Navigating the Visiopt Dashboard

Navigating the Visiopt Dashboard:

Overview

The Visiopt dashboard serves as the central hub for managing your account and accessing various features. This SOP will guide you through the functionalities available on the dashboard, enabling you to navigate and utilize the Visiopt system efficiently.

Table of Contents

1. Introduction to the Dashboard

2. Quick Links

3. Quickstart Setup

4. Key Metrics

5. Traffic Sources

6. Trends Analysis

7. Active Tests Overview

8. Conclusion

1. Introduction to the Dashboard

Dashboard Overview

0:06 - The dashboard is your window into your Visiopt account. It provides quick access to all essential features and an overview of your account activities.

2. Quick Links

Using Quick Links

0:09 - Quick Links allow you to jump to any part of the Visiopt site instantly. From here, you can:

• Create a new funnel

• Create a new test

• Create a new campaign

• Create a new landing page

3. Quickstart Setup

Getting Started

0:27 - The Quickstart section helps you get your test up and running in just a few minutes through four simple steps. This feature is designed for rapid setup and execution.

4. Key Metrics

Monitoring Key Metrics

0:36 - This section provides the key metrics necessary to assess the progress of your experiments and campaigns. You can:

• Leave it at "All Pages" or choose a specific page.

• Set the timeframe to "All Time" or adjust it as needed.

5. Traffic Sources

Analyzing Traffic Sources

0:49 - This section displays the sources of traffic to your pages, including:

• Search engines

• Social media sites

• Direct traffic

• Other sources

You can also:

• Choose "All Pages" or a specific page.

• Change the timeframe to suit your analysis needs.

6. Trends Analysis

Viewing Trends

1:06 - The Trends section shows all key metrics trends across your funnels over a period. To choose which metrics to view:

1. Select the desired metrics.

2. Click on or off any of the trends you want to view.

7. Active Tests Overview

Managing Active Tests

1:24 - The Active Tests section provides an overview of your ongoing tests. You can:

1. Select the test you want to view.

2. Choose the report type:

• Conversion Summary: Total conversions

• Conversion Rate: Conversion percentage

3. Select the conversion page you want to analyze.

8. Conclusion

1:56 - The Visiopt dashboard offers instant access to all other parts of the Visiopt site and provides a comprehensive overview of your account activities. By effectively utilizing the dashboard, you can manage and optimize your campaigns and tests with ease.