Introduction¶

This article provides information and instructions for the first steps to do when you have a new Acquia Optimize account.

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. Examples of stakeholders to notify include content creators, marketing departments, SEOs, webmasters, project managers, and IT directors.

We provide 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 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:

Add, edit, or remove domains.

Step 3: Add the script¶

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

For more information, see the user guide article:

Add the script.

Step 4: Create groups¶

You can 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 article:

• Create and configure groups.

Step 5: Add users and assign groups¶

Next, add users and assign them to groups. The platform 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:

• Create and configure users
• Roles
• Create and configure groups.

Acquia Optimize web browser extension (optional)¶

Let your team know about the web browser extension. While not technically a prerequisite, the Acquia Optimize web browser extension is a very useful tool for your team to use when they start to identify and correct website content issues.

For instructions, refer your users to the user guide article:

Acquia Optimize web browser extension.

Step 6: Invite users to a live training session¶

It is important to let your team know what Acquia Optimize is and how they can perform their tasks more easily with it. We offer 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 growing selection of webinars.

For more information, see the user guide article:

• Acquia Optimize product training scope.

Plan a startup training session¶

Training session participants should include all employees or external parties who have the responsibility to update the website content. The training sessions typically cover:

• Acquia Optimize features and modules that are included and how to use them for the best advantage.
• How to set and reach content management goals.
• How to keep the team motivated.
• Personalized help for admin users to set up and maintain Acquia Optimize.

Next steps¶

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