Did you know?#1: How to filter reports based on different audience segments in PageSense

Did you know?#1: How to filter reports based on different audience segments in PageSense



Hey everyone,

Over recent years, our customer support team has been getting queries asking I have this special requirement, and is it possible to achieve that with PageSense?" Fortunately, they were able to say "Yes" to most of them while providing an easy-to-implement way for a particular feature to be customized in PageSense to suit a user's specific business needs and demands. But we want these customization concepts to benefit more than just a few—we want them to benefit everyone.

That’s why we introduce you to a new learning series within our online community: Did you know. In this series, we'll share all those little, useful pieces of product features that you can customize extensively in PageSense to successfully achieve your website's goal. A few of these customization options may not be immediately obvious inside the tool but can really come in handy when you need them the most. So follow this page and post your comments about the information shared in the box below. 

Here is our first post in the series: Filter your experiment's report based on audience segments

Your experiment reports are a powerful way to understand and visualize the performance metrics of your website. It is the place that shows whether you were able to get a substantial amount of new conversions, if your marketing efforts were effective, and if you generated the desired revenue at your business. However, a cumulative report that exposes data for all traffic on your website at one spot can leave you puzzled about which specific visitor group is performing well and which is not.

Also, this highlights the need to break down your experiment data into deeper and more relevant visitor parameters that you want to interpret. This can be achieved in PageSense by Creating customized report filters based on audience segments.  

A custom filter report is a report that you create. You pick the audience segment conditions and key values to isolate the much-needed data in your reports dashboard. Zoho PageSense audience segmentation allows you to tailor your report data based on a varied set of audience parameters like the traffic source through which visitors land on your site, gender, age, device, location, purchase completion, or just about any detail you collected about the visitors on your website. 

Filtering your reports based on the most specific audience criteria is the best way to identify the top/poor performing audience within each category so you can later plan future marketing campaigns potentially targeted at these audience segments. 

Note: An audience segment is the group of visitors who share common characteristics and behavior on your website (for example, browser used, device used, geographic location, etc) 

Let's understand this better with an example. Say you created a buyer's journey funnel for all visitors entering from your homepage and reaching the payment confirmation page of your ecommerce site. Now you want to drill down into your reports based on a few audience groups to focus on some really great data that can help in optimizing your website pages like:

Case 01: View all visitors who came from a particular ad campaign.
Say you've run different ad campaigns on your website and you want to view your funnel report for people coming from "Summer2021" ad campaign. In this case, you can create an audience segment and filter your report for visitors landing on your page from this specific campaign using the Query Parameter option as shown in the figure below. 

Filtering your report based on this criteria helps you learn how many visitors landed on your homepage through certain ads, as well as the drop-offs and conversions that occur in individual steps/paths for these visitor groups. Further, you can use this data to compare and analyze the effectiveness of individual campaigns that you run on Google, Instagram, and more on your buyer's funnel and identify opportunities to improve the ROI in your upcoming ads. 

Case 02: Exclude visitors from a referral URL.
Say you've identified a referral site that sends a lot of spam traffic to your website. Now you want to filter out visitors who come from this referrer source in your funnel reports. In this case, you can create an advanced audience segment and filter your report for visitors who do not come from these URLs using the Referral URL option as shown in the figure below. 


Filtering out your report based on this criteria helps you ignore visitors who either take part in your funnel analytics or generate any revenue of your site but still appear on your website, which isn’t valuable and can skew your funnel analytics. 

Case 03: View all visitors who checked out items but failed to complete a transaction.
Say you want to clearly see the visitors who initiate a checkout process but fail to complete their purchases on your ecommerce site. In this case, you can filter your report using the Visitor Activity audience segment as shown in the figure below. Learn how to use the Visitor Activity segment while filtering your reports in PageSense.

Filtering your reports based on this criteria can help you quickly identify visitors who did not convert beyond your checkout pages and the reasons why. For example, these could include website performance issues like poor CTA buttons and lengthy transaction forms, a lack of payment methods, or high shipping charges. This can later be used to plan new marketing strategies like providing extra discounts and coupon offers during checkout or offering faster delivery options.

