support@magestore.com sales@magestore.com Phone: 084.4.8585.4587 VISITOR SEGMENTATION USER GUIDE Version 1.0.0
Table of Contents 1. INTRODUCTION... 3 Create unlimited visitor segments... 3 Show targeted discounts effectively... 3 Analyse data by visitor segment... 4 2. HOW TO CONFIGURE IN BACKEND... 5 2.1. Manage Segments... 6 2.2. Manage Notifications... 12 2.3. Report... 20 2.4. Dashboard... 20 2.5. Settings... 24 3. HOW IT WORKS IN FRONTEND... 25 Visitor Segmentation v1.0.0 User Guide 2
1. INTRODUCTION Knowing customers is not enough. Average 97-98% of visitors leave your site without purchasing! If you're paying money for traffic, then you need this extension! It offers various ways to help you achieve powerful visitor segmentation. Identifying your potential customers according to their demographics and online behavior helps you really get to know your visitors, so that you ll be able to deliver targeted offers and customized notifications and then, ultimately boost your conversions! OUTSTANDING FEATURES Create unlimited visitor segments Demographics: Age range, Gender, Language, City, Region, Country On-site Behavior: New Visitor, Time on site, Days Since Last Session, Date of First Session, Search term, Visited page, Transactions (number of orders), Total paid Traffic Source: Campaign, Medium, Source, Referral page Technology: Operating System, Browser, Device Show targeted discounts effectively Write compelling content for pop-up notification Set a personal discount (shopping cart rules) for a selected visitor segment only Freely customize background, texture, position & size of pop-up notifications Support responsive pop-up notifications Visitor Segmentation v1.0.0 User Guide 3
Preview notifications right in back-end Analyze data by visitor segment Get overview of session, conversion rate, revenue, bounce rate data within a period Visualize session, revenue, conversion of each visitor segment in charts View detailed reports of each action/ notification with impression, conversion rate & revenue data Others Open source 100% License Certificate valid for 1 live Magento installation and unlimited test Magento installations (No license key required). Easy to install and configure User-friendly interface Visitor Segmentation v1.0.0 User Guide 4
2. HOW TO CONFIGURE IN BACKEND The following instructions are written based on the workflow of a new user after installing Visitor Segmentation module. Before going into details, you can take a quick look at the diagram below to know where to configure the functions needed. Create visitor segments by setting their conditions Manage Segements Add Segment Set discount rule & design pop-up for each visitor segment Manage Actions Manage Notifications Add Notification Analyze data with notification report & dashboarb statistics Reports Action Reports or Dashboard *Important Note: This module works based on cookies to segment visitors if they qualify your pre-set conditions or not. When a visitor opens your Magento site, a session cookie is used to track and keep information related to that particular user. The cookie is valid until its lifetime expires, even if the visitor closes and then opens the browser again. However, in the case that a visitor has configured his web browser to clear cookies after he closes it, the cookie, and thus the visitor session, will be terminated after he closes the browser. So, for example, if a visitor arrives at your website for the first time, he will belong to the New Visitor segment. Then he closes the browser or just doesn't browse through your site for a while. When he visits the site again, he will still qualify as New Visitor only if the cookie lifetime hasn't expired. If the cookie lifetime has expired, the session will be terminated and the customer will be considered as Returning Visitor. By default, the session cookie lifetime is set to 3600 seconds which is equal to 1 hour. Visitor Segmentation v1.0.0 User Guide 5
If you want you can increase or decrease that time. To do this, log in to the admin panel of your Magento and go to System menu Configuration Web button in the General section on the left Session Cookie Management panel on the right. When you expand the panel, you'll see the Cookie Lifetime option. Change the number to whatever you want (it's in seconds) and click on the Save Config button. Keep in mind that this will also affect the session lifetime of the admin panel. So if you log in to the admin panel and you don't use it for a while, you'll be automatically logged out after the cookie lifetime expires. Another note is that the Visitor Segmentation extension runs with Ajax thus it can prevent cache to keep the functions work properly. 2.1. Manage Segments Go to Visitor Segmentation Manage Segments. This page lists all existing segments so you can quickly identify them by ID, Name, Status, Created & Update time. There are some default segments after installing the module thus you can disable, delete or edit them as you want. Visitor Segmentation v1.0.0 User Guide 6
2.1.1. Create New Segment On the Segment Manager page, click on the Add Segment button and you will be navigated to the Segment Information page. Here you can see 2 sections: General Info & Conditions. General Information Segment Name: name the segment so you can quickly find it in other configurations & reports. Status: Enable or disable the segment Load existing segment: When you click on the button, it will display a pop-up window containing a list of all existing visitor segments in the system. Visitor Segmentation v1.0.0 User Guide 7
