Filter and segment screen recording metrics in Zoho PageSense | Help Guide

Filter and segment your session recordings

Session recording in PageSense provides a playback video of visitors' action on your website, including where, how, and which element they click and navigate to, on a page. However, with hundreds of recordings listed on your reports, finding the most relevant session that you're looking for could be a time-consuming and tedious task. This is where the date and audience segment filters in the tool can come in handy to you. By filtering your sessions based on a particular date range or audience parameters, such as device type, location, tag, traffic source, or visitor type, you can easily narrow down the volume of videos, and rewatch only specific visitor sessions that help you in understanding user patterns and deriving decisions.

Filter recordings by date range

By default, PageSense displays session recordings for the last 30 days period that your experiment was running. However, based on your business needs, you can also filter sessions by a specific date or date ranges using the date picker option under Recordings.

For example, say your team points to a problem on the sign-up page during a particular date range in a month. In this case, you can use the Custom Range date filter to view visitor recordings only for that particular time frame, then analyze what exactly caused sign-up failures during this period. Further, you can watch if the issue was occurring after visitors hit the Sign up button, while filling the form, or after submitting the form from the filtered videos.

To filter your recordings by date range:
Click the Calendar icon at the top right corner, then select any of the following,

  • Today, yesterday or last 7 days: Select which days you want to view session recordings for.

  • Entire duration: This option filters the recordings from the date your session experiment was scheduled until the date it was paused.

  • Last 30 active days: This option filters the recordings during the last 30 active days of your session experiment.

  • Custom range: This allows you to manually enter an exact start and end date (for example 15th of April to 15th of May) to filter out recordings during the chosen time frame.

Filter recordings by audience segments

In PageSense, you can effortlessly pull out recordings of specific subsets of visitors who you think are crucial for your business growth by creating audience filters based on a wide variety of visitor characteristics, such as visitor type, location, traffic source, browser used, device type, and many more. Furthermore, you can even create a more advanced set of audience filters using the complex AND/OR logic conditions, then save them for regular use. 
For example, say you own an online store and you want to specifically filter and compare recordings of visitors who access your site on different devices, such as mobile and desktop, so that you can target these groups with relevant campaign content in the future.
Note: In addition to the default set of audience segmentation listed, your session recording reports can also be filtered based on the goals that you've set, tags added, identity API, time spent on page, number of unique pages viewed, and entry or exit pages visited on your site.

To filter your session recordings by audience segments:
1. Go to the REPORTS tab of your Session Recording experiment and click the Audience Segment option at the top right.



2. Select the type of audience filter you want to create using the following types of segmentation options:
  • Select SMART to create an audience filter directly from the predefined options available in PageSense, such as visitor types, device type, source, and more. 

    For example, say you want to view visitor sessions from the United States region, then you can use the Location segment from the options to filter recordings of visitors who are from this region.


  • Select ADVANCED to create more niche and complex audience filters using the AND/OR logic conditions.


For example, say you own an eCommerce store and you want to watch the behavior of all visitors who did not complete a purchase while accessing your site on a mobile device.
In this case, you can create an audience filter by combining both the Visitor Activity and Mobile Device segments to understand the user flow on different web pages, check whether the CTA buttons and links are working properly, and further analyze what stops visitors from converting in the final stage (say from checkout to payment page) on a mobile browser. Later, you can use this data to work on the content or UX issues specific to the mobile device to improve your shopping process and visitor conversions on your site.

3. Once you're done defining your conditions, click on either of the following:

  • Save & Apply to save the segment permanently so that you can find it in Saved Segments.

  • Apply to apply the selected segment to your experiment report without saving it. 

Filter recordings based on goals

Filter your session recordings corresponding to the goal (such as clicking on the sign up button, tracking the time spent on page, or watching a video) that you've set up in your project. This type of filtering is the perfect way to understand visitor behavior based on the goals achieved or not achieved on your site, and further study the steps taken by visitors to accomplish the final goal, identify bottlenecks at any stage in the customer journey, and further optimize these pages to drive more conversions.

For example, say you want to watch the recordings of visitors who did not attain the set goal of clicking the 'Add to Cart' button on your website.  
In this case, you can choose the Goal option from Segment Audience, select a suitable condition like not equals (or equals) to evaluate your defined audience condition, then choose the corresponding goal you want to view recordings for, as shown in the figure below. 



Your report will now show you a laser-focused list of recordings of all visitors who did not accomplish the set goal. By clicking on the individual videos in this list, you can view the path or pages that visitors take before adding items to the cart, the UX issues they face while clicking a certain CTA button( if any), and the page through which they exited the site without converting. Using these insights, you can next make the required improvements to the user experience that  push visitors towards conversion.

