Did you know?#3: How to target and run your experiment based on custom audience segments in PageSense

Did you know?#3: How to target and run your experiment based on custom audience segments in PageSense


Whatever kind of online business you're running, defining your target audience is the key factor to delivering relevant messages and further positioning your brand in the industry. Most marketing efforts revolve around this basic strategy of segmenting people who have similar needs, values, or characteristics and later targeting them with products or services meant to appeal to these ideal audience groups.  

Luckily, the same concept applies to website testing and optimization processes. By choosing a target audience for your experiment, you get to decide whom you should focus on and where you should run your experiments on your site. This method of audience targeting helps you reach the right consumers interested in your products or services with relevant messaging rather than entire audience groups who are less likely to convert on your website.

So, how do you target the right audience for your experiment? 

Using Zoho PageSense's audience targeting, you can both target basic audience segments (for instance, visitors coming to your site for the first time, visitors from a social media platform, and more) and tailor your own segments using the custom audience feature.

In today's post, we'll learn about what custom targeted audience segments are and how to successfully build your own custom audience condition in PageSense to boost your website's conversions.

A custom audience in PageSense is a more refined approach of audience targeting. This feature lets you target and run your experiment to more precise subgroups or subsets of audiences based on visitor parameters like their geography, age, gender, browser used, purchase behavior, language, or industry type, which cannot be done using the preset audience segmentation options available in PageSense. Furthermore, the option allows you to create a more powerful combination of audience groups using the ‘AND’ and ‘OR’ operations.

Say, for example, you run an ecommerce website and you want to A/B test the revamped product pages to visitors coming only from the United States region AND who access your website using Desktop devices. This could easily be done by manually creating custom audience conditions in PageSense as explained below:
  1. Click the +Custom Audience button on the AUDIENCE page of your experiment.

  2. Enter a title and description for the custom segment you want to create.

  3. From the Segment dropdown, choose the modifier and value for the selected audience segment as shown in the screenshot. Learn more about the different types of custom audience segments and the modifier conditions available in PageSense. 


  4. Ensure you choose the condition as ‘AND’ or 'OR' depending on the segment you want to create.

  5. From the Segment dropdown, choose the second modifier and value for the selected audience segment as shown in the screenshot.
    The final selection looks like:

  6. Click the Save Audience button.
    The saved segment will appear under the Custom Segments section across all of your experiments in PageSense and you can apply the same for any experiment.
Below are a few examples that show you the most effective ways to define custom audiences in PageSense for running your experiments better:

Target your experiment by geographical location
If you're looking to expand your online business to international audiences and want to understand which city or country markets are good for your business, choose to target your experiments to audiences based on the location.

Targeting your experiment by your visitors' geographic location, such as country, city, or region, is a powerful option when you want to show personalized web page content or run advertisement campaigns that match the interest of audiences from specific areas. This type of targeting is driven by factors like local festivals celebrated, popular regional news, tourism attractions, or business events happening in a region.

For example, say you own an ecommerce site, and you want to show personalized product recommendations to visitors from United Kingdom during the Christmas season. In this case, you can create a custom audience segment that targets your experiment page to visitors from this particular location as shown in the screenshot below.


Note: You can also use this option to target your experiment based on the languages spoken by visitors in different countries.

Target your experiment by query parameters
While running ad campaigns, it's important to both target the right consumers and provide the most relevant information to them on your website. If you find the right user who clicks on your ad, but the landing page for that ad isn’t customized, that conversion could be lost.

Targeting your experiment to visitors who reach your website pages that include (or exclude) a certain query string in their URLs could be useful when you want to understand the effectiveness of different ad campaigns on your website. This is usually tied to audiences who come through a specific utm_source like Facebook or Google and utm_campaigns like paid ads, Google Adwords, and more.

For example, say you own an online car dealership website and you want to redirect customers who click on a paid ad campaign with the utm_campaign=luxurycars to a landing page displaying luxury vehicles with prices and offers. For this, you can create a custom audience segment that explicitly targets your landing pages to visitors who contain this particular query string as shown in the screenshot below.


Target your experiment by user information
To achieve a specific goal or purpose of your online business, you will sometimes need to target your experiment to visitors with exact custom attributes such as age, email address, subscription plan, fields of interest, gender, marital status, or job role on your website. These attributes or visitor information can be collected when a user completes a form on your website, such as a signup, contact, purchase, or any other sort.

Targeting your experiment to visitors based on specific user attributes can help deliver the right message to the right audience and improve brand experience with ease. This is also considered the most precise method of audience targeting as it makes visitors stand out from the wide segment of users on your site.
 
For example, let's say you run a SaaS business and you want to show a personalized pricing page that offers an additional 30-day period to visitors who are subscribed to the Premium plan. In this case, you can create a custom audience segment to target your experiment to visitors who match this specific user attribute and value as shown in the screenshot below.
 
Note that to use 'user information' in audience targeting, you need to add an additional code snippet to your experiment page as explained in the steps here.

Target your experiment by weather/climatic conditions
Do you see your website sell more products when the temperature rises? Or does your tourism business attract more new bookings during cooler seasons?
 
