Initial Prerequisites¶

This section gives information about the required conditions to set up Optimize.

Login and Password¶

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.

IP Addresses:¶

Whitelist the IP address for your region:

• USA and Canada 35.226.117.128
• UK and Europe 130.211.65.55
• Australia and New Zealand 35.189.0.46

Ports used¶

In some instances, your IT team will ask for the ports that Optimize uses. Optimize ports:

• 443 for https
• 80 for http.

User Agent¶

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.

Optimize Chrome Extension (optional)¶

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.

1. Download the Optimize Chrome Extension here:

   Monsido Chrome extension.

2. Install the extension.

Tip: Add the extension shortcut to your browser toolbar for easy access.

For setup and instructions, see the user guide article:

Web Browser Extension.

Renewal¶

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.

Next Steps¶

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.

Set up Optimize for your Team¶

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:

Get Started with Monsido.

In short, these are some of the initial things to do, in this order:

Add domains ¶

For domain setup and instructions, see the user guide article:

Add, Edit, or Remove a Domain.

Add users¶

To add users and configure user permissions, see the user guide article:

Configure Users.

Configure scans¶

For instructions on the scan setup and configuration, see the user guide article:

Configure scans.

Add the Optimize script¶

The script is not a requirement for basic use. The following modules, however, require the script:

• Statistics
• Heatmaps
• Consent Manager
• PageCorrect
• PageAssist.

For setup and instructions, see the user guide articles:

• Add the Monsido Script
  • Statistics
  • Heatmaps
  • Consent Manager
  • PageCorrect
  • PageAssist.

Train your Team¶

It is important to let your team know what Optimize is and how they can perform their tasks more easily with it.

Plan a startup training session¶

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:

• 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 to set up and maintain Optimize.

For more information, see the user guide article:

Monsido Training and Support.

For further assistance, contact the support team or use the chat and help features inside the application.

Additional Resources¶

The Help Center contains many valuable guides to help you get started.

For more information about training and support, see the user guide article:

Monsido Training and Support.

For definitions and explanations of acronyms and abbreviations used in the Optimize user guide, see:

Glossary.