CRO 8 Week Planner-1 PDF
CRO 8 Week Planner-1 PDF
CRO 8 Week Planner-1 PDF
To Improving Conversions
IN 60 DAYS
Table of Contents
02 Introduction
22 Week 5
Constructing Educated Hypotheses And Prioritizing Them
03 Week 1
Getting Ready For Conversion Rate Optimization
25 Week 6
Choosing The Right Test And Setting It Up
11 Week 2
Conducting A Conversion Rate Audit
30 Week 7
What To Do While Your Experiment Is Still Running
15 Week 3
Identifying Areas Of Improvement In
33 Week 8
Analyzing And Learning From Your A/B Test Results
Your Website’s Conversion Funnel
19 Week 4
Understanding Why Users
36 Wrapping Up
Now, let’s get to the steps you need to take for the first week of your conversion optimization program.
Since Conversion Rate Optimization is cross-functional, it involves a team of professionals from different
departments and functions to coordinate effectively and make the most out of available resources.
At any given time, a CRO team needs to collectively possess talent with all of the following skills:
Conversion Rate Data Analyst Web Graphic Designer Copywriter Web Developer
Optimization Manager Monitors your website data Will help you design web creates copy that will In charge of actually
In charge of developing an and user behavior using pages with a focus on reduce customers’ anxieties, developing variations of
end-to-end plan for your CRO relevant tools to uncover increasing conversions. ease friction, and persuade webpages for A/B tests
program—enumerating and actionable insights. visitors to take the desired using optimized code.
prioritizing essential activities. action.
This week, focus on determining who will take care of which responsibilities for your CRO needs. Based on the bandwidth and budget
at your disposal, you can either onboard key hires for these roles or identify talent from within your organisation and rope them in.
An ideal case would be a dedicated professional possessing one of each skill. However, not every organization has the resources
to dedicate five employees for CRO. For many small businesses, a single team member can also take care of multiple functions.
While you build your CRO team, you need to set up the technology Before you start your optimization program, you need to have
stack requisite to run your CRO program. Here’s what youneed to do: an analytics engine in place. Website analytics can help you in
two ways specifically:
Choose a Testing Platform
• Track the current conversion rate across your website.
A testing platform will help you run qualitative analysis, set up A/B tests, and • Highlight the problem areas on your website, like
track results in one dashboard. It’s hard to distinguish between the different where visitors drop-off the most.
platforms and their technologies, but you should take the time to understand
how it affects your general website performance. The pitfalls of not having analytics in place are that your optimization
efforts will be akin to throwing darts in the dark, randomly hoping for
• Here are some of the questions you should be asking: some darts to stick. Having analytics integrated with your testing
• How does the platform affect the performance of my website? engine is important for post-test analysis and learning as well.
• Does the platform offer more value beyond just A/B testing?
• Will the platform help me plan my optimization program? Need a website analytics solution? Here are a few we recommend:
• What is the level of customer support provided? Google Analytics
• Can I alter the pricing plans to match my ever-changing business needs? Kissmetrics
Mixpanel
We recommend you try demos of different solutions to zero in on the one Adobe Analytics
most suitable for your business. If you’d like to give VWO a try, sign up for
a 30-day free trial.
a customer. Understanding the way visitors browse your website tells you what
improvements can be made by optimizing each different stage in the funnel.
STAGES
Consideration
Why should I care?
Qualified Sign up for free trial
1 2 3 4
5 Keep in Mind
Sale
The conversion funnel maps ideal steps.
After finding value in the Not every customer will start in the exact same stage
free trial, they become a or convert in the same way. However, mapping out
paying customer. what routes a visitor might take to become a customer
is key to figuring out which stages need to be optimized.
After you’ve mapped out the conversion funnel, you need to align
your business’s success metrics with the steps of the conversion
funnel. The charts shared below will help you align your conversion
goals with different funnel stages for the visitor:
Micro
stages is why you need to track and optimize for conversions at all stages
for every user.
Are you looking for more free trial sign-ups, more average revenue
per visitor, or top-of-the-funnel ebook downloads?
Research Industry
Benchmarks
When you’re just starting out with CRO, it’s important to know what
your current conversion rates mean. Are they bad? Good? Average?
How do your conversion points compare to your competitors’ or
other businesses in your industry? Start off the week by doing
a little digging into how your industry behaves.
Conversion Rates by Device or Platform are just one of the many KPIs. Similarly, you
need to identify the industry benchmarks for all of your KPIs you’d want to monitor.
Pingdom or
Having this number is important, because your benchmark Page load time Google Page Speed
analysis and current baseline tells you what kind of improvement
you can expect and should drive toward.
The table below is just an example of some of the major KPIs. Bounce rate Google Analytics
You can follow this example to create one relevant to your business.
Cross-device and
cross-browser CrossBrowserTesting
functionality by Smartbear
VWO or Google
Conversion rate
Analytics
Go for Low-Hanging
Fruits and Quick Fixes
While conversion rate optimization is a long-term process, for this week, it is advisable to
look for low-hanging fruits and some quick fixes that might just give you an initial boost.
