Overview
This article helps you navigate engagement and conversion improvement through three clear stages: Establish, Evolve, and Excel. You can work through each stage in order to build strong foundations and progressively improve your website's ability to engage and convert visitors, or jump directly to the area that matches your current goals and expertise level.
Use this guide as your index to key engagement and conversion resources across Access Volcanic's help centre.
Working through the stages
You can approach engagement and conversion improvement in three progressive stages, each building on the previous level:
Establish: Set up your engagement foundation with navigation, forms, DE&I dashboards, and basic chatbots.
Evolve: Improve your content strategy with CMS tools, buttons, accessibility features, and enhanced messaging.
Excel: Implement advanced DE&I tracking, detailed diversity insights, and sophisticated automation.
Work through the stages in order to build comprehensive engagement knowledge, or jump to the stage that matches your current needs.
Establish engagement foundations
Establish your engagement foundation by setting up clear navigation, effective application and contact forms, initial DE&I dashboards, and basic chatbots to support visitor interactions.
Use these guides to get started:
Add a link to the navigation to help visitors find key pages easily.
Send emails to users for dynamic forms to trigger emails when candidates or clients submit information.
Add tailored application forms to create forms tailored to specific roles or audiences.
Send submitted files as attachments for dynamic forms to include uploaded CVs or documents in form submission emails.
Understand form question types to capture the right data from visitors.
Create dynamic forms to build flexible forms that adapt to your processes.
Create feedback pages for forms to guide users after they submit a form.
Set up your diversity dashboard to begin tracking DE&I metrics.
Learn why you should configure your diversity dashboard to support fair hiring and inform your strategy.
Capture diversity data with Diversely to collect structured diversity information from candidates.
Add a chatbot to your site to support visitors and answer common questions.
Engage candidates with chatbots to guide candidates, capture leads, and improve the application experience.
Evolve your content strategy
Once your foundations are in place, evolve your content strategy by enhancing your CMS usage, signposting key actions, and improving accessibility across your website.
Use these guides to continue improving:
Create and manage call-to-action buttons to drive visitors to apply, register, or get in touch.
Change text and links using Theme Content to update key text and links across your website from one central place.
Customise your website with content tools to tailor page layouts, components, and messaging.
Improve accessibility for SEO to support both search performance and user experience.
Run key accessibility checks for your website to ensure your website meets accessibility guidelines.
Excel with advanced engagement and DE&I tracking
Excel by using advanced DE&I tracking, detailed diversity insights, and more sophisticated chatbot strategies. Use data to refine your approach and deliver inclusive, high-performing experiences on your career site.
Use these guides for advanced optimisation:
Get other views or insights from your diversity dashboard to configure and interpret different diversity dashboard views.
Add a DE&I page to your website to showcase your commitment to inclusive hiring.
Track and report diversity data for a specific client to support their reporting needs.
Review Diversity reporting FAQ for answers to common questions about diversity reporting and dashboard usage.
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Best practices
Start with the Establish section to get your navigation, forms, diversity dashboard, and basic chatbots in place before making more advanced changes.
Review your accessibility and content regularly using the Evolve resources so your website remains inclusive and easy to use.
Use diversity dashboards and reporting from the Excel section to make data-driven decisions and continuously refine your engagement strategy.
Test changes on a non-live page or during a low-traffic period so you can adjust without disrupting visitors.
FAQs
Q1: Should I work through all three stages in order?
Answer: Working through the stages in order helps you build solid foundations before moving to advanced techniques. However, you can jump to any stage that matches your current needs and experience level.
Q2: How long should I spend on each stage?
Answer: Spend enough time on Establish to set up proper navigation, forms, and basic chatbots before moving forward. Evolve and Excel are ongoing processes you can revisit as your engagement strategy develops.
Q3: Can I skip the Establish stage if I already have forms and chatbots in place?
Answer: Review the Establish guides even if you have existing forms and chatbots, as they help identify gaps in your current setup and ensure your foundations are solid before progressing to advanced engagement techniques.
Q4: Which stage should I focus on if I am new to engagement and conversion optimisation?
Answer: Start with Establish to set up your engagement foundations properly. This stage covers the essential setup that supports all future optimisation work.
Q5: How often should I revisit these guides?
Answer: Revisit Establish guides when making significant site changes or launching new engagement features. Review Evolve and Excel guides regularly as part of ongoing optimisation and when monitoring performance metrics.
Q6: Do I need to complete all guides in each stage?
Answer: Complete the guides that are most relevant to your current goals and priorities. You can return to other guides in the stage as your needs develop or your engagement requirements change.
Q7: Where should I start if I notice low conversion rates?
Answer: Start with the Establish stage to ensure your forms, navigation, and basic engagement tools are properly configured. Then move to Evolve to improve your content strategy and accessibility before implementing advanced tracking in Excel.
Q8: Can I work on DE&I tracking without completing the other stages first?
Answer: DE&I tracking in Establish provides basic insights immediately. However, combining DE&I with proper forms, navigation, and accessibility in Establish and Evolve provides the best overall results for inclusive engagement.