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

    • Explication sur comment mettre en place des règles d'affichage ou "layout Rules"

      J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas

    • Zoho Crm - Inventory Integration

      Hello, I need help about Map Fields between CRM and Inventory. For Example, I can't match amount of stock between these 2. I can put opening stock number  in Inventory but I can't see it on CRM. Also I want to see categories and parent categories on Inventory, in CRM too. Best Regards.

    • Allow "add new" option to picklists and multiselection fields from add or edit pages

      Hello zoho, please insert an add option (ie +)sign) to pick and multiselect fields so we can add new options while entering or editing records. For example. in my lead module, while adding a new record, I realized I had a new lead source. I went to my

    • Allow customer to select meeting duration

      I would love to see a feature where I can give the customer the option to select the meeting duration they require based on a dropdown list which I have predefined in the service settings. For example: 15, 30, 45, 60, 90 minutes.

    • API (v2) Search Criteria using CONCAT

      With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way

    • Kiosk Studio wrap-up | How our community used kiosks in 2024

      Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM community

    • Zoho and Hostaway webhok integration.

      I want to receive data coming from hostaway webhook and receive it in zoho crm to create or update record in a module based on conditions. The hostaway webhook sends data every time a reservation is created or modified or cancelled. The hostaway sends

    • Allow us to disable the Reopen Ticket button after a ticket is closed

      Disabling the Reopen Ticket will allow us to have more control over the ticket's flow. According to support, this is currently not possible. Please add this to let us, the customers, mold the ticketing system into something that we can use for our business

    • Function 56: Automatically enable the option for customers to pay via bank account

      Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

    • Connect multiple Facebook ad accounts to Zoho Social

      Hi there. I'm doing the Facebook Ads and Zoho Social integration to automate the leads that come from Potential Customer campaigns on Facebook to Zoho CRM. I have a company (1 fanpage, 1 brand), but within the business or brand on Facebook, I manage several

    • Custom service report or Zoho forms integration

      Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

    • Creation of Path and subpath

      In order to improve the structure of the website for better organization, I would like to consider that when publishing a page, it can be within a section and sub-section. For example, if I have an events option in the menu, I can put past events and

    • Execution failure when fetching a Name field from another app

      In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;

    • Assign task owner using Deluge

      Use Case: Each task is a document development task wherein once the developer has completed the first draft, the next step in the process is for the document to be QA-ed by the project's assigned auditor. Thus, I am currently working out a blueprint where

    • Using AVG in SQL Query

      My current SQL Query is: SELECT "Client Info", avg("Revenue") FROM "Funded Deals" GROUP BY "Client Info" The current table that this is creating: Client Info avg(Revenue) Previous 4175 1st - New 3411 1st - Old 3013 Renew 3069 While this works as I had

    • The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

      #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce

    • Meta and Facebook data report discrepancy

      I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way

    • Links in Instagram

      Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images

    • Sort By Date - Deluge

      I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +

    • How to Enforce Mandatory Fields (Category/Sub-category) Before Closing a Ticket?

      Hi, I'm currently using Zoho Desk and encountering an issue where agents are able to close tickets without filling out mandatory fields, specifically Category and Sub-category. I’ve already set them both as a mandatory field, but it can still be bypassed

    • If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?

      Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,

    • Admin Control for Default Email Templates in Zoho Desk

      Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrally

    • Enter dates in tasks with just "tue" or "+10" or "5d" ???

      Is there any way to enter due dates in tasks without typing the whole date or making time consuming clicks in the calendar? I don't see anything online in the help or third party videos.

    • Zoho takes too long to load...

      I am based in Europe and in the last couple of weeks, Zoho CRM takes minutes even to load modules. Is there a specific reason this is happening? Is this happening to other people?

    • How can the direct link to a ticket be created from ticket #?

      Our agents will be using ZDesk but we will have to create direct link to tickets in another ERP by providing the Desk Ticket # Is there a way to create the direkt links from the ticket # alone? Do we have to use the API to get the direct links?

    • Modules are continuously loading

      Hi! We are not able to open the task modules, it keeps continuously loading

    • Zoho Desk : Field for 'Layout'

      I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not find the field in the raw data from the Zoho Desk datasource. I thought it might be in the "Tickets" table but there is nothing.

    • Customize Zoho One Dashboard and URL?

      Hi everyone, Is there a way to customize my Zoho One URL to be different from the default portal URL? The current portal URL is: one.zoho.com/zohoone/[organization] I want to map it to its own standalone domain that we own. eg) domain.com instead of one.zoho.com/zohoone/[organization]

    • Enable Sending Direct Messages to Self in Zoho Cliq

      Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (the

    • Guidance on Making Zoho Desk Connections Available for All Data Centers

      Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

    • Emailing lookup field but placing this as an ID or number rather than text

      Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In

    • JOB Sheet can not send PDF as service rapports and more info needed other topic

      Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk

    • Tax Deduction at Source (TDS)

      I issued a sale invoice outside UAE , the customer apply TDS on the invoice , i checked my Zoho ( professional version ) i couldn't find the option of Enable TDS to let it appear while posting the incoming payment , please how to make it and how to configure

    • UNAPPROVED record management

      When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEW

    • Zoho mail filter Add to WorkDrive doesnt't work

      Hello, We have a problem with using the filter in the email. So, we want that when a bulk payment confirmation from the online store arrives, this email is automatically saved in HTML format on the drive using the action 'Add to Zoho WorkDrive -> Email

    • Introducing Zia GenAI: Zoho's Native Generative AI for Zoho Desk

      Hello everyone, Zia GenAI is available on Early Access for Zoho Desk Enterprise subscribers. Kindly fill out this Registration Form to request early access. We are excited to announce the Beta release of Zia GenAI in Zoho Desk, now available through our

    • Add blueprint buttons to listview and kanban

      Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear

    • Deleted message in SPAM

      In one of my gmail accounts (getnickifit@gmail.com) I had an email from PayPal in the SPAM folder. I thought I was moving the message to the inbox from the zoho mobile but it looks like it was deleted. It is no where to be found--inbox, trash, etc. Can it be restored?

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Multiple Facebook Pages under Single Brand

      Hi everyone, I'd like to know if there is a possibility of connecting multiple Facebook pages under a single brand on Zoho? At the moment, there are different Facebook pages of a single brand and would want to keep under the same brand on Zoho as we

    • Next Page