Filter recordings by number of unique page

You can filter session recordings in PageSense based on the number of unique pages recorded during a session. Unique pages are nothing but the total number of distinctive pages viewed by the same visitor within a single session.
For example, say a visitor views the homepage 15 times, refreshes it multiple times as well, and all of the views on the homepage come in the same session, then PageSense counts the number of unique pages as only 01.  
By using this segment of filter, you can eliminate recordings with multiple page refreshes and page views in a single session. Further, it helps to get a more accurate look at the amount of traffic coming in to your site and know which page content are people actually interested in.
Pageviews vs. unique pageviews in PageSense
Page views are the total number of times the pages (both same and distinctive pages) of your website were viewed or refreshed by a single visitor within a session. For example, say a user reloads the browser after reaching the homepage, then this is counted as an additional pageview for homepage. Now, if the same user navigates to a different page and returns back to the homepage, then a second page view is recorded for homepage as well.

Note:

  • Pageviews get counted each time users visit the pages on your site. A single session can contain multiple pageviews of the same page.

  • In unique pageviews, repeated visits on the page will only be counted once. A single session can only contain one unique page view (of the same page).

  • Always the number of unique pageviews will tend to be lower than the number of total page views.

Let's assume a visitor takes the following path on your website:
      Page 1: https://mywebsite.com/home.html
      Page 2: https://mywebsite.com/categories.html
      Page 3: https:/mywebsite.com/products.html
      Page 4: https://mywebsite.com/home.html

In this case, the total number of pageviews is four and the number of unique pages is three (excluding page 4 which is a repeat visit for the same visitor).

Now, let's say your website is made up of 10 web pages, and you want to watch the recordings of visitors who viewed a minimum of five unique pages during a session. In this case, choose the Number of Unique Pages option, select your preferred condition, such as “is less than”, "is between", or “is greater than”, then enter the total page count for which you want to filter your sessions for.

Filter recordings by page visited

Filter recordings based on single page or the range of pages visited by users on your website. This type of filtering can help you identify the most popular items, products, and sections that users view based on the pages visited.
For example, let’s say you want to watch all the sessions that contain 'menswear' in the page URL.
In this case, you can choose the Page Visited option, select your preferred URL match criteria such as "equals" "not equal", "Contains”, "Does not contain", “Starts with”, “Ends with”, and “Exact match”, from the dropdown, then enter the corresponding URL in the URL field, as shown in the screen below.   

Your recordings list will now provide you insight on how people are behaving and interacting with page elements on this specific product pages, such as whether they encounter any issues while scrolling through the pages, whether they try clicking and viewing the card offers placed on a page, and the point at which they decide to move next or exit the page.

Filter recordings by entry page

The entry page describes the pages that your visitors first open on your site. Filtering your recordings based on the entry page allows you to start focusing your attention on web pages where visitors actually begin their session and interact with your website. This type of segmentation helps you to learn what actions visitors take as soon as they enter the specified page, where they navigate next, how much time they spend there to find what they need, and if they lose interest and exit the session from the same page. These cumulative ideas can eventually be used to optimize your links or content accordingly, and increase conversions on that page.
For example, say you want to filter the recordings of all visitors who enter your eCommerce site through the "Homepage" page.
In this case, choose the Entry Page option, select your preferred match type criteria, including the "equals" "not equal", "Contains”, "Does not contain", “Starts with”, “Ends with”, and “Exact match”, from the dropdown, then enter the corresponding URL in the URL field as shown in the screen below. 



From the filtered list of videos, you can see which element grabs visitor's attention immediately on your homepage, whether they navigate to the product or cart page next, whether users are interested in the limited time deals that you offer, which product category is getting the most (or least) traffic, why certain CTAs and links are not getting the required clicks, and more. 

Filter recordings by exit page

Filter your recordings based on the URL of the web page on which the visitor last interacted with. Exit page represents the web pages from which the visitor ended or exited your website. This type of filtering helps you determine the common reasons that actually cause people to exit from these specific pages, what information is lacking on these pages that leads visitors to exit from there, and how long they spend scrolling through the page before leaving the site.
For example, say you want to filter the recordings of visitors who ended the session from the checkout page of your shopping site.

In this case, choose the Exit Page option, select your preferred match type criteria, including the "equals" "not equal", "Contains”, "Does not contain", “Starts with”, “Ends with”, and “Exact match”, from the dropdown, then enter the corresponding URL in the URL field as shown in the screen below.


Note: The entry and exit page filters can be combined together to understand the complete journey of a user’s session that starts on a particular page like the homepage and ends on the thank you or payment confirmation page. You can also choose to include the page visited filter along with the entry and exit page filters to add more depth to your analysis. For example, including the baby care product page under the page visited filter can help you track customer journey along homepage--->babycare products viewed--->thank you page.  

