VisualSP Lite Quick Start Guide 

Applies to: VisualSP

Welcome to VisualSP Lite, your gateway to streamlined productivity and efficient utilization of specific features like Banners and Microsoft Clarity within the VisualSP ecosystem. Our primary objective is to facilitate a seamless onboarding experience for you, enabling you to quickly harness the power of VisualSP Lite’s focused capabilities.

To kickstart your journey, we’ve curated a comprehensive checklist specifically tailored for VisualSP Lite users. This checklist is designed to guide you through the essential steps required for optimal deployment and configuration support, ensuring that you can swiftly integrate Banners and Microsoft Clarity into your workflow with ease.

It’s important to note that this checklist exclusively pertains to VisualSP Lite. If you’re looking to explore the full spectrum of VisualSP capabilities, including walkthroughs, in-app help, and more, we recommend referring to our dedicated Quick Start Guide, which comprehensively covers the broader functionalities of VisualSP.

By following this checklist, you’ll not only maximize the benefits of VisualSP Lite but also set the stage for a seamless and productive experience as you navigate through its distinct features. Let’s get started on your VisualSP Lite journey!

  1. Install VisualSP for yourself 
  2. Create your first banner 
  3. In the next 2 business days, you’ll receive an email from Microsoft Clarity. Once you receive that, simply log in with the invitation link and follow the walkthrough that pops up.
  4. Learn how to filter data 
  5. Create segments (for example, by application) 
  6. Add users 
  7. Review data (Dashboard, Recordings, Heatmaps & Scroll depth, Identify user issues 
  8. Create Banners

If you have any questions, feel free to reach out to us at [email protected]

Updated on January 10, 2024

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