Ask the Experts 2: A 5-hour live Q&A session with the Zoho PageSense team

Ask the Experts 2: A 5-hour live Q&A session with the Zoho PageSense team



The PageSense team is back for another round of Ask the Experts!

We'd love to answer any questions you might have on PageSense, conversion optimization best practices, and creating personalized experiences for your visitors. Here's everything you need to know about PageSense ATE #2:

When: October 10, 2019 between 7.00 AM to 12.00 PM PDT


Where: Right here! In the comments section of this post!


How can you participate:
  • You can ask us your questions during the time we're actively answering them (on October 10, 2019, between 7.00 AM to 12.00 PM PDT). 
  • Add your questions as comments under this post.
  • Note: If you can't see an option to comment below, please click on Sign in on the top-right corner of the screen and the comment section should pop right up.
A couple of sample questions to get you started:
  • How do I use Custom Goals from PageSense's Goals module?
  • How do you assign a visitor a particular variation in A/B tests?
  • Will adding the tracking code to my website affect its speed?

Do not limit yourselves to just these samples, feel free to ask our team anything PageSense! 



We're excited to hear from you and help you with any queries that you might have. Make sure you drop a comment below!

Cheers,
Tanya


Funnel Analysis


1. I'm not sure how to use this feature yet.

You can use funnel analysis to breakdown a visitor's journey on your website. For example, you can create a funnel with four steps:

Step 1: Home page

Step 2: Product page

Step 3: Add to cart page

Step 4: Successful checkout

All you have to do in PageSense is to add the URL of these four pages and launch the funnel analysis. Once it is live, we will start tracking the visitors' flow through these ordered steps. You can use this information to find the page with the most drop-offs, and begin optimizing it using A/B test or split URL test. Here's how you can create a funnel analysis using PageSense.


2. I'm not sure how to use the custom event option as a funnel step.

If you want to track a funnel step that doesn't have any page navigation, you can use custom event to achieve it. For example: Pop-ups, Button click with successful Ajax transaction(Add to Cart button).


Implementation:

To trigger a funnel once Signup popup is opened:

  1. function showSignupPopup() {
  2. //Code to display popup
  3. var popup = document.getElementById("signup-popup");
  4. popup.style.display = "block";
  5. //Code to trigger custom event
  6. window.pagesense = window.pagesense || [];
  7. window.pagesense.push(['trackEvent', 'signup-popup-viewed']);
  8. }

To track Add to cart event on ajax success as a custom step:

  1. function addToCart() {
  2. $.ajax( {
  3. "url" : http://zylker.online/addtocart/,
  4. "type" : "POST"
  5. }).success(function() {
  6. //Code to trigger custom event
  7. window.pagesense = window.pagesense || [];
  8. window.pagesense.push(['trackEvent', 'new-signup']);
  9. })
  10. }


3. How do you calculate drop-offs from a funnel step?

Drop-offs are calculated based on any of the following 2 conditions:

1. If a visitor haven't achieved the particular step at all

For example: Consider if the funnel is having 3 steps A=>B=>C

and consider the following visitors
Visitor 1 achieved A=>B=>C
Visitor 2 achieved A=>B

Step A will have 100% conversion rate and no dropoffs.
Step B will have 50% conversion rate and 50% dropoff as Visitor 2 haven't achieved Step C.


2. The visitor haven't achieved the steps in configured order


For example: Consider if the funnel is having 3 steps A=>B=>C
and consider the following visitors
Visitor 1 achieved A=>B=>C
Visitor 2 achieved A=>C=>B

Step A will have 100% conversion rate and no dropoffs
Because, Visitor 1 & 2 have travelled A=>B one after another as per configured order. Other steps/pages can also be visited in between path A=>B. 

Step B will have 50% conversion rate and 50% dropoff
Because, Visitor 2 haven't achieved Step C after achieving Step B.

4. I would like to include / exclude users based on cookie settings

Currently, we don't support audience targeting based on Cookie value in Funnel Analysis. 



Goals


1. I've used other tools for tracking goals like Google analytics, Mixpanel, KissMetrics, just to name a few. They all work the same as far as, they all need you to copy the tracking pixel on your thank page so the conversion gets triggered. But I do not see that here on PageSense.

PageSense tracks all the pages on which you've added our tracking code. So, that means, goals like click on elements, click on links, and time spent on page are tracked without adding any extra piece of code. However, if you wish to track a custom event, say, a successful form submission, then you can create a custom event goal. When you create a new custom event, you will be shown a code snippet that tracks its success. You just have to add this new custom event code in the section you wish to track, (in this case: a successful submission response), and you're done. Here's how you can create a custom event goal in PageSense.


Heatmap


1. I'm not sure how to use this feature yet.

A heatmap will show you where your visitors have clicked on the web page, how far down the page they've scrolled (scrollmap), and the time they've spent across the various sections of your web page. The only thing you need to run a heatmap is a website. Just enter the URL of the page you wish to heatmap, and launch the experiment. The data points are tracked in real time. However, we suggested you give the heatmap a couple of days to collect substantial visits, so that you can derive actionable insights from it. Here's a detailed how-to for creating a heatmap for your website using PageSense.

