How to understand your personalization report in Zoho PageSense | Help guide?

Understand your personalization reports



The aim of personalization reports in Zoho PageSense is to provide insights into how your experiences perform among the targeted audience segments. For each experience, the report gives you a high-level overview of your visitor performance based on parameters like improvement percentage, conversion, and conversion rate against the set goal. These metrics help you to learn about your visitors' interests, behavior on your website, and needs quickly. The heatmap reports give you clear picture of what the visitors look at, where they click most often, and how long they spend on different sections of a page.

To access your personalization reports in PageSense:

Click the personalization experiment then the REPORTS tab on the top bar. You will see two different tabs under the hood: ANALYSIS and HEATMAP.


Analysis tab

This section presents a summary of the personalization reports across different experiences and audience segments. It also includes cumulative analytics for your personalization experiment as explained below based on the date range selected.
Overview of personalization metrics
This section provides a summary of your personalization experiment and helps you determine the next course of actions to implement on your web page. It includes metrics such as:

  • Improvement: This metric indicates the overall improvement rate of all experiences created for your website and can be represented with both positive and negative values. Improvement percentage is defined as the relative difference in conversion rates between the original and other experiences in your personalization experiment.

  • Increase in revenue: This metric indicates the total amount of purchases made from your website experience.
    The increase in revenue value helps you to gauge how well your personalized version is performing. If the revenue for a specific audience segment increases, you can identify whether offers are being redeemed, as well as which offers are being used more. Alternatively, if revenue for any particular customer decreases, you can figure out whether you need to try out new personalization efforts.

  • Reach of experience: The ratio of personalized visits to the total visits on your web page.

  • Total visits: The total number of times the visitors (both new and returning) visit both the original and personalized versions of your web pages.

  • Personalized visits: The number of times the visitors (both new and returning) visit each of your personalized versions of the web pages.

  • Days running: The total number of days your personalization experiment was active.

  • Last published: The date when you last published the personalization experiment.

  • First Published: The date when you first published the personalization experiment.


Performance by goal

This graph lets you track and analyze your goal performance trends across different website experiences and compare them against individual performance indicators: conversion, conversion rate, and visitors:

  • Visitors: The total number of visitors who viewed your personalized web pages.

  • Conversion: The number of visitors who completed the set goal for the personalization experiment. This includes actions such as purchase completion, newsletter subscription, plan upgrades, and others depending on your business's objective.

  • Conversion rate: The ratio of visitors who completed a set goal to the total number of visitors who visited the website, indicated as a percentages.
    Note : Conversion rate is an important metric to consider while analyzing the success of your personalization experiment. This helps you to measure how many customers redeem the deals and offers that were specifically tailored to them, and how many ignored the offers.

Performance by experience

This graph allows you to view and compare performance metrics such as visitors, visits, conversion, conversion rate, and improvement value of the original experience and its variations.


Performance across audience segments

This graph provides data specific to the audience segments that are selected in your personalization and helps you learn which target group is contributing the most to your business along with information such as visitor traffic and improvement percentage for each segment.


Heatmap tab

Heatmap in personalization reports provides a visual color-coded representation of your visitors behavior for the original and personalized versions of the website. This shows you which parts of your page your visitors are most interested in, the elements they click and interact with most often, how far down the page they scroll down (scroll map), and the average time spent by visitors on different sections of your web page (attention map).

Based on this information, you can plan to place the most important messages and deals in the areas which fewer visitors engage with to attract more visitors and you can personalize the contents to improve visibility and the conversion rate on your website.



Filter and segment your Personalization

Filter by date range
Choose a specific date range to view your personalization metrics for.
To filter reports by data range:
Click the Calendar icon in the top-right corner and select one of the following:

  • Today, Yesterday, or Last 7 day report of your personsalization experiment.

  • Entire duration: This allows you to filter and view the personalization reports from the date the experiment was launched through to the current date.

  • Last 30 active days: This allows you to filter and view personalization reports during the last 30 days.

  • Custom range: This allows you to manually enter a start and end date to filter and view the reports.


Filter by audience segment
Filter and view the personalization reports based on an individual visitor parameter such as visitor type, source URL, device, or location to see which audience segment is contributing the most to your business. Segmenting your reports can not only help tailor user experiences appropriately but can also help you maximize conversions in each audience segment.

To filter and view by audience segments:
Click the Segment Audience button in the top-right corner and choose from Smart or Advanced from the options on the left.
Smart Segments :
Smart Segments automatically group visitors based on predefined behavioral and traffic conditions, making audience targeting faster and easier. These segments help personalize experiences without manually configuring complex rules.
Example: Show a personalized offer to returning visitors arriving from social media campaigns.

Advanced Segments :
Advanced Segments allow you to create highly specific audience groups using multiple conditions such as behavior, device, location, traffic source, custom dimensions, and user activity. This gives you greater control over delivering personalized experiences to the right audience.
Example: Target mobile users from paid campaigns who visited the pricing page more than twice in the last 7 days.


 



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!