Tagged: Optimizely CMS

Optimizely: Our Journey in the Opal Innovation Challenge

When we signed up for Optimizely’s Opal Innovation Challenge, we knew it wasn’t just about building a solution—it was about solving a real marketing pain point. As marketing professionals and technologists, we’ve seen countless campaigns fail despite being well-written. Why? Because they didn’t resonate with the audience. This challenge gave us the perfect opportunity to tackle that problem head-on.

https://www.optimizely.com/operation-opal/#challenge

The Spark Behind the Idea

Marketing teams often struggle with persona alignment. A campaign might sound great internally, but fall flat with the target audience. For example:

  • Campaign 1: “Save more with Smart meters” – casual tone, generic message.
  • Campaign 2: “Embracing Green Living” – empathetic, informative, and resonates better.

This gap between content creation and audience expectation inspired our solution.

Our Team & Approach

We formed Infosys Transformers, a two-member team:

Our goal was simple yet ambitious: Make every piece of content count.

Challenges We Faced

  • Time Constraints: Building a multi-agent workflow in a hackathon timeframe was intense.
  • Balancing Creativity & Tech: Ensuring the solution was both innovative and practical.
  • Persona Complexity: Defining measurable persona attributes for scoring was tricky.

Timelines

Key Lessons Learned

  1. Persona Alignment is Non-Negotiable: Content without persona context is just noise.
  2. AI Can Bridge the Gap: Multi-agent systems can automate what manual reviews can’t.
  3. Collaboration is Everything: Combining tech and marketing expertise was our biggest strength.
  4. Start Simple, Scale Later: A modular approach helped us deliver a working prototype fast.

The Hackathon Experience

The Opal Innovation Challenge wasn’t just a competition—it was a learning marathon. We explored Opal’s agent ecosystem, experimented with orchestration, and realized how AI can transform marketing workflows.

Check out our video presented at the Hackathon – 

 

Closing Thoughts

Innovation happens when you combine empathy with technology. For us, this challenge was proof that marketing and AI are not separate worlds—they’re partners in creating meaningful experiences.

Top teams can win prizes like $5,000 in MDF, gift cards, and thought leadership opportunities.

Hope this helps.

Happy Optimizing!

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Optimizely : Show Personalized Content Blocks

I have been exploring Personalization on Optimizely CMS 12 – Simple to set up, and can be utilized throughout the website.

I came across this use case where we want to show the Priority Call button on a page only during business hours.

The page currently has no call-to-action button.

Let’s get started to personalize the page to add a Priority Call button.

Step 1: Create Audience

  • Create an audience with the rules you would like to define.

Optimizely-CMS-Personalization-Content-Block.png

  • I created an Audience called Priority Call specifically for customers who can call the priority phone number during business hours.

Optimizely-CMS-Personalization-Content-Block-1.png

  • Add Criteria based on the project needs – multiple criteria can target specific customers.

  • Added Time of Day criteria – Monday to Friday from 8 am to 5 pm.

Optimizely-CMS-Personalization-Content-Block-3.png

 

Step 2: Create a Personalized Block

  • Now that we have created the target Audience. Let’s make a personalized block for a page.
  • I chose the ‘Find a Reseller’ page and, in Blocks, I am going to create a New Block for this page – you can also create one for the All Sites.

  •  Selected Button as the New Block and gave it a name – Priority Call Button.

  • Filled out the Button Text and Link.

  • Please make sure to Publish the Block – If not, it will not be visible on the page. 
  • I have made this mistake and wondered why the block isn’t appearing 🙂

 

3. Add the Personalized Block to a Page

  • Let’s drag and drop the Priority Call Button block into the Large Content Area or any Content Area.

  • Let’s personalize the button.

  • Everyone is by default – let’s change it to our new audience Priority Call.

  • Let’s publish the page and view it during business hours (our Audience criteria)
  • Yay! We could see the Priority Call Button!

If you prefer watching a video, my quick recording –

Hope this helps.

Happy Optimizing!

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Optimizely PaaS Administrator Certification : Free for Everyone

Optimizely has recently launched a free PaaS Administrator Certification.

https://academy.optimizely.com/student/activity/2958208-paas-cms-administrator-certification?sid=a5b1a937-c694-4e99-b753-821bac3d9173&sid_i=0

 

Exam Details:

  • Questions: 50
  • Duration: 60 minutes
  • Passing Score: 80%

In case of failure, you can retake the exam after 24 hours.

  • After passing the exam, Credly will send an email with badge details.
  • Good Luck!

Hope this helps.

Happy Optimizing!

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Automating Cleanup Tasks with Optimizely Scheduled Jobs

Scheduled jobs in Optimizely CMS are a powerful way to automate any background tasks like content cleanup, indexing, or reporting.

I created a simple scheduled job to delete the expired content.

Let’s get started.

