Get Started - Onboarding

This guide will walk you step by step in getting your Visiopt account and first test up and going in no time.

Please be advised that this guide is a recap of the video instructions available in your Visiopt library.

We highly recommend you start by watching all the short Videos in the Quick Start Guide on the following page: https://visiopt.com/help-videos/quickstart.html

If you are Shopify User you will want to start with the Shopify Course: https://visiopt.com/help-videos/shopify-course.html

Step 1: Add a Domain

On the "Settings" page, click on the "Manage your domains"  icon:

Then click on the "Add New Domain" button:

Enter your website name, the URL of the website.

Select website type (platform the website is built on).
Hit "Add Domain":

After the domain is added, a popup will appear with the Universal Visiopt tracking code. Every domain has its own Universal code. Add the same Universal code to every page on the selected domain you want to track:

For more details on adding a domain to Visiopt, on this help page: https://visiopt.com/help-videos/quickstart.html

Watch the following video:

Step 2: Create Your Funnel

On the "Funnels" page, hit New Funnel:

Enter funnel name, and hit Create Funnel:

Then click on the "Click here to select pages now":

For more details on funnel setup, on this help page: https://visiopt.com/help-videos/quickstart.html

Watch the following video:

Step 3: Add your Pages to Visiopt

Enter the URL of your page, and hit "Add the Page":

Step 4: Add the Pages to the Funnel

Once you added the VisiSmart script to your pages, you will be able to select those pages and add them to your Funnel (NOTE: the VIsiSmart script has to be present on the page, in order to be able to add them to your funnel)

Click on the pages you wish to add to your funnel, they will be highlighted then with green borders:

Once all pages are selected, hit the "Close" button at the top of the page:

Your pages will be now part of the

You can always add additional pages to your funnel by clicking on the Plus button:

You can provide custom names to your pages ((to help you identify the pages in the tests and campaigns), by licking on the "Enter custom title" option in the thumbnails:

NOTE: all the pages that are after the Test page in the funnel will be considered as a conversion page, and you will be able to track conversions separately to all of them.

Step 5: Test your funnel

We recommend setting up a simple Single variable test, to test out your funnel, and make sure the test rotates properly, and conversions are tracking properly.

To set up a test, go to the Test > Create test:

select the page you want to set up the test on,

Then hit "Continue" at the bottom of the page:

Then in the Single Variable section click on the "Start a New Test" button:

Select a simple variable, we recommend a headline:

Name it and save it:

In the right side bar hit the Plus icon:

Name the new version of the variable. Make a simple change on the variable that will not be visible to your visitors (will not affect your page). And hit "Save".

At the bottom of the sidebar, select your funnel, enter a test name and hit "Save":

Visit your page, make sure new variation also show, and make a test conversion, and then check the test table if the unique an conversion showed up:

IMPORTANT NOTE: We use lossless tracking, so, in order to act as different visitors, you have to use an incognito browser window and change your IP address (with a VPN app), before every visit.

Click on the Refresh stats" button to refresh the data in the test table:

After you're done with the rotation test, discard the dummy test with the "Discard Test" button:

For more details on the dummy test, on this help page: https://visiopt.com/help-videos/quickstart.html

Watch the following video:

Step 6: Set up a Webhook

Although this option is optional, we strongly recommend setting it up. It is easy, we have step-by-step instructions on how to do it, and it will enable you to pull stats directly from your shopping cart or payment processor into your Visiopt test and campaigns.

To set up a webhook, first step is to enable the proper cart or processor (depending on which payment process or cart you use), on the Settings page, under the option "Payments Processing & Carts":

Then click on the desired one. Once selected, it will have green borders, which means it is available in your test and campaigns:

Once you enabled the desired processor or cart, go to this help page: https://visiopt.com/help-videos/connect-carts.html

There you will find a list of carts and processors, click on the one you need, and it will point to a very detailed step-by-step help documentation, that will show you exactly which steps to take (depending on the selected processor or cart):

After you set up your webhook - run a test order to make sure all is passing as it should. Of course, as mentioned it takes 5-15 minutes for webhook conversions to show depending on how long it takes your cart or processor to send the information.

After you're done with the webhook test, discard the dummy test with the "Discard Test" button:

Visiopts Powerful Testing Features:

To learn more about all the powerful testing features Visiopt offers, please visit the following page: https://visiopt.com/help-videos/tests.html  and review the help videos and PDF documentation found there.