When you select one of them, the system will automatically apply all conditions of the chosen segment to the new one. Then, you can quickly edit these conditions if you want. Conditions This is the most important part when you segment visitors. If a visitor qualifies the condition set, he will belong to this segment. Please note that if you leave the Condition section blank, no visitor is classified here. It s very flexible to set or restrict conditions for visitors, such as: If ALL of these conditions are TRUE If ANY of these conditions are TRUE If ALL of these conditions are FALSE If ANY of these conditions are FALSE To add a condition, select one among all possible options in the drop-down box. You can view its definition or how the condition works in a tooltip. Visitor Segmentation v1.0.0 User Guide 8
Parameter Example Explanation Behavior New Visitor New Visitor is False Visitors have visited this website before during the Time on site Time on site equals or Days Last Visit Since greater than 30 Days Since Last Visit than 7 equals or less Transactions Transactions equals or Total Revenue Search Term Demographics greater than 2 Total Revenue or greater than 200 Search Term top equals contains tank Age range Age range does not contain Less than 18 selected time range (set in Cookies Lifetime, default value is 1 hour. Please back to page 9 for more details). Visitors have stayed on this website at least 30 seconds. Visitors have visited this website is within the last 7 days. Visitors have placed at least 2 orders on this web site. Visitors have spent at least $200 on this website (calculated on the default currency). Visitors have searched keywords/phrases that contain tank top on this website. Visitors are equal or older than 18 years old (only available if visitors have registered and provided their Date of Birth information) Gender Gender is Male Visitors' gender is male (only detectable if the visitors have registered and provided that information) Language Language is English Visitors who use English as their language. City City is one of New Visitors that come from New York, Los Angeles Visitor Segmentation v1.0.0 User Guide 9
Parameter Example Explanation York, Los Angeles, Chicago... or Chicago city. Region Region does not Visitors that do not come from Alaska. contain Alaska Country Country is United Visitors that come from United States. States Technology Operating Operating System is Visitors access this website via Windows, Mac OS System one of Windows, Mac OS, Android. or Android operating system (support mobile operating systems such as Android). Browser Browser exactly Visitors access this website via Firefox browser. matches Firefox Device Device is Mobile Visitors access this website via mobile devices. Date of First Visit First visit First visit equals or Visitors come to your website the first time on greater than 2014-10-20 October 20, 2014 or after this date. Traffic Sources Campaign Campaign contains Visitors come to this website via a URL Adwordpromo containing the parameter utm_campaign=adwordpromo, such as: http://demo.magestore.com/visitorsegment/index.php/?utm_source=displayad&utm_medium=adwordbanner&utm_campaign=adwordpromo If you want to track a specific product promotion or strategic campaign, the utm_campaign helps identify its custom name that you have manually tagged in URLs. *Note: You can use Google s URL Builder tool to create URLs with a custom utm_campaign here. Medium Medium is adwordbanner Visitors come to this website via a URL containing the parameter utm_medium=adword- Visitor Segmentation v1.0.0 User Guide 10
Parameter Example Explanation banner, such as: http://demo.magestore.com/visitorsegment/index.php/?utm_source=displayad&utm_medium=adwordbanner&utm_campaign=adwordpromo The Medium describes how visitors arrived at your website. It is identified via the utm_medium parameter in URL. In this case, visitors come to your site by clicking on Adword banners. *Note: You can use Google s URL Builder tool to create URLs with a custom utm_medium here. Source Source is Visitors come to this website via URLs that do not newsletter1 not contain the parameter utm_source=newsletter1, such as: http://demo.magestore.com/visitorsegment/index.php/?utm_source=newsletter1&ut m_medium=adwordbanner&utm_campaign=adwordpromo The Source is the place users are before seeing your website, like a search engine, a newsletter or another website. In this case, the condition restricts visitors come to your site from clicking on links in the newsletter 1. *Note: You can use Google s URL Builder tool to create URLs with a custom utm_source here. Refer Page Referral Visitors are referred to this website from links that Page contains blog.m contain /blog.magestore.com/ agestore.com Visited Page Visited Before arriving at this website, visitors have Page contains visitorsegmentation visited the web pages that visitor-segmentation is a part of the URL path, such as http://www.magestore.com/visitor-segmentation Visitor Segmentation v1.0.0 User Guide 11
2.1.2. Edit Segment Click on Edit on the Segment Manager page to edit information or see detailed statistics of each segment: Revenue: the total value that visitors in this segment have purchased on this website. Conversions: the number of orders that visitors in this segment have place on this website. Conversion Rate: the ratio between the number of orders and the number of visitors in this segment. Conversion Rate = Conversions / Visits * 100% Visits: the number of visitors in this segment at the time you view these statistics. 2.2. Manage Actions To take different actions toward different visitor segments, such as discounts & popups, go to Visitor Segmentation Manage Actions Manage Notifications. This page lists all notification pop-ups have been created on your site. You can quickly identify them by ID, Name, Status, Created time and see their performance with Impression & Revenue statistics. Visitor Segmentation v1.0.0 User Guide 12
