Use tags to filter session recordings in Zoho PageSense | Help Guide

Add tags to your session recordings

You can effortlessly categorize similar user patterns in your session recordings by adding tags. Tagging your recordings is a great method to view and note specific actions, like CTA clicks, sign-ups, or visitor states in PageSense. It will act as a filter to extract specific user behaviors from the rest, and refer to them later. 
Idea
For example, say you want to watch the recordings of visitors who attempted to sign up for your account but failed to submit the form. In this case, you can tag those screen recordings with a name like 'Signup-failed'. This could later be used to analyze which form fields the visitors hesitated to fill in, and where exactly did they drop out from the sign-up process.

To add tags manually in a session:

1. Open your session recording experiment and click the RECORDINGS tab from the navigation button at the top. 

2. Click on the session you want to apply a tag or keyword to from the list.
The video will open in a window and start playing automatically.

3. Click the TAGS section from the right pane, type in your tag name you want to use for filtering your recordings, then hit Enter on your keyboard.

IdeaFor example, let's say you want to tag visitors who add items to the shopping cart, but disappear without making a purchase or completing a payment on your ecommerce site. In such cases, you can enter the tag as 'Cart abandonment' to filter out and view recordings of visitors who abandon your shopping site after adding items to the cart.
Add tags to session recordings in zoho pagesense
InfoYou can add multiple tags in the same fashion, and remove these tags by clicking the Close icon. 

To add tags automatically in recordings:

1. Copy and paste the following Javscript snippet into the event code of your session's web page: 

window.pagesense = window.pagesense || [];
window.pagesense.push(['tagRecording', '<tag-name>']);

2. Replace the <tag-name> with the tag name of your choice.
IdeaFor example, let's say you want to tag a visitor who has added a product to the cart then add the JavaScript code in the function that processes the 'add-to-cart' event on your web page. After adding our code, the function will look something like the following:

function addProdToCart(product) {
window.pagesense = window.pagesense || [];
window.pagesense.push(['tagRecording', 'Add to cart']);
...
}
addProdToCart('Product abc');

Now, whenever a visitor adds products to their cart, the corresponding session recordings in PageSense will automatically be tagged with "Add to cart" in the video.


We hope this documentation helps make the process easy for you. Please feel free to reach out to us anytime by dropping an email to support@zohopagesense.com if you need more explanation or have any questions.