Test Name -
Your Company
Logo
URL.com
Optimizely
Month DD, YYYY
Table of Contents
•Overview (3)
•Description and Hypothesis (xx)
•Test Objectives and Goals (xx)
•Test Variations (xx)
•Next Steps (xx)
•Optimizely Support (xx)
Optimizely
Test Overview
Test Name
Page Type or URL
Goal End Date
Goal Start Date
Test name
Page type (e.g. Checkout) or URL
Day, Month, Date, Year
Day, Month, Date, Year
Hypothesis
Enter your test hypothesis. For example: Changing the CTA language from “Next” to “Review Order” will make it clear users can see
their order summaries before their cards are charged. This will improve order conversion.
Variation Name
Variation Description
Original
This is the default content that currently appears on the page.
Variation name
Variation description
Variation name
Variation description
Variation name
Variation description
Goals to Measure
• Goal number one
• Goal number two
Next Steps
• Individual or Department’s name - description of next step
• Individual or Department’s name - description of next step
Optimizely
Description and Hypothesis
Test Description
Hypothesis
Page
Expected Duration
Optimizely
Test Objectives and Goals
These are the success metrics that will be measured for this test. They are listed
in the order of importance.
#
1
Goal Name
Conversion
Description
This is measured by the percentage of visitors who reach the “Thank You” page
(www.exampleURL.com/checkout/ThankYou).
2
3
4
5
6
7
Optimizely
Variations
The following slides show screenshots of the variations that will be
tested.
Optimizely
Variation #1 Name (copy this slide as needed for additional variations)
1.
Description of the change
This is the description of the variation and
how it differs from the original.
Helpful Hints
1. Use a screen capture tool like Skitch
(http://www.evernote.com/skitch) to take a
screenshot of your variations from within the
Optimizely editor or Preview window.
2. Select “Previous Snapshot Area” to capture the
EXACT same area. This will make it easier to
notice small changes between variations when
you switch between them in your document
without any “jumping” of common elements. (If
you’re running multiple monitors you may need to
disable them for this feature to work correctly.)
Optimizely
Variation #2 Name (copy this slide as needed for additional variations)
1.
Description of the change
This is the description of the variation and
how it differs from the original.
Helpful Hints
1. Use a screen capture tool like Skitch
(http://www.evernote.com/skitch) to take a
screenshot of your variations from within the
Optimizely editor or Preview window.
2. Select “Previous Snapshot Area” to capture the
EXACT same area. This will make it easier to
notice small changes between variations when
you switch between them in your document
without any “jumping” of common elements. (If
you’re running multiple monitors you may need to
disable them for this feature to work correctly.)
Optimizely
Next Steps
• ______ to by [date]
• ______ to by [date]
• ______ to by [date]
• Test to launch by [date]
Optimizely
Support from Optimizely
Customer Support:
•Whether its a quick technical question about a specific feature or a question about billing, the
customer support team is available via email or phone.
•
•
support@optimizely.com (Silver, Gold and Platinum plans only)
1-877-464-2985 (Gold and Platinum plans only)
Technical Account Manager: (Platinum plans only)
•Manages the majority of cases you’ve submitted and coordinates with other Optimizely team
members to ensure timely issue resolution
•Reviews your experiment ideas and recommends how to best configure them in Optimizely
•Guides your internal developers (or external agencies) with creating custom code for sophisticated
experiments or integrating with other systems
Provides best practices to effectively manage the Optimizely platform
•
•
•
[Enter your Technical Account Manager’s name]
[Enter your Technical Account Manager’s email]
[Enter your Technical Account Manager’s phone]
Optimizely