What you can do | Read next |
|---|---|---|
| Experiment list and drafts | Find, create, clone and inspect experiment definitions. | Experiments: test and compare page versions: Create the draft |
| Planner and saved plans | Review history, target effects and the planned run. | Experiments: test and compare page versions: Use the planner |
| Permanent lock and activation | Read the plan lock and separate live activation consequences. | Experiments: test and compare page versions: Lock the plan |
| Results and analysis views | Read estimated ranges, analysis choices and reasons a result is not ready for a decision. | Read experiment results and check variations |
| Adjustment, slices and timeline | Inspect adjustment and exploratory views within their decision limits. | Read experiment results and check variations |
| Bindings and QA | Connect a variation to a page and read the current forced preview limit before treating a preview as a test. | Read experiment results and check variations |
| Stop and promote | Record an eligible decision and review promotion into page drafts. | Experiments: test and compare page versions: Stop or promote |
| Content swaps | Create a named change for an active audience and a supported section field. | Audiences and targeted content: Create targeted content |
| Section arrangement | Change the section sequence for an audience and read the current pin limitation. | Live offers and page arrangement: Reorder sections for an audience |
| Live offers | Review text fields, trigger, expiry and current measurement limits. | Live offers and page arrangement: Show a live offer |
| Slots and ranking rules | Review where targeted content can appear and the rules for choosing it. | Slots, performance and measurement |
| Performance and holdback | Compare visitors shown the targeted content with those who kept the default. | Slots, performance and measurement |
| Measurement and attribution policy | Review comparison groups and how results are assigned to an experience. | Slots, performance and measurement |
| Affinity settings | Configure action weights, fading interest scores and audience entry boundaries. | Configure affinity |
| History and audience tuning | Review saved versions and settings that apply to one audience. | Configure affinity |
| Recorded lift | Review the recorded comparison between targeted and default experiences. | Evidence, exploration and items needing review |
| Exploration and pending review | Read the displayed proposals and items awaiting a person. | Evidence, exploration and items needing review |
| Rule audiences | Build, save and activate a rule audience. | Audiences and targeted content: Build a rule audience |
| Affinity audiences and member views | Inspect definitions, members and analytics alongside delivery conditions. | The affinity engine, explained: When an audience applies |
| Content catalog | Review the saved content list, its rebuild controls and suggested tags. | The content catalog |
| Tracked links and email opens | Create tracked links and distinguish clicks, arrivals and matched email opens. | Campaigns and tracked links: Add a tracked link |
| Campaign hub | Create campaign-linked audiences, links and experience drafts. | Campaigns and tracked links |
| Recommendations | Choose content, filters and a fallback; read the current limits on saving card parts, pins and exclusions. | Show related articles on a page |
| Visitor decisions | Inspect why an experience was selected and the limits of replaying that decision. | Visitor records, identity and decisions |
Planner and saved plans
Review history, target effects and the planned run.
Read nextExperiments: test and compare page versions: Use the planner
Permanent lock and activation
Read the plan lock and separate live activation consequences.
Read nextExperiments: test and compare page versions: Lock the plan
Results and analysis views
Read estimated ranges, analysis choices and reasons a result is not ready for a decision.
Adjustment, slices and timeline
Inspect adjustment and exploratory views within their decision limits.
Bindings and QA
Connect a variation to a page and read the current forced preview limit before treating a preview as a test.
Stop and promote
Record an eligible decision and review promotion into page drafts.
Read nextExperiments: test and compare page versions: Stop or promote
Content swaps
Create a named change for an active audience and a supported section field.
Read nextAudiences and targeted content: Create targeted content
Section arrangement
Change the section sequence for an audience and read the current pin limitation.
Read nextLive offers and page arrangement: Reorder sections for an audience
Live offers
Review text fields, trigger, expiry and current measurement limits.
Read nextLive offers and page arrangement: Show a live offer
Slots and ranking rules
Review where targeted content can appear and the rules for choosing it.
Read nextSlots, performance and measurement
Performance and holdback
Compare visitors shown the targeted content with those who kept the default.
Read nextSlots, performance and measurement
Measurement and attribution policy
Review comparison groups and how results are assigned to an experience.
Read nextSlots, performance and measurement
Affinity settings
Configure action weights, fading interest scores and audience entry boundaries.
Read nextConfigure affinity
History and audience tuning
Review saved versions and settings that apply to one audience.
Read nextConfigure affinity
Recorded lift
Review the recorded comparison between targeted and default experiences.
Exploration and pending review
Read the displayed proposals and items awaiting a person.
Rule audiences
Build, save and activate a rule audience.
Read nextAudiences and targeted content: Build a rule audience
Affinity audiences and member views
Inspect definitions, members and analytics alongside delivery conditions.
Read nextThe affinity engine, explained: When an audience applies
Content catalog
Review the saved content list, its rebuild controls and suggested tags.
Read nextThe content catalog
Tracked links and email opens
Create tracked links and distinguish clicks, arrivals and matched email opens.
Campaign hub
Create campaign-linked audiences, links and experience drafts.
Read nextCampaigns and tracked links
Recommendations
Choose content, filters and a fallback; read the current limits on saving card parts, pins and exclusions.
Read nextShow related articles on a page
Visitor decisions
Inspect why an experience was selected and the limits of replaying that decision.
More in this area
Section titled “More in this area”These guides cover the other tasks and settings in this area.
- Configure affinity: Review action weights, memory, interests and the points where audience membership changes.
- The content catalog: Build a saved view of the content, review its interest values and approve suggested tags.
- Read experiment results and check variations: Inspect the locked analysis, compare exploratory views and check the rendered variations.
- Evidence, exploration and items needing review: Inspect recorded lift, rules for trying alternatives and proposals without assuming automatic optimization is active.
- Slots, performance and measurement: Set a slot’s capacity and rules, then read outcomes under the selected measurement policy.
Your next step
Section titled “Your next step”Choose one task above and follow its guide. If you want to compare page versions, begin with test two page versions. Check the result before moving to another task.