Creating and Tracking Customer Paths in Visiopt

Creating and Tracking Customer Paths in Visiopt:

This guide provides a step-by-step process for creating and tracking different customer paths in the Visiopt system. Follow these instructions to effectively monitor the performance of various customer journey options.

Step 1: Access Customer Path Options

1. Navigate to Customer Paths
From the Visiopt dashboard, select the option to create different customer paths. This will allow you to track each path individually.

Step 2: Set Up Tracking Paths

1. Example Scenario
Suppose you have a landing page where you sell items in different quantities, such as one bottle, three bottles, and six bottles. You can create separate tracking paths for each of these options to see how each performs.

2. Create Paths
Set up a separate tracking path for each quantity option:

·   For example, create paths for "three bottles" and "six bottles."

Step 3: Select Goals and Mark Customer Paths

1. Select Regular Goals
Choose the goals that correspond to the different customer paths.

2. Mark as Customer Paths
Check the second checkbox to mark the selected goals as customer path options. For instance:

·   Select the first option and mark it.

·   Select the second option and mark it.

Step 4: Name and Save Paths

1. Name the Paths
Assign names to each customer path. For example:

·   Name one path "Three Bottle."

·   Name the other path "Six Bottle."

2. Set Values
Define the values for each path as needed.

3. Save the Paths
Click "Save" to save the customer paths.

Step 5: Review and Track Paths

1. Open the Campaign
Navigate to the campaign you have set up and open it.

2. View Goals
In the goals section, you will see the option to select the specific customer paths you created.

3. Track Performance
You can now track the performance from the landing page to each specific option, such as the "Three Bottle" option or the "Six Bottle" option.

Conclusion

By following these steps, you will be able to create and track different customer paths in the Visiopt system, allowing you to monitor and analyze the performance of each option separately. For further customization and detailed insights, explore additional parameters and settings within the system.