{"id":15978,"date":"2018-07-30T20:44:27","date_gmt":"2018-07-30T09:44:27","guid":{"rendered":"https:\/\/creately.com\/blog\/?p=15978"},"modified":"2025-01-02T21:22:12","modified_gmt":"2025-01-02T10:22:12","slug":"conversion-rate-optimization-plan","status":"publish","type":"post","link":"https:\/\/creately.com\/blog\/marketing-sales\/conversion-rate-optimization-plan\/","title":{"rendered":"The Essential Visual Tools You Need to Build a Foolproof Conversion Rate Optimization Plan"},"content":{"rendered":"<div id=\"bsf_rt_marker\"><\/div>\n<p>Conversion rate optimization. The science of optimizing your website to convert more site visitors into customers. There are countless guides and checklists written around the post. But we are about to go about it in a different way &#8211; a more visual-friendly way, as that\u2019s what we specialize in.<\/p>\n<p>Conversion optimization has a lot of elements to keep track of, and getting them on to one place to analyze makes it easier for everyone who\u2019s involved. The best way to do this is through visualization techniques like flowcharts.<\/p>\n<p>There are multiple ways prospects may convert into your customers.<\/p>\n<ul>\n<li>Users who convert on a website; there might be multiple objectives (i.e. buy a product, buy more, download eBook, register, sign up for newsletter etc.) as to why they convert. The paths they might take before they convert may also vary.<\/li>\n<\/ul>\n<ul>\n<li>Users who convert through a drip campaign; drip campaigns allow businesses to generate leads through email. These emails are automated and are triggered by actions that user you\u2019ve segmented take. For example, a welcome email you send once a user get registered to use your app.<\/li>\n<\/ul>\n<ul>\n<li>Leads generated through other online\/ offline sales processes; this might include conversions that your sales team generates through manual emails, phone calls, interviews etc.<\/li>\n<\/ul>\n<h3>Start with Analyzing Your Sales Funnel<\/h3>\n<p>Not all prospects that enter your sales funnel engage in the same way or convert into a customer. It\u2019s important to learn who do and what contact points trigger them to do it.<\/p>\n<p>This is a lot of information to analyze; you need to look into how the customers first come across your site (flows into the funnel), how they browse through it, and engage and retain after they\u2019ve made their purchase.<\/p>\n<p>The easiest way to get a clear picture of this is to map the sales funnel flow with a flowchart. It helps to identify the gaps and blockers in your process and improve it for future use.<\/p>\n<div id=\"attachment_15979\" style=\"width: 1530px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/creately.com\/creately-start?tempID=jk245xpy3&amp;utm_source=conversionoptimization&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-15979\" class=\"wp-image-15979 size-full\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-Sales-Funnel-Flowchart.png\" alt=\"Sales Funnel Flowchart Template - Conversion Optimization Techniques \" width=\"1520\" height=\"1465\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-Sales-Funnel-Flowchart.png 1520w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-Sales-Funnel-Flowchart-300x289.png 300w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-Sales-Funnel-Flowchart-1024x987.png 1024w\" sizes=\"auto, (max-width: 1520px) 100vw, 1520px\" \/><\/a><p id=\"caption-attachment-15979\" class=\"wp-caption-text\"><a href=\"https:\/\/creately.com\/diagram\/example\/jk245xpy3\/Sales+Funnel+Flowchart?utm_source=conversionoptimization&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noopener noreferrer\">Sales Funnel Flowchart Template<\/a> (Click on image to edit online)<\/p><\/div>\n<h3>Get to Work on User Flows<\/h3>\n<p>Users on a website or app might take different paths to get to what they want. Visualizing these flows will help understand your user behavior as well as any blockers or bottlenecks that may cause them to bounce off your website.<\/p>\n<p>Ultimately these maps will help you improve the user experience on your site.<\/p>\n<div id=\"attachment_15980\" style=\"width: 1270px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/creately.com\/creately-start?tempID=jk245xpy4&amp;utm_source=conversionoptimization&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-15980\" class=\"wp-image-15980 size-full\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-User-Flow-Diagram-.png\" alt=\"User Flow Diagram Template - conversion Optimization Techniques \" width=\"1260\" height=\"1390\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-User-Flow-Diagram-.png 1260w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-User-Flow-Diagram--272x300.png 272w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-User-Flow-Diagram--928x1024.png 928w\" sizes=\"auto, (max-width: 1260px) 100vw, 1260px\" \/><\/a><p id=\"caption-attachment-15980\" class=\"wp-caption-text\"><a href=\"https:\/\/creately.com\/diagram\/example\/jk245xpy4\/User+Flow+Diagram+?utm_source=conversionoptimization&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noopener noreferrer\">User Flow Diagram Template<\/a> (Click on image to edit online)<\/p><\/div>\n<p><strong>Tip<\/strong>:\u00a0Instead of a <a href=\"https:\/\/creately.com\/blog\/diagrams\/flowchart-guide-flowchart-tutorial\/\">flowchart<\/a>, you can use wireframes &#8211; user interfaces the visitors will be engaging with &#8211; to map the user journey as well.