Optimize for non-Webflow sites·续1

Okay. So let's pretend that we're happy with this very simple change of the CTA copy. I'm going to go down here and click Save and then quickly look on the left hand panel. Once it does- it does say we get two variations created for us. The untitled is the one we just built. And so I'm going to rename that to say the same text. Highly recommend you make these names as obvious as possible. So that when you're looking at reporting later, it is in fact clear as to what you are manipulating. Um, in the visual editor, you obviously have the visual. When we look at reporting later, uhh, you really only have the names of the variations. So make this as obvious as possible. But as I said earlier, when you create your first variation, we will also create the base variant for you. That is what is the website look like before I made alterations. And so I can actually toggle back and forth here, right? This is what my base site looks like. This is what everyone would see if they weren't. there was no experience running. This is what some users will see as possible. Part of the optimization, and then this is one of the options that I just created. Pretty cool.

From here, we could add new variations, which brings us back into the same panel. We're already selected the same element, and then you can make further alterations. We could also clone the existing variation that I created. Now this might be more helpful in cases where you've changed more than just the text. Next. So. If I had altered the color, the style, the rounding of the button, too many things that require me to do that again, and really just create a lot of time gap. Uhm, if we create a clone, then all those pre-settings come along for the ride, and then I can just manipulate the things that I want to be actually different. So cloning helps you move a little faster. just know that you can do that at the variation level.

Now, uh. . with this view, there's a few more things to make sure you label. One is the actual optimization name. and so in this case, I would label this as a script above, as you can, of what we're actually changing. So I like to do, like a location on the page, and then what I'm changing, say copy instead. And then sometimes it might be helpful to, I don't know, like. like. Put the, the page that you're on. you'll always see the page name, excuse me, in your, reporting. Uh, but some companies come up with a name and creature that includes the page name in some ways as well. I would just say the key point is to come up with some, standard that you use across the teams that you're reporting is, is clear and, and easy to find. For today's purposes, because I demo in here a lot, I'm just going to add. Um, some numbers so I can remember that I'm looking at the right test. Okay, save.

So the symbols that we have an experience, we're technically good to go. We don't need to manipulate anything further, but I do want to show you how to manipulate the goals and audiences as well, so that if you want to set specific metrics, or reduce who can see this experience, we can do that. So let's do that together. There. We're going to the goals panel, and this is really important to note that what we're doing on this page is specific to simply this singular optimization. So you have the opportunity for different optimizations to set up different metrics that you care about.

Now what you might notice is my left hand panel already has some goals, and this is coming from two places. The first one up here, auto goal, represents any click activity on the page. So notice- Lotus. Lotus. That we're providing this for you. And what you're seeing is a very, very, very broad, element selector definition so that we can encapsulate anything that is clickable on the site. If you are looking for a general click engagement metric, you already have it. Auto goal is that for you. Notice that you can see this apply to adopt button on the right hand side is actually already selected in that green box. that's because it is, in fact, clickable. Let's see if I can find something else that's appropriate. You have the down below, but the images is working as well. So those two things are already going to be captured if I am looking to have a general click engagement. Now in most cases, that's not going to be specific enough. Folks are likely going to be more interested in a very specific selector.

So this is where we can add a new goal. Before we do that, explaining the other things that- that are here, umm, we allow you to set what we call account-wide goals for the cases where if you're making, umm, typically your optimizations are connected to some strategy about what you're trying to improve on the website. And so if you have a B2B site, you might be more interested in some form submissions on the site. If you're e-commerce, it might be the add to cart and the purchase elements. because- Because, Those are things that you likely want to optimize for, or at least measure across everything that you build. We allow you to set that at the account level so that you don't have to add it every single time. So these goals come from the account-wide settings, and I'll show that, today as well. but for now, know that you have the option to set specific goals, and that's what we're gonna do.

