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

        • Zoho Developer Community Hackathon 2025 is LIVE!

          Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this

        • Zoho Books | Product updates | September 2025

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

        • Zoho Workdrive for Office, "vsto runtime not found"

          Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.

        • Add "Fetch Composite Item" Action for Inventory

          I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

        • Inactive Items - Make Less Prominent by Default

          Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically

        • Can no longer export as pdf

          In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.

        • Emails are going to notification folder and not in inbox

          emails are going to notification folder and not into inbox

        • How can I prevent the Zoho Vault extension from automatically logging me out?

          Hi, I want the Zoho Vault Chrome extension to never log out. How can I do this? It only allows me to log out for 1 week, and the same applies to the Android app.

        • Zoho CRM App - Links

          Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene

        • Templates

          Trying to sort out / get rid of unwanted invoice templates, the error msgs are not at all helpful. Surely it's easy to amend the error msg by including a list of the names of the customers / vendors that use it, denying deletion or making it inactive

        • Contacts limit in basic vs standard - what counts? Are customers contacts?

          I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,

        • Finding missing records

          I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

        • Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

          Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?

        • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

          Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

        • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

          Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.

        • Process between CRM and Campaigns to ensure double opt-in contacts?

          I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the

        • What's New in Zoho Inventory | August – October 2025

          Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory

        • Search not working!

          I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

        • Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

          Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When

        • Zoho Developer - Feature Request Platform

          Zoho Developer is one of the most underatted platform in zoho ecosystem, however, it may just be what zoho needs to welcome more people to use Zoho Services. The more developers you have creating zoho creator applications and zoho extensions the more

        • Last/Previous month in relative date filter

          In the relative date filter, what is the difference between "Last 2 months" and "Previous 2 months"? So, if we are on 25-July, then is my understanding correct of the following: Last 2 months :=:      25-May~24 July Previous 2 months :=:     01-May~30-June Thanks.

        • Tags get removed from notes on mobile

          I don't know why this keeps happening even after all these app updates but if you log out and log back into the app or you reinstall it, all the tags you assigned to your notes get taken off, but if you go on the desktop version the tags are still there.

        • Show Zoom Link in Recipient's Calendar

          We set up meetings within a record, selecting the "Make this an online meeting".  We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this

        • How to fetch custom fields for time entries in Zoho Project API v3

          In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried using

        • VAT rates - exempt and out of scope

          Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

        • Zoho is blocking emails I subscribe to from one sender

          About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot

        • Introducing Lead Capture: Empower exhibitors to capture leads effortlessly

          Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance. Introducing Lead Capture

        • Work Order Creation Issue

          Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image

        • Accessing shared mailboxes through Trident (Windows)

          Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not

        • URGENT: ChatGPT Extension Failing With “gpt-3 Access Error” (Priority Support)

          Appreciate support reviewing this urgently. I am a Priority Support member and need immediate clarification on a recurring issue involving the ChatGPT extensions inside Zoho Desk. Both extensions — including the version created and published by Zoho —

        • Server error when trying to Data > Sort > Custom Sort

          Been using Data > Sort > Custom Sort for a while, now it has suddenly stopped working. When selecting the same data range and trying to execute, I get "Sorry! There was a problem saving your last edit. Please try again."

        • Zoho Desk iOS update: Custom buttons, follow/ unfollow option on tickets

          Hello everyone! In the most recent Zoho Desk iOS app update, we have brought in support to access the custom buttons configured on web app(desk.zoho.com). Using custom buttons you can seamlessly execute predefined actions directly from their mobile devices,

        • Zoho pdf suit

          Pl. design products with following feature: 1. Please add all features given in Ilovepdf website to work on pdf files. It is mandatory to use pdf in court work. 2. Courts have prescribed New Times Roman, pl. add this font as well 3. Indexing, signature

        • Zoho Not Working

          Today Zoho not wokring

        • Dynamically autofill fields with URL parameters

          I have a zoho form embedded in my organization's WP website. Our users find their account with a search tool, and then can select to open this page with the embedded form. The URL of the page holds the parameter that I need, but I cannot figure out how

        • User Automation: User based workflow rules & webhooks

          User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho

        • Integrate Projects for Desk KB article release tasks

          Could you please look into the possibility of integrating project tasks for Zoho Desk article release processes? We are looking for an internal integration between Zoho Projects and Zoho Desk's KB article drafting, reviewing and releasing tasks. We could

        • Issue in Annual Leave

          We created a policy to credit 21 days at the Start of the Year An employee has taken 16 days of leaves thought the year, so we expect to see 5 Leaves remaining right? But Zoho People is Showing 12 Days of Leave Balance Available If we check the Leave

        • Use the searchBy parameter to find user by email address

          I'm trying to find a user is Zoho Desk via the Api. In the documentation I see that there is the possibility to add a searchBy parameter in the request. But I can't find how the search values should be formatted. I've tried multiple things and get either

        • Zoho CRM Community Digest - September 2025 | Part 2

          Hello Everyone! Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place. Let’s dive in. Product Updates: The All-New Address Field! The new Address field type makes it easier to capture complete addresses in one structured

        • Next Page