How to create a new space or project in Zoho PageSense | Help guide

Create a new space or project in PageSense

If you're just part of an invited space in Zoho PageSense and do not have your own working space then you can quickly create a new Space to deploy experiments for different visitors, based on your business requirements. Having your own space in PageSense provides the freedom to add new collaborators, and to set user-based permissions for individuals working across different projects in your space (referred as My Space).

InfoA space in Zoho PageSense is a portal for holding all your projects. We suggest that you use your organization or team name as the name of the space you create. 

To create a new space in PageSense:

1. Log in to your Zoho PageSense account, click on your profile picture in the top-right corner of your screen and then My Space button



2.  Click on +New Space on the top-right corner, enter a name for your space, and click Create. 
You will be taken directly to the new space you've created, where you can start creating projects and experiments .


Notes
Note:  
  1. You can only create a space using a single Zoho account. We recommend that you use one space per organization, or one space per team in an organization.  
  1. You can make any space the default working space by clicking the More icon, followed by the Make Default button on the Space listing page.


Create a new project within a space

Once you're a part of a space in Zoho PageSense, it's vital to create multiple projects to organize and manage various sets of experiments that target different sections of your business website, multiple sites, or products. This feature also allows you to add multiple collaborators, and provide the right level of permission to people working on the same project to achieve a desired business goal.  
IdeaFor example, say you have three different websites: an eCommerce, a health and fitness, and a travel blog site. In this case, you can create a project for each website, and run multiple experiments to analyze the metrics of different customers within a project.
The number of Projects that you can create in PageSense depends on your Subscription plan. To view your plan and usage details, click the Usage tab on the top-right corner.


InfoA project contains the data for all the experiments within it, and each of those experiments share the same snippet code. You can create multiple A/B tests, Split URL tests, Heatmap, Form Analytics, and Funnel Analysis experiments in a project. 


To create a new project:


1.  Click the profile picture icon in the top-right corner, then click the My Space button

2. Choose the Space (either My Space or Invited Spaces) you want to create your new project in. then click the New Project button.


InfoWe recommend that you create a separate project for each domain.
3. Enter a name and description to your project, then click Create.


Your new project will now appear on your project's listing page, as shown in the image below.

To rename a project:

Click the edit icon next to the project name on the listing page and type in the name you want to use for the project. 



 


To delete or archive a project:

Go to your project listing page, select the project and choose Delete or Archive button.



Notes
Note: A project can be deleted or archived only after all the running experiments have been paused.
We hope this documentation helps make the process easy for you. Please feel free to reach out to us anytime by dropping an email to support@zohopagesense.com if you need more explanation or have any questions.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Install the Zoho PageSense snippet code on your website

                                                                                                                To run experiments and track your visitor data, you will need to install the Zoho PageSense snippet code to the experiment pages on your website. No other information is collected or communicated by the extension. Adding the snippet code to your ...
                                                                                                              • Setup your Zoho PageSense account

                                                                                                                Zoho PageSense provides you with the right set of tools to test personalized website experiences, track user's key metrics, and further analyze their behavior on your website in real time to boost visitor conversions. To sign up with PageSense, all ...
                                                                                                              • Create a page group in PageSense

                                                                                                                Sometimes you may want to target your a/b test, session recording, pop-ups and other experiments in PageSense towards a particular set of webpages related to certain topics or products in your business website. However, defining this whole set of ...
                                                                                                              • Create a mutually exclusive group in PageSense

                                                                                                                A/B testing is a great method to compare two or more versions of your web page to figure out which one performs better in front of your audience in terms of conversion. Sometimes, in order to speed up your process and maximize your marketing efforts, ...
                                                                                                              • Invite new users and assign roles in Zoho PageSense

                                                                                                                In PageSense, you can invite new members to collaborate on different projects, and assign them various roles such as administrators, members, editors, and viewers. Defining specific roles to individuals in a project is specifically useful when there ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources