Conversion Rate Optimization process & insights in Airtable

Set up an Airtable workspace and base using the free version, building your conversion rate optimization insights tool step by step with records, fields, sharing, and templates.

Create a research table in Airtable to track insights with status, short description, and a multi-user field; link to a research types table and capture date, insights, attachments, and reports.

Use an Airtable formula to build a name field by combining the description and research type with the end symbol, then capture main insights as bullet points for the record.

Create and document test ideas in Airtable by building a test ideas table with renamed fields, linking to research, pages, and devices, and using lookups for research types.

Learn to build a prioritization framework in Airtable using the Pi model—potential, importance, and ease—calculate a prioritization score with formulas, switch to checkboxes, and apply to test ideas.

Create an Airtable experiments table to support conversion rate optimization with a status workflow and auto-number IDs. Attach control and variation images and capture start-end dates and KPI goals.

Record experiment results in Airtable by tracking users and conversions for control and variation, compute conversion rates and uplift, and determine winners, inconclusive, or loss prevented, and link test ideas.

Use rollup and count fields in Airtable to track research types, count researchers and experiments, and compute win rates and average uplift, enabling evidence-based prioritization of A/B tests.

Learn how to create and customize kanban, grid, form, calendar, and gallery views in Airtable to visualize and optimize conversion rate experiments and results, with linked records updating across views.

Use filters to create live experiment views with status and assignee filters, then sort and group by priority score and page type to gain insights.

Learn to build automations and dashboards in Airtable by triggering actions when records meet conditions, such as sending emails when an experiment goes live, with free and paid run limits.

Create visual interfaces in Airtable to track experiments, win rate, and business cases with dashboards, charts, and filters. Build templates and publish dashboards to gain insights into conversion rate optimization.

Document opportunities from research in an Airtable opportunities table linked to the research records, then test these opportunities and analyze win rate and impact per winner on the home page.

Explore the Airtable paid version to unlock more records, up to 50,000, 20 gb attachment space, and access to Gantt and timeline views plus up to ten extensions per base.

Master Gantt and Timeline views in the paid Airtable plan to visualize experiments by page, adjust dates by dragging bars, and track status and assignments.

Learn to build an Airtable dashboard with extensions, showing summary numbers, bar and pie charts, linking to tools like Miro, and tracking completed experiments and winners using filters and formulas.

Explore chart extension options, create a pie chart (and donut) showing winners, inconclusive, and loss prevented, then build a bar chart of completed experiments per month grouped by results.

Create pivots using the pivot extension in Airtable to analyze experiment results by page and status, enabling you to track progress and identify where to focus CRO efforts.

Design a/b test reports using the page designer, assemble data from your base, add logos and hypotheses, format text, and export dashboards as pdfs.

Explore advanced Airtable extensions, API integrations, and automated reporting to connect with Google Analytics, analyze KPIs, and streamline experiments from setup to client-ready insights.

Congratulations on finishing the conversion rate optimization course; stay connected for updates, feedback, and next steps with related CRO resources and courses.