This section gives information about the required conditions to set up Optimize.
For new customers, refer to the Welcome email for the login link and password.
If a login to your site is required, whitelist the Optimize IP.
Whitelist the IP address for your region:
In some instances, your IT team will ask for the ports that Optimize uses. Optimize ports:
If needed, the user agent information is the following:
Mozilla/5.0 (compatible; Monsidobot/2.2; +https://monsido.com/bot.html; [email protected])
For more information, see the user guide article:
Monsido Data Hosting and Security.
While not technically a prerequisite, the Optimize Chrome Extension is a very useful tool to help your team identify and correct website content issues.
Note: The requirement to use the extension with Edge (Chromium) is version 79.0.309 or higher.
Download the Optimize Chrome Extension here:
Tip: Add the extension shortcut to your browser toolbar for easy access.
For setup and instructions, see the user guide article:
It is important to review the terms of the Optimize agreement. It is our recommendation for customers to set up a reminder in the work calendar 30 days before the renewal date.
Review the policy and set alerts for renewal dates.
This section contains information about the order in which to set up your Optimize scan for the first time, and where to find resources and instructions for the initial configuration.
It is important to add team members and assign permissions so that they can quickly begin the training and start to work in Optimize.
For full instructions, see the user guide article:
In short, these are some of the initial things to do, in this order:
For domain setup and instructions, see the user guide article:
Add, Edit, or Remove a Domain.
To add users and configure user permissions, see the user guide article:
For instructions on the scan setup and configuration, see the user guide article:
The script is not a requirement for basic use. The following modules, however, require the script:
For setup and instructions, see the user guide articles:
It is important to let your team know what Optimize is and how they can perform their tasks more easily with it.
We offer free training sessions to help new users get started. Training session participants should include all employees or external parties who have the responsibility to update the website content. The training sessions typically cover:
For more information, see the user guide article:
For further assistance, contact the support team or use the chat and help features inside the application.
The Help Center contains many valuable guides to help you get started.
For more information about training and support, see the user guide article:
For definitions and explanations of acronyms and abbreviations used in the Optimize user guide, see:
If this content did not answer your questions, try searching or contacting our support team for further assistance.
Thu Oct 24 2024 01:34:47 GMT+0000 (Coordinated Universal Time)