Manage Conversions

This guide explains how to set up and manage conversions by defining Paths, creating Steps, and configuring Zones. Each part plays a role in tracking user activities on your site and helps you see how visitors move from the first page they land on to their final conversion goal.

Understanding the Hierarchy

1. Paths

A Path is the top-level container that represents a user’s journey or funnel.

Examples: “New User Registration Path” or “E-commerce Purchase Path.”

2. Steps

Each Path is split into Steps. A Step typically corresponds to a key action or webpage in the journey.

Examples: “Landing Page,” “Product Details Page,” “Checkout Page.”

3. Zones

Within each Step, you can track specific elements on the page by defining one zones. A Zone focuses on specific click targets or interactive elements.

Examples: “Sign-up Form,” “Add to Cart Button,” “Newsletter Popup.”

Why this matters:

• A Path lets you see the big picture of how users flow through your site.
• Steps break down that Path into logical chunks.
• Zones track micro-interactions on each Step.

Part 1: Creating a Conversion Path

A Conversion Path tells the story of how a user moves from point A to point B (and beyond). Setting it up ensures you can measure the actions that lead to your main conversion goal.

1. Open the Path Creation Tool

In the “Manage Conversions” section, look for “Add New Path.” Click to start.

2. Name Your Path

Enter a descriptive label (e.g., “Summer Promo Funnel” or “Free Trial Signup Funnel”).

3. Primary Conversion Type

Choose the main goal of this Path (e.g., “micro” for smaller interactions or “macro” for final purchases).

4. Optional Custom Conversion Type

If you want a custom label (e.g., “Membership Signup”), type it here.

5. Default Attribution Model

Pick the model you want to use for attributing credit to steps (if available). This can help you see which Step influences conversions the most.

6. Domain or Site Selection

If your setup includes multiple domains, pick the domain this Path applies to.

7. Additional Settings

• Currency: If you’re tracking financial conversions.
• Value Source Type: Whether you use a fixed dollar value, lifetime value, or other methods.
• Description: Optional text to describe the purpose of the Path.

8. Save

Click Save Path. You’ll see a confirmation once it’s successfully created.

Part 2: Defining Steps Within a Path

After creating a Path, you’ll add Steps that represent each stage of the user journey.

1. Go to Your Path’s Details

Once you’ve saved a Path, locate it in your “Manage Conversions” list and click “Edit” or “View.”

2. Add New Step

Look for an “Add Step” button. You’ll see fields for:

• Step Name or Friendly Name: A label for quick recognition (e.g., “Landing Page Step”).
• Webpage: The URL that corresponds to this Step.

3. Order of Steps

Specify the sequence of Steps. The first Step might be your homepage or a landing page, followed by subsequent Steps (e.g., “Product Details,” “Checkout,” “Thank You Page”).

4. Save Step

Each Step is saved independently. You can add multiple Steps to cover the entire funnel.

5. Edit or Rearrange Steps

If you need to rename or reorder Steps:

• Use the “Edit Step” option to rename.
• Change the “Step Order” number to reorder Steps.

Part 3: Configuring Zones Within Each Step

Once your Steps are in place, Zones let you track specific clickable areas or elements on those Steps.

3.1: Understanding Zones

• A Zone can be a single button, a form, a link, or a group of elements.
• Zones let you measure micro-conversions or interactions important to the user’s path.
• You can create a single Zone for each Step.

3.2: Creating a Zone

1. Open the Zone Wizard

Inside the path’s Step view, look for a button like “Create New Zone” or “Configure Zones.” This opens the wizard that helps you pick elements on your site.

2. Zone Details

• Zone Name: Use something descriptive (e.g., “Subscribe Button on Landing Page”).
• Zone Description: Provide context (“Tracks clicks on the main CTA button”).
• Category & Subcategory: Choose from existing options (e.g., “Form” → “Signup”) or create a custom label.
• Funnel Stage: Map this Zone to a funnel stage (e.g., “Interest” or “Decision”).

3. Selecting a Page

• For Desktop view: Pick the webpage from a dropdown. A preview loads.
• Repeat for Mobile and Tablet as sometimes the elements can change (depending on the design).

4. Selecting Elements

Click “Select Element”.

• Hover over the preview. A highlight box indicates which element is about to be selected.
• Click the element to capture it. The wizard exits selection mode and shows the chosen element in a list.
• If you want to remove it click the X and then select another element.

5. Review and Save

• Verify that your chosen elements are all correct.
• Click “Save Zone.” The wizard closes, and your new Zone is assigned to that Step.

Part 4: Putting It All Together

When you’ve completed the above steps, you’ll have a fully defined Path (the overall funnel), each Path containing multiple Steps (distinct pages or stages), and each Step containing one Zone (specific elements to track).

Example Hierarchy

1. Path: “Newsletter Signup Funnel”

• Step 1: “Landing Page”
• Zone A: “Hero CTA Button”
• Step 2: “Thank You Page”
• Zone B: “Offer Code Link”

This setup helps you see:

• How many users progress from the Landing Page to the Thank You Page.
• Which elements on the Landing Page are most clicked.
• Overall performance of your conversion journey

Part 5: Analyzing Conversion Data

Once you’ve defined Paths, Steps, and Zones, the system begins tracking. You can check the conversions performance page for:

1. Zone Interactions: Which elements get the most clicks, signups, or other micro-conversions.
2. Step Drop-Off: Which step sees the biggest user drop, revealing potential friction points.
3. Path Completion: How many users finish the entire path (e.g., complete a purchase, submit a form).

Part 6: Editing and Maintenance

1. Updating a Path

• Change the path name or description.
• Adjust the default attribution model or funnel details.

2. Revising Steps

• Rename steps or reorder them if your funnel changes.
• Remove steps if they’re no longer relevant.

3. Modifying Zones

• Add or remove elements from a Zone if your page design changes.
• Rename or recategorize Zones to keep data consistent.

4. Deleting Items

If you delete a Path, the Steps and Zones associated with it may also be removed (depending on system settings).