Step 1: Create the Job Class

  • Created a job called ExpiredPagesCleanupJob.cs that inherits the ScheduledJobBase class.
  • Implement logger as needed, currently commented out in code.
  • Rebuild and deploy the solution.

Step 2: Run the job

  • Wondering, don’t I need to register the job in Optimizely CMS? No need, it automatically registers the job using the [ScheduledPlugin] attribute.

Optimizely-CMS-Scheduled-Job-1.png

  • Let’s navigate to Settings -> Scheduled Jobs
  • Now you will see the job listed and ready to be started.

Optimizely-CMS-Scheduled-Job-2.png

  • Let’s start the job manually for now.

Optimizely-CMS-Scheduled-Job-3.png

  • History shows whether the job has succeeded or not.

Optimizely-CMS-Scheduled-Job-4.png

  • Before running the job, the Expired Page report showed that two content pages had expired.

Optimizely-CMS-Scheduled-Job-5.png

  • Now let’s check the reporting results again. yay! It’s successfully deleted!

  • You can schedule the job every 5 seconds, minutes, hourly, and so on.

If you prefer watching a video, my quick recording –

Hope this helps.

Happy Optimizing!

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Multiple Languages in Optimizely CMS

I was exploring multi-languages in Optimizely CMS 12 – able to figure it out quickly in a few steps.

Let’s get started.

1. Enable Languages in the Admin

Optimizely stores language settings in the Admin view.

  • Log in to Optimizely CMS as an administrator.

  • Navigate to: Admin -> Manage Website Languages

  • You can select an existing language or add a new language

    • There are 14 languages available by default.

Optimizely-CMS-Multi-Language-1.png

    • Add a new language if it’s not listed in the default list.

      • I’m adding Hindi (hi-IN) as I’m from India 🙂

Optimizely-CMS-Multi-Language-2.png

  • Make sure to Enable the Language to be listed on the sites.

 

2. Language Settings

  • Now the Hindi is listed on Sites, but it’s enabled at the site level.

Optimizely-CMS-Multi-Language-4.png

  • To enable at the site level, go to Language Settings under Tools (Make sure you are on the site’s Start page).

Optimizely-CMS-Multi-Language-5.png

  • Check the newly added language under Available Languages.

Optimizely-CMS-Multi-Language-6.png

  • We need to set the Fallback Languages as a secondary option when the language is not available.

Optimizely-CMS-Multi-Language-7.png

 

3. Update Page Types and Block Types

To support multilingual fields, Optimizely requires culture-specific properties.

  • For any property that should be translated, add the attribute:

[CultureSpecific]

Optimizely-CMS-Multi-Language-8.png

  • Rebuild and deploy the solution.

 

4. Create Translations

  • Select the page you would like to translate, and the Translate button will appear. I chose the Contact Us page for demo purposes.

Optimizely-CMS-Multi-Language-9.png

  • Create the language version.

Optimizely-CMS-Multi-Language-10.png

  • Translate properties, blocks, and media as needed and publish the changes.

Optimizely-CMS-Multi-Language-11.png

  • Let’s preview the changes. Isn’t looking good?

Optimizely-CMS-Multi-Language-11.png

If you prefer watching a video, my quick recording –

Hope it helps.

Happy Optimizing!

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Optimizely SaaS CMS Developer Certification

I have recently passed the Optimizely SaaS CMS Developer Certification. Sharing my experience, hope this helps.

https://academy.optimizely.com/student/activity/2181428-saas-cms-developer-certification?sid=b1c2cf21-e438-4a16-8832-c165d1724844&sid_i=2

Let’s get started.

  • To prepare for the exam, I started with Optimizely Academy’s SaaS CMS Fundamentals and went through all the modules.

 https://academy.optimizely.com/student/collection/1405874/path/4062729

 

  • The developer documentation helps to revise the concepts.

Optimizely Developer Documentation

Optimizely-SaaS-CMS-Developer-Exam-4.png

  • The complete SaaS CMS Developer Certification reference material

https://academy.optimizely.com/student/activity/2408711-saas-cms-developer-core-competency-certification-reference-material

  • When you’re ready for the exam, you can purchase the exam voucher code for $300. Alternatively, if your company is an Optimizely partner and you have competitor certification, fill out the Opt-up program to receive a free voucher code.

https://www.optimizely.com/support/education/opt-up-training-certification-program/

  • After submission, they confirm the eligibility within 7 business days in email.

Optimizely-SaaS-CMS-Developer-Exam.png

  • Once the voucher code is redeemed, you need to take the exam within 14 days. No scheduling the exam is needed, you can take exam anytime.

Exam Questions: 50 multiple-choice questions

Duration: 60 minutes

Pass Score: 85% (43 questions need to be correct)

Note: In case of exam failure, you can retake the exam after 24 hours!

After passing, Credly will send an email notification, and the certification is valid for 2 good years.

If you prefer watching a video, my quick recording –

Happy Optimizing!

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