
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:
- function showSignupPopup() {
- //Code to display popup
- var popup = document.getElementById("signup-popup");
- popup.style.display = "block";
- //Code to trigger custom event
- window.pagesense = window.pagesense || [];
- window.pagesense.push(['trackEvent', 'signup-popup-viewed']);
- }
To track Add to cart event on ajax success as a custom step:
- function addToCart() {
- $.ajax( {
- "url" : http://zylker.online/addtocart/,
- "type" : "POST"
- }).success(function() {
- //Code to trigger custom event
- window.pagesense = window.pagesense || [];
- window.pagesense.push(['trackEvent', 'new-signup']);
- })
- }
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.
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.
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
Email Integration - Zoho CRM - OAuth and IMAP
Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
I need to do crud with snippet html
I need to implement a form with an improved user interface. I would like to use snippets to build a CRUD that allows me to create and update records. How could I achieve this using snippets?
Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.
I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
Meeting impossible to use when sharing screen
he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you are
Connecting two modules - phone number
Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created
Resume Harvester: New Enhancements for Faster Sourcing
We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
Incorrect “correct” password on email client apple mail
I have troubleshot this account several times. I have deleted and re added account. It keeps saying incorrect password. Can you check that it is not locked on your end?
Is it possible to lock editing subform rows?
Ideally editing would only be locked after the form has been updated but I still want them to be able to add new subform records at any time and they should be able to delete rows from the subform. It is a named subform if that's relevant however the
"Spreadsheet Mode" for Fast Bulk Edits
One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and
What is the maximum file size of a video upload in Zoho chat?
Can I upload a 20 mb video file and share it with my colleagues?
Update a field in ALL all calls under a contact
HI guys! I have written some deluge code to update a field in my calls after i have comepleted the call, i need this field to update in all my scheduled calls as well that are comeing up. I just cant seem to get it to work, i have put teh code below,
MS Teams Meeting to Zoho CRM
Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just
In place field editing for candidates
Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however
Automatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider
I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's
Fat Download of Ulaa Browser
I just observed that Ulaa Browser is offering an one-capsule big download. These days it is a custom to offer a small bootstrap downloader and based on user customization options an appropriate download completes. And this is particularly common with
Cancelled Transfer order problem
Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also
Zoho Creator customer portal limitation | Zoho One
I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
Changing the Default Search Criteria for Finding Duplicates
Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
Billing Management: #8 Usage Billing in Logistics & Delivery Services
The logistics and delivery industry thrives on movement and precision. Every delivery completed, every kilometre driven, and every ton transported is a measurable activity. However, billing often lags behind. Many logistics companies still rely on fixed-rate
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
Zoho sheet for desktop
Hi is zoho sheets available for desktop version for windows
Tags for New Tickets
Hi there, When creating a new ticket, there is currently no way to choose a tag you would like to associate with the new ticket. Being able to associate a tag while creating a new ticket will be very beneficial as it will save time and flow well with
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
Zoho Desk: No Incoming email
Is Zoho Desk services down? No incoming email reflect to desk tickets.
Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
Zoho CRM - Widgets | Update #3 : Introducing SDK V1.5 along with new ZDK Methods and ZRC Support
Hello everyone! Widgets in Zoho CRM just got a big upgrade! With the release of SDK v1.5, developers can now create more immersive widget experiences. This update elevates Widget development with new ZDK methods for easier interactivity and ZRC support
Unusual activity detected, account blocked
I am unable to send emails and am getting the error "Outgoing blocked: Unusual activity detected. To unblock your account, please and submit a request. Learn more.". I am unsure as to why this is happening since all my activity is legitimate, mainly confirmation
Unlock agreement intelligence with Zoho Sign's latest AI updates
Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting like
Unable to Send Emails – Outgoing Mail Blocked (Error 554 5.1.8)
Description: Hello Zoho Support Team, I am facing an issue with my Zoho Mail account ( admin@osamarahmani.tech ). Whenever I try to send an email, I get the following error: 554 5.1.8 Email Outgoing Blocked I would like to clarify that I have not done
Issue connecting Zoho Mail to Thunderbird (IMAP/SMTP authentication error)
Dear Zoho Support, I am trying to configure my Zoho Mail account on Thunderbird, but I keep getting authentication errors. Account: info@baktradingtn.com Domain: baktradingtn.com Settings used: IMAP: imap.zoho.com, Port 993, SSL/TLS, Normal Password SMTP:
Payment issue with Mail Lite plan – personal NIF not accepted as payment info
Hello, I have already contacted Zoho Support by email regarding this, but since I haven’t received any reply yet, I’m sharing it here as well to see if the community can help. I’m facing a payment issue for my Mail Lite plan. I have a personal account
Customer payment alerts in Zoho Cliq
For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,
Figma in Zoho Creator
Hi Team, I’m creating a form using Figma and would like to know how to add workflows like scheduling, custom validation, and other logic to it. Can anyone help me understand how to set this up for a Figma-based Creator UI form?
How to Delete Personal Account Linked with My Mobile Number in past or by someone else
How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..
Enable / show scroll bar when Mega Menu is opened
Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page
Restore lost Invoice!
Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law.
Zoho Desk Down
Not loading
Has anyone integrated SMS well for Zoho Desk?
Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing
lookup and integrated forms
I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookup
Next Page