Filter recordings by time spent

The amount of time that visitors spend on your site is considered an important factor while analyzing your session recordings, as it shows you what visitors do on a page over a given time frame. In PageSense, you can filter your recordings based on the length of sessions recorded on your site (for example, 30 seconds or 1 minute). This type of filtering acts as a valuable source of information to learn about the things that visitors are interested in and are not interested in on your website within the designated time period. Furthermore, it helps you to compare the visitor patterns and actions that visitors take in short and long duration sessions.

Note: You can optionally specify a duration criteria for time spent on a given URL to analyze if visitors click the major CTAs, links, and videos within the expected duration.

For example, say you want to watch the journeys of visitors who have spent more than 2 minutes on your website.

In this case, choose the Time Spend option, select a suitable condition like “is less than”, "is greater than”, or "is between", then choose the time in seconds, minutes, or hours. The “is between” option is for recordings whose duration is between two lengths (in seconds, minutes, or hours).

 

You'll now see the list of recordings of all the visitors who have spent more than two minutes on your website irrespective of the number of pages they have visited. In this case, the recording of a visitor will be listed even if a visitor views two web pages in three minutes, or seven web pages in three minutes.

From the filtered recordings, you can see if there are similar patterns that visitors follow in both short and long duration sessions in the beginning of the video, such as whether they scroll or click on the important CTAs and links on your web page, if people leave the site right from the first page, and did whether try to navigate to the next page in this short span of time.

Filter recordings by tag

In PageSense, you can add tags (that are keywords or values) manually or automatically to each recording in order to identify and group sessions with similar visitor activity and behavior on your site. This includes adding tag names based on the actions performed by visitors, such as completing a payment, adding items to the cart, viewing specific products, entering the checkout page, and many more. These tags that you enter will also be available under your audience filters to quickly extract and analyze specific user behaviors from the rest.

 

To learn how to add tags to your recordings, check the document here. The added tags can be found under the TAGS section on the right side of your recording, as shown in the figure below.


For example, say you're interested in watching all recordings where visitors purchased an item on your website, and you've auto-tagged these sessions as "purchase" using the JavaScript code shown below:  
      window.pagesense = window.pagesense || [];
      window.pagesense.push(['tagRecording', 'purchase']);

This javascript code will be called when a visitor visits the thank you and confirmation page, or makes a successful purchase on a specific page.

 

To filter recordings based on a particular tag:
Choose the Tag option, select the preferred condition as equals (or not equals) from the dropdown, then enter the tag name you’ve added on your website, as shown in the figure below. You can also add multiple tags to the same audience segment to filter your recordings.  


 

Filter recordings by visitor identity

If you're using PageSense's Identity API for recognizing certain visitors by their name, email address, or phone number, then you can filter your recordings based on these corresponding identity parameters under the audience segmentation option. 
To use the identity filter, you first need to add our custom Javascript code, shown below, inside the PageSense code snippet on your website.
      window.pagesense = window.pagesense || [];
      window.pagesense.push(['identifyUser', '<john@example.com>']);
By default, session recordings in PageSense use cookies to identify individual visitors' sessions, and this cookie generates a random ID for each session, which is a combination of an adjective and an animal name.
For example, say you want to filter the session of a customer named john@example.com in your recordings list. 
In this case, you can choose the Identity option, select your preferred audience condition as equals (or not equals) from the dropdown, then enter the exact identity parameter that you have passed in your Javascript code on your website in the text box, as shown below.




    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • Create your first session recordings

                                                                                        In PageSense, you can quickly create a session recording for an entire business domain, or create a single page or a set of pages to get a complete picture of your users’ journeys throughout your website, including clicks, scrolls, mouse movements, ...
                                                                                      • Understand the session recording reports

                                                                                        The recordings page appears after you have launched your experiment. It lists down visitor specific recordings against the given metrics: Visitor: A random name is assigned to the unique visitor who is recorded. The IPs are anonymized. A visitor is ...
                                                                                      • Create a session recording using advanced url targeting options

                                                                                        In PageSense, you can choose to record activities of visitors on a specific target page or group of pages using the Advanced URL targeting option. This allows you to select the appropriate URL patterns, such as “URL path” or “URL parameter” ...
                                                                                      • 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 and segment your goal reports.

                                                                                        Segmenting Goals reports can help you isolate the behavior of specific audience types.  To segment the recordings of your goals experiment: 1. Go to the Reports tab of your Goals experiment. 2. Click the funnel icon on the right. You'll see two types ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources