Web assistant for web applications

Connect your web application with web assistant to know where your users navigated from to a particular page, and which activities are performed the most and least. With these insights, you can enhance the user experience and engage with your users based on the activities they've performed.

Connecting your web app

1. From the Navigation toolbar, select Web assistant and select Web apps .
   
2. Click Connect my web app in the top-right corner of the page.
   
3. Enter your application URL.
   
4. Click Proceed .
   

Enabling application tracking

As you add your application with Web Assistant, a tracking code will be generated. Embed this code in the header section of the web application. This tracking code will let us track URLs of your application that only differ in their hash segment.

• Associating the application's login form with Zoho MarketingHub 
  

  As logins occur via the associated form, cookies are set to remember these email Ids. So, the next time logins occur with the same email Ids, they are recognised and the user activities are tracked.
  

• Sending information through API
  

  Use the following API to send us information about users  in your application. 
  <button onclick="waListSubscribe({'Contact Email':'***'},"listkey')">login</button>

You can also have the tracking code emailed to any relevant recipients:

1. Click Send code as email in the top-right corner of the page.
   
2. Enter the email address and content.
   
3. Click Send .
   

All of your application URLs will be listed under the App pages subtab as and when they are accessed.

You can group up similar pages. Put pages under a group manually or set up a criteria so the pages that match the criteria will be put under the group.

To create a group:

1. From the Navigation toolbar, select Web assistant and select Web apps .
   
2. Select your application.
   
3. Click the App pages subtab.
   
4. Click the Groups option in the top-left corner.
   
5. Click Create new group .
   
6. Enter a name for your group.
   
7. Check the Group based on criteria option if you want to add a criteria to the group. Set the desired criteria.
   
8. Click Create .
   

1. From the Navigation toolbar, select Web assistant and select Webs apps .
   
2. Select your application.
   
3. Click the App pages subtab.
   
4. Select the pages you want to group.
   
5. Click Associate to group on the top left corner.
   
6. Select the desired group or create a new one.
   

Note: You cannot add a page to a group that has criteria.

App page visit reports

To view the report:

1. From the Navigation toolbar, choose Web assistant and select Web apps .
   
2. Select your application.
   
3. Select the App pages subtab and select the page for which you want to view the reports.
   

From the Reports page, you can view overall reports and lead-based reports.

• Overall reports
  

  Under the overall reports you will be able to get insights on the following:
  

  • Total visits to the page - This graph will show you the total number of users who visited the page.
    
  • Location-based stats - This geo map will show you the regions from where your page is receiving visits from.
    
  • User agents - View the devices, OS, and browsers your users used to visit the page.
    
• Lead-based reports
  

  Under lead-based report, view the list of users who have visited your app page over a period of time (e.g., today, past 24 hours, past week, past month). You can click on a user to see a detailed report on their actions and the time those actions were performed. From here, you can also mass update fields or export leads.
  

Setting up app actions tracking

App actions are any user interaction with your application. You need to set up the actions you want to track if you've used the JS code snippet to enable your application tracking.

Set up tracking for app actions by adding a JavaScript event call to a particular element in your application. For example, if you want to track the number of clicks on your Create button, you need to add a JS event like this:

<button onclick=”zcAction(‘clicked’)”></button>

• "Onclick" is the JS event
  
• "zcAction" will be called to track the action
  
• "Clicked" is the action
  
• The value is the button name
  

When the JavaScript event is added to your Create button, all clicks made on that button will be calculated and displayed under the Events sub-tab.

This example is specifically for a click action. You can track other elements by adding a JavaScript event call based on that specific element.

The actions you've defined will be listed under the App actions subtab.

Reports on app actions

Once you've defined the actions, you will be able to view their reports.

1. From the Navigation toolbar, choose Web assistant and select Web app .
   
2. Select your application.
   
3. Select the App actions subtab and choose the action you want to view reports for.
   

From the reports page, you can view Overall reports and Lead-based reports.

• Overall report
  

  Under the overall reports you will be able to get insights on the following:
  

  • Number of times the action was performed - This graph will show you the total number of users who performed the action.
    
  • Location-based stats - This geo map will show you the regions from where the action was performed.
    
  • User agents - Under this section you will be able to view the devices, OS, and browsers your users used.
    

  
  

• Lead-based reports
  

  Under lead-based report you will be able to view the list of users who performed the action over the present day, the previous day, past 24 hours, past week, past month or past six months. Click on each user to view a detailed report along with the date and time they became your lead. From here, you can also Mass update fields or Export leads .