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Visiopt™ Help Library

Set up Visiopt correctly, avoid common mistakes, and learn how to use every feature with confidence.

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Start & Setup

Connect your site, verify tracking, and get ready to run campaigns and tests — fast.
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Campaigns & Testing

Learn how to use Visiopt day-to-day — with or without campaigns.
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Connect Your Cart & Payments

Send purchases and events directly from your cart or payment processor (server-side).
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Feature Guides

Detailed documentation for every page and feature in Visiopt.

If you haven't completed Start & Setup, we strongly recommend doing that first.

Start & Setup

Get connected, verify tracking, and be ready to run campaigns and tests.

Choose your platform to get started:resource-btn resource-btn--download"

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General Quick Start

All other platforms or custom setups.
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GoHighLevel Quick Start

Setup for GHL funnels and pages.
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Shopify Quick Start

Fast setup for Shopify stores.

Not sure? Start with General Quick Start.

Set up your first Campaign and Test

Get connected, verify tracking, and be ready to run campaigns and tests.

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Set Up a Campaign

UnlockVisiopt's most advanced tracking, attribution, and optimization capabilities.
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Set Up a Test

Create and launch tests to improve conversions and revenue.

If you want the most accurate tracking and scaling decisions, start with Campaign setup.

GoHighLevel Quick Start

Complete setup in ~15 minutes. No technical experience required — just follow the checklist.

0 of 7 steps complete
← Back to Start & Setup
Step 1

Add Your Domain to Visiopt

Instructions

  1. In Visiopt, go to Settings
  2. Click Manage Domains
  3. Click Add Domain
  4. Enter the domain used for GoHighLevel pages (example: yourdomain.com)
  5. Under “My website is built on”, select GHL (GoHighLevel)
  6. Click Save

Resources

Verify

✓ Domain appears in the Manage Domains list

Step 2

Create a Funnel and Add Your GHL Page

Instructions

  1. In Visiopt, click Funnels
  2. Click Add New Funnel
  3. Give your funnel a recognizable name
  4. Click Add Page
  5. Enter the exact GoHighLevel page URL
What happens next: A pop-up appears with exact instructions for adding the Visiopt code.

Resources

Verify

✓ Page appears inside the funnel in Visiopt

Step 3

Add Visiopt Code to Your GHL Pages

Instructions

Follow the official guide to install Visiopt and avoid flicker on your GoHighLevel pages.
Visiopt uses a universal code that can be added to all of the pages you want to track.

Verify

✓ Script is present on the page

✓ Test visit appears in Visiopt

Step 4

Connect GoHighLevel Webhooks

Instructions

Webhooks send opt-ins, purchases, and events into Visiopt.

Are you tracking forms, surveys, or opt-ins?

Do you sell products or want revenue tracking?

Verify

✓ Test event appears after triggering a workflow

Step 5

Set Up Your Visiopt Campaign (Critical)

Instructions

Campaigns unlock advanced tracking and decision-making.

Resources

If Campaigns are not enabled on your plan, you may skip this step.

Verify

✓ Campaign exists

✓ Traffic source connected

✓ Goals assigned

Step 6

Set Up Your Test

Instructions

Follow the test setup guide. Start simple.

Tip: Consider a Double L4 or Triple L4 configuration.

Resources

Verify

✓ Test status shows Active / Running

Step 7

Verify Your Setup

Final Checks

  • Visits are showing up in Visiopt
  • Events are being recorded
  • Test is active and running

Resources

If data doesn't appear immediately, wait 5–15 minutes and refresh.

Shopify Quick Start

Fast setup for Shopify stores.

0 of 7 steps complete
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Step 1

Add Your Domain to Visiopt

Instructions

  1. In Visiopt, go to Settings page
  2. Click Manage Your Domains
  3. Click Add a New Domain
  4. Enter your Shopify store domain. For example: https://visiopt.myshopify.com)
  5. Uunder My website is built on, select Shopify
  6. Next, you’ll need to install the official Visiopt Shopify App → We’ll walk you through this in STEP 2

Important: Keep this tab open and complete the next step in a new browser tab.

Resources

Verify

✓ Domain appears in the Manage Domains list

Step 2

Install the official Visiopt Shopify App

Instructions

  1. Install the official Visiopt Shopify app, and the universal VisiSmart script will be automatically injected into every Shopify page you add to your funnel
  2. If you remove a Shopify page from Visiopt, the VisiSmart script will be automatically removed from your page
  3. If you disconnect the Visiopt app from your Shopify domain, the VisiSmart script will be automatically removed from all your Shopify pages
  4. If you uninstall the Visiopt app from your Shopify store, the VisiSmart script will be automatically removed from all your Shopify pages
  5. Please follow the easy and straightforward steps in the video or PDF guide to install the offical Visiopt Shopify app

Important: This is a one-time setup.

