Using custom dimensions audience segment in Zoho PageSense | Help guide

Using custom dimensions in audience segments

Custom dimensions are an advanced set of audience segmentation option available in PageSense that allows you to target your experiments and filter your reports based on a niche set of audience criteria like who they are, what their interests and habits are, what they’re actively searching or browsing for, or how they've interacted with your business. This audience segmentation option provides the ability to determine which specific set of users are most likely to boost conversion to your business and later promote ad campaigns or content that increase engagement amongst these audience groups.

By default, PageSense allows you to target experiments and filter your reports based on a predefined set of audience segmentation options, such as the source or medium through which they entered your site, the type of visitors (new or returning), the device they used to access your site, and many others, to understand how specific groups of visitors behave and how their needs differ from each other. However, if you want to track visitors with unique yet more specific attributes such as email address, gender type, age, and the products they viewed/purchased that are specific to your business needs, then custom dimensions in PageSense will be handy for you.
For example, lets say you own a SaaS company, and you want to display a personalized list of services to users based on their subscription plans(basic, professional and enterprise) on your site, or say you run a travel agency and you want to run personalized promotional offers based on age-group (18, 25, and 35). This can be easily done using the custom dimensions segment condition in PageSense. These attributes can later be used to slice and dice your reports in PageSense to get a deeper insight into the experiment's performances.
Note that your website's user information will be collected and stored in PageSense, even when there is no experiment running on your website.
Points to note:
With our new pricing plans, we've set a limit on the number of custom dimensions you can create for your PageSense account. The maximum number of custom dimensions you can create is 20 for the Analyze plan, 30 for the Engage plan, 50 for the Optimize plan.

Targeting your experiment using custom dimensions

Using custom dimensions in audience segments, you can target and run your experiments based on two advanced audience conditions: User Information, which is the visitor's data collected on your site, and the Visitor Activity, which tracks interactions or activities they perform on your website. Once you create and save your customized segments in PageSense, your experiments will start running for those visitors who match the defined user conditions you set.

User information

Not every visitor coming to your website is the same. They differ by plan type, email address, gender, age, language, purchase plan, industry type, and many other individual characteristics. With the User Information as custom dimension, you can target experiments and run personalization campaigns depending on what you know about an individual customer, and later build new experiences as per their behavior and interaction with your site. Furthermore, you can drill down your reports based on these key information of visitors stored on your website.
For example, let's say you own an ecommerce website and you are experimenting with personalized  homepage for visitors in different age groups (18, 25 and 40). In this case, you can target and run your experiment for visitors based on age categories by creating a customized audience segment with User Information. This allows you to dive deeper into your experiment results to see which segment of users show greater interest in buying your products, and convert more on your site and who do not.

Similarly, you can use this segmentation option to target users based on their subscription plans (Basic, Premium and Advanced), native language (British English and U.S. English), and gender type (Male, Female) to see how visitors in different segments behave on your site.
Note:

  • To use custom dimensions in PageSense, you need to add an additional code snippet  to your experiment page as explained in the steps below.

  • Currently, the custom dimensions in audience segments can be used ONLY to  visitors in Personalization experiments. However, the same 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 user information.

To target experiment using user information:
1. Define the user data you want your experiment to target, and add the custom JavaScript in the format shown below to your website. 
This is used to track and send the required user data to Zoho PageSense from your website. 
Example:
Let's say you want to target your personalization experience to visitors who run a Restaurant business and are on Premium plan on your website.
Note: The custom Javascript can be added anywhere on your website.

Format:
<script>
window.pagesense = window.pagesense || [];
window.pagesense.push(['trackUser', <<User Information Json>> ]);  
</script>

Example:
<script>
window.pagesense = window.pagesense || [];
window.pagesense.push(['trackUser', {'Plan_type':'Premium', 'Business_type':'Restaurant'} ]);
</script>

 2. Click the +Custom Segment button under the AUDIENCE tab of the experiment you want to create the custom segment for.


3. Enter a Name and Description for your custom audience in the text box.

4. From the Segment dropdown, choose User and enter details for the custom audience segment condition, such as the key, modifier (operator), and value you provided on your website, into the respective input fields.

  1. Key: Any property or attribute about your website visitor or customer. Example: Username, Language, or Age.

  2. Modifier: The boolean logic used to evaluate the conditions for your custom audience segment. This includes options like equals, not equals, contains, and does not contain.

  3. Values: String, integer, or double data type that you added to the PageSense's JavaScript. Keep in mind that it must be same as in your Javascript, and no spaces are allowed. Example: Henry@gmail.com, French, or 25. 

Below is the screenshot of the audience segment condition created with the key, modifier and value for the first set of audience condition in our example i.e. targeting customers who are on Premium plan on your website.


5. To create a complex visitor segment, click and choose the AND or OR operators to define your conditions.

Based on our example, you also want to target customers who run a Restaurant business on your website. For this condition, again choose User and enter details, such as the key, modifier(operator), and value you provided on your website into the respective input fields, as shown in the screenshot below.