Alright, so adding a new goal- goal. Allows us to select what type of goal that we want to add. And this is where you can, go off of a click on an element, a page view, or something custom. Custom in this way actually implies using events that you've already created. as well as events from integrations, or API events. And so, let's do a click-based goal the first time. Um, and so I will do just that header CTA since that's actually- where we, made an alteration. And I'm gonna mouse around and select that element just like I did in the- when I was building my optimizations. And we're populating that. I'm gonna give the option to actually assign a name here. notice that if you're paying attention, you may have caught that I have named twice. The reality is what I first named was the element. Thank you very for your comments. And now I'm naming the goal. Um, that's important to grasp because technically, just like optimizations and variations are nested within each other, goals and events are nested within each other. So here, I'm associating one event, which is the click on this element as a goal. Technically, I could add more elements to that if I wanted to create a grouping. That might be beneficial if you have more than one action in the same part of a page. We'll see and you don't care about what action has occurred, but really just that something's happened there. You can build yourself out a grouping where I will ask you for a second selector and you can proceed from there. My only caution here is that when you build groups like this, you won't have the granularity to understand which of these actions was actually completed. we will report as a group.

Alright, so let's save that for now. Now you'll see that we have our auto goal, which is a general click engagement, the CTA header specifically, and then all those things that I have connected to, um, my account line goals, which in this case happened to be form submissions. Let's also build a goal that is, maybe custom just to show you what that looks like. So I'm gonna select, um, I'm just gonna like this test for me now. And hit custom. And what this allows me to do is actually pull forward events that have already solidified. Um, and so if you are regularly optimizing the same pages, for instance, just like the CTA header, I'm probably gonna want to measure that in more than one optimization. And so it's helpful to label it easily for yourself so that you can find it later in this drop down instead of recreating it. If you create that CTA header every single time. All right. I'm just like, I just showed you, you actually will create a little bit of blow. So it's better to come into this menu and select the drop down. And here is where you will see all click events that I've already created in my test account. The benefit here is that we will actually name these automatically for you using the, the page name. So in this case, the page name has my name. I can actually see that yes, there is in fact it. Here, a CTA, um, element already created. and so if I had selected that originally, it would have been a duplicate of what I did here, but safer because I'm not recreating something that's already been measured.

Additionally, you'll see that there are, let me get out of this for a moment. Um, there are other options. So if I scroll way below the, the, click based events, we have some, page view activities to say, did a user make it to a subsequent page specifically? I can also pull in events from a housebound integration and things that I've set up through an API. So custom in this world just means basically every event that you have at your disposal, things that are coming from API events from integrations, page view goals that you've set up in the past, click based events that you've set. That's it. Set up in the past. And just like we could have created a grouping when we were building that specific, uh, click based goal, we could do the same thing here. So I could say, okay, yes, I would like to add that goal. I'd also like to add this goal, uh, and so on and so forth. The more I add, the more opportunity there is naturally for the reporting. But again, remember, you will not get- Yeah. So you're going to see generally does something happen across these three events. And there are some other settings here if you want to manipulate how it's counted, most commonly you will leave those, as is.

Alright. The last thing I want to call out with goals is the primary goal tag. So you'll notice that in the menu for you. what this is is helping you, Welcome to a line what goal matters most to you for this particular optimization. Now within AI, after my, because that's what I selected for this experience. it is extremely important that you set a primary goal that matters to you because our system is going to pay attention to this particular goal as the deciding factor for what it shows each visitor. So AI optimize versus evaluating for- performance, it's saying, okay, wow, this particular variation is getting more traction. We should serve that most more often. And specifically, there's more details in that of like, what the type of user said it's working for. But generally speaking, it's going to shift traffic to whatever variation has the best performance. But that best performance is evaluated- evaluated simply by the primary goal. So in this case, I have five total- goal goals that will be measured, but the system's only going to make decisions based on this goal. Everything else is only for my reporting. So in this case, I would be optimizing for a form submission. Total conversions represents anything else I've selected as kind of a grouping there. But let's pretend that I want to have this ETA as my primary goal. Simply select that, check the box, and save, and- now the primary goal tag will update, and now our system is going to optimize for the CTA clicks specifically.

