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

    • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

      Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

    • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

      In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

    • can I link a contacts to multiple accounts

      can I link a contacts to multiple accounts

    • Rotate an Image in Workdrive Image Editor

      I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload

    • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

      Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.

    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

    • Open Activities view.

      I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ

    • Potentially Outdated and Vulnerable Chromium Engine Installed by Ulaa Browser Installer

      I just installed Ulaa Browser a few minutes ago. Whats My Browser page shows I am using an outdated Chromium engine meaning I might be vulnerable for security exploits that might have got fixed in the new version.

    • Potentially hardcoded list of Browsers to import from (after Ulaa Setup)

      I have just installed Ulaa Browser and found that the list of browser to import data is potentially hardcoded ones rather than looking at the system. I do not have FF, IE and Edge is not my default itself. I would appreciated if Ulaa detected my browsers

    • From Layout to Code: Finding Custom Field IDs in Zoho Projects.

      Hello everyone! Ever found yourself wondering how to get the API names and IDs of custom fields in Zoho Projects while working on custom functions? Here’s a simple and effective way to do it! This method makes it super easy to locate the right field details

    • How can I transfer data from Production to Development environment?

      Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?

    • Billing frequency is not displayed correctly.

      Hello There is an issue while displaying the billing frequency on a subscription quote. I am able to activate the subscription details and get this lovely overview: If I am adding a Plan which I charge quarterly, first of all it should be possible to

    • Calling Function via REST API with API Key gives 401 using Zoho Developer

      Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer

    • Session Expired

      I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen

    • Employee type and source translation

      In Zoho People, when I fill in the employee’s information, there is the option to determine the type of employment (employee type) and the hiring source. Both options ALWAYS appear in English. It is extremely inconvenient to deal with poorly translated

    • Sync Issue Between Zoho Notebook Web App on Firefox (PC) and Android App

      Hi Zoho Notebook Community, I'm facing a sync problem with Zoho Notebook. When I use the web version on Mozilla Firefox browser on my PC, I create and save new notes, and I've synced them successfully. However, these new notes aren't showing up in my

    • Request for Clarity on Timeline for True GPT/Zia Auto-Response Capabilities

      I appreciate Zoho’s steady innovation, but I’m concerned that Desk and Zia remain well behind modern AI capabilities. For years, GPT-based tools have been able to generate and send contextual responses, yet Zoho Desk only supports summarization or suggested

    • Notebook audio recordings disappearing

      I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),

    • Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

      Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help

    • Two factor authentication for helpdesk users

      The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company

    • Zoho Desk: Q2 2025 | What's New

      Hello everyone, We are excited to announce Zoho Desk's 2025 Autumn updates. This release brings new features and enhancements that improve work management and enable businesses to provide a better overall support experience. Spanning from Zia Agents to

    • Change text in help desk

      Hi, Please let me know how can i change the this text, see screenshot.

    • Items Below Reorder Point Report?

      Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

    • Blog Widget: Show recent blog posts on my homepage

      Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog

    • Committed Stock and To Be Received Stock via API?

      Is it possible to retrieve Committed Stock and/or To Be Received Stock for an Item via the API? I want to use this information for calculating the amount of inventory needed to be purchased.

    • Zoho Books | Product updates | October 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

    • 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.

    • Cannot reject empty expense report

      Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate

    • Having Trouble Opening The Candidate Portal

      Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.

    • Checkboxes not adhering to any policy in mail merge - data from CRM

      I want checkboxes to appear depending on whether the checkbox in the CRM module is ticked or not. However, the tickboxes that appear are either ticked or not, but don't correlate to the actual selections in the CRM module. This is is despite updating

    • Items Landed Cost and Profit?

      Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

    • CC and/or BCC users in email templates

      I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

    • Create Contract API Endpoint Unclear "inputfields" Requirements

      Hello, I'm trying to create a Deluge function that accepts inputs from a form in Zoho Creator and creates a barebones contract of a given type. See below for the current code, cleaned of authentication information. // Fetch form data // Hidden field client_name

    • Kaizen #46 - Handling Notes through Zoho CRM API (Part 1/2)

      Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss Handling Notes through Zoho CRM API. What will you learn from this post? Notes in Zoho CRM Working with Notes through Notes APIs 1. Notes in Zoho CRM 1a. Why add Notes to records? Notes are a great way to summarize your observations on customer and prospect interactions and outcomes. By saving notes as CRM data, a sales rep will always be able to keep track of how a sale is progressing. To know more about notes in

    • Marketer's Space - Why email marketing matters in ecommerce (and how to get started with Zoho Campaigns)

      Hello Marketers, Welcome to this week's Marketer's space post. Today, we'll discus why email marketing matters in ecommerce businesses. Running an online store is exciting but challenging. If you're running an online store, you've probably experienced

    • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

      We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found

    • Kaizen #121 : Customize List Views using Client Script

      Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is

    • Setting default From address when replying to request

      At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com.  The first two are really internal address that should never be seen by the customer and

    • Explore Your Support Reach with Zoho Assist’s Geo Insights

      Understanding where your remote support sessions are happening can help you make smarter decisions, allocate resources effectively, and improve overall customer satisfaction. In this week's Zoho Assist's community post we will be exploring Geo Insights

    • Formatting of text pasted into Zoho documents

      Howdy, I'm a newbie and finding Zoho an improvement to MS Word. Consider yourself hugged. High on my wish list would be plain text cut-and-paste. When pasting text from the web to Zoho, presently Zoho imports the formatting along with the text. This means that every cut-and-paste operation brings in text in a different font, size, or style. Can we have at least the option of importing plain text without formatting (or better yet, is this option already out there?) ... Thanks Helen

    • Next Page