Zoho PageSense Settings Overview

Settings Overview

The Settings section in Zoho PageSense allows you to configure how your project tracks visitor behavior, manages privacy preferences, controls user access, and connects integrations.These settings ensure that PageSense collects accurate data from your website or application while allowing you to customize tracking rules, experiment behavior, and integrations from a centralized location.The Settings page acts as the administrative control center of your PageSense project, where you can manage everything from the tracking snippet and user access to privacy controls and integrations.

Settings Categories in PageSense

General

The General section contains core administrative details about your PageSense project.

Project Info

The Project Info section displays the core identification details associated with your Zoho PageSense project.

From here, you can view information such as the Space Name, Project Key, and Data Center linked to the project. These details help uniquely identify your project within the PageSense platform.

This information is useful when configuring integrations, referencing the project for technical setups, or coordinating with support teams when required.

Content and Privacy

The Content and Privacy section allows you to configure privacy-related settings to help your website comply with data protection regulations.

Cookie Policy Banner

HIPAA Compliance

IP Filter

Cookie Policy Banner

The Cookie Policy Banner allows you to inform visitors about the use of cookies on your website and obtain their consent before tracking their activity.

With this feature, you can configure a customizable consent banner that appears when visitors land on your website, explaining how cookies are used for analytics, personalization, and experimentation.

This helps ensure transparency with visitors while supporting compliance with privacy regulations such as GDPR and other data protection policies.

HIPAA Compliance

The HIPAA Compliance setting helps organizations configure Zoho PageSense in a way that supports compliance with Health Insurance Portability and Accountability Act (HIPAA) requirements when handling sensitive health-related data.

By enabling this option, PageSense applies additional safeguards to ensure that protected information is not captured or processed in a way that violates HIPAA guidelines.

This setting is particularly useful for healthcare organizations or businesses that manage sensitive medical or patient-related information.

IP Filter

The IP Filter feature allows you to exclude traffic from specific IP addresses so that visits from internal teams, developers, or testers do not affect your analytics and experiment results.

By filtering these IP addresses, you can ensure that the data collected in PageSense reflects only genuine visitor activity.

This helps maintain more accurate reports and prevents internal testing or monitoring from influencing your conversion insights.

Website

The Website section contains settings that control how PageSense tracks your website and supports visitor engagement.

Tracking Code

Web Push Notification

Project JS

Page Groups

Cross domain tracking

Exclude Bots

Tracking Code

The Tracking Code section provides the PageSense tracking code that you need to add to your website to connect it with your PageSense project. Once installed, the code enables PageSense to track visitor activity and collect the data required for analytics and experimentation. You can copy the tracking code from this section and install it on your website using the supported installation method.

Web Push Notification

The Web Push Notification setting lets you configure browser-based push notifications for your website visitors.

You can use these notifications to send timely updates, offers, reminders, and announcements to visitors and re-engage them even when they are not actively on your website.

Project JS

The Project JS section lets you add custom JavaScript that runs across your PageSense project.

You can use it to implement custom tracking logic, modify page behavior for experiments, or add scripts required for advanced configurations without directly modifying your website's source code.

Page Groups

The Page Groups feature lets you organize multiple pages into logical groups based on similar URLs or page patterns. You can use page groups when targeting experiments or analyzing visitor behavior across similar sections of your website, such as product, blog, or checkout pages.

Cross domain tracking

The Cross domain tracking setting lets you track visitor activity across multiple related domains as part of the same user journey. This helps PageSense maintain visitor tracking when users move between different domains or subdomains associated with your project.

Exclude Bots

The Exclude Bots setting lets you choose whether bot traffic should be included in or excluded from your PageSense tracking data. Excluding bots helps keep your reports and experiment results focused on genuine visitor behavior and prevents automated traffic from affecting your analysis.

User and Controls

The User & Controls section allows you to manage access to your PageSense project.

Users

The Users section allows you to manage and monitor all members who have access to your Zoho PageSense project.

From here, you can view the list of users associated with the project along with their invitation status, such as whether they are Active or Pending. This helps you track whether invited users have accepted their access to the workspace.

You can also see the role assigned to each user, such as Admin, Editor, or Viewer, which determines the level of access and permissions they have within the project. These roles help ensure that team members can access only the features and actions relevant to their responsibilities.

Mobile

Mobile section is used when optimizing or analyzing mobile applications.

Apps

The Mobile Apps section allows you to connect and manage your mobile applications within Zoho PageSense. By integrating your mobile app, you can track user behavior, analyze in-app interactions, and run optimization experiments similar to your website.

This integration helps you understand how users interact with your app, identify drop-offs in user journeys, and improve the overall mobile experience through data-driven insights.

FullStack

The FullStack section is designed for organizations running server-side experimentation.

Environment

The Environment section allows you to manage different environments for your project, such as development, staging, and production. This helps you safely test experiments and configurations before deploying them to your live website.

By setting up environments, you can ensure that experiments and changes are validated in testing environments before being applied to your production site, reducing the risk of impacting real users.

Experiment Settings

The Experiment Settings section helps manage how experiments interact with each other.

Mutually Exclusive Groups

The Mutually Exclusive Groups section allows you to control how visitors are assigned to experiments by ensuring that the same visitor does not participate in multiple experiments simultaneously.

By grouping experiments into a mutually exclusive group, PageSense makes sure that a visitor who is part of one experiment will not be included in other experiments within the same group. This helps prevent experiment overlap and ensures more accurate testing results.

Connect Services

The Connect Services section lets you connect PageSense with other services and configure AI-powered capabilities.

AI Setup

Integrations

AI Setup

The AI Setup section lets you configure the AI-powered capabilities available in PageSense. You can enable and manage the AI services used by features based on your project requirements. Use this section to control the AI services that PageSense features can access and configure the required AI provider or service for supported capabilities.

Integrations

The Integrations section lets you connect PageSense with supported Zoho applications and third-party services to extend your analytics and experimentation capabilities. You can configure integrations to exchange relevant data between PageSense and the connected services. Use these integrations to bring data from your existing tools into PageSense or send PageSense data to other applications, helping you analyze visitor behavior and connect your optimization workflows across platforms.

We’ve designed this documentation to guide you every step of the way. If you need further assistance or have any questions, don’t hesitate to contact us at support@zohopagesense.com - we’re always here to help!