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
Subscription
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.


Subscription

The Subscription section displays the current plan associated with your Zoho PageSense project and provides an overview of your plan usage and limits.

Zoho PageSense offers a Free plan as well as multiple paid plans designed to support growing optimization needs. These plans provide different levels of access to features, experiment limits, and traffic capacity.

From the Subscription page, you can:
  • View your current PageSense plan
  • Monitor usage limits and allowances
  • Upgrade or manage your subscription if 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.

Project Settings

This section contains configurations that control how PageSense tracks visitor behavior across your website.
Project JS
Page Groups
Cross-Domain Tracking
Exclude Bots
Project JS

The Project JS section allows you to add custom JavaScript that will run across your project within Zoho PageSense.

This can be useful for implementing additional tracking logic, modifying page behavior for experiments, or adding custom scripts required for advanced configurations.

Any script added here is applied at the project level, allowing you to manage and maintain custom code centrally without modifying your website’s source code directly.

Page Groups

The Page Groups feature allows you to organize multiple pages of your website into logical groups based on similar URLs or page patterns.

By grouping related pages together, you can simplify experiment targeting and analysis across sections of your website, such as product pages, blog pages, or checkout pages.

This helps you manage experiments more efficiently and analyze visitor behavior across similar types of pages without configuring each page individually.

Cross-Domain Tracking

The Cross-Domain Tracking feature allows you to track visitor activity across multiple related domains within the same user journey.

By enabling cross-domain tracking, PageSense can recognize a visitor as the same user even when they navigate between different domains or subdomains associated with your project.

This helps you understand the complete visitor journey across websites and ensures that analytics and experiment data remain consistent across domains.

Exclude Bots

The Exclude Bots setting allows you to control whether bot traffic is included or excluded from your PageSense tracking data.

Previously, bot traffic detected on your website was automatically excluded from tracking at the backend. With this setting, you now have the flexibility to choose whether to include or exclude bot visits in your analytics and experiments.

Excluding bots helps ensure that your reports and experiment results reflect genuine visitor behavior, while including them may be useful for specific monitoring or testing purposes.

User and Controls

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

Users
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.

Website

The Website section contains settings related to website tracking and visitor engagement.

Snippet
Web Push Notifications
Snippet

The Snippet section provides the tracking code required to connect your website with Zoho PageSense. Installing this code on your website enables PageSense to track visitor behavior and run experiments. 

You can choose between the following snippet types:

Smart Code
Automatically optimizes script loading, reduces flicker, and improves page performance - most recommended.

Asynchronous Code
Loads the PageSense script in the background without blocking the webpage, helping maintain faster page load performance.

Synchronous Code
Loads the PageSense script along with the page content, ensuring experiments run immediately when the page loads.

Web Push Notifications

The Web Push Notifications section allows you to configure and manage browser-based push notifications for your website visitors. These notifications help you re-engage users by sending timely updates, offers, reminders, and announcements directly to their browser, even when they are not actively on your website.

This feature helps improve visitor engagement, retention, and conversions by allowing you to communicate with your audience instantly and effectively.

Mobile

Mobile section is used when optimizing or analyzing mobile applications. 
Apps
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
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
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.

 

 


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!

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