Creating your first project in the Visual Editor

Select the correct test type

Webtrends Optimize offers a number of project types. For this example, we are going to consider an ABn test. Some of the elements within the test selection screen are currently disabled. These features exist within the platform are not currently available within the Visual Editor. These will be introduced to the User Interface in forthcoming releases.

To determine what type of test you require check here

You have two avenues to create a new experiment (Test) One is to click on the “+ NEW TEST”   button from within the dashboard

 

This will show you the test selection screen. Select ABn and then click on Visual Editor

 

The other way is to access the main menu by clicking on the down arrow from the Top Navigation  .

From the Menu, select. AB/ABn  under the Visual Editor section

 

By selecting either route you will now see  the “Enter URL Screen”

 

Or if you want to use a URL that you have used before select “Existing”

 

Enter a starting point for your test – In this example, we will use http://bank.webtrends-optimize.com/invest/

Tip – It is possible to navigate within the Visual Editor to pages within the site. We could, for example, enter the home page and then browse within the UI to/invest. This facility allows you to test on pages not directly accessible (e.g. checkout pages). However, if the URL is directly accessible, then it will be quicker to enter it directly.

Tip –  It is a requirement for previewing and launch, that the page is tagged with the Optimize tag.

Once you have entered the URL, if it is valid the globe icon will change from grey to green.

Click on the green button marked  to move to the next section.

When the page is processing you may get a warning as follows:

Firstly DON”T PANIC.

This is shown when there is HTTP and HTTPS content on the page. Because the Visual Editor uses an HTTPS connection, when you attempt to load a page using an HTTP connection within the visual Editor, your browser may return the above, mixed content warning and prevent the page from loading.

To continue to your test page click on the padlock shown on the left-hand side of the address bar – This will take you to the Google Chrome Security Settings Menu.

Choose Site Settings.

On the next page scroll down to the bottom of the list and select Allow

Exit from this screen and click on the Reload Button on the message at the top of the screen.

You may wish to create a Target using Visual Editor see here