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

6. Click the Save Audience button.
The saved segment will appear under the Custom Segments section across all of your experiments in PageSense. You can apply this for any test. 


Key takeaway:
  • Develop a better user experience for each type of customer coming to your website.

  • Get a strong understanding of visitors, and plan future marketing activities based on user's profiles.  

Visitor activity

If you want to get a bigger picture of how a specific set of visitors group interact with your site, search for or buy your products and services, or react to your marketing campaigns, then targeting your experiments based on Visitor activity segments is one of the best options to make use of in PageSense. Using this custom dimension, you can target your experiments based on the actions taken (or not taken) by visitors on your website. This includes targeting and tracking of visitors who click on specific CTA button, purchase a particular product, subscribe to your newsletters, and use a newly launched feature during their journey on your website.
For example, let's say you own an ecommerce store and you want to show an 'Exclusive discount' coupon to visitors who added skincare items to their shopping cart and eventually failed to checkout them on your site. Alternatively, let's say you want to show an additional 25% shopping discount to customers who successfully completed a purchase during their next visit. This type of audience targeting helps you to convert your abandoned users into new customers and also retain your old ones thereby building loyalty and long time relationships towards your products or services.

Note:

  • To use custom dimensions in PageSense, you need to insert an additional code snippet to your experiment page, as explained in the steps below.

  • Currently, the custom dimensions in audience segments can be used ONLY to target visitors in personalization experiments. However, the same 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 visitor activity.

To target experiment using visitor activity:
1. Define the user activity you want your experiment to target for, and add the custom JavaScript in the format shown below to your website.
This is used to track the desired user activity and send the corresponding data to Zoho PageSense from your website.
For example, say you want to target your personalization experience to customers who purchased iPhone X with color Red from your shopping site and show them attractive offers on purchased phone case model. 
Note: The custom Javascript can be added anywhere on your website.

Format:
<script>
window.pagesense = window.pagesense || [];
window.pagesense.push(['trackActivity', <<activity name>> , <<activity json>> ]);
</script>

Javascript condition:
<script>
window.pagesense = window.pagesense || [];
window.pagesense.push(['trackActivity', 'Purchase', {'Phone_model : 'iPhone X', 'Product_color: 'Red' }]);
</script>

2. Click the +Custom Segment button under the AUDIENCE tab of the experiment you want to create the custom segment for.


3.
 
Enter a Name and Description for your custom audience in the textbox.

4.
 
From the Segment dropdown, choose Visitor Activity and enter the corresponding Key, Modifier, and Value you provide in your JSON script within the respective input fields, as shown in the screenshot.
  1. Key: Any action taken by your visitor or customer on your website. You can provide the key using one of two methods:
    By entering the 'activity name' that the visitor has or has not achieved  on your web page. For example, Purchase, Checkout, or Payment. Note that in this case the 'values' field will be uneditable.


    By entering the 'activityname.attributename' of the product on your website. For example, 'purchase.product_id', 'purchase.item_color' or 'Purchase.model_number'. You can provide numerical values in the values field.
  2. Value: A string, integer, or double data type that will be added to the PageSense's JavaScript. Keep in mind that it must be same as in your Javascript, and no spaces are allowed. Example: Headphone, Blacktshirt, or 0917.

  3. Modifier: The boolean logic used to evaluate the conditions for your custom audience segment. This includes options like achieved, not achieved, equals, not equals, contains, and does not contain.

Below is the screenshot of the audience segment condition created with the key, modifier and value for the first set of audience condition in our example i.e. targeting customers who purchased iPhone X from your website.
5. To create a complex visitor segment, click and choose the AND or OR operators to define your conditions.
Based on our example, you also want to target customers who bought iPhone X with color Red from your ecommerce website. For this condition, again choose Visitor Activity and enter details, such as the key, modifier(operator), and value you provided on your website into the respective input fields, as shown in the screenshot below.

6. Click the Save audience button.
The saved segment will appear under the Custom Segments section across all of your experiments in PageSense. You can apply this for any test.

Key takeaway:
  • Reach customers with more apt content and offers based on their current activity.

  • Retarget your ads based on information you've gathered from your visitor activity and interactions with specific content on your site.

  • Learn why specific actions or events on the site were not successful, and how to improve buyers behavior. For example, the visitors who failed to make payment on your shopping site can be shown better offers and discounts in the future to take necessary action and complete a purchase.

Filtering your report using custom dimensions

If you're using custom dimensions audience segmentation option such as User Information and Visitor Activity to target your experiments in PageSense, then you can use these attributes to filter your reports and get deeper knowledge into how each of these customized visitor groups are contributing to your business and converting on your site.

User information

This audience segmentation option in your report allows you to filter your experiment's data based on the visitors' data collected on your website, like their name, email address, gender, age, language, purchase plan, or industry type. For example, let's say you have created a custom audience segment that targets users by their plan type (Basic, Standard and Advanced). Then, you can use these attributes to segment your results and identify how differently visitors on the basic plan behave from visitors on a premium plan.

