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Experts' Secrets Series: Form Registrations - Part #2

A five-part series: what works and doesn't with registration forms

By: Deborah O'Malley | Updated February, 2021

In the first article of the series, you learned the #1 top secret for ensuring your forms convert: breaking down the wall.

Now, I’m sharing the second secret with you so you can immediately apply it to increase your own form optimization success.

Secret #2: Understand Your Users’ Path, Environment & Conditions

To truly “break down the wall” you need to understand where your users are coming from — both figuratively and literally.

But, how do you possibly do so when you don’t have any tangible connection with most of your users?

#1 - Obtaining Container "Edit" Access in Google Optimize:

In this step-by-step tutorial, you’ll learn what container "edit" access is in Google Optimize.

You'll also be given step-by-step instructions on how to obtain it, or provide container "edit" access, whether or not you're an account administrator.

#2 - Obtaining Container "Publish" Access in Optimize:

"Publish" access enables you to link your Google Analytics (GA) properties with your Google Optimize account.

Linking GA into Optimize is necessary to ensure proper goal and data tracking of your experiment, since Optimize itself doesn't have its own measurement capabilities. It requires GA to report data.

To ensure you can link your GA account in Google Optimize, here are instructions showing how your account administrator can provide "publish" access:

If you're able to link the Google Optimize account to the Google Analytics "GA" account, you know you have container "publish" access.

#3 - Linking Google Analytics (GA) and Google Optimize

Linking Google Analytics (GA) into Google Optimize is necessary to ensure proper goal and data tracking of your experiment. Since Optimize itself doesn’t have its own measurement capabilities, it requires GA to report the experiment data.

However, in order to have GA interface with Optimize, you need to link GA within Optimize.

To do so, you'll need, at minimum, property level "edit" access in Google Analytics.

Assuming you already have a GA account set-up, here's a short video showing what property level "edit" access is and how to obtain it:

With GA property "edit" access, you're now ready to link GA and Optimize.

In this short tutorial, you’ll see how to link GA and Google Optimize so you can properly track and report experiment data.

Here are step-by-step instructions showing how you link the GA and Optimize accounts:

Written Instructions for Obtaining "Edit" and "Publish" Container Permissions in Google Optimize:

In case it's easiest for you to follow along with written instructions, here are step-by-step instructions to obtain container access in Google Optimize:

  1. Click on the Google Optimize container you’d like to obtain or provide access
  2. Go to the “settings” gear on the far-right corner
  3. Click on “user management”
  4. Click to “add a user”
  5. Input the user’s email address
  6. Check container “edit” or "publish" access
  7. Press the “invite” button
  8. You should now see a container in the account
  9. Click on the container
  10. You should now see a blue button in the top right corner that says “Create experience”

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