Make your web Adjust your calls Make your web Clarify your company’s
copy more concise— to action (CTAs)— forms shorter— value proposition
take what you have, edit it in make it easier to understand a lengthy sign-up process can so that the benefit you provide
half, and edit it in half again. and more prominent for annoy customers. is clearly comprehensible.
your visitors
Boost the incentives— Create step-by-step Improve trust— Optimize your blog—
offer up a promotion or give- instructions— implement trust signals match the most relevant,
away to encourage prospects find opportunities to guide through social media details, current offers you have
to engage with your brand. your customers through membership stats, testimonials, with your highest performing
the sales process. or client logo. blog posts.
There are many ways to boost your conversion rates, but starting with the easiest wins will help you build momentum to start off.
With Your
You can find the following metrics in Google You can find traffic for your website in Google
Analytics here: Audience > Overview. Analytics here: Acquisition > All Traffic > Channels.
Google Analytics 101: How To Configure Google Analytics To Get Actionable Data
How’s the exit rate on each of the pages in the funnel? Is the
bounce rate on your home page too high? Finding such By setting up event tracking using Google Tag Manager, you can segment your
symptoms on your pages can help you zero in on where audience and see how different features on a page influence user behavior.
to focus your optimization efforts.
For instance, you might find out that users who use a sorting tool on your
Watch this video to learn how you can set up a conversion funnel eCommerce website’s category page are more likely to become paying customers
in Google Analytics. Next, you have to figure out How page features than users who don’t. Getting such insights help you weed out unwanted features
and pages of the funnel shape your user’s behavior? and concentrate on the features that convert users better.
Heatmaps are a graphical representation of the Element List Heatmaps is a kind of heatmap that Scroll maps show you what percentage of a
most-clicked elements on a web page which help lets you view all the clicked elements on a page full-length web page your visitors scroll to.
you quickly identify the page properties (buttons, as a list. For example, how many of your visitors made it
elements, and so on) that attract the most attention. all the way to the bottom of our page vs. the first
These are especially helpful when your web 25% of the page?
You can find answers to questions such as, pages contain hidden elements such as drop-
“Is the primary CTA button getting enough down menus, hidden submenus, and elements Scroll maps can help you find out if critical
attention?” or “Are there too many distracting that load only after a log-on. elements on your page are ignored because
elements on the page?” they are located too deep below the fold.
Here is an example (notice that you can find
For example, here is a heatmap of the VWO clicks on both visible and hidden elements): For example, below is a scroll map of the
home page, highlighting elements that are VWO home page.
clicked the most:
Visitor Recordings let you create a playback of Form Analysis let you analyze your web forms The above-mentioned tools do a great job of
visitor sessions on your website. Looking at the and identify points of friction for your visitors. analyzing user behavior on a website, but what
actual interactions that visitors have with your these tools cannot replace is user feedback.
website, you can find out more about their After you have identified a form that is converting
behavior. poorly, you can run form analysis to know exactly Website surveys help you do exactly that—
which form-field is proving to be the biggest pain collect user feedback. For example, here is a
Below is a screenshot from a visitor recording point for visitors. Here is an example: website survey from VWO in action:
(notice how the mouse movement and clicks are
tracked for a visitor):
Now that you know what kinds of qualitative tools are available for you, do some research to find out what it’ll take to implement.
From there, start running qualitative tests across your highest-traffic pages and start writing down insights.
You’ll be surprised how much you’ll learn and how many ideas you’ll generate to generate hypotheses for improving conversions.
Build A Strong
Hypothesis
In Science, a hypothesis is an educated prediction that can Here’s an example of a good hypothesis.
be tested. Scientists use the word when they propose a new
theory. So while doing CRO, we call our theories of how a website I believe moving customer logos closer to the billing form will result in
can be improved as hypothesis. Just like scientific theories, these 5% more checkouts because it instills confidence in the payment gateway.
hypotheses could turn out to be true or false, and that’s exactly
what we will do later when we A/B test them. Based on the hypothesis, you make some changes to the original page. This new
page(s) is/are the variation(s). The objective of the test will be to find out which of
At its core, a hypothesis is a statement that consists of 3 parts. these two (or more) pages converts visitors better.
You believe: A structured hypothesis sets the base for better results through optimization.
.. a particular change.. Even if your result fails, you can retrace your steps and correct the path. Without this
based on insights gleaned from structured process, optimization efforts may go astray and lose their purpose.
quantitative and qualitative data
Here’s what an unstructured, unscientific hypothesis looks like.
..will have a particular effect..the goal;
the conversion metric that you want to improve “Let’s just try changing that button color because it worked out for companies A, B, and C.”
..due to a particular reason. That’s the kind of hypothesis you don’t want to end up with. Instead, use this formula to
the rationale behind why you believe the build successful hypotheses:
change will have the desired effect
“I believe ___________ will result in _______ because __________. “
Ease: Even when you have a final list of pages, it’s important to realize that not all
However, some others who follow a structured approach to CRO
pages are easily optimized. A page, such as an eCommerce product listings page,
realize the need for a robust prioritization framework.
may be technically complicated to start optimizing while another, such as your
homepage, may have too many stakeholders to please. It’s important to go for the
Why?
one that is easily optimized first and then move up the list.
