Did you know?#3: How to target and run your experiment based on custom audience segments in PageSense

Did you know?#3: How to target and run your experiment based on custom audience segments in PageSense


Whatever kind of online business you're running, defining your target audience is the key factor to delivering relevant messages and further positioning your brand in the industry. Most marketing efforts revolve around this basic strategy of segmenting people who have similar needs, values, or characteristics and later targeting them with products or services meant to appeal to these ideal audience groups.  

Luckily, the same concept applies to website testing and optimization processes. By choosing a target audience for your experiment, you get to decide whom you should focus on and where you should run your experiments on your site. This method of audience targeting helps you reach the right consumers interested in your products or services with relevant messaging rather than entire audience groups who are less likely to convert on your website.

So, how do you target the right audience for your experiment? 

Using Zoho PageSense's audience targeting, you can both target basic audience segments (for instance, visitors coming to your site for the first time, visitors from a social media platform, and more) and tailor your own segments using the custom audience feature.

In today's post, we'll learn about what custom targeted audience segments are and how to successfully build your own custom audience condition in PageSense to boost your website's conversions.

A custom audience in PageSense is a more refined approach of audience targeting. This feature lets you target and run your experiment to more precise subgroups or subsets of audiences based on visitor parameters like their geography, age, gender, browser used, purchase behavior, language, or industry type, which cannot be done using the preset audience segmentation options available in PageSense. Furthermore, the option allows you to create a more powerful combination of audience groups using the ‘AND’ and ‘OR’ operations.

Say, for example, you run an ecommerce website and you want to A/B test the revamped product pages to visitors coming only from the United States region AND who access your website using Desktop devices. This could easily be done by manually creating custom audience conditions in PageSense as explained below:
  1. Click the +Custom Audience button on the AUDIENCE page of your experiment.

  2. Enter a title and description for the custom segment you want to create.

  3. From the Segment dropdown, choose the modifier and value for the selected audience segment as shown in the screenshot. Learn more about the different types of custom audience segments and the modifier conditions available in PageSense. 


  4. Ensure you choose the condition as ‘AND’ or 'OR' depending on the segment you want to create.

  5. From the Segment dropdown, choose the second modifier and value for the selected audience segment as shown in the screenshot.
    The final selection looks like:

  6. Click the Save Audience button.
    The saved segment will appear under the Custom Segments section across all of your experiments in PageSense and you can apply the same for any experiment.
Below are a few examples that show you the most effective ways to define custom audiences in PageSense for running your experiments better:

Target your experiment by geographical location
If you're looking to expand your online business to international audiences and want to understand which city or country markets are good for your business, choose to target your experiments to audiences based on the location.

Targeting your experiment by your visitors' geographic location, such as country, city, or region, is a powerful option when you want to show personalized web page content or run advertisement campaigns that match the interest of audiences from specific areas. This type of targeting is driven by factors like local festivals celebrated, popular regional news, tourism attractions, or business events happening in a region.

For example, say you own an ecommerce site, and you want to show personalized product recommendations to visitors from United Kingdom during the Christmas season. In this case, you can create a custom audience segment that targets your experiment page to visitors from this particular location as shown in the screenshot below.


Note: You can also use this option to target your experiment based on the languages spoken by visitors in different countries.

Target your experiment by query parameters
While running ad campaigns, it's important to both target the right consumers and provide the most relevant information to them on your website. If you find the right user who clicks on your ad, but the landing page for that ad isn’t customized, that conversion could be lost.

Targeting your experiment to visitors who reach your website pages that include (or exclude) a certain query string in their URLs could be useful when you want to understand the effectiveness of different ad campaigns on your website. This is usually tied to audiences who come through a specific utm_source like Facebook or Google and utm_campaigns like paid ads, Google Adwords, and more.

For example, say you own an online car dealership website and you want to redirect customers who click on a paid ad campaign with the utm_campaign=luxurycars to a landing page displaying luxury vehicles with prices and offers. For this, you can create a custom audience segment that explicitly targets your landing pages to visitors who contain this particular query string as shown in the screenshot below.


Target your experiment by user information
To achieve a specific goal or purpose of your online business, you will sometimes need to target your experiment to visitors with exact custom attributes such as age, email address, subscription plan, fields of interest, gender, marital status, or job role on your website. These attributes or visitor information can be collected when a user completes a form on your website, such as a signup, contact, purchase, or any other sort.

Targeting your experiment to visitors based on specific user attributes can help deliver the right message to the right audience and improve brand experience with ease. This is also considered the most precise method of audience targeting as it makes visitors stand out from the wide segment of users on your site.
 
For example, let's say you run a SaaS business and you want to show a personalized pricing page that offers an additional 30-day period to visitors who are subscribed to the Premium plan. In this case, you can create a custom audience segment to target your experiment to visitors who match this specific user attribute and value as shown in the screenshot below.
 
Note that to use 'user information' in audience targeting, you need to add an additional code snippet to your experiment page as explained in the steps here.

Target your experiment by weather/climatic conditions
Do you see your website sell more products when the temperature rises? Or does your tourism business attract more new bookings during cooler seasons?
 
Targeting your experiment based on the local weather of the visitors coming to your website is another modern technique used by marketers to craft influential website content, product pages, and ad campaigns. Weather-based audience targeting allows businesses to anticipate patterns of demand and tap into the needs and purchase intentions of customers during different seasons of the year. It's also a great way to gain a competitive advantage and increase the average value of orders and conversions on a website.
 
For example, say you run an ecommerce site and want to create a personalized homepage title for visitors living in climatic zones with temperatures below 41°F/5°C. In this case, you can create a custom audience segment to target your personalization experience based on audience's local weather as shown in the screenshot below.