Note:

  • To use this report filtration option, you need to add an additional code snippet to your experiment page as mentioned in the steps below.

  • This audience segmentation option is available under report filtering across all of the experiments in PageSense except for push notifications.

To filter your report based on user information(considering the above example): 
1. Define the user data you want your experiment to target, and add the custom JavaScript in the format shown below to your website. 

This is used to track and send the required user data to Zoho PageSense from your website.
For example, let's say you run an online travel agency, and you want to isolate female travelers in the age group 18. 
The custom Javascript can be added anywhere on your website.

 

Format:
<script>
window.pagesense = window.pagesense || [];
window.pagesense.push(['trackUser', <<User Information Json>> ]);  
</script>

 Example Javascript condition:
<script>
window.pagesense = window.pagesense || [];
window.pagesense.push(['trackUser', {'Gender_type': 'Female', 'Age_group': '18'} ]);
</script>


2. 
Click the Segment Audience button at the top-right corner of your REPORTS page and choose the ADVANCED option on the left pane.


3. From the Choose Segment dropdown, choose User and enter details for the custom audience segment condition, such as the key, modifier (operator), and value you provided on your website, into the respective input fields, as shown in the screenshot.
  • Key: Any property or attribute about your website visitor or customer. Example: Username, Language, or Age.

  • Modifier: The boolean logic used to evaluate the conditions for your custom audience segment. This includes options like equals, not equals, contains, and does not contain.

  • Values: String, integer, or double data type that you added to the PageSense's JavaScript. Keep in mind that it must be same as in your Javascript, and no spaces are allowed. Example: Henry@gmail.com, French, or 25. 

Based on our example, enter the attribute name as 'Gender_type', the operator as 'equals', the attribute value as 'Female' as shown in the screenshot below. 


4. To create a complex visitor segment, click and choose the AND or OR operators to define your conditions.
Based on our example, you also want to isolate female travelers in the age group 18. For this condition, again choose User and enter details, such as the attribute name, modifier(operator), and attribute value you provided on your website into the respective input fields, as shown in the screenshot below.



5. Click Save & Apply to save the segment so that you can find it in 'Saved Segments.'


Visitor activity

This audience segmentation option in your report allows you to filter your data 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 performed during their journey on your website.

For example, let's say you have created a custom audience segment that runs two different personalized promotional campaigns for visitors buying skincare items and another for visitors baby care items. Now, you can use these attributes to segment your results and see which promotion has attracted huge traffic and lead to more conversions on your site, and which has not. By analyzing the results, you can focus on the most profitable customers and send them personalized messages to increase your revenue.

Note:

  • To use this report filtration option, you need to add an additional code snippet to your experiment page as mentioned in the steps below.

  • This audience segmentation option is available under report filtering across all of the experiments in PageSense except for push notifications.

To filter your report based on visitor activity:
1. 
Define the user activity you want your experiment to target for, and add the custom JavaScript in the format shown below to your website.

This is used to track the desired user activity and send the corresponding data to Zoho PageSense from your website.
Example:
Say you want to filter the customers who purchased headphones on your shopping site. 
Note: The custom Javascript can be added anywhere on your website.

 

Format:
<script>
window.pagesense = window.pagesense || [];
window.pagesense.push(['trackActivity', <<activity name>> , <<activity json>> ]);
</script>

Example Javascript condition:
<script>
window.pagesense = window.pagesense || [];
window.pagesense.push(['trackActivity', 'Purchase', {'Product_type: : 'headphones', }]);
</script>


2.  Click the Segment Audience button at the top-right corner of your REPORTS page and choose the ADVANCED option on the left pane. 


3. From the Choose Segment dropdown, choose Visitor Activity and enter the corresponding Key, Modifier, and Value you provided in your JSON script in the respective input fields, as shown in the screenshot.
  • Key: Any action taken by your visitor or customer on your website. You can provide the key using one of two methods:

    • By entering the 'activity name' that the visitor has or has not achieved  on your web page. For example, Purchase, Checkout, or Payment. Note that in this case the 'values' field will be uneditable.

    • By entering the 'activityname.attributename' of the product on your website. For example, 'purchase.product_id', 'purchase.item_color' or 'Purchase.model_number'. You can provide numerical values in the values field.

  • Value: A string, integer, or double data type that will be added to the PageSense's JavaScript. Keep in mind that it must be the same as in your Javascript, and no spaces are allowed. Example: Headphone, Blacktshirt, or 0917.

  • Modifier: The boolean logic used to evaluate the conditions for your custom audience segment. This includes options like achieved, not achieved, equals, not equals, contains, and does not contain.

Based on our example, enter the Activityname.attribute as 'Purchase.product_type', choose the operator as 'contains', and the attribute value as 'Headphones' as shown in the figure below.

4. To create a complex visitor segment, click and choose the AND or OR operators to define your conditions. 

5. Click Save & Apply to save the segment so that you can find it in 'Saved Segments.'


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