Did you know?#1: How to filter reports based on different audience segments in PageSense

Did you know?#1: How to filter reports based on different audience segments in PageSense



Hey everyone,

Over recent years, our customer support team has been getting queries asking I have this special requirement, and is it possible to achieve that with PageSense?" Fortunately, they were able to say "Yes" to most of them while providing an easy-to-implement way for a particular feature to be customized in PageSense to suit a user's specific business needs and demands. But we want these customization concepts to benefit more than just a few—we want them to benefit everyone.

That’s why we introduce you to a new learning series within our online community: Did you know. In this series, we'll share all those little, useful pieces of product features that you can customize extensively in PageSense to successfully achieve your website's goal. A few of these customization options may not be immediately obvious inside the tool but can really come in handy when you need them the most. So follow this page and post your comments about the information shared in the box below. 

Here is our first post in the series: Filter your experiment's report based on audience segments

Your experiment reports are a powerful way to understand and visualize the performance metrics of your website. It is the place that shows whether you were able to get a substantial amount of new conversions, if your marketing efforts were effective, and if you generated the desired revenue at your business. However, a cumulative report that exposes data for all traffic on your website at one spot can leave you puzzled about which specific visitor group is performing well and which is not.

Also, this highlights the need to break down your experiment data into deeper and more relevant visitor parameters that you want to interpret. This can be achieved in PageSense by Creating customized report filters based on audience segments.  

A custom filter report is a report that you create. You pick the audience segment conditions and key values to isolate the much-needed data in your reports dashboard. Zoho PageSense audience segmentation allows you to tailor your report data based on a varied set of audience parameters like the traffic source through which visitors land on your site, gender, age, device, location, purchase completion, or just about any detail you collected about the visitors on your website. 

Filtering your reports based on the most specific audience criteria is the best way to identify the top/poor performing audience within each category so you can later plan future marketing campaigns potentially targeted at these audience segments. 

Note: An audience segment is the group of visitors who share common characteristics and behavior on your website (for example, browser used, device used, geographic location, etc) 

Let's understand this better with an example. Say you created a buyer's journey funnel for all visitors entering from your homepage and reaching the payment confirmation page of your ecommerce site. Now you want to drill down into your reports based on a few audience groups to focus on some really great data that can help in optimizing your website pages like:

Case 01: View all visitors who came from a particular ad campaign.
Say you've run different ad campaigns on your website and you want to view your funnel report for people coming from "Summer2021" ad campaign. In this case, you can create an audience segment and filter your report for visitors landing on your page from this specific campaign using the Query Parameter option as shown in the figure below. 

Filtering your report based on this criteria helps you learn how many visitors landed on your homepage through certain ads, as well as the drop-offs and conversions that occur in individual steps/paths for these visitor groups. Further, you can use this data to compare and analyze the effectiveness of individual campaigns that you run on Google, Instagram, and more on your buyer's funnel and identify opportunities to improve the ROI in your upcoming ads. 

Case 02: Exclude visitors from a referral URL.
Say you've identified a referral site that sends a lot of spam traffic to your website. Now you want to filter out visitors who come from this referrer source in your funnel reports. In this case, you can create an advanced audience segment and filter your report for visitors who do not come from these URLs using the Referral URL option as shown in the figure below. 


Filtering out your report based on this criteria helps you ignore visitors who either take part in your funnel analytics or generate any revenue of your site but still appear on your website, which isn’t valuable and can skew your funnel analytics. 

Case 03: View all visitors who checked out items but failed to complete a transaction.
Say you want to clearly see the visitors who initiate a checkout process but fail to complete their purchases on your ecommerce site. In this case, you can filter your report using the Visitor Activity audience segment as shown in the figure below. Learn how to use the Visitor Activity segment while filtering your reports in PageSense.

Filtering your reports based on this criteria can help you quickly identify visitors who did not convert beyond your checkout pages and the reasons why. For example, these could include website performance issues like poor CTA buttons and lengthy transaction forms, a lack of payment methods, or high shipping charges. This can later be used to plan new marketing strategies like providing extra discounts and coupon offers during checkout or offering faster delivery options.

