3 - Making the Most of Insightech

Maximise the value of Insightech with advanced capabilities to uncover more insights about customers about your website.

Read through the modules to start working through the fAdvanced Setups available with Insightech.

1) Setup the Insightech Chrome Extension

Insightech has a Chrome Extension for streamlined access to key analytics report features from within your chromium-based browser.

1. Navigate to the Chrome Web Store and search for the Insightech Chrome Extension
2. Download the extension onto your browser
3. Navigate to the website you would like to analyse once the extension has been added to your browser
4. Click Right-Click → Inspect  → Scroll to Insightech to access the extension in the Chrome Developer Console
   1. Alternatively, you can click Fn12 to access the Chrome Developer Console
5. Login to the Chrome Extension with your Insightech account once an automatic overlay appears onto your browser

Click here for a detailed breakdown of the Insightech Chrome Extension and its capabilities

2) Customise Pathing Channel Groupings

Insightech Pathing Reports (under the Pathing Tab) are a visual representation of the most common customer journeys customers take towards a website conversion.

By default, pathing reports automatically categorise your website pages into segments by simplifying the page URL to the URL path name.

Customise your Pathing Channel Grouping for user specific analysis

1. Navigate to your pathing reports
2. Select Edit Rules to open up your content category rules
3. Add individual Content Classification Rules to categorise your URLs into custom names
4. Click Save Changes to your classification rules

Note - Each of your rules will apply in order. Subsequent rules apply in order and over the top of any original rules.

Click here to learn more about pathing reports and how to use them to uncover insights

3) Setup Conversion and Revenue Tracking

Setup conversion and revenue tracking means to understand how interactions (clicks, form inputs, scroll-depth) with each of your website features, impacts your website conversions and revenue, and by how much. To do so,

1. Navigate to Settings → Conversion. Input the rules for your conversion point based on any of the events or behaviours recorded in Insightech.
   1. Only a single conversion point can be defined
   2. Your conversion point needs to be shown as part of your conversion event to setup revenue values your reports.
2. Use a Content Element Loaded or DataLayer Event where a revenue value is shown to set a revenue amount for each conversion.
   1. Click the checkbox below your conversion metric and set as 'check to extract your revenue amount'.
   2. Input the dataLayer path of your revenue value if your conversion metric uses the dataLayer (dataLayer Input Method)
   OR
   1. Input the revenue value using the CSS selector or text if your conversion metric uses the content element loaded (Content Element Loaded Method)

Click here for a detailed guide about conversion and revenue tracking in Insightech

4) Create Custom Views

Views save an analysis for you to revisit later - similar to a bookmark. Custom views save all filters, segments, and date ranges applied to any report that you can share with your team. To create a custom view,

1. Filter and Segment data on the default view in whatever way suits your requirements or web optimisation goals
2. Click Save View. A pop-up will be displayed with a form that needs to be filled.
3. Choose a shareable option (Public or Private)
4. Input a name and description for the view. This name is displayed on the dashboard as a button
5. Choose a date range type.
   1. Fixed date ranges means that any date-range rules are static.
   2. Rolling date ranges means date-range rules change with each day.
6. Choose the reports that this newly created view would impact
7. Click Save View

Click here for a detailed breakdown of views and how to use them to streamline your analysis

5) Using CSS Selectors to Create Funnels

Extracting the CSS selector from an element on your website is an effective and quick method to create an accurate conversion funnel for your customer purchase flow. To do so,

1. Navigate to the dashboard → funnel → create new funnel on the Insightech platform to open up a funnel builder
2. Open your website in a new tab and determine the type of content that you are looking to track in your conversion flow
3. Highlight the content on your website before proceeding with a right-click → inspect element.
   1. The HTML code of the website's construction will appear with the specific element highlighted
4. Select Right-Click → Copy Selector for the specific line of code that relates to the element that you are tracking.
5. Click CSS selector in the funnel step dropdown
6. Paste the copied CSS selector code for that element
7. Repeat this process for each subsequent element that you are looking to track in your purchase to fill out the rest of your funnel

Note - CSS selectors can also be used to create Segments and Filter for interactions on specific form fields and website element

Click here to learn about how to use CSS selectors to create funnels and segments on the platform