Because a prioritization framework provides a clear direction
to your optimization program and prevents you from running
You need to rate your hypotheses on each of these parameters from a scale of 1
aimless tests. Instead, choose a framework that will enable you
to 5 (where 1 is the lowest and 5 being the highest), and then calculate a final score
to maintain a dedicated CRO testing schedule.
by dividing their sum by 3. Follow this for all the hypotheses you’ve created to get
clarity on which one to test first.
Actually, probably not. While you might be seeing double the conversion rate at
first, those 10 visitors might not be a good representation of your total website
visitors. Your goal is to get an accurate representation.
The question you want answered is ‘what is the probability that variation A
beat control?’
B
This question can be answered more precisely with Bayesian Statistics. Most
other methods, including Frequentist Statistics answer this question: ‘what is
the probability of seeing a result at least this extreme if the Control and
Variation were identical?’
For the sake of simplicity, we’re advocating two methods for you to
calculate the required test duration, one using VWO and one without.
Calculating test duration is dependent on the following factors:
With VWO, all you need to do is enter these values in VWO’s SmartStats
(Statistics engine based on Bayesian method) as shown below and out
comes the estimated duration for which you should run the test.
However, if you decide to do it using some other tool, you can use this
free test duration calculator to find the period for which you should
run your tests.
Multivariate testing is used when there are multiple changes proposed to a single page,
and you want to test each combination of these changes. If you’d like to learn more,
read this blog post.
Based on your hypothesis, you need to finalize the type of test you’re going to use. You
must understand that A/B/Split, and Multivariate are not alternatives. Each is a method
to perform different tasks, and the decision to use one should depend entirely on the
task at hand.
1. Testing once, and never testing again. Running multiple tests at the
same time with overlapping traffic leading to skewed results.
2. Not running a test for a full business cycle, leading to unreliable results.
1. A negative result to your hypothesis is not a failure, it’s just another learning.
2. Always be testing. Your results from one test should lead you to another
hypothesis, and then another. Never stop testing, or you’ll risk getting
stagnant conversion rates.
3. Test one variable at a time. Let’s say you wanted to test new CTA designs,
change the tone of your blog titles, and launch a whole blog redesign all at
once. All the sudden, your conversion rates dropped by 10%. What happened?
Unfortunately, when you’re testing too many variables at once, it’s impossible
to know what causes increases or decreases to your conversion rates.
Instead, regulate your tests and make sure you’re not running multiple efforts
that impact the other tests by accident.
There are primarily two ways you can plan your next set of tests:
If you already have a few testing ideas finalized and scheduled, you can
work toward getting the requirements to conduct it in place. Doing so
will also give you a headstart and make the whole process more efficient.
In case you’re out of ideas for the next iteration, or have already set
up the ones you had, you should go back and repeat the entire process
from scratch. Remember, by this point you have a lot more context about
what’s not working with your website. Just couple this with the learnings
you’ve had so far, and you’re good to go.
Great! What you should do now is answer these questions, and proceed as follows: When the variation loses, make sure you:
• Look at the research; ensure that the hypothesis isn’t faulty.
• What is the cost of deploying the change (engineering hours, design hours)?
• Does the expected increase in the revenue justify the cost involved? • Analyze the test data; do segmentation to reveal further insights.
• Hold on to deployment.
• Go back to following the CRO process.
• Use post-test segmentation: can the hypothesis be refined for more impact?
1. Your test hypothesis might have been right, but the implementation 1. Desktop vs Tablet/Mobile
was poor. 2. New vs Returning
3. Traffic that lands directly on the page you’re testing vs came via internal link
Let’s say your qualitative research says that concern about security is an issue. 4. If your treatment performed well for a specific segment, it’s time to
How many ways do we have to beef up the perception of security? Unlimited. consider a personalized approach for that particular segment.
You might be onto something – but the implementation didn’t work. If you have
data that supports your hypothesis, try a few more iterations to confirm your There’s no difference, but you like B better than A
hypotheses.
We’re human beings, and we have personal preferences. So if your test says
2. Just because there was no difference overall, the treatment might have that there’s no significant difference between variations, but you like B better –
beat control in a segment or two. there’s really no reason not to go with B.
If you got a lift in returning visitors and mobile visitors, but a drop for new visitors If B is a usability improvement or represents your brand image better, go for it.
and desktop users – those segments might cancel each other out, and it seems like But those are not good reasons to go with B if B performs worse in a test.
it’s a case of “no difference.” Analyze your test across key segments to see this.
Now that you’ve become well-versed with the know-hows of CRO, make
sure you continue to explore it even further and impact your bottom line
repeatedly. Just don’t forget the main tenants we talked about in this ebook.
Before you leave, be sure to pay this guide forward. Share it with your friends,
colleagues, or anyone who you might think could gain value from it. What’s
more, bookmark it for your own reference, and be sure to download a copy.
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