Doesn't that look exciting? There are numerous filters like this that you can combine and create in PageSense based on your business' needs. 

Try it out for yourself: 
  1. From the REPORTS tab, select the Segment Audience button at the top-right corner and choose your preferred type of audience segment ("SMART" and "ADVANCED"). Check out the different types of audience filtering parameters available in PageSense.


  2. Choose the audience parameters you want to filter from your report using the list. You can also create advanced audience segments using the AND/OR conditions.


  3. Click Save & Apply and give your segment a name/description.
Your audience condition will be saved permanently and you can use it whenever you need to in just a couple of clicks. You also can edit your saved segments anytime by clicking the edit icon next to the audience segment.

Bonus Tips: When planning to use audience filters in reports, you could consider the following guidelines: 
  • Before starting to filter, determine if an audience segment you’ve created will be useful to extract the needed insight from your report. Creating the right combination of audiences is the most effective way to reach your potential customers.
  • Keep your segments more widely defined. If your focus group is too thin, you could end up wasting time and energy in marketing and optimizing for smaller sets of audiences.
We hope that was useful. Please share your feedback or questions in the box below. 

Is there a particular filter you want to save to your reports but you're unsure how to implement? Just write to us with your needs at support@zohopagesense.com, and we'll be happy to chat with you and provide the best solution for your situation.

P.S: Have you tried filtering your reports or have you discovered something interesting that you can do in PageSense? Let us know and we’ll share it to other community members in our next post. 

Start customizing. Start growing!

Thank you. 
Balarohini Paulraj

    Access your files securely from anywhere


            Zoho Developer Community




                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day


                                    • Ask the Experts



                                        Zoho Marketing Automation


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now


                                                                                Zoho Show Resources


                                                                                  Zoho Writer Writer

                                                                                  Get Started. Write Away!

                                                                                  Writer is a powerful online word processor, designed for collaborative work.

                                                                                    Zoho CRM コンテンツ








                                                                                      Nederlandse Hulpbronnen


                                                                                          ご検討中の方




                                                                                                • Recent Topics

                                                                                                • Syncing with Google calendar, Tasks and Events

                                                                                                  Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
                                                                                                • Merge invoices

                                                                                                  This has come up three times in a month of me using the system. a client whom i do work for on a regular bases asked me to invoice separate jobs on a single invoice. I would then go and cancel the old invoices and make a new one. It would be great if i could just select the invoices and click merge to create a single invoice.
                                                                                                • Pipeline stages for product-led growth (PLG) subscription services

                                                                                                  (Estagios de pipeline com foco em serviço digital por assinatura (PLG)) Dear colleagues, I am writing to request assistance with a significant challenge I am currently facing. I manage a digital service that operates on a subscription-based model. I am
                                                                                                • Multiselect lookup in subform

                                                                                                  It would be SO SO useful if subforms could support a multiselect look up field! Is this in the works??
                                                                                                • Zoho CRM for Email ( Microsoft add on app) Feb 25, 2025

                                                                                                  We are currently experiencing issues with Zoho CRM for Outlook despite updating the Microsoft add on app and Zoho software to the latest versions. When working in Outlook on our Macs and PC's and 365 on the web, when we try to link an email in Outlook
                                                                                                • Sheet View for Reports

                                                                                                  We often need to filter our contacts in a way that is too complex for Custom Filters (which now allows filtering by Related Modules - amazing! - but doesn't allow for an *OR* relationship between the multiple filters) or Custom View (which does not yet
                                                                                                • Feature enhancement: Highlight rows based on a cell value

                                                                                                  Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw
                                                                                                • Urgent: Unable to Receive OTP Email for Portal User Registration in Zoho Creator

                                                                                                  I paid to enable the Portal User feature on 2/25, and followed the official instructions (Youtube video: Customer Portals | Zoho Creator) to set up the Portal User using my Gmail account. However, I am not receiving the OTP email and am unable to successfully
                                                                                                • Zoho not receiving verification email.