Doesn't that look exciting? There are numerous filters like this that you can combine and create in PageSense based on your business' needs. 

Try it out for yourself: 
  1. From the REPORTS tab, select the Segment Audience button at the top-right corner and choose your preferred type of audience segment ("SMART" and "ADVANCED"). Check out the different types of audience filtering parameters available in PageSense.


  2. Choose the audience parameters you want to filter from your report using the list. You can also create advanced audience segments using the AND/OR conditions.


  3. Click Save & Apply and give your segment a name/description.
Your audience condition will be saved permanently and you can use it whenever you need to in just a couple of clicks. You also can edit your saved segments anytime by clicking the edit icon next to the audience segment.

Bonus Tips: When planning to use audience filters in reports, you could consider the following guidelines: 
  • Before starting to filter, determine if an audience segment you’ve created will be useful to extract the needed insight from your report. Creating the right combination of audiences is the most effective way to reach your potential customers.
  • Keep your segments more widely defined. If your focus group is too thin, you could end up wasting time and energy in marketing and optimizing for smaller sets of audiences.
We hope that was useful. Please share your feedback or questions in the box below. 

Is there a particular filter you want to save to your reports but you're unsure how to implement? Just write to us with your needs at support@zohopagesense.com, and we'll be happy to chat with you and provide the best solution for your situation.

P.S: Have you tried filtering your reports or have you discovered something interesting that you can do in PageSense? Let us know and we’ll share it to other community members in our next post. 

Start customizing. Start growing!

Thank you. 
Balarohini Paulraj

    • Recent Topics

    • Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines

      Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File

    • Marketing Automation Emails Going to Spam

      Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this

    • I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope.

      I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope. Here’s what I did in Postman: Generated the code to create an access token using the following URL: https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoCampaigns.contact.UPDATE&client_id=<client_id>&response_type=code&access_type=offline&redirect_uri=https://1882-2-26-193-161.ngrok-free.app

    • Customer can't comment on SO or Invoice

      Hi I just saw that my customers are not able to submit a comment either on invoices or sales order. What happens if my customer hits submit is just nothing. only a red line appears on top of the page which probalby indicates an error. I'm not able to

    • Convert Request to Forum Topic

      I know you can convert a forum topic to a request and a request to a solution in the knowledge base, but how do you convert a request to a forum topic?  Is this possible?  If not is this a feature coming down the pipe in the near future? Thanks!

    • Integration of Business Hours in Email Templates

      Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in Email

    • Send To Zoho Sign not Showing

      The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?

    • Vivaldi will not open the Zoho Mail app when I click a email link in the browser

      I'm running Vivaldi on Arch with the Plasma desktop and have under default applications Zoho Mail set as my default email client. Whenever I click a email link in Vivaldi I get the below when it should be launching Zoho. Any ideas on rectifying this issue?

    • Zoho Creator Upcoming Updates - December 2024

      Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi

    • Zoho Sign / Prefill By You - Editable by Them!

      Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent.  What I would like is an option on the pre-filled by you fields, to leave them

    • How to transfer all my mails from Zoho to Gmail or Office 365

      is there any option to move my emails from zoho to gmail or office 365. i would like to export more than 25k emails from zoho to office 365 or gmail. can anyone help me to guide properly. this will help me to access my emails easily i have both account and can easily  do it with office 365 or gmail. i want two options. direct from zoho to office 365  or exported eml files from zoho to gmail. please suggest me both if possible 

    • Is the Contacts sync between Campaigns and CRM bi-directional?

      Is the Contacts sync between Campaigns and CRM bi-directional?

    • Task does not syncing to google calendar shedual

      Hi why does the tasks activities do not syncing with the google calendar like the event option does?

    • Bug with Zobot Human transfer

      I have configured the brand, the operator, and the Zobot in Spanish. However, no matter what I do, it always says "YES" instead of "Sí" or "Sure, why not " instead of "Claro, ¿por qué no?" when asking if the user wants to contact a human operator. The

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • This mobile number has been marked spam. Please contact support.

      Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

    • email address autocomplete

      Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks

    • Something went wrong. One or more fields contain errors

      I am getting this error but there is no way to debug what field is causing the issue . I have over 100 fields. Everything was working fine and then i fixed some fields that should have the same field names but had a typo and i am getting this error. It

    • Integrating Zoho Desk Instances from two separate organizations

      Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable by

    • Send Whatsapp with API including custom placeholders

      Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

    • Knowledge base bug - Error: Article couldn't be updated.

      It took me a while to figure this out, truly one of the most irritating bugs in Zoho. I hope you find this information helpful. When using the knowledge base to create articles, make sure your keywords are in lowercase and separated by commas. Otherwise,

    • Is this possible with Campaigns?

      My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy

    • How to view two portals (Zoho CRM & Zoho Books) in single login

      Hello there, I need to create a portal access for the Customers. Customer data present in two applications namely Zoho CRM & Zoho Books. My requirement is to show the two different portals(Zoho CRM Portal & Zoho books Portal) in single login. I could

    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

    • Zoho Flow or Schedules

      I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more times

    • Updating Bounced Contacts in Campaigns to the CRM

      The article explains how to update Opt-outs from Campaigns to CRM, but not bounces. While Campaigns will automatically remove any bounced emails from future campaigns, is there a process by which a bounce will update or make a notification in the CRM

    • Bandwidth, voice and poor video

      Dear Team, The webinar has made things quite easy and convenient for educators around the world. We are an art & culture-based organization where students and researchers are our major audience.  While using the Zoho webinar platform, we have observed that the audio lags and the video is of poor quality and often freezes. Some participants don't hear what is being spoken.  We also found that even a slightly slow internet connection disrupts the webinar while it should be working well even on lower

    • No Hope for Zoho Meeting

      Zoho Meeting is just the poorest meeting app I've come across in a long time. The support sucks too. I called to see if there was anything that could be done on the backend and while I was on a test meeting with support the video was lagging and freezing

    • Zoho books and venmo

      Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current

    • Associate Email API Internal Error

      I am trying to associate an already existing email within a function using the Related Emails API. To provide more context, I also have admin permissions and have ensured that the fields are correct and that I have admin permissions when associating the

    • Contacts Don't Always Populate

      I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

    • 550 5.4.6 Unusual sending activity detected. Please try after sometime. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a>

      Please help me with this. Sending of mails is blocked.

    • Segmenting Contacts Based on Product Purchased

      I am trying to organize our main Marketing Automation email list in a way that segments contacts based on products they have purchased (for example in this case it is 3 different products). To my knowledge, this would require the sync from Zoho CRM to

    • Update a lookup field in CRM from Creator using deluge

      I have a Creator form that creates a new account. When it creates the new account in the Accounts Module, I need it to also populate the Parent Account, which is a lookup field coming from the Module Parent Accounts, field Parent Account Name. I have

    • Urgent Assistance Needed with DKIM Verification

      Hi, I have been trying to verify the DKIM for the past month using your instructions as well as other resources. Unfortunately, I have not been able to resolve the issue, and it remains persistent. I need to address this problem as soon as possible so

    • Someone made ActiveSync and Autodiscover work, with iOS and macOS

      Hi, I'm trying to set this up for the fifth day now and I"m not getting anywhere. Weird thing is that somewhen in the beginning, I had it working, when I still had VirtualServers and certificates mixed up. But now it's all fine, I have the XML file from

    • How do I attach tasks from one task to other tasks in the same project

      How do I attach tasks from one task to other tasks in the same project

    • Not able to change colors help center

      Hi. How can I change the orange color in the help center? You can change everything besides this font color And how can I remove the part on the bottom?

    • Zoho Books Invoice Salesperson: requires ID but there is no "Fetch salesperson" action

      Hi, I am trying to attach a Salesperson to a Zoho Books invoice. In Zoho Flow, the salesperson field required an ID. However, I only have the salesperson name, I need to fetch salesperson by name and then provide the ID. There is no option to fetch salesperson...

    • Change format of quantity format

      Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!

    • Next Page