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

    • Notes of Tasks in Zoho CRM

      Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand
    • Migrate Your Notes from OneNote to Zoho Notebook Today

      Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import
    • need to upload from airtable to google drive

      I have a zapier zap that automates between airtable and google drive. When a customer uploads a new file into airtable via a client portal interface, zapier uploads that file into a folder linked to that customer's project record. I need to replicate
    • Can't delete functions that are associated with deleted workflow rules

      We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functions
    • Default Sorting on Related Lists

      Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created
    • Credit Management: #1 Credit You Owe vs Credits Owed to the Business

      Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they're
    • Tip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'

      Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questions
    • Enhancing Zia's service with better contextual responses and article generation

      Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while
    • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

      We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field
    • CRM/Bookings integration edits Contact names

      Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updated
    • Domain Change

      “Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”
    • Webhooks Limit Exceeded

      Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creator
    • Option to block bookings from specific email address or ip adresss in zoho booking

      Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have
    • Auto select option in CRM after Zoho Form merge

      Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdown
    • スマホでキャンペンメールを見ると正しく表示されない

      キャンペーンのメール(HTML)を作成しましたが、スマホ表示に切り替えると正しく表示されません(添付参照)過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか?
    • Bring your CRM data straight into your presentations in Zoho Show

      Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjusting
    • Improved RingCentral Integration

      We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
    • Introducing New APIs in Zoho Contracts

      We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to complete
    • Vimeo

      For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.
    • Delete a department or category

      How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
    • Organization Emails in Email History

      How can I make received Org Emails to show up here?
    • Editing the Ticket Properties column

      This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
    • Deleting Fields in CRM Deletes Views in Analytics

      Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This ranges
    • Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed

      We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes every
    • How to setup pricing in Zoho

      Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,
    • Prefilled Date fields auto-changed and then locked when using “Edit as new”

      If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today
    • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

      Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have
    • Access Phone Field Components (Country Code) Directly

      Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,
    • Send mass messages through WhatsApp from the Tickets module

      Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted
    • The difference between Zoho Marketing Automation and Zoho Campaigns

      Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?
    • Lead Owner Signature Merge Field

      I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields
    • How do I create a time field?

      I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field
    • Experience effortless record management in CRM For Everyone with the all-new Grid View!

      Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
    • Alternating columns - How to reverse order on mobile - Responsive template

      Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row
    • Let us view and export the full price books data from CRM

      I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
    • InvokeURL butchering JSON for OpenAI API calls

      My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to
    • CRM for email in Outlook: how to ignore addresses?

      We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To
    • Custom order for Current Stage (Blueprint field)

      Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!
    • CRM E-mail Sync from Outlook

      We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.
    • Run your help desk on your schedule

      In business, time is of the essence. This is especially true in a function like customer service, where KPIs such as response time and agent availability are the measures of success. Perhaps the most crucial consideration one needs to make about time is your hours of operation. These set expectations for your customer and for employees. To make communicating this information easier, we've revamped the way business hours and holiday lists work in Zoho Desk.   In order to accommodate teams that work
    • Next Page