Get Started with Acquia Optimize

Introduction¶

Prerequisites.

For new customers, refer to the Welcome email for the login link and your password.

Step 1: Inform Stakeholders¶

Web governance can affect many individuals across your company. Make sure you take some time to identify who will be impacted – both directly and indirectly – by Optimize. Examples of stakeholders to notify include content creators, marketing departments, SEOs, webmasters, project managers, and IT directors.

Optimize provides a handy guide and email templates for you to send to your stakeholders.

For more information, see the user guide article:

Email Template Instructions.

Step 2: Add your Domains¶

Sign in to Optimize and add all of your domains. Remember that domains with the same name that end in .com and .eu are two different domains.

For more information, see the user guide article:

Configure Domains.

Step 3: Add the Optimize Script¶

Configure and add the Optimize script. Once the script is installed, errors are highlighted on the page where they occur, and if your package includes the Analytics module, statistics begin to show up immediately.

For more information, see the user guide article:

Add the Script.

Step 4: Create Groups¶

Optimize gives you the option to create groups of pages and domains. This makes it easy to delegate responsibility across your team or different departments. Edit groups and add new groups at any time.

For more information, see the user guide articles:

• Create and Configure Groups

• Create a Domain Group Based on Labels.

Step 5: Add Users and Assign Groups¶

Next, add users and assign them to groups. Optimize allows unlimited users. During new user creation, assign them to specific groups. Choose users to receive specific reports and set up their access with view or edit permissions.

For more information, see the user guide articles:

• Configure Users

• User Roles

• Create and Configure Groups.

Step 6: Invite Users to a Live Training Session¶

Optimize offers optional live training. An onboarding specialist assists you and your team with setup and answers any questions your team members have. For further training, we also have a large selection of webinars.

For more information, see the user guide articles:

• Training and Support

• Webinars

Next Steps¶

Once these basic steps are completed, Optimize is ready to use. Our support team is here to support you every step of the way with great customer service, resources, and personalized solutions.

Additional Resources¶