2. How do I create a single heatmap experiment for all the pages on my website?

All the pages of a website can be configured under a single Heatmap experiment using the "URL Targeting" feature. While creating an experiment, you can toggle the "Advanced" option and can specify the pages for which the data should be tracked in the "Include URLs" field. It can either be all the pages or a set of multiple pages. Similarly, the pages for which the data should not be tracked can also be configured in the "exclude URLs" field. Here's how you can run a heatmap on multiple pages at the same time.


Polls


1. Is it possible to download all the responses?

Yes, it is possible to download all the responses received for a Poll. In the Reports section of each poll experiment, there is a provision to export all the responses received for that particular poll, as a CSV file.


A/B Test


1. I'm not sure how to use this feature yet.

A/B testing is creating versions of a web page that contain small differences, and presenting these versions (say A and B) to an audience sharing common characteristics. The versions are shown to the audience at random to find results that support or disprove your hypothesis. Here's a detailed how-to covering the steps to create and launch an A/B test with PageSense.

2. Is there a minimum per month visitor count my website needs to have to run an A/B test?

In PageSense, there is no minimum visitors count required to create and run an A/B test. However, for the experiment's result to reach a statistical significance, the number of conversions recorded per variation is an important metric. And this metric is heavily dependent on the number of visitors a variation gets and the duration for which the test is run.



Split URL test


1. I'm not sure how to use this feature yet.

A split URL test is a version of an A/B test that involves a complete design overhaul of the original page while maintaining its core idea. This means, you run a test between two or more pages, each with a unique URL, to find the one that gets more conversions. But you should note that each of these pages should be grounded in a common purpose. For example, you have a case-study page with a form that asks visitors for their email ID so that they can receive product updates. You can run a split URL test with a version that has gated content and one that doesn't to test which one generates a greater number of valid leads. Here's a document that will help you set up a split URL test in PageSense from scratch.

2. Is there a minimum per month visitor count my website needs to have to run a split URL test?

In PageSense, there is no minimum visitors count required to create and run a Split URL test. However, for the experiment's result to reach a statistical significance, the number of conversions recorded per variation is an important metric. And this metric is heavily dependent on the number of visitors a variation gets and the duration for which the test is run.

3. I want to know how you choose which variation to serve.

When a visitor lands at an experiment configured page for the first time, we use Javascript's Math.random() function to choose a variation for that particular visitor. The traffic allocated for each variation is an important metric in this calculation. The traffic allocation of all the variations ideally adds up to 100. So, we split the numbers 1-100 into multiple(number equal to the number of variations) buckets and each bucket is sized with respect to the traffic allocated for each variation. And when the Math.random() Javascript function returns a number between 1-100, the variation corresponding to the bucket within which the number falls would be chosen for that visitor. And once a variation is set for a visitor, we store the selected variation in the browser's cookie, to make sure that the same variation is served whenever the visitor revisits.


      • Recent Topics

      • stock

        bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

      • Project Approval Process Workflow

        Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of the

      • Marketing Tip #5: Improve store speed with optimized images

        Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

      • Why can I not choose Unearned Revenue as an account on items?

        Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our

      • Form Submission Emails

        Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

      • Rules not working properly

        I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)

      • Notebook font size issue

        If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.

      • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

        792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

      • Ampersand in URL parameter // EncodeURL does not work

        Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid

      • how can we create in zoho crm a new contact when the looup does not find a similar existing one

        In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does

      • Directory Websites

        Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory template

      • Manage Task on Mobile

        How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together in

      • Set Default Payment Method & Default account

        Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very

      • Customer Portal on Zoho Desk

        Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal

      • Computer Showing Offline in Unattended Access

        I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. Thanks

      • Closing Accounting Periods - Invoice/Posting dates

        Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

      • Zoho CRM Portal Error

        Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve

      • Can we do Image swatches for color variants?

        We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

      • Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

        You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,

      • Script Editor not an option

        I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.

      • monetizing the courses

        Can I add a price for course enrollment ?

      • Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

        Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

      • Copy paste from word document deletes random spaces

        Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

      • Create custom rollup summary fields in Zoho CRM

        Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

      • Download a file from within a zoho creator widget

        I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have

      • Taxes for EU B2B Transactions

        Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.

      • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

        Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

      • CRM Related list table in Zoho analytics

        In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

      • Candidate Registration/Invitation

        It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template.  Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal. 

      • [Free Webinar] Learning Table Series - Creator for Infrastructure Management | A Partner-driven collaborative session

        Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,

      • Where we can change the icon in social preview

        Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false

      • I have error AS101 when I try to add paypal@mydomain.com to Zoho

        Please help me with this. I tried to call the help line 4 times but don't get any response.

      • VAT on Multiple Expenses

        Firstly, might I say I am based in Ireland, and I'm not an accountant, and therefore my understanding of procedures could be somewhat limited. Scenario. An employee pays for items throughout a month, and therefore their claim for expenses includes multiple items - some of the items are VAT deductible (eg, an IT product) and some are not (eg, a client lunch). Discovery The odd thing in ZBooks, is that whilst it seems possible to add a VAT rate to a one-off item of expense, it is not possible to add

      • Detect and ignore bots in visitors

        The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual

      • Agent assignment filter?

        Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't

      • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

        Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

      • In arattai received message can't be deleted

        The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received

      • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

        so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

      • Kiosk Page Refresh

        We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

      • Tips & tricks: Make SalesIQ automations work for you

        Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this

      • Next Page