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Send Invoca calls and Signals to Optimizely as Events, attributed to the variation that drove them, to understand which experiments perform best.
Optimizely is a marketing experimentation platform that makes it easy to test, learn from, and deploy customer experiences. By connecting Invoca and Optimizely, you can track calls and Signals as events to understand which variations are performing. This guide connects your Invoca and Optimizely accounts in three steps:
  • Step 1: set up Events for each Invoca call and Signal you want to track in Optimizely.
  • Step 2: set up the integration tile in Invoca.
  • Step 3: update your Invoca Tag to capture the Optimizely visitor ID for people who call from your website.

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Step 1: Create Events and Metrics in Optimizely

In Optimizely, create an Event for Invoca calls and for each Signal you want to send. You may also choose to create Metrics based on Invoca-reported Events. Follow the Optimizely documentation to create Events and Metrics, and make note of the ID and API Name for each Event you create — you’ll need them next.

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Step 2: Set up the integration in Invoca

  1. In the Invoca sidebar menu, click Integrations, then select Manage Integrations.
  2. Click the Optimizely tile. If the tile says “Learn More,” reach out to your account team or support@invoca.com to discuss adding the integration.
  3. Enter a friendly name to identify your Optimizely account, and enter your Optimizely Account ID. You can find your Account ID in Optimizely under Account Settings > Plan.

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Create an Action

An Action is a Call or a specific Signal to report to Optimizely.
  1. Enter a friendly name for the Action — include “Call” or the Signal name to distinguish between Actions.
  2. Optionally filter which calls/Signals to send by choosing a Profile (Network level) or Campaign (Profile/Advertiser level).
  3. Use the Triggered By dropdown to choose the transaction type to send. Select All Calls to report calls, or Signal and a specific Signal to report a Signal. To send more than one transaction type, create separate Actions for each.
    • Triggering on the “Paid Calls” transaction type relates to affiliate/publisher calls that qualify for a commission in Invoca.
  4. Enter the Event Entity ID — the ID of the Event you created in Optimizely in Step 1 that corresponds to your Triggered By selection.
  5. Enter the Event API Name — the API Name of the same Event.
  6. Select Save to complete the Action. Repeat these steps for each transaction type you’d like to report to Optimizely as an Event.
  7. To create another Action, click + New Action and choose an existing environment.

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Step 3: Configure your Invoca Tag(s) to capture the Optimizely visitor ID

  1. Click the gear icon, select Invoca Tags, and find the Tag implemented on your website.
  2. Open the Revision History tab and create a New Draft, or continue editing an existing one.
  3. On the edit Tag page, find the Optimizely Visitor ID parameter in the Marketing Data section.
  4. Select DataLayer as the Data Source Type and make sure it’s enabled.
  5. For the Data Source Name, enter optimizely.get('visitor').visitorId.
  6. Test your changes to confirm everything works.
  7. Click Save & Go Live.
    • If your Invoca Tag consistently runs before the Optimizely identifier is set, use the “Re-run attribution” setting in the Invoca Tag. Start around 5 seconds and adjust based on how many tags load on your site.
  8. If you have multiple Invoca Tags, publish updates to each.

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Validating that events reach Optimizely

  1. From your Invoca account, select Integrations, then Manage Integrations.
  2. Click the Optimizely tile, then click the name of the Action you created. You’ll see a Delivery Details chart showing the total number of times data was sent by day for the last 30 days, broken out by successes (green) and errors (red).
    • Green indicates data is flowing. If you see red, click the Delivery History tab to see each individual request and response.
  3. Click a row to expand the details and view exactly what was sent and returned by the API. The response tab often has helpful information, and a web search on the error details can guide you toward a fix.
Optimizely also provides debug tools — Events from Invoca appear on the Optimizely Experiment Results page within a few minutes.

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FAQs

Does Invoca pass a Revenue value for Invoca Events? Yes — Invoca passes the Invoca Revenue field into Optimizely’s Revenue field. What fields does Invoca pass as part of the default setup? Invoca passes the Optimizely Visitor ID, the Optimizely Event Entity ID, the Optimizely Event API Name, a timestamp in Unix milliseconds, the Invoca Call Record ID, the Invoca Revenue (Sale Amount) field as Revenue, and your Optimizely Account ID. How can I see the data Invoca is sending to Optimizely? Open an Action in Invoca to see a Delivery History tab. Expand a row to see exactly what was sent to Optimizely for that call or Signal. How does Invoca send data to Optimizely? Invoca uses the Optimizely Event API.

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Where to go next

Last modified on September 23, 2026