Apply smart and advanced audience filter to reports in Zoho PageSense | Help guide

Filtering your report based on audience segments

In PageSense, you can segment and filter your experiment reports based on visitors who share common characteristics and behaviors on your web pages.  You can do this with the use of Segment Audience feature, which lets you quickly break down your reports and get deeper insights by applying different types of audience segmentation options, such as visitor type, source URL, device, or location, to make tailored marketing decisions and maximize website conversions. For instance, say you're running an A/B test on your ecommerce site and you want to see the filtered narrowed down results based on visitors using Google Chrome browser in mobiles. In this case, you can segment and filter your report  by selecting Google chrome in browser and Phone in Device type audience segments.
Here are some of the tasks that can be made easier by using audience segmentation in your experiment reports:
  1. Getting a better idea of where your target audience is located
  2. Seeing which products specific visitor groups view or buy the most
  3. Checking which marketing campaigns or traffic channels generate better results
  4. Comparing performance of different types of visitors on different devices.
In this article, we will learn in detail about the two types of audience segments available in PageSense(Smart and Advanced), and how you can segment your reports to help you gain the most useful customer information. 

Smart Segmentation 

Smart segmentation in PageSense is a much faster, easier, and smarter way of filtering specific audience metrics in your reports, based on the predefined criteria, such as visitor type, source, country, device type, browser, and operating system. Additionally, you can view the traffic to your website for a specific day of the week and hour of the day. This helps you to target and optimize your website for every customer by analyzing the behaviors and patterns of different visitor groups on your website. 

To segment reports using smart filters in PageSense:
1. Select the experiment from the left pane, then click the REPORTS tab at the top.

2.
 
Click the Segment Audience button at the top-right corner to view the two types of audience filtering segments on the left pane.


3.
 
Click SMART, then choose your preferred audience segment from the list. 
Example: 
Say you own an elearning site and you want to filter all the first time visitors coming to your website. In this case, you can choose New Visitors as shown in the screenshot.


4.
 
Click on either of the following:
  • Save & Apply to save the audience condition permanently to your experiment report. Enter the segment name and description, then click Save in the pop-up box. 


  • Apply to apply the selected segment to the experiment report. This segment will not be saved. 

5. Your report will now be updated and segmented with the date matching the selected segment.
 

Visitor type

Filter your reports based on whether a visitor is new or returning on your website. PageSense uses cookies to determine new or returning visitors of an experiment. 
  1. New Visitor: A visitor who is part of any test on the domain for the first time.
  2. Returning Visitor: A visitor who has already been part of another test running on the same domain.
Example:
Suppose you run an ecommerce business, and you want to see if the returning visitors made a higher number of transactions and larger revenue in your purchase funnel compared to new visitors.


Device type

Filter your reports in PageSense depending on the kind of device your visitors used to reach your website, such as mobile, desktop, tablets, and smart TV. 
Example:
Suppose you own an elearning site, and you want to see the effectiveness of your push notification on the smartphone devices.

Browser 

Break down your reports based on the type of browser your visitor used to reach your website, including Chrome, Firefox, Opera, Safari, and others.
Example:
Say you run a buyers' journey funnel on your ecommerce site, and you want to see reports on visitor traffic, conversions, and drop-off rates for audience using Safari browser.

Traffic source

 Filter your experiment reports based on the traffic sources that they enter your website through. The different types of traffic sources in smart segments are:

  • Direct traffic: Includes all visitors who access your website by directly entering the URL in the address bar.

  • Referral traffic: Includes all visitors who come to your website through referral websites, rather than going directly to your URL. This doesn't include the visitors typing in your website URL into the address bar or accessing it through a bookmark link. 

    Example:
    Say you are running an A/B test adding promotional banner to your homepage, and you want to see how many visitors from a specific referral traffic site called 'www.couponcodes.com' have landed on your website and achieved the set goal.
  • Social traffic: Includes all visitors who come to your website from social media platforms, such as Facebook, Google +, Twitter, Linkedin, and Pinterest. 

    Example:
    Say you are running banner ads on multiple social platforms and you want to filter reports for visitors from Twitter site.
  • Organic traffic: Includes all visitors who reach your website via search results on a search engine like Google, Yahoo, or Bing.

    Example:
    Say you want to break down report to your new blog page based on visitors coming from organic search traffic, and see which content or keyword gets a higher visibility.
  • Paid campaigns source: Includes all visitors who reach your website via paid ads. This source also includes those visitors who click through to your website via links that contain UTM parameters, including utm_source, utm_campaign, gclid, and otm_source.  

    Example:
    Say you want to filter reports of people who visited your shopping site from the Google ad campaign on "Holiday_sale".

Operating system 

Drill down your experiment reports based on the operating system used by visitors to access your web page, such as Windows, Mac OS, LINUX, iOS, and others.
Example
Say you want to view the effectiveness of your push notification from visitors who access your web page using Android OS.

Day of week

Filter your experiment reports for visitors who access your experiment page on certain days of the week, starting through Monday to Sunday.
Example:
Suppose you want to measure the successful newsletter subscriptions to your blog page during the weekend.    