Targeting your experiment based on the local weather of the visitors coming to your website is another modern technique used by marketers to craft influential website content, product pages, and ad campaigns. Weather-based audience targeting allows businesses to anticipate patterns of demand and tap into the needs and purchase intentions of customers during different seasons of the year. It's also a great way to gain a competitive advantage and increase the average value of orders and conversions on a website.
 
For example, say you run an ecommerce site and want to create a personalized homepage title for visitors living in climatic zones with temperatures below 41°F/5°C. In this case, you can create a custom audience segment to target your personalization experience based on audience's local weather as shown in the screenshot below.


Target your experiment by visitor activity
Visitors coming to your website will have different intentions and behaviors. For example, some might be looking to subscribe to your newsletter, some might be checking out new product releases, and others might just be there for window shopping or research purposes. If you're going to show the same home/landing page content to all visitors, you're definitely going to lose conversions and sales.

Targeting your experiment based on what pages your visitor interacts with on your site and what actions they take (or do not take) can be a great way to provide a personalized website experience during their next visit. This includes buttons clicked, products viewed, items bought, and other actions your visitor performs, revealing what your audience wants, avoids, and purchases. 

Using such specific visitor metrics, you can learn why specific actions or events on the site were not successful and later reach customers with more apt content or product offers based on their current activity.
 
For example, say you run an online tourism website and want to provide customized tourist packages with attractive coupon codes to customers who viewed the Adventure tourism package but exited your web page without completing a booking. In this case, you can create a custom audience segment to target your experiment for these segments of visitor interest and behavior as shown in the screenshot below. 

Note that to use 'visitor activity' in audience targeting, you need to add an additional code snippet to your experiment page as explained in the steps here.


Currently, weather-, user-, and visitor-activity-based audience targeting options are only available for personalization experiments in PageSense. However, the user and visitor activity(custom dimensions) based segmentation option is available under report filtering across all of the experiments in PageSense except for push notifications. Learn how to filter reports based on custom dimensions.

Target your experiment by specific referral site URLs
Depending on the ways you market your website online, you'll likely have numerous different referral sources. Analyzing which source brings in more traffic and revenue to your business is a surefire way to get more traffic from multiple channels. Targeting your experiment based on referral URLs—sources that your visitors came from, such as Facebook, Google, Twitter, Quora, influencer blogs, and other external sites—can help you promote your website and products on these specific channels. 
 
For example, say you own an ecommerce site, and you want your experiment to only target visitors referred by 'facebook.com'. In this case, you can create a custom audience segment to target visitors from this specific Referral site as shown in the screenshot below. 

 
Bonus tip: Have no clear target audience in mind to run your experiments? Or don't know how to decide where to start when segmenting a target customer audience? Consider these points in choosing the right target audience segments:
  • Do you have seasonal-only customers or customers who are only interested in certain types of products, services, or events?
  • Are you an organization that needs to send different content to partners, sponsors, users, or other patrons?
  • Does it matter if your contacts are local, domestic, or international?
  • Have you thought about the requirements of users based on different weather conditions?
Was that useful? Please leave us your comment/feedback in the comment box below.

Are you looking to create a new custom audience segment to target in your experiment but aren't sure how to implement it? Just write to us at support@zohopagesense.com and we will be happy to guide you.

Start learning. Start customizing!
    • Recent Topics

    • Connecting Portals from different Zoho apps

      Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could
    • Not able to item an item to non taxable via api, despite sending is_taxable as false

      Hi everyone, I'm trying to update an item via books api and even when sending is_taxable as false, the item still shows Taxable in zoho, I get no errors as well when I update, any help appreciated in this!
    • Collection & Payment Mapping Automation

      We book Sales Invoices and Purchase Invoices against Same Projects. Both Sales Invoices & Purchase Invoices can have one or multiple Projects mentioning the Project ID. We prefer to Make vendor Payments Once we have received The Collections from Clients
    • Nested Sub-forms (Subform within subform)

      Hi Team, Whether there is any possibilities to add sub-form with in another sub-form like Main Form       -> Sub form A             ->Sub form B If we tried this, only one level of sub form only working.  Any one having any idea about this? Thanks Selvamuthukumar R
    • Restore Trashed Records Anytime Within 30 Days

      Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are
    • Avoiding Inventory Duplication When Creating Bills for Previously Added Stock

      I had created several items in Zoho Books and manually added their initial stock at the time of item creation. However, I did not record the purchase cost against those items during that process. Now, I would like to create Purchase Orders and convert
    • Applying EUR Payments to USD Invoices in Zoho Books

      Hello, I have a customer to whom I issue invoices in USD. However, this customer makes payments in both EUR and USD. I have already enabled the multi-currency feature in Zoho Books Elite, but I am facing an issue: When the customer makes a payment in
    • How to prevent users from editing mail merge templates from Zoho crm

      We want users to use public mail merge templates. They should not be able to edit templates but only preview data merge and send emails. We did prohibit "manage mail merge template" in the user profile. But they can still edit the template in the zoho
    • Customer Addresses cannot be edited/deleted in invoices