<\/p>\n<div id=\"attachment_15985\" style=\"width: 1405px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/creately.com\/creately-start?tempID=jk245xpy9&amp;utm_source=conversionoptimization&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-15985\" class=\"size-full wp-image-15985\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-User-Flow-Wireframe-.png\" alt=\"User Flow Diagram Template \" width=\"1395\" height=\"1450\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-User-Flow-Wireframe-.png 1395w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-User-Flow-Wireframe--289x300.png 289w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-User-Flow-Wireframe--985x1024.png 985w\" sizes=\"auto, (max-width: 1395px) 100vw, 1395px\" \/><\/a><p id=\"caption-attachment-15985\" class=\"wp-caption-text\"><a href=\"https:\/\/creately.com\/diagram\/example\/jk245xpy9\/User+Flow+Wireframe+?utm_source=conversionoptimization&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noopener noreferrer\">User Flow Wireframe Template<\/a> (Click on image to edit online)<\/p><\/div>\n<h3>Document Each Step in the User Flow and Its Conversion Percentage<\/h3>\n<p>As you map your user journeys you can track the number of people that actually advance through the flow using data analysis tools. You can mention the percentage on the user flow diagram to get a quick conversion rate analysis at the end. Similarly, you can highlight any other percentages such as bounce rates on your user flows.<\/p>\n<p><strong>Bonus Tip:<\/strong> You can also link the shape for the step to the Analytics tools URL to get the source data.<\/p>\n<h3>Plan and Optimize Your Email Drip Campaigns<\/h3>\n<p>Setting up an email drip campaign might seem difficult, but only if you don\u2019t have a plan. If you follow these few simple steps, it\u2019ll be over before you know it.<\/p>\n<h4>Segment your email list<\/h4>\n<p>Planning a drip campaign starts with segmenting the email list or dividing it into subsections based on demographic factors or an action a user takes on your site or app (i.e. subscribe to your newsletter).<\/p>\n<h4>Create your message<\/h4>\n<p>Your message should be clear and actionable. Your language and tone should be personalized to match your target audience, but it should still adhere to your brand voice guidelines.<\/p>\n<h4>Plan the workflow of the campaign<\/h4>\n<p>Next is to outline the steps of your email drip campaign. Using a flowchart you can illustrate what the workflow looks like from the start of the drip campaign to the end.<\/p>\n<div id=\"attachment_15981\" style=\"width: 1025px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/creately.com\/creately-start?tempID=jk245xpy2&amp;utm_source=conversionoptimization&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-15981\" class=\"wp-image-15981 size-full\" src=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-Email-Drip-Campaign-Flowchart-.png\" alt=\"Email Drip Campaign Flowchart Template - Conversion Optimization Techniques\" width=\"1015\" height=\"920\" srcset=\"https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-Email-Drip-Campaign-Flowchart-.png 1015w, https:\/\/d3n817fwly711g.cloudfront.net\/uploads\/2018\/07\/New-Email-Drip-Campaign-Flowchart--300x272.png 300w\" sizes=\"auto, (max-width: 1015px) 100vw, 1015px\" \/><\/a><p id=\"caption-attachment-15981\" class=\"wp-caption-text\"><a href=\"https:\/\/creately.com\/diagram\/example\/jk245xpy2\/Email+Drip+Campaign+Flowchart+?utm_source=conversionoptimization&amp;utm_medium=blog&amp;utm_campaign=diagusage\" target=\"_blank\" rel=\"noopener noreferrer\">Email Drip Campaign Flowchart Template<\/a> (Click on image to edit online)<\/p><\/div>\n<h4>Start, evaluate and improve<\/h4>\n<p>Once your campaign has started, you need to track results, even though it\u2019s automated. If something is not working, you can re-adjust it. Adding Open and Click-through rates to your chart will help you visually understand patterns and opportunities to improve your campaign plan.<\/p>\n<p><strong>What are Your Thoughts on this Conversion Rate Optimization Plan?<\/strong><\/p>\n<p>We\u2019ve listed here how you can easily create a conversion rate optimization plan to improve your website to attract and convert more visitors into customers. Any other handy conversion optimization techniques that you use to simplify the complex CRO marketing processes? Do let us know in the comment section below.<\/p>\n<p>Also, don\u2019t forget to check out our <a href=\"https:\/\/creately.com\/blog\/diagrams\/the-ultimate-list-of-marketing-strategy-tools\/\">Ultimate List of Marketing Strategy Tools<\/a>. It\u2019s <em>the<\/em> list you need to make sure your marketing plans are high-impact and well-defined.<\/p>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Conversion rate optimization. The science of optimizing your website to convert more site visitors into customers. There are countless guides and checklists written around the post. But we are about to go about it in a different way &#8211; a&#8230;<span class=\"continue-reading\"> <a href=\"https:\/\/creately.com\/blog\/marketing-sales\/conversion-rate-optimization-plan\/\">Read More<\/a><\/span><\/p>\n","protected":false},"author":24,"featured_media":15998,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9264],"tags":[997,777,996,998,999,1000],"class_list":["post-15978","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing-sales","tag-conversion-optimization","tag-conversion-rate-optimization","tag-conversion-rate-optimization-techniques","tag-email-drip-campaign","tag-sales-funnel","tag-user-flows"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Create a Conversion Rate Optimization (CRO) Plan in 4 Steps<\/title>\n<meta name=\"description\" content=\"Conversion rate optimization (CRO) is the key to increasing sales. In this guide, we create a foolproof plan to help you increase sales conversions today.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/creately.com\/blog\/marketing-sales\/conversion-rate-optimization-plan\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create a Conversion Rate Optimization (CRO) Plan in 4 Steps\" \/>\n<meta property=\"og:description\" content=\"Conversion rate optimization (CRO) is the key to increasing sales. 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