You can now move on to adding pages to your funnel.

Resources

Step 3

Create a Funnel and Add Your Shopify Pages

Instructions

  1. In Visiopt, click Funnels
  2. Click Add New Funnel
  3. Give your funnel a recognizable name
  4. Click Add Page
  5. Enter the URL of each Shopify page in your funnel
  6. Repeat for all pages except the confirmation/thank-you page

Because you connected Shopify using a Visiopt app, no manual code is required for these pages..

Resources

Step 4

Shopify Confirmation/Thank You Page

Instructions

This is the only Shopify page where manual setup is required.


  1. Add your Shopify confirmation / thank-you page to the funnel
  2. Enable "This is my Shopify confirmation page""
  3. Follow the on-screen instructions to add the VisiSmart code

This ensures conversions are tracked correctly

Resources

Step 5

Third-Party Page Builders (Optional)

Instructions

Most Shopify page builders are automatically supported.

If you are using tools like Replo, PageFly, Shogun, or similar, no additional setup is required.

The Visiopt Shopify App injects the Universal Smart Code site-wide, and your pages will be tracked automatically.

Exception: Funnelish
Funnelish pages will not load the Shopify-injected script by default.
If you are using Funnelish, you will need to manually add the Visiopt Smart Code. Please find instructions below:

If you are not using a page builder, you can skip this step.

Step 6

Set Up Your Visiopt Campaign (Critical)

Instructions

Campaigns unlock advanced tracking and decision-making.

Resources

If Campaigns are not enabled on your plan, you may skip this step.

Verify

✓ Campaign exists

✓ Traffic source connected

✓ Goals assigned

Step 7

Set Up Your Test

Instructions

Follow the test setup guide. Start simple.

Tip: Consider a Double L4 or Triple L4 configuration.

Resources

Verify

✓ Test status shows Active / Running

General Quick Start

Setup guide for all platforms and custom implementations.

0 of 7 steps complete
← Back to Start & Setup
Step 1

Add Your Domain to Visiopt

Instructions

  1. In Visiopt, go to Settings
  2. Click Manage Domains
  3. Click Add Domain
  4. Enter the domain used for pages (example: yourdomain.com)
  5. Under “My website is built on”, select what your site is built on. If unsure, it is most likely HTML/PHP
  6. Click Save

Resources

Verify

✓ Domain appears in the Manage Domains list

Step 2

Create a Funnel and Add Your Page

Instructions

  1. In Visiopt, click Funnels
  2. Click New Funnel
  3. Give your funnel a recognizable name
  4. Click Add Page
  5. Enter the exact page URL
What happens next: A pop-up appears with exact instructions for adding the Visiopt code.

Resources

Verify

✓ Page appears inside the funnel in Visiopt

Step 3

Add Visiopt Code to Your Pages

Instructions

Follow the official guide to install Visiopt on your pages.
Visiopt uses a universal code that can be added to all of the pages you want to track.

Verify

✓ Script is present on the page

✓ Test visit appears in Visiopt

Step 4

Create a Webhook

Instructions

You can create a webhook to track any server-to-server conversions you choose. This can be purchases, calendar events, surveys, Opt-ins, etc.


  1. Go to the Settings page
  2. Open Payment Processors and Carts
  3. Click on the desired Cart or Payment processor
  4. Enter a meaningful Name for your Webhook
  5. Select the Funnel it shoud appear as a goal
  6. Hit Save & generate Webhook URL
  7. Here is a Webhook Help Page showing step-by-step instructions on adding the webhook URL to various carts and payment processors

Resources

Verify

✓ make a test order / Opt-in sign up

✓ Make sure the webhook conversion shows up in yoru test / campaign

NOTE: Webhook conversions can take anywhere between 5 and 20 minutes to show up in Visiopt. Thsi is not a Visiopt limitation, the time entirely depends on the Cart or Payment processor.
Step 5

Set Up Your Visiopt Campaign (Critical)

Instructions

Campaigns unlock advanced tracking and decision-making.

The video and PDF below will walk you through the quick basics of creating your first campaign.


Recommended:

If you want a more detailed walkthrough, including campaign structure and best practices, follow the Set Up a Campaign onboarding guide.