                                                                                                  I developed a website registration page and need to send verification email. I am using sendinblue for sending out the verification emails. Somehow, the mail is not being received by the Zoho users. Gmail, outlook, yahoo domains works fine but when I try to send the mail to my Zoho account I am not able to receive the mail. Can you please let me know what might be the issue?
                                                                                                • Restore deleted spreadsheet

                                                                                                  Hi all, I can not find my spreadsheet. It seems that my spreadsheet is deleted. Please, restore the spreadsheet. Thanks in advance
                                                                                                • Lookup fields can't be used for anything important

                                                                                                  Hi It seems the lookup fields are mostly.... informative, you can at most link stuff between modules... You can't use lookup fields in blueprints, you can't use them in layout rules or anything... It that correct?
                                                                                                • Function to check frequency of customer ordering patterns

                                                                                                  Hi, I'm no coder, so I thought I could make use of Chat GPT to generate some Deluge script to create a function that would check order frequency of our customers so that I could send an email if they go beyond their usual order pattern. Chat GPT and Claude
                                                                                                • Better Control over Team Ordering and Display

                                                                                                  Two feature requests for Zoho Desk team drop downs: The ability to change the order of teams, currently it's not in alphabetical order, which is confusing. I'm thinking a manual ordering via number or drag and drop, alphabetical order, and creation order
                                                                                                • Clear specific tag or tags from all leads

                                                                                                  I'm looking for a way to clear a specific tag from all Leads. I have a function when a tag is added to a lead they are added to a campaign and their status is set to "invited". I need to find a method to remove the tag. If I try to delete the tag to clear
                                                                                                • Cisco Webex Calling Intergration

                                                                                                  Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!
                                                                                                • Has Anyone Else Built a State Machine into a Function?

                                                                                                  I'm in the process of building a state machine for lead lifecycle management within Zoho CRM, and I'm curious if anyone else has tried integrating a state machine into their Deluge functions, especially considering Zoho’s 12-function cap. I’ve managed
                                                                                                • Is there a way for a custom function to trigger a custom made email alert?

                                                                                                  Hi Zoho Team, We have currently maxed out our 30 workflows in one of our department and we are trying to find ways to make it more efficient. We usually use our workflows to send automated email notifications per team leader for approval of tickets. Is
                                                                                                • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

                                                                                                  Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
                                                                                                • Multi User Lookup field on the Zoho CRM iOS app.

                                                                                                  Hello all!   Hope you are all safe and sound.   We have now brought in support for the Multi User Lookup field on the Zoho CRM mobile app. Below are the enhancements that are supported in this update:   * Multi User Lookup field can be added through the
                                                                                                • Help with Deluge Script in Zoho SalesIQ (Input Variables Always Null)

                                                                                                  Hi everyone, I’m working on a Deluge script for Zoho SalesIQ, specifically for a block in Zobot. The script is supposed to: Check the visitor’s name when they start a chat. If the name is empty, return false; if a name is present, return true. However,
                                                                                                • Item/service subtotal

                                                                                                  Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
                                                                                                • Hide/Show Certain Fields When Creating/Editing Invoices, Estimates, Etc.

                                                                                                  Hello there, I would like the ability to hide or show certain fields for different employees/roles in my company when they are creating or editing invoices, estimates, etc.. Most of the time, we don't use half of the fields shown on the create/edit invoice
                                                                                                • Is there a way to make an account inactive in ZoHo Desk

                                                                                                  We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.
                                                                                                • Any way to Associate a Recurring Invoice with Deal/Potential in Zoho CRM

                                                                                                  When we create an Invoice in Zoho Books, we have the option to associate that invoice with a Potential/Deal that is tied to that same customer. Can we do the same thing with Recurring Invoices? When creating a Recurring Invoice, I want to be able to Associate
                                                                                                • SSO/SAML

