Okay, we enabled it. Now what?

Remember: Optimizations, Variations, Audience, Insights

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Okay, we enabled it. Now what?

September 19, 2025

You just enabled Optimize and want to understand concepts, UI, and a confident first-test build.

The Optimize mental model (four nouns to remember)

  • Optimization: A container for your experiment or personalization project.
  • Variation: The experiences (A, B, C…) you’ll show to different audiences or splits.
  • Audience: Rules that decide who sees what (UTMs, device, geo, page, CRM/MA properties, ABM company, custom attributes, etc.).
  • Insights/Overview: Where you monitor performance and (with connections) revenue impact—plus an ROI simulator.

A guided tour (click-by-click)

  1. Wire your foundation
    • Open your site → Insights → Integrations → Google Analytics 4. Choose automatic setup or add your Measurement IDs manually. Publish and confirm events.
    • Optional (Enterprise): Connect HubSpot, Salesforce, Marketo, 6sense. Imports may take time; you’ll later build audiences from those fields.
  2. Create your first Optimization (start simple)
    • Pick a high-traffic template: Homepage or a CMS template powering top articles.
    • Variation A (Control): No changes.
    • Variation B (Hypothesis): New hero headline, shorter subhead, CTA label change.
    • Audience: “All visitors.” Split: 50/50.
    • Primary goal: CTA click event; Secondary: scroll depth. (Both visible in GA4.)
  3. QA like a pro
    • Use Optimize’s preview to check both variations.
    • Open a test window with ?utm_source=test (or another parameter you plan to target later) to confirm audience rules will work when you expand.
    • Verify GA4 event names and parameters are showing in Realtime.
  4. Publish & monitor
    • Give it at least 1–2 weeks unless you have very high traffic. Resist ending early on noisy early data. (See Webflow’s “Get started” + CRO best-practice guidance.)

Starter glossary you’ll see in docs

  • Rules-based audiences: If/then logic using URL params, device, location, referrer, time, CRM fields, ABM company attributes, and more.
  • Enhanced match / Deanonymization: Enterprise capability that increases the chance of linking a session to a company/visitor profile using services like 6sense/Demandbase.
  • Custom attributes: Your app/site can set a JS attribute (e.g., user_plan="pro") and Optimize can target on it (enable under Integrations).

A realistic “First 90 Minutes” plan (agenda you can copy)

  • 0:00–0:25 — Connect GA4; confirm events (pageview, CTA click, form submit).
  • 0:25–0:55 — Build one hero test on the homepage; 50/50 split.
  • 0:55–1:15 — Add a secondary goal (scroll or secondary CTA).
  • 1:15–1:30 — QA previews; publish; set a 2-week calendar reminder to review Insights/GA4.

Example: the simplest “hello world” test

  • Hypothesis: Changing the CTA from “Book a demo” → “See it in action” increases clicks.
  • What to edit: The button’s text layer and microcopy under headline.
  • Success measure: cta_primary_click event; consider adding a click parameter for the variant label to verify routing in GA4.

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