Thursday, 18 April 2024

Visitor Groups Usage Report for Optimizely CMS

This add-on helps Optimizely teams audit how Visitor Groups are used across the site so editors, marketers, and developers can review personalization rules with more confidence. Instead of guessing which groups are still active, you can quickly see where they are used and make better decisions around cleanup, optimization, and content targeting.

Originally, I wanted this to appear alongside Optimizely's built-in reports. In CMS 12, that is no longer possible because the GuiPlugIn attribute was removed, so I built it as a dedicated add-on with its own menu entry.

Why this report matters

Visitor Groups often grow over time and become difficult to track, especially across larger Optimizely solutions. This report gives you clearer visibility into where groups are being used, helping teams review personalization rules before changing or removing them.

  • See where Visitor Groups are used across site content.
  • Review personalization rules before cleanup or restructuring.
  • Support safer maintenance of older Optimizely solutions.
  • Give editors and admins better visibility into targeting setup.

Installation

Install the package in your Optimizely CMS project with:

dotnet add package A2Z.VisitorGroupsUsage

How to use it

After installation, open Add-ons > Visitor Groups Usage in the Optimizely admin interface to access the report.

Visitor Groups Usage report in Optimizely CMS

Typical use cases

  • Audit old or unused Visitor Groups before cleanup.
  • Validate where personalization is active across content.
  • Support content reviews during optimization or migration work.
  • Help editors and developers align on how targeting is being used.

Compatibility

This add-on is available for Optimizely CMS 12 and CMS 13. Check the package page or GitHub repository for the latest version details, installation steps, and updates.

Links

Full documentation and source code:

GitHub repository

NuGet package

FAQ

Does this replace Optimizely's built-in reports?
No. It adds a dedicated report page focused specifically on Visitor Group usage.

Who is this useful for?
It is useful for editors, marketers, administrators, and developers who maintain personalization across an Optimizely site.

About the Author

Adnan Zameer, Principal Developer at Optimizely UK, is a certified Microsoft professional, specializing in web app architecture. His expertise includes Optimizely CMS and Azure, showcasing proficiency in crafting robust and efficient solutions.

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