This article will cover the various ways conversion segments can be built on Insightech. There are two primary methods are include:

  1. Filter & Segment Lists
  2. Interacting with Elements in Session Replays

Before doing so, it's important to understand what the conversion point on your website is. 

Define Your Conversion Point

The conversion point is the when the user of your website 'converts' to being a customer of your product. This could be when they: 

  • Load a particular URL
  • Load a data layer event
  • See a piece of content as confirmation

For example: The conversion point for most retail businesses is usually the order confirmation once a customer has bought an item.

An important rule is to create two segments, 

  • One for Converting Users
  • One for Non-Converting Users

This can be used to compare behaviours across your website. Below are guides on the two ways of creating segments...

Method #1 - Segments & Filters Section

  1. Click the Segments & Filters List which you can find above most Insightech reports.

    When you click All Users, All Events, or Exclusions, the filters list will open up for you to start creating your segment.

Method #2 - Segment Manager Page

Click on Add Segment on the top-right-hand corner of the segments page. From here, you'll be brought into the segment creator view to add in your details

How to build a segment in methods #1 and #2

  1. Input the name, tags and description of your segment
    • Toggling Default Segment means this filter will automatically be added to every reporting view

  2. Decide on whether the segment is: 
    • Public [Can be seen by everybody on your team] 
    • Private [Can only be viewed by yourself]

  3. Proceed to the Filter By section. Here, there are three major components:
    • User / Session Attributes - This is all of the details about who your users are, and how they are visiting your website (which channels, campaigns, devices, etc).
    • Behavioural Events - This is all of the actions and events that occur on your website throughout your users sessions.
    • Behavioural Exclusions -This is an exclusion list for any actions or events that identify audiences you want to exclude from your audience segment.

  4. Click Submit or Save as Segment (depending on which method you have chosen) to save your changes and create your segment. 

    If you are looking at the Segments and Filters drop down, you can also apply the rules to test that your segment is working, and see data before you save your segment.

Method #3 - Session Replay/Page Analysis Element Interactions (Point & Click)

The second method is through a session replay or page analysis which is a more visual format of creating a conversion segment.

  1. Navigate to the Replays or Page Analysis panel found on the Left-Hand-Side Panel

  2. Click to bring up a session replay. Your session replay window should look something like this, but using your own website.

  3. Click on the Analytics tab, and select the respective report you want to create a rule from. Each of these reports allow you to create a segment via Point and Click Search. This means clicking on any report, to get a prompt of what you would like to automatically create a segment for.

    In this example below, clicking on the Scrolling Heatmap will run a search for anybody who has scrolled and viewed up to the point that you clicked on.

  4. Once you click a report, you will see a pop-up to choose which metric you would like to create a search for. This will change depending on the report you have clicked.

  5. Select a metric, and click Filter List Data to run a quick search using the metric/rule you have just selected.

    Your search conditions will automatically be populated into the Segments & Filters rules, and you will see a list of session replays show up.

  6. Click Events → Save as Segment and your filter rules will be saved for others to use, or for you to compare different audiences, content, or website features.