You can significantly narrow down the amount of data to be analyzed for a specific conversion report to get more accurate results according to your marketing needs.
You do this by filtering the contacts whose interactions you are tracking, that is you track the behavior of just the segment of contacts that meet specific required conditions. You may need to, for example, completely exclude groups of contacts from the analysis of certain conversions if they are irrelevant for that analysis. For instance, you may want to exclude from your conversion report returning contacts or contacts coming from a certain website. You can also filter contacts based on their personal data. For example, you may want to track only contacts that are form a particular country or have a particular job title.
To define a segment of contacts to track, you select an interaction or a combination of interactions that represent the behavior of these contacts. These interactions are conversion condition for the contact segment defined. In other words, the interactions serve as a criteria to be included in this segment, not as the interactions that are targeted in this report, as conversion is.
For example, if you want to track the upselling of product A to product B:
You can define segments in the following modes:
According to the condition above, only the behavior of the contacts that have submitted a form containing the "trial" phrase will be tracked. The condition is defined in Advanced mode.
You can add a number of conditions and create custom combinations of conditions. You can choose whether all, any, or the custom combination of conditions needs to be met by contacts to track their behavior.
To combine more than two filter conditions in a custom combination, you use a syntax with the condition indexes (A, B, C, and so on), connected by “and” and “or” and grouped logically by parentheses, so that when using:
Take a look at the following conditions and their meaning:
You can also use nested parentheses for even more complex conditions. For more examples of complex conditions, see Reference: Combinations for conversion conditions and filtering conditions.
To define a segment of contacts with specific characteristics, you select the contact property that the contacts must have. You can set conditions, such as Starts with..., Does not contain..., and so forth. For example, you may want to track just contacts, whose Job title contact property contains the term manager. These may include Account manager, Acquisition manager, and so forth.
For more information about contact properties, see Configure contact properties.
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