Hour of the day

Filter your experiment results based on visitors who access your web page within specific hours. 
Example
Say you ran a one-day sale on your ecommerce site, and you want to view the visitor traffic and purchases made during the final hour of day. For instance, if you set the hour of the day as 11, then the reports will be filtered for all visitors who accessed your web page between 11:00 am to 11:59 am.

Country

Filter your experiment reports based on visitors who access your website from a specific country or list of countries. 
Example:
Suppose you launched a customer feedback poll on your tourism website, and you want to view the list of responses and requirements received by the visitors from the United States.

Advanced segmentation

Advanced segmentation is a powerful feature in PageSense that allows you to filter your experiment reports by creating complex audience conditions using the AND and OR combination of different visitor parameters. This type of audience segmentation revolves around identifying subgroups within the targeted audience groups, in order to deliver more tailored messages and build stronger customer connections.
The subgroups can be based on any of the following factors:
  1. Demographics such as geographic location, age, and gender identity.
  2. Behavioral characteristics such as purchase activity, page viewed, and exited from.
  3. Acquisition sources such as organic source, referral source, and social media traffic.
  4. Visitor types such as new or returning visitors to web pages.
  5. Contextual parameters such as day of the week, and hour of the day.
  6. Technical aspects such as the browser used, operating system, and device type. 
To segment your report using advanced filters in PageSense:
1. Select the experiment from the left pane, then click the REPORTS tab on the top.

2.
 
Click the Segment Audience button at the top-right corner to view the two types of audience filtering segments on the left pane. 

3.
 
Click ADVANCED, then choose your preferred audience segment condition and logical operator value. 

4. Click + to choose the AND or OR combination for your audience segment, then select the second set of audience criteria from the dropdown.

Example:
Say you've set up a buyer's journey funnel in your ecommerce site, and you want to filter the performance metrics of visitors who landed on your home page through social media sources. 
Note:
  1. The AND operator is useful when you wish to target the audience based on multiple rules that all need to be true. Conditions using the AND operator will only evaluate as true when all of the values are met.
  1. The OR operator is useful for targeting multiple values where only one needs to be true for the condition to evaluate as true. Conditions using the OR operator will evaluate as true when any of the values are met.

5. Click the NEW GROUP button to define multiple conditions for a segment, and logically group your segment conditions. 

Example:
Say, along with the audience group created above, you want to narrow down your funnel results based on returning visitors who have reached your home page through social media sites and are located in the U.S.

6. Once done, click either:

  • Save & Apply to save the audience condition permanently to your experiment report.
    Enter the segment name and description, then click the Save button in the pop-up box that appears to save the applied filters as a custom segment. 


  • Apply to apply the selected segment to the experiment report. This segment will not be saved for future references.

7.  Your report will now be updated and segmented with the date matching the selected segment. 

To edit a saved audience segment in report filters:

    1. Go to the SMART segment tab and click the edit icon next to the audience segment you want to edit.

    2. Make the desired changes to your audience group under the ADVANCED tab, then click Save.  

Current URL

Filter your reports based on a particular URL on your experiment page. 
Example:
Say you are running an A/B test on the sign up page across your entire website, and you want to filter results of visitors who first land on your home page.

Referral URL

The Referrer URL audience condition option allows you to filter your experiment reports based on the URL that your visitors came from. This is commonly known as the referrer.
Example:
Say you want to isolate reports to your blog page from the referral URL source Twitter 'www.twitter.com.'

Mobile OS

Segment your experiment reports based on the Mobile OS that visitors used to access your website, such as Android, iOS, or Blackberry.
Example: 
Say you want to view the pop-up response of visitors on your website from the Android operating system. 

Query Parameter

Segment your experiment reports based on query strings included in the URL. This means all visitors who match the given query condition in the URL will be included and filtered under your experiment reports.
Example:
Say you want to view reports for visitors who looked for latest gadgets and arrived on your website's URL http://example.com?_utm_campaign=latestgadgets. In this case, you can segment audience by query parameter as utm_campaign, and the value as latest gadgets.

User Information

Filter your experiment reports based on the visitors' data collected on your website, like their name, email address, gender, age, language, purchase plan, or industry type. To filter your report using User Information in PageSense, you need to add an additional code snippet to your experiment page. Check out how to filter your report based on user information in PageSense.
Note that your user's information will be collected and stored in PageSense, even when there is no experiment running on your website.
Example:
Say you run an online travel agency, and you want to isolate female travelers in the age group 18. 

Visitor activity

Create audience segments to filter experiment reports based on the actions taken (or not taken) by your visitor on the website. This includes CTA button clicks, purchases made, newsletter subscriptions, feature use, and other actions during their journey on your website. To filter your report using visitor activity in PageSense, you need to add an additional code snippet to your experiment page. Check out how to filter your report based on visitor activity in PageSense.
Example:
Say you want to filter the customers who purchased  headphones on your shopping site. 

Few examples of using AND/OR conditions in advanced report filters:

Example 1:
Say you own a blogging site and you want to filter and view reports for visitors from the United States who are sourced from Referral traffic. In this case, you can create an advanced segment by using the AND condition and choosing the type of desired segment you wish to create, as shown below.


Example 2:
Suppose you own an ecommerce site, and you want to see the filtered results based on visitors using Google Chrome browser in smartphone devices. In this case, you can create an advanced segment by selecting Google Chrome in Browser AND Phone in Device type, as shown below.







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