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

    • Website not found when trying to unlock Zoho vault with fingerprint(authenticator) in windows 11

      Whenever I try to unlock the Zoho vault with fingerprint(authenticator) it shows the Website not found on the server. To replicate the issue follow the below steps: Download the zoho vault extension and login. And now open the zoho vault extension ->

    • Kaizen #170: FAQs on Notification APIs

      Hello all!! Welcome back to another post in the Kaizen series! In this post, we will address the most frequently asked questions about Zoho CRM's Notification APIs from the Zoho CRM Developer Community Forum. Notification API This API allows you to subscribe

    • Extracting data from cells in zoho sheets for zoho books

      I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flow

    • Multiple templates (Settings > Email templates)

      Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, Tristan

    • How to find the number that appears most often in a list (the Mode of a list)

      I have a list that contains a list of 5 string values. I want to find which value is repeated most often and place that value into a single line text field Example List1 = Learning,Learning,Shaping,Leading,Learning In List1 the value “Learning” appears

    • Sorting and previewing notes

      I use the method of sorting notes by edit date in both the desktop and android clients, newest notes on top. When I edit a note on Android and exit it to the notebook, it does not move to the very top. Only when I exit the notebook and enter it again,

    • Domain not usable

      We have not used this domain because the Chrome systems on our office devices are not compatible with your technology. I am sorry if no one has never advised you of this. Please cancel if it has not already been canceled. Ticket# 7526594 Please see

    • Bigin iOS, macOS and Android app update - File Cabinet

      Hello Everyone! In the most recent iOS (v1.7.1) and macOS (v1.5.1) updates of the Bigin app, we have included support for the File Cabinet functionality. You can access this feature as a topping within the web app (bigin.zoho.com) and conveniently use

    • Power of Automation :: Automatically close the associated tasks once the Issues are closed

      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. We have

    • Meeting vs Zoom and why we are moving

      Dear Meeting team,                                   I want to share my thoughts on Meeting vs Zoom and explain why we are moving back to Zoom for all our video conferencing, even though it is part of our Zoho One Subscription. 1). Video & Audio quality - We see a significant downgrade in video quality when using Meeting vs Zoom, even when using the same internet connections.  Meeting video is blurry and not sharp compared to Zoom.  Audio is also hit and miss on Meeting with frequent drop outs and

    • Holidays and celebrations: Unveiling SalesIQ's seasonal theme!

      The holiday season is upon us, and we are feeling all the more merrier at SalesIQ while we unveil this seasonal update. Get ready to sprinkle some holiday magic onto your websites with SalesIQ's new seasonal theme. This new festive theme will provide

    • booking link that expires

      I have a suggestion that is  crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only

    • Print record summary to pdf page breaks

      Hello. I created a record summary and would like to export to pdf. Rich text fields or photos can get printed on 2 pages cutting them in half. Is there a way to add page breaks? Thanks.

    • The email address you have entered belongs to a different deployment/region.

      Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below -  The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forward

    • Pre-fill TO and CC fields for Email Templates

      This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.

    • Leads and Deals Issue

      Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was trying

    • How do I hide all leads from Standard users in my CRM ZOHO

      I want to configure my crm zoho in such a way that standard users will only see leads owned or assigned to them. How do I go about doing this? I have tried all i could, but nothing...can anyone help me?

    • How to Implement Time-Based Filters in Zoho Workflows?

      Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows execute

    • is there a better way to routinely export my project timesheets?

      Hi there, I am somewhat happy with how Zoho books handles time.  One thing that is missing is more user driven control over my data.  I have a workflow where I constantly need to give customers feeds of work done.  So I pick a project, and would ideally

    • Portal Default View

      Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.

    • Does zoho rest api support token exchange from microsoft entra id token

      i want to get access token from the Microsoft user token in rest api. so it is possible to exchange microsoft user access token to zoho's access token or auth token ( token should be user specific not super admin).

    • Important: DKIM verification needed for unauthenticated email domains

      Hi all, This post is to inform users who are currently using unauthenticated email domains as their sender email for their notifications. We have mandated DKIM verification for all domains used as sender email addresses for the outgoing emails by 01-Feb-2025

    • Zoho Sign Product updates - H2 2024

      Hello! We have almost come to the end of 2024! Here's a list of features and enhancements that went live in the later half of the year. NOM 151 certification Witness signing Formula, conditional, and custom fields Zoho Sign's extension for Bigin by Zoho

    • Custom Status for Purchase Orders

      Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking

    • Remove Address from credit card payment

      I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.

    • New Built In QR/Barcode Generator Print Settings

      I'm trying out the new QR/Barcode generator field in Creator. I would think most people will want to print these, like I do. I am not seeing any way to control the height or width of the barcode for printing (inside the print/pdf template builder). The

    • My Zoho mail has been blocked for suspicious activity. cannot unblock it! need urgent help!

      Hi, I was accessing my email on an airplane which for some reason resulted in my mail being blocked. I have managed to unblock my incoming however outgoing is still blocked. I have contacted all your support emails but it still says contact support when I try to unblock outgoing emails. Its now been over 8 days with the same issue which is really serious as I'm not able to send several business emails during this period. I have followed all your steps to unblock this and contacted your support 5

    • Copy Widget to another Dashboard

      I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

    • Error while importing products Purchase Price: Value in the field does not match with the data type supported by us.

      I am trying to import items into zoho inventory using an excel spreadsheet. I keep getting this error Purchase Price: Value in the field does not match with the data type supported by us. no matter how i format the cells this comes up and will not import

    • Quotes Module - import data

      Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?

    • Year-End Wrap: Disconnect now; Reconnect later with Offline Mode

      🎄Happy Holidays🎄 Let's say you are travelling home to spend the holiday season with your loved ones. Before you even board the train, you check your phone only to find your inbox rapidly filling with urgent emails that need your attention. There’s no

    • Resource booking functionality questions

      I'm exploring the resource booking functionality in Zoho Bookings for my organisation's needs. I have a few questions about the available Zoho Bookings functionalities. Is it possible to force all users to sign up for an account before they book a resource?

    • How to create a Field with answers as Yes, No> Further if no is selected a new field to be visible to give details

      Dear All, I am creating a feedback form in HR Letter. The question is were you satisfied with the work allotted. Expected answer to this is Yes, No. Further if the response is no, then a field to be give to fill more details as to why no was selected.

    • Modify the way a phone number is shown in footer on ZOHO Booking Page

      The default display of the phone number field in the footer is not customer friendly - See image below. We would like it to use the accepted standards of phone number display: +61 (0)2 88545440, or allow us to choose. At the moment ZOHO Booking sets how

    • Zoho Bookings Multilingual ?

      Hello, Not sure if there is a way to do it currently, but it would be very helpful if Zoho bookings allowed multilingual translations so we could have our booking pages and notifications setup in multiple languages. Thanks,

    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

    • Two way sync Zoho Mail and Bookings

      Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?

    • Modifying iframe data of Zoho booking iframe

      Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default

    • Sending my emails to Spam Folder

      I am loosing my business because of this issue, many of my customers are receiving their email in the spam sometimes no one checks them

    • Why can't I sync my Zoho Mail tasks and notes with my mobile device, and is there a way to fix this issue?

      I'm having trouble syncing my Zoho Mail tasks and notes with my mobile device. Despite following the usual steps, the tasks and notes don't appear on my phone. Is there a way to fix this issue? Regards, Adamjes, Tekskills India Pvt Limited, India.

    • Next Page