Resources

If Campaigns are not enabled on your plan, you can contact us about adding it to your account or you may skip this step.

Verify

✓ Campaign exists

✓ Traffic source connected

✓ Goals assigned

Step 6

Set Up Your Test

Instructions

Follow the test setup guide to create your first test.


Tip: Start with a double L4 or Triple L4 Smart Relational Test to get used to Visiopt and see fast results.


The video and PDF below will walk you through the quick basics of setting up a test.


Recommended:

For a deeper walkthrough of testing strategy, variable selection, and best practices, follow the Set Up a Test onboarding guide.

Resources

Verify

✓ Test status shows Active / Running

Step 7

Verify Your Setup

Final Checks

  • Visits are showing up in Visiopt
  • Events are being recorded
  • Test is active and running

Campaign data is appearing in the Campaign Report

Resources

If data doesn't appear immediately, wait 5–15 minutes and refresh.

Set Up a Campaign

Campaigns unlock advanced attribution, lossless tracking, and scaling clarity inside Visiopt.

0 of 5 steps complete
← Back to Campaigns & Testing
Step 1

Create a Funnel and Add Your Pages

Instructions

  1. Click Funnels
  2. Click Add New Funnel
  3. Name your funnel (e.g., "Main Offer Funnel")
  4. Click Add Page
  5. Enter the exact URL of your page
  6. Add your campaign page (usually landing page)
  7. Add all goal pages (thank you pages, upsell pages, etc.)

Why this matters

Funnels organize your pages and allow Visiopt to track the visitor journey. Your campaign will connect to this funnel.

Resources

Verify

✓ Funnel appears in your funnel list

✓ All pages are added (landing page + goal pages)

✓ URLs are correct and validated

Step 2

Create Webhooks Optional but Recommended

Instructions

  1. Go to Settings → Payment Processors & Carts
  2. Select your payment processor or cart
  3. Click Create Webhook
  4. Name your webhook (e.g., "Front-End Purchase")
  5. Select the funnel you just created
  6. Click Save
  7. Copy the webhook URL and add it to your cart/payment processor
  8. Webhook help page showing step-by-step instructions on adding the webhook URL to various carts and payment processors

Why this matters

Webhooks send purchase and conversion data directly to Visiopt, enabling accurate revenue tracking and attribution.

Resources

Verify

✓ Webhook is created and saved

✓ Webhook URL is added to your payment processor

✓ Test transaction triggers the webhook (if possible)

Step 3

Set Up Your Campaign

Create your campaign and connect it to your ad network.

3a. Create a New Campaign

  1. Go to Campaigns
  2. Click Manage Campaigns
  3. Click Create a New Campaign
  4. Select your previously created Funnel
  5. Name your campaign (e.g., "Facebook - Main Offer")
  6. Select your Campaign Page (usually your landing page)
  7. Click Continue

3b. Choose Campaign Type & Ad Network

  1. Leave Classic (Manual) selected (recommended)
  2. Choose your ad network from the list
  3. Click Continue
  4. Log into the selected ad network when prompted
  5. Link the correct ad account

⚠️ Important: Tracking parameters must be placed correctly at the ad or campaign level in your ad platform. Visiopt will provide the required parameters during setup.

Why this matters

The campaign page defines the entry point for attribution. Connecting your ad network enables Visiopt to pull in spend data and send conversion events back for optimization.

Resources

Verify

✓ Campaign appears in your campaign list

✓ Correct funnel is selected

✓ Ad network shows as connected

Step 4

Configure Goals

This step defines what Visiopt tracks and how revenue is calculated. Complete each section below.

4a. Choose Tracking Path ✓ Complete

Does your landing page offer multiple purchase options (e.g., 1 bottle vs 3 bottles)?

Normal Path (single purchase option):
Landing Page → Checkout → Upsell → Thank You
Customer Path (multiple purchase options):
Landing Page offers:
  • 1 Bottle → Checkout → Upsells
  • 3 Bottles → Checkout → Upsells
  • 6 Bottles → Checkout → Upsells

If you want to see reporting broken down by initial purchase option, choose Customer Path.

Not sure? Choose Normal Path — it's correct for most funnels.

4b. Add Goals ✓ Complete
  1. Enable Goals
  2. Select goal type: Goal, Webhook, Postback, or Button
  3. Select the page or webhook for this goal
  4. Name your goal clearly (e.g., "Front-End Purchase", "Upsell 1")
  5. Add additional goals as needed
4c. Revenue Settings Required ✓ Complete

Select how your revenue is sent to Visiopt:

Does ONE webhook already include the FULL order total?