Alright, let's move on to audiences. So in the configuration tab, you will see the page name that you are optimizing on, in this option for editing and audience. And so by default, it will always be set to everyone. Generally speaking, I highly recommend- having the broadest audience possible for the sake of having more data. but if you need to restrict the optimization to certain group of individuals, you can do so here. that's where you will toggle to the specific group and then choose to include or exclude users. if we include, you can select anything that's been created in the past. Again, we don't want you to recreate these type of things over and over again. So you can see what you- you've built already. Exclude has that same exact list. So what's important to note here is that if we add a new audience, you're really just creating the criteria. You can then use that criteria as an include or an exclude as you proceed.

So, um, let's build new just so you can see the options. Um, all of these things are coming through from our ability to never want to parse the URL string. and- detecting the browser, things like device type, um, and, like where they're located. and so these type of attributes are populated for you. what you're seeing in my view that is customized to my test instance is the sixth sentence integration. I have connected a sixth sentence, integration and therefore I see that option here. Some of you may not have that option. Um, but again- again. Notice that we do offer you enhanced match, which is a similar reverse IP lookup functionality. So we give that to you, but if you have your own sixth sentence or demand base, it's highly recommended to connect that so that you can use any of the custom segments that you may have set up in those tools. So what's great here is that you have some basic stuff like device type location and then more advanced things like company details that is that reverse IP lookup. Or even click behavior. So if you're looking to sort of nest optimizations together, say you've been running a test for a really long time, and it has great activity and you want that to be the trigger for if someone sees another optimization, you can set that through the behavior rules.

Each of these criteria, uh, allows you to get really specific. So you have the option to set a specific value, let's say device type. and the and then is is not exist. And then here is where it will populate for you all the possible values. Now device type is pretty standard. There's no flexing of what that is. But if I go back and show you umm, traffic source or perhaps a UTM parameter, um, this is where it will only populate what is umm, a real option based on your site activity. Okay, everybody. So for me, because I'm going to test account, it's not populating anything. But for all of you, you would actually see real UTM's that are connected to the source category in your uhh, traffic. Now, no matter what you select, you can add rules or create an OR set to build a more complex rule. but the one part that I will always call out is this estimated visitor count up top. This will- help ensure that you can evaluate the size of the audience to insinuate whether you are over restricting or under restricting your audience. So keep that number in mind. The system is going to look back with 30 days of data of your site activity. So if you are a brand new customer and you've only been live for 10 days, just know that the numbers may be a little off. otherwise it's a rolling 30 days look back to help you evaluate the size of the audience. . Umm, sometimes customers jump right into building really complex rules, and then this estimated account says, oh, that's 100 customers. Just know that that's going to delay when you'll get real learnings in your optimizations. It's perfectly fine to proceed. It's just a cautionary tale of you're going to have to wait a little longer for results.

Alright, and then advanced is, um, if you just, you are more or less coding, you'll likely want to come in here to set what we call preconditions, but for those of you using the visual editor, you're free and clear to ignore this section. So let's click done, and this takes us back to our draft state. Now, this looks pretty boring right now because nothing's live, but what we're showing is the draft, variation that I created, so that's that ACK now, CTA. On the right hand panel, we get that, summary of what goals exist and the pages. I love that you can add some notes, so if you and a bunch of teammates are working in here together, uh, you can add some notes, perhaps, about what you're actually testing, if you wanted to expand on that, maybe what the hypothesis was. Great area to document stuff like that.

The last step is, of course, launching the variations. You can actually launch individually, or launch, all. I recommend doing the launch all if you've only drafted things that you want to run at the same time. if you are working through building, perhaps different phases of the optimization, where maybe I had five drafts, and I only want to launch three to start. That's where you would launch the individual ones to start. Uh, notice when I have it here, you get the option to preview or, edit the, very creation. so if I wanted to launch, I would just do that right here. I'm going to click the preview for the sake of showing you what that looks like. This actually takes us outside of the dashboard. So now we're going to actually look at my website and verify what that CTA looks like.