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

        • The Social Wall: May 2025

          Hey everyone, We're excited to share some powerful updates for the month of May! Let's take a look! Reply to your Instagram and Facebook comments privately through direct messages Are you tired of cluttered comment threads or exposing customer queries
        • Sub-Form Fields as Filters for Reports

          Hi, I would like to use the Sub-Form Fields as Filters in Reports just like we do for Main Page Fields. Thanks Dan
        • Zoho CRM Formula - Current Time minus Date/Time field

          Hello, I am trying to prevent duplicate emails going to clients when more than 1 deal is being updated. To do this, I would like to create a formula to identify if a date/time field is >= 2 hours ago. Can someone please help me write this formula? Example:
        • Billing Management: #7 Usage Billing in Telecom & Internet Service Provider

          Telecom and Internet Service Providers operate in markets where usage varies drastically from one customer to another. While flexible, usage-based models align revenue directly with consumption, they also introduce operational challenges like real-time
        • Zoho Sprints - Q3 updates for 2025

          The updates for the third quarter of 2025 are out. A few significant features and enhancements have been rolled out to improve user experience and product capabilities. The following are the updates: Manage tags and cluster tags Record and maintain project
        • Kaizen #208 - Answering your Questions | Functions, AI and Extensions

          Hello Developers! Welcome back to a fresh week of Kaizen! We are grateful for your active participation in sharing feedback and queries for our 200th milestone. This week, we will answer the queries related to Functions and Extensions in Zoho CRM. 1.
        • Zoho CRM still doesn't let you manage timezones (yearly reminder)

          This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me
        • Creating Restaurant Inventory Management on Zoho

          Hi,  We run a small cloud kitchen and are interested to use Zoho for Inventory and Composite Item tracking for our food served and supplied procured to make food items.  Our model is basically like subway where the customer can choose breads, veggies,
        • To Zoho customers and partners: how do you use Linked Workspaces?

          Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is
        • Zoho Forms to Zoho CRM : First/Last Name to just Name ?

          When integrating a Zoho Form into the Accounts menu of the CRM I'm having trouble with how names are formatted ; In Forms the data is available as First Name or Last Name In the CRM there is only one field called Name How can I ensure that "John" "Smith"
        • This festive season, offer discounts with coupon code support in Stripe Checkout

          Hello form builders! It’s the festive season, the perfect time to spread joy and great deals! Now, with Zoho Forms’ latest enhancement for Stripe Checkout, you can do exactly that with coupon codes! Your payment forms integrated with Stripe Checkout can
        • Cómo creo una factura negativa o de abono?

          NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permite
        • Power of Automation::Streamline log hours to work hours upon task completion.

          Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
        • CRM : Function to add user name to text field

          I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field
        • Zoho CRM - Restrict Login based on work hours

          Hi there, I'm wondering if we can restrict users to login during works - For example the users would be able to login from 8am to 5pm. I have seen the IP address restriction - the only downfall is what if the customer has dynamic IP. thanks Jiri
        • Tips and Tricks #46: Customize themes and templates using Show's Master View

          Hi All!  Let's say you want to revamp your presentation and make changes to its visual design. You can do this easily using the Master Slide and its associated layouts. The Master Slide stores information about all the layouts used in the presentation.
        • Sheet View in CRM portal

          Hi, When will it be possible for my CRM portal users to edit/add records with Sheet View? George
        • What's New in Zoho Invoice | July - September 2025

          Hello everyone! We’re back with the latest updates and enhancements we’ve rolled out in Zoho Invoice from July to September 2025. Here’s what’s new this quarter: Introducing the Singapore Edition in Zoho Invoice Share Invoices through WhatsApp GST 2.0
        • Alert: Audio Call Support to be discontinued for Old Live Chat Widget from December 31, 2025

          Action Required: Upgrade to the New SalesIQ Live Chat Widget We're reaching out with an important update regarding the SalesIQ Live Chat Widget that requires your immediate attention. Effective December 31, 2025, audio call functionality will no longer
        • multiple contacts for one account

          We currently use Zoho CRM where each Account represents a club or organization, and each Contact represents a manager or owner. However, some of our managers own or manage multiple clubs, and Zoho only allows a contact to be linked to one account at a
        • Rich text Merge field - Not using font specified in HTML

          I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The
        • ヒートマップ詳細設定について

          はじめまして マーケティング担当の浅田です。 PageSenceのヒートマップ設定について質問です。 単一ページ毎の設定は上手くできるのですが 詳細設定にて、トップページのURLを含ませ全体のヒートマップを計測できないか試したところ お知らせ:データを受信していません。と表示されてしまいます。 トップページURLで始まるページの条件も試しております。 全頁を反映させたいと思い、詳細設定を上手く設定できたらと考えております。 どなたか詳しい方がいらっしゃいましたら、教えて頂けませんでしょうか 宜
        • Automatic category assignment

          Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the category
        • Experience with Zoho Vertical Studio

          I'm considering Zoho Vertical and would love to hear from some devs who've been using it. The Zoho ecosystem is pretty solid, so I assume the experience has been pretty good, but sometimes Zoho has its quirks. Overall, has your experience been positive?
        • LinkedIn Chrome Extension

          Hello - I believe it is a known issue that the LinkedIn extension Resume Extractor has stopped working and they are working on potential fixes. Wondering how others users are finding this issue and if there are any better workarounds for this issue? It
        • Advance PDF creation from CRM data

          I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want
        • Sub-Form Padding in CSV Export

          Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad
        • More Formula Functions

          Hi, I would like for example to be able to have a Date Field and Formula Fields, and then in the Formula Fields I would like to grab just the Month of the above Date Field or the Week Number of the above Date Field. So more "Functions" than the current
        • File upload size limits

          I am designing a contact form in Zoho Creator with File upload facility. I am not sure where and how to set the following properties for the same: Allowed File Types Maximum Size of the Attachment Number of Attachments
        • Composite Services and Account Tracking

          I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the
        • All operation codes getting Not applied in WO-TT22J1025WOR0471, SR-TT22J1025PRE0423,FOR VIN-W1K6G2AB2SL005130.

          Dear Support Team, Please refer attached screenshot. All operation codes getting not applied in work order. Request you to please check and update ASAP.
        • Exclude Segment from Campaign Recipients

          I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.
        • Reschedule Multiple/Mass Calls at Once

          When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.
        • Option to Empty Entire Mailbox or Folder in Zoho Mail

          Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only
        • I want to Make the due date of the project appears automatically

          hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn't
        • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

          Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to
        • Deluge Tips & Tricks: Mastering dates and times

          Hello everyone! We're bringing back our Deluge Tips & Tricks series, where we show you how to make the most of Deluge for achieving a wide range of use cases. Working with dates and times is a fundamental part of almost any business application. Whether
        • Adding a Button in a Form in Zoho Creator App

          Hi I want to know how can I add a Button in Zoho Creator form. I have options that I select from a multiselect options and I want the button to add those selected options in a Subform. I do not want to add on a Page Builder I want it inside a specific
        • Internal Exception for Creator function

          I have been running a script successfully for several days using the scheduler in my application. Now today it suddenly creates and Internal Exception error. Nothing has changed about the script. The data is still retrievable from the web service it is using. Why would this suddenly be happening for no apparent reason? Also noticed that my usage logs are not up to date. Is something changing behind the scenes?
        • How to Set Up a Custom Domain and Customize Homepage

          Hello, I am experimenting with Zoho Creator to build applications for my own use case and have encountered a couple of issues: 1. Custom Domain Access: Is it possible to access my Zoho Creator application through a domain that I own? If so, how does the
        • Next Page