If you send BOTH a total revenue webhook AND separate product webhooks, and include all of them, revenue will be over-reported.

$47 (front-end) + $97 (upsell) + $144 (total) = $288 reported

Actual revenue: $144. This causes 2x over-reporting.

Please select one option above to continue
4d. Include in AOV Required ✓ Complete

AOV measures the average value of each customer order.

Simple rule:

✓ Mark ONLY ONE goal as "Include in AOV."

This should be your primary purchase event (your main order / checkout purchase / total revenue goal).

✗ Do NOT mark upsells, downsells, order bumps, or additional product goals as AOV.

Even if a customer buys multiple items, that is still ONE order.

Please confirm the AOV rule above to continue.
4e. Exclude Undefined Conversions ✓ Complete

Undefined conversions are conversions that did NOT originate from this funnel's campaign page.

In most cases, you do not want these included in your results because they can inflate or confuse reporting.

Best practice: Enable "Exclude Undefined Conversions" for every goal.

Please confirm the setting above to continue.
4f. Send to Google Analytics Optional ✓ Complete

If you want conversion data sent to Google Analytics, enable this option and configure your GA4 property.

Why this matters

Correct goal and revenue configuration is critical. Mistakes here cause over-reporting, incorrect AOV, and bad optimization decisions.

Verify

✓ At least one goal is configured

✓ Revenue setting selected (Option 1 or 2)

✓ Only ONE goal is marked for AOV

✓ Exclude Undefined Conversions is enabled

Complete all required sections above before continuing.
Step 5

Configure Conversion API Recommended

Optional — but recommended for better ad platform optimization and signal quality.

Don't want to set up Conversion API now?

You can enable Conversion API later.

5a. Enable Conversion API

  1. Check the "Conversion API" checkbox
  2. Click "Save & Continue To API Set Up"

This opens the Conversion API setup screen.

Verify

✓ You are taken to the API setup screen

5b. Choose Attribution Type

5c. Select Ad Network

Choose the ad network you want to send conversion data to:

Why this matters

The Conversion API sends purchase data directly to your ad network, improving optimization and helping you scale profitably.

Set Up a Test

Test what works and what doesn't on your pages.

0 of 7 steps complete
← Back to Start & Setup
Step 1

Add Your Domain to Visiopt

Instructions

  1. In Visiopt, go to Settings
  2. Click Manage Domains
  3. Click Add Domain
  4. Enter the domain used for pages (example: yourdomain.com)
  5. Under “My website is built on”, select what your site is built on. If unsure, it is most likely HTML/PHP
  6. Click Save

Resources

Verify

✓ Domain appears in the Manage Domains list

Step 2

Create a Funnel and Add Your Page

Instructions

  1. In Visiopt, click Funnels
  2. Click New Funnel
  3. Give your funnel a recognizable name
  4. Click Add Page
  5. Enter the exact page URL
When adding a new page: Make sure you add the Universal Smart code to every new page.

Resources

Verify

✓ Page appears inside the funnel in Visiopt

Step 3

Create a Webhook

Instructions

You can create a webhook to track any server-to-server conversions you choose. This can be purchases, calendar events, surveys, Opt-ins, etc.


  1. Go to the Settings page
  2. Open Payment Processors and Carts
  3. Click on the desired Cart or Payment processor
  4. Enter a meaningful Name for your Webhook
  5. Select the Funnel it shoud appear as a goal
  6. Hit Save & generate Webhook URL
  7. Here is a Webhook Help Page showing step-by-step instructions on adding the webhook URL to various carts and payment processors

Resources

Verify

✓ make a test order / Opt-in sign up

✓ Make sure the webhook conversion shows up in yoru test / campaign

NOTE: Webhook conversions can take anywhere between 5 and 20 minutes to show up in Visiopt. Thsi is not a Visiopt limitation, the time entirely depends on the Cart or Payment processor.
Step 4

Set Up Your Test

Instructions

Follow the test setup guide to create your first test.


Tip: Start with a double L4 or Triple L4 Smart Relational Test to get used to Visiopt and see fast results.


The video and PDF below will walk you through the quick basics of setting up a test.


Resources

Verify

✓ Test status shows Active / Running

Step 5

Verify Your Setup

Final Checks

  • Visits are showing up in Visiopt
  • Events are being recorded
  • Test is active and running

Campaign data is appearing in the Campaign Report

Resources

If data doesn't appear immediately, wait 5–15 minutes and refresh.