      In the invoices we have an option to change the customer address and add a new address Now I dont know why for some reason if we add an address through this field, the address doesn't appear in the customer module We cannot delete the addresses added
    • Custom Fields connected to Invoices, Customers, Quotes, CRM

      I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?
    • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

      Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share
    • Heads up: We're going to update the VAT Summary table's visibility (UK and Germany Editions)

      Hello users, Note: This change only applies to organisations using the UK and Germany editions of Zoho Books. Currently, if you've enabled the VAT Summary table in a template, it will be displayed only in PDFs sent to your customers whose default currency
    • Partial payment invoicing

      Greetings I have questions related to payments and retainer invoices: 1. When I want to issue a partial payment invoice, I can't specify the portion to be paid or already paid, then balance to be shown as Due. 2. Retainer invoice is only available as
    • Inputting VAT Pre-Registration expenses for first VAT Return

      Hi Zoho, I've just registered for VAT and am setting up Zoho to handle calculations and VAT return submissions. I'm struggling to figure out how to input the last 4 years worth of expenses into Zoho so that they're calculated in the VAT module. When I
    • Anyone else experiencing very slow loading of pages in Zoho Projects?

      I reported this yesterday only to be told there are no issues but is anyone else experiencing stupidly slow loading of pages. On our loading screen, it is taking often as long as 60 seconds to load a page and just stays on this screen for ages! Other
    • Zoho Desk Lookup Field Reporting

      Thank you for adding the ability to add additional lookup fields for desk tickets. My question is how do you report against these fields? For example: Associating related accounts to the primary desk ticket account, I am not able to add the lookup fields
    • Integrating asana will cause notification messages to pop up continuously

      When I create or edit a task in Asana, the Asana bot keeps updating messages to group chat, which causes the cliq to keep popping up notifications.
    • Is there an API to "File a Ticket" in Desk

      Hi, Is there an API to "File a Ticket" in Desk to zoho projects?
    • Entire notebook that had notes has disappeared

      I don't know how tf this happened. All I did was uninstall and reinstall the mobile app after fixing a bug I had. After I reinstalled the app, everything was synced back except for one folder which had a bunch of notes in it. None of those notes are in
    • My site has disappeared from web builder

      www.mproperties.uk My site above is still working. However it has completely disappeared from my Zoho sites' web builder. I am therefore unable to edit my site whatsoever. Please help.
    • Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

      Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I
    • Trying to trigger email notification based on rollup summary field

      Hi there, I'm trying to trigger an email notification via Workflow Rules wherever the rollup summary field "Total Shipments" goes from empty to not empty. However this field is not available from the picklist of options in the Workflow rule. Can anyone
    • zia data enrichment - switch to webamigo Extension

      Hello, I have so far used data enrichment via Zia. Now I have installed the Webamigo extension to expand personal data. Unfortunately, nothing has changed after the installation; are there any additional steps needed to switch from the previous method
    • Rich-text fields in Zoho CRM

      Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
    • Export Timeline

      With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to another
    • Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint

      Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. Customers
    • How to resubscribe a contact marked as "Unsubscribed (Marked by Recipient)" without using a form?

      Hello, I have a question regarding Zoho Marketing Automation functionality. Is there a way for an administrator to change the subscription status of a contact marked as "Unsubscribed (Marked by Recipient)" back to "Subscribed" without using a form? Ideally,
    • Linkedin: when Zoho Social is going serious with it?

      Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on
    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(7/24)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 7月開催のZoho ワークアウトについてお知らせします。 2ヶ月ぶりに、渋谷にて「リアル開催」します! ▷▷詳細はこちら:https://www.zohomeetups.com/20250724Zoho ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、
    • How to get fields centered in a form?

      Is it possible to center fields in a form? Some of my forms do some don't and it is really not aestheticly pleasing?  Any help would be greatly appricated. Thanks, Michael McNeill 
    • Make Packages from multiple sales order of a single customer

      Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.
    • Webhooks and Integration

      Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone please
    • Zoho Books X Zoho Expense

      Hello there, Please can you tell me if it is possible to sync from Books to Expense? I much prefer the Expense reports to that of Books and the Credit Card feeds work via expense and not Books for me. However I find books is much better to deal with the
    • ABILITY TO LOG INTO CUSTOMER PORTAL

      I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into
    • Sort, filter & save views for BOOKS PROJECTS

      Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically
    • edit input format in custom field - sales order

      hi, I want to integrate a custom field (multi line text box) in our sales order. It needs to show upper case and lower case letters, numbers, spaces, hyphens and "/". What do I need to put in the custom format to configure these signs? Thanks, Tina
    • This transaction type cannot be matched with a line on the statement.

      When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorized
    • Full Text Customization & Translation in SalesIQ Chat Widget Settings

      Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable
    • Power of Automation :: Quick way to associate your Projects with Zoho CRM

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
    • Timesheets

      I wanted to create the timesheets remainder for our team mates who miss out the weekly timesheet entries. While creating the email templates, I couldn't see anything related to timesheets. Since it shows projects Can you help me find and build a one
    • Next Page