                                                                                                  Question - how are you guys handling SSO for Desk?  It seems the only options lead back to ADFS which is a dying technology, stupidly complicated to set up and configure (I mean, you can put that on your resume) and seems like overkill for SSO when AAD does it so much better and effortlessly.  We want to have our clients have SSO to log into our support portal and we want our Agents to have SSO as well. I shouldn't have to expose our server, turn on ADFS, configure it, install multiple clients (Sync
                                                                                                • Are downloadable product available in Zoho Commerce

                                                                                                  Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice
                                                                                                • Ask the Experts 17: Elevate Customer Communication With Multichannel & Instant Messaging

                                                                                                  Hello Everyone, Get ready for the opportunity to interact with Zoho Desk specialists! This month, we’re diving into Multichannel Operations, helping you manage customer interactions across various platforms seamlessly. Why Join? Customers reach out through
                                                                                                • ZOHO DESK

                                                                                                  I use Outlook Exchange to receive emails and want to forward them to Zoho Desk for better management. Additionally, I want to reply to emails in Zoho Desk and have them sent to customers via Outlook Exchange, but I don’t know how to configure it.
                                                                                                • Automating Custom Web Link Messages to Customers via Instant Messaging in Zoho Desk

                                                                                                  Hello, I am looking for assistance with Zoho Desk's Instant Messaging feature. Is there a way to automate the sending of a custom web link to customers every day at 6:30 PM? Any guidance or suggestions on how to achieve this would be greatly appreciated.
                                                                                                • Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

                                                                                                  We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under
                                                                                                • An error occurred while uploading the attachment.

                                                                                                  From the image below, attaching files is not possible via the website but is supported through the Mobile App.
                                                                                                • One time offer in Zoho Campaigns

                                                                                                  Hello! I have an idea to improve my sales. I would like to make a "one time offer" in Zoho Campaigns with a clock that will count down the bid validity period.  Is it possible? Regards.
                                                                                                • How to Initiate WhatsApp Message on SalesIQ?

                                                                                                  I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.
                                                                                                • Multiple self client instances

                                                                                                  there a couple of details that deserve clarification / improvement in Zoho's OAuth 2: 1. for building true server apps - cloud to cloud REST - one has to choose Self Client when creating a new instance in API Console; Server-based Appplications is slightly
                                                                                                • Workdrive Oauth2 Token Isn't Refreshing

                                                                                                  I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so
                                                                                                • Zoho Desk - Delete an email conversation

                                                                                                  When using Zoho support desk I see an option to delete and edit conversations that are comments, BUT if the conversation was automatically added as a conversation from an email, then the option to delete it seems not to be available. Is there a way to
                                                                                                • Organizational Emails Send through Email Relay Server

                                                                                                  Hello, It would be great if the the Organizational Emails could send through the Email Relay Server as well. I often need to send email as someone else and since we use the GMail API option I have to use the organizational emails to do this.  We use Postmark for our Email Relay Server to increase deliver-ability which is something that we have had issues with when sending everything through Zohos servers. Also with postmark there is no need for each organizational email to have its own credentials
                                                                                                • Emoji support in workdrive

                                                                                                  Hello, We are using emojis in our filenames and folder to help visually find relevant data. Currently Workdrive is stripping out emojis and the rest of the filename (along with the suffix), making the file unreadable when they are synchronized with desktop.
                                                                                                • What is a 'user' in Zoho Surveys, and can I have multiple Offline Kiosks running?

                                                                                                  Is a 'user' the amount of people that can make and edit surveys on the website? I basically just want to know if I am able to have multiple Offline Kiosks running on multiple devices at the same time. Either on the Basic or Plus plan which both have 1
                                                                                                • Fundation / Non profit : Could you help ?

                                                                                                  Hi, We're about to handle a Medical research fundation, non profitable structure, what kind of prices could we hope from you ? Could you help us ? We would need Survey, automated campaign and ZIA Thanks in advance
                                                                                                • Next Page