Your first month with Lucky Orange: how to get real insights fast

You may have come to Lucky Orange for heatmaps and session recordings—and they’re still the foundation of how great teams optimize.

But if you want to get value fast, don’t start by browsing pages. Start by asking Discovery.

Discovery AI scans your site for patterns and friction points, then surfaces Optimization Opportunities tied to key stages of the visitor journey. It shows you where to focus first. Heatmaps and recordings show you what’s actually happening when you get there.

Together, they turn guesswork into a repeatable workflow.

This guide walks you through the five most important things to do in your first month so you move from “installed” to consistently finding insights as quickly as possible.

Let’s get into it.

Five things to do in your first month with Lucky Orange

1. Learn the core workflow: Discovery → Heatmaps → Session Recordings

If you take only one thing from this guide, make it this:

Discovery tells you where to look.
Heatmaps show you what is happening.
Session Recordings show you why.

Used together, they form the backbone of every strong optimization decision inside Lucky Orange.

Start with Discovery to surface Optimization Opportunities and identify which pages or journey stages deserve your attention. Then move into Dynamic Heatmaps to spot high-level behavior patterns.

Finally, jump into Session Recordings to watch real visitors interact with those areas.

What this looks like in practice:

• You notice clusters of clicks on an element that isn’t meant to be clickable—and very few clicks on your primary CTA:
  → Watch recordings from that page to see what’s distracting visitors or miscommunicating intent
  
  

• A product page shows heavy interaction with shipping info:
  → Follow recordings to see whether visitors return to purchase or leave after viewing shipping details
  → Test surfacing key shipping info directly on the product page
  
  

• Scroll depth stops before a critical explainer or secondary CTA:
  → Watch recordings to understand whether visitors are abandoning, navigating elsewhere or simply missing visual cues

This pattern—trend first, behavior second—is the backbone of effective CRO.

Important: Heatmaps and recordings only populate after your tracking code is live. If you don’t see data yet, that’s your first fix.

Where to find them

• Discovery: Overview or upper-left corner throughout the app

• Heatmaps: Analytics → Heatmaps

• Recordings: Visitors (or directly from a heatmap)

2. Use Discovery AI to decide what to look at next

Once you understand the workflow, Discovery becomes your force multiplier.

Instead of opening Lucky Orange and deciding what to analyze, let Discovery surface Optimization Opportunities across key stages of the visitor journey, such as landing, product evaluation, form completion and checkout.

Use it to answer questions like:

• Where are visitors hesitating or abandoning?

• Which pages deserve attention this week?

• What types of friction are showing up most often?

The goal isn’t to blindly follow suggestions. The goal is to prioritize your attention so your time goes to the highest-impact areas.

A simple weekly rhythm:

1. Open Discovery

2. Pick one or two opportunities that align with your goals

3. Validate with heatmaps and recordings

4. Make a focused change

5. Track what improves

That’s how insight turns into momentum.

Want some more specific prompts and Discovery AI strategies to steal? Download the Discovery Projectbook Vol. 1.

3. Build Saved Segments for the audiences that matter

Great insights come from looking at the right people, not just more data.

Saved Segments let you define and reuse important audiences so you’re not rebuilding filters every time you analyze behavior.

Examples:

• Traffic from a specific campaign or channel

• Returning visitors with prior purchases

• High-intent sessions with cart activity

• Leads tied to specific UTM parameters

Setting these up early pays off fast. It makes Lucky Orange easier to use and dramatically shortens the path to meaningful insights.

How to create a Saved Segment

1. Go to Visitors → Filters

2. Apply the filters that define your audience

3. Click Save and give it a clear, memorable name

From there, you can apply that segment across recordings, heatmaps and Discovery insights in seconds.

After you’ve saved an audience segment, you’ll be able to quickly select it from the dropdown menu:

Don’t forget: One powerful way to segment your audience is with UTM parameters. By noting which traffic source, medium, campaign or other factor applies to certain people, you’re able to track the success of specific efforts using Lucky Orange tools.

4. Make sure your forms are being tracked correctly

Forms are where intent turns into revenue—or friction kills momentum.

Lucky Orange Form Analytics tracks six critical metrics that help you pinpoint exactly where people struggle, hesitate or abandon.

In your first month, your goal is simple: confirm your forms are recognized and tracked properly. Depending on how your site is built, you may need to manually define fields so Lucky Orange can capture accurate behavior.

Here’s what Form Analytics reveals:

• Abandonment fields

• Time to start

• Field completion time

• Completion order

• Repeated fields

• Most-used forms across your site

Form Analytics lives inside Dynamic Heatmaps:
Analytics → Heatmaps → Select page → Forms

Once it’s running, this becomes one of the fastest ways to find high-impact fixes. And with Discovery AI, you can ask about your forms knowing its been collecting data consistently.

5. Connect your integrations early

Lucky Orange works best when it’s connected to the rest of your stack.

Head to Settings → Integrations and connect the tools you rely on so behavioral data doesn’t live in a silo.

Direct integrations include:

• Shopify

• HubSpot

• BigCommerce

• WordPress

• Square

• Google Analytics

• Google Optimize

• Zapier (for thousands of additional tools)

This unlocks better segmentation, cleaner attribution and more context when analyzing behavior.

Bonus: turn on Live Chat if you support visitors in real time

Live Chat isn’t just for support—it’s a direct line to qualitative insight.

If your team talks to customers, turning this on early adds another layer of understanding to everything you see in Lucky Orange.

Here’s a quick collection of chat-related help docs to get you started:

How to set up and activate chat

How to make yourself available to chat

How to use the Chat Launcher

How to set up Chat Invites

Long-term success with Lucky Orange

Consistent optimization isn’t about chasing every data point. It’s about having a repeatable process:

1. Let Discovery AI highlight opportunities

2. Use heatmaps to spot patterns

3. Watch recordings to understand behavior

4. Validate changes with real data

5. Share what you learn and repeat

There’s no single “right” way to use Lucky Orange—but teams that win treat it as a learning system, not a dashboard.

We’re glad you’re here.
We can’t wait to see what you uncover.