2.2.1. Create New Notification On the Notification Manager page, click on the Add Notification button, you will see 7 tabs to configure. Any changes will be updated in the Notification Preview section at the bottom so you can imagine how your pop-up will be displayed to visitors. General Information tab On this page, you should pay attention to 2 fields: Content: the text shown on this notification pop-up in frontend. You can describe your offer for this visitor segment here. Click on the Update to Preview button to see how your content looks like on the pop-up. Landing Page: When visitors click on this notification pop-up in frontend, they will be redirected to this landing page. Visitor Segmentation v1.0.0 User Guide 13
Segment tab Select a visitor segment among existing ones to enable this pop-up. Also, there is a button for you to quickly create a new segment without going back to the menu bar. *Note: If a visitor is classified in many different segments, a random action will be taken. For example, a visitor is qualify as New Visitor newsletter subscription and Adword Visitor 20% off, he will only see either the newsletter subscription pop-up for 1 st -time visitors or the 20% discount pop-up for Adword campaign s visitors. Depending on your settings, this visitor cannot see any notification pop-up at all, which means no action is taken (Please see section 2.5 for more details). Visitor Segmentation v1.0.0 User Guide 14
Actions tab In this tab, you can personalize promotion for your selected segment only. There are 2 types of promotion here, including Simple Discount and Shopping Cart Rule. Simple Discount: with this choice, you can quickly set up a promotion such as a 20% discount or $20 discount. Simply set Discount Type as Fixed amount or Percentage and fill the discount in Discount Value. Visitor Segmentation v1.0.0 User Guide 15
Shopping Cart Rule: with this choice, you can create more complicate actions based on shopping cart rules. You can choose an existing one from the dropdown or add a new cart rule. Background tab: This tab allows you to configure the pop-up s background. You can select a solid color or upload your own design image. Besides PNG, JPEG files, GIF images are supported to make your pop-up more noticeable. Visitor Segmentation v1.0.0 User Guide 16
Texture tab: Select a texture type for the notification background to combine with the chosen color above. Position tab: There are 7 different positions here for you to choose to display the pop-up in frontend. Advanced Styling tab: Visitor Segmentation v1.0.0 User Guide 17
Here you can freely adjust size of the notification pop-up by pulling the sliders or typing numbers in pixel. When you finish your configurations, click on Save or Save And Continue button. 2.2.2. Edit Notification Visitor Segmentation v1.0.0 User Guide 18
Click on Edit on the Notification Manager page to edit information or see detailed statistics of each action: Revenue: the total value that visitors have purchased on this website when seeing this notification. Conversions: the number of orders that visitors have place on this website when seeing this notification. Conversion Rate: the ratio between conversions and impressions of this notification. Conversion Rate = Conversions / Impressions * 100% Impressions: the number of visitors seen this notification at the time you view these statistics. Visitor Segmentation v1.0.0 User Guide 19
2.3. Reports Go to Visitor Segmentation Report Action Reports. This page shows you statistics of Impression, Free/ Paid Conversion, Conversion Rate and Revenue by time and action. You can export data to CSV/ XML files or filter by month, day or year then click on the Show Report button to view. 2.4. Dashboard Go to Visitor Segmentation Dashboard. This page delivers you key real-time statistics in a glance, while a simple click will break any metric down to an individual-segment chart view. You can analyze across multiple time periods thus easily see the impacts of different visitor segments, and then take proposed actions to get best results. Revenue: The total revenue of your website. Revenue is counted based on Total, New and Returning Visitors Conversions: The number of complete orders on this website. Conversions is counted based on Total, New and Returning Visitors Conversion Rate: The percentage of visits that resulted in complete purchases. Conversion Rate (Total, New, Returning) = Conversions (Total, New, Returning) / Total Visits * 100% Visitor Segmentation v1.0.0 User Guide 20
Visits: The total number of times that visitors (Total, New, Returning) is actively engaged with this website within the date range Bounce Rate: The percentage of bounces or single-page visits, in which the person left this site from the entrance page without interacting with the page. Bounce Rate = Total Bounces / Total Visits * 100% Besides, you can also see overview charts listed by date based on the follow criteria: Segment Visitor Segmentation v1.0.0 User Guide 21
Action Visits Revenue Visitor Segmentation v1.0.0 User Guide 22
Conversion Visitor Segmentation v1.0.0 User Guide 23
2.5. Settings Go to Visitor Segmentation Settings. No Field Sample Description 1 Enable module Yes Enable the module 2 Enable None action Yes If a visitor is classified in many different segments, a random action will be taken, including None Action (they will not see any notification pop-up in frontend). 3 Calculate Conversion Rate based on Paid and Free Show both Paid and Free Conversions Visitor Segmentation v1.0.0 User Guide 24
3. HOW IT WORKS IN FRONTEND After you set up the module in the back-end, when visitors arrive at your website and qualify one of your segments, they can see the notification pop-up in front-end. Its display position depends on your configuration. Top Visitor Segmentation v1.0.0 User Guide 25
Bottom Center Visitor Segmentation v1.0.0 User Guide 26
Bottom - left Bottom - right Visitor Segmentation v1.0.0 User Guide 27
Then, if visitors purchase on your site, they will receive discount as configured. ---------------------------------------------END-------------------------------------------- Visitor Segmentation v1.0.0 User Guide 28