Target your experiment by visitor activity
Visitors coming to your website will have different intentions and behaviors. For example, some might be looking to subscribe to your newsletter, some might be checking out new product releases, and others might just be there for window shopping or research purposes. If you're going to show the same home/landing page content to all visitors, you're definitely going to lose conversions and sales.

Targeting your experiment based on what pages your visitor interacts with on your site and what actions they take (or do not take) can be a great way to provide a personalized website experience during their next visit. This includes buttons clicked, products viewed, items bought, and other actions your visitor performs, revealing what your audience wants, avoids, and purchases. 

Using such specific visitor metrics, you can learn why specific actions or events on the site were not successful and later reach customers with more apt content or product offers based on their current activity.
 
For example, say you run an online tourism website and want to provide customized tourist packages with attractive coupon codes to customers who viewed the Adventure tourism package but exited your web page without completing a booking. In this case, you can create a custom audience segment to target your experiment for these segments of visitor interest and behavior as shown in the screenshot below. 

Note that to use 'visitor activity' in audience targeting, you need to add an additional code snippet to your experiment page as explained in the steps here.


Currently, weather-, user-, and visitor-activity-based audience targeting options are only available for personalization experiments in PageSense. However, the user and visitor activity(custom dimensions) based segmentation option is available under report filtering across all of the experiments in PageSense except for push notifications. Learn how to filter reports based on custom dimensions.

Target your experiment by specific referral site URLs
Depending on the ways you market your website online, you'll likely have numerous different referral sources. Analyzing which source brings in more traffic and revenue to your business is a surefire way to get more traffic from multiple channels. Targeting your experiment based on referral URLs—sources that your visitors came from, such as Facebook, Google, Twitter, Quora, influencer blogs, and other external sites—can help you promote your website and products on these specific channels. 
 
For example, say you own an ecommerce site, and you want your experiment to only target visitors referred by 'facebook.com'. In this case, you can create a custom audience segment to target visitors from this specific Referral site as shown in the screenshot below. 

 
Bonus tip: Have no clear target audience in mind to run your experiments? Or don't know how to decide where to start when segmenting a target customer audience? Consider these points in choosing the right target audience segments:
  • Do you have seasonal-only customers or customers who are only interested in certain types of products, services, or events?
  • Are you an organization that needs to send different content to partners, sponsors, users, or other patrons?
  • Does it matter if your contacts are local, domestic, or international?
  • Have you thought about the requirements of users based on different weather conditions?
Was that useful? Please leave us your comment/feedback in the comment box below.

Are you looking to create a new custom audience segment to target in your experiment but aren't sure how to implement it? Just write to us at support@zohopagesense.com and we will be happy to guide you.

Start learning. Start customizing!
      • Recent Topics

      • Auto Update Event Field Value on Create/Edit

        Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: Value given for the variable 'meetingId'
      • Pre-orders at Zoho Commerce

        We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
      • Constant color of a legend value

        It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
      • Zoho Pagesense really this slow??? 5s delay...

        I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?
      • Payroll and BAS ( Australian tax report format )

        Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin
      • Problem with Email an invoice with multiple attachments using API

        I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only
      • Page Layouts for Standard Modules like CRM

        For standard modules like quotes, invoices, purchase orders, etc, it would be a great feature to be able to create custom page layouts with custom fields in Zoho Books similar to how you can in Zoho CRM. For example, and my current use case, I have a
      • Non-depreciating fixed asset

        Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land
      • Fixed asset management

        I want to know if there is any individual module for fixed assets management
      • One time sale item in billing automatically detects as service

        if i have some items which i don't want to add in my "item" list because its sold only for one time. but when i type item name in invoice, it (system) automatically takes it as a service and despite of HSN , it shows SAC code to be entered. if its selectable i.e. either item or service , it would be very helpful and a must have feature.
      • Project template after project creation

        How can I apply a project template AFTER the project has been created?
      • convert the project to templet

        i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time
      • Is there a notification API when a new note is addeding

        Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?
      • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

        In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple
      • Related Module in Sharing Rules

        Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well
      • Assignment Thresholds Resetting After Lead Conversion

        Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically
      • Vendor Signatures Needed for Purchase Orders

        Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.
      • Zoho CRM Analytics - Allow To Reorder Dashboards

        I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go
      • Territory view for custom modules?

        I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 
      • Zoho Books - How to Invoke a Custom Function in Schedulers

        We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function
      • Approval Process Comments

        Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?
      • Login for test case

        Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.
      • Zoho / Outlook Calendar sync

        The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."
      • GST Slabs Redefined: Stay Compliant Using Zoho Books!

        Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
      • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

        I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:
      • Please make it easier to Pause syncing

        right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.
      • Customer members area

        Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.
      • Zoho Books-Accounting on the Go Series!

        Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
      • Record Logged in User while using CRM lookup field

        Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted
      • Desktop app doesn't support notecards created on Android

        Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
      • Notes created in mobile can no longer be accessed in desktop

        Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can
      • Function #49: Manage varying installment payments using Zoho Books

        . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?
      • Open Sans Font in Zoho Books is not Open Sans.

        Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
      • Zoho Writer - Option to Export as .zdoc format

        I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become
      • Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

        We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go
      • Bulk upload images and specifications to products

        Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.
      • Out of Office for Just One of My Alias Email

        Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?
      • Can I map multiple Surveys into the CRM using the same fields?

        Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows
      • Dealing with API responses where integers have more than 16 digits

        Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is
      • Can not add fields to a Section

        I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What
      • Next Page