Getting Started

8

• What is Opti-Behavior?
• How to install the free plugin from WordPress.org
• First 10 minutes: verify tracking is working
• Understanding the Opti-Behavior admin menu
• How the tracking script works
• How Hybrid Storage works
• System requirements and compatibility
• How to explore the live demo before installing

Pro: License, Trial & Updates

6

• How to start the 6-month Pro free trial
• How to install and activate Opti-Behavior Pro
• Managing your license
• How Pro updates work
• What happens when a license or trial expires
• Activating Pro on multiple client sites

Real-Time Analytics Dashboard

8

• Dashboard overview: the widgets explained
• Sessions, visitors, and pageviews explained
• Traffic classification: human, bot, and spam
• User intent scoring (low, medium, high)
• New vs returning visitors without cookies
• UTM and referrer tracking
• Exporting dashboard data to CSV
• Post & Page Analytics metabox

Heatmaps

10

• Heatmaps overview: the four types
• How to create your first heatmap
• Reading a click heatmap: what the colors mean
• Desktop vs mobile heatmap views
• Top Clicked Elements
• Filtering heatmaps
• Downloading a heatmap as an image
• Deleting heatmap data
• Heatmap settings reference
• Troubleshooting: heatmap not displaying

Conversion Funnels

8

• Funnels overview and how drop-off is calculated
• How to create a funnel step by step
• The 6 URL matching rules explained
• Reordering, editing and deleting funnel steps
• Creating a funnel from a User Journey path
• Watching recordings of visitors who dropped at a step
• Funnel filters: date range, device, country, referrer
• Funnel examples: checkout, lead-gen, and content

A/B Testing

13

• A/B Testing overview: the 3 test types
• The 6-step experiment builder walkthrough
• Conversion goals reference
• Statistical settings explained
• How visitor bucketing works
• Reading results: Bayesian analysis and winners
• The visual editor for Element tests
• Audience targeting and test scheduling
• WooCommerce product tests
• Revenue attribution: revenue, AOV, and RPV

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Smart Insights

9

• Smart Insights overview: how recommendations are generated
• The weekly CRO briefing explained
• Free signals reference
• Pro signals catalog
• Understanding priority, severity, and confidence
• The status workflow: open, reviewed, resolved
• Smart Insights filters
• Evidence and destination links: jumping to the report
• The notification launcher for high-priority issues

Session Recordings (Pro)

9

• Session Recordings overview and privacy model
• Enabling recordings and configuring max duration
• The recordings list: every column explained
• The session player: timeline and event markers
• Advanced filters: the 20+ criteria reference
• Recordings grouped by page
• Saving, sharing, downloading and deleting recordings
• Privacy masking and session encryption
• Troubleshooting: recording not playing

Form Analytics (Pro)

7

• Form Analytics overview: automatic form detection
• The dashboard tab: form KPIs explained
• The field drop-off funnel: find the field that kills conversion
• Field-level metrics reference
• Watching recordings of form sessions
• GDPR and form data: why field values are never captured
• Troubleshooting: form not detected

User Journey Analytics (Pro)

6

• User Journeys overview: reading a Sankey diagram
• Path depth: choosing 3 to 7 steps
• Top Paths tab: discovering paths and building a funnel
• Entry and Exit analysis
• Page Groups: combining URLs into named groups
• Journey filters reference

Errors & Performance (Pro)

7

• Errors and Performance overview: the 5 monitoring tools
• JavaScript error tracking with stack traces
• Friction events: rage clicks and dead clicks
• Core Web Vitals per page
• Performance score (0-100): how it is calculated
• Broken link detection (404 and 500)
• Error status workflow: open, investigating, resolved

Settings, Privacy & Data

14

• Settings overview: map of all settings pages
• Privacy and GDPR: Anonymous Mode vs Full Tracking
• Consent banner auto-detection
• Setting up the built-in consent banner
• GDPR compliance guide for site owners
• IP anonymization and cookieless tracking
• Traffic classification settings
• Frontend Stats Bar: enabling and reading it
• Scheduled email reports
• Storage overview: monitoring database and file usage

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Compatibility & Troubleshooting

8

• Cache plugin compatibility guide
• Page builder and theme compatibility
• WooCommerce compatibility notes
• WordPress Multisite setup
• Tracking not working: diagnostic checklist
• Performance FAQ: does the plugin slow your site?
• Migrating from Hotjar, Clarity or Matomo
• How to contact support and what to include

Developer Reference

3

• Where data is stored: tables and files
• Available hooks and filters
• GPL license and source availability