Tag Pages to track visitor behavior in your application. Pages are managed in Product > Pages, which you can find in the left-side menu.
Tag Pages to:
- See how visitors use your application.
- Monitor traffic on specific Pages.
- Limit Feature click tracking to certain Pages.
- Set a guide to only display on a certain Page.
Page tagging overview
To create Page tags (also known as "tagging Pages"), you provide the URL you want to tag, which you can then edit to capture or filter out variations by creating Page rules as appropriate.
There isn't a right or wrong way to tag a Page. Sometimes, you might want to group all usage in an area of your app into a single tagged Page. Other times, you might want to see usage for a single Page. You can tag both to see the data you want. Overlapping or duplicate tags don't compete. Rather, overlapping and duplicate tags both identify and count the same event.
For example, consider a Help Center with the base domain support.example.com tagged to track usage of the entire website as a single Page. Being able to target a single Page that represents usage of the entire app is a useful shorthand in segments and reports. Each article is also tagged as a Page to track usage of a single article.
Page tagging rules
Pages are tagged based on rules. Page rules define the content and structure of the URLs used to tag your Pages. At the top of every hour, raw events generated by visitor actions taken in your application are matched against your Page rules.
Page tagging rules match the structure of a website URL, but they cut out the parts you don't need and identify the parts you do. Page rules rely on standard URL syntax, such as wildcards (*) to make substitutions and contains to look for specific strings.
Tag Pages
There are two ways to tag Pages:
- Tagging URLs in your application with the Visual Design Studio.
- Tagging Untagged URLs.
The Visual Design Studio
You can tag a page URL within your application using the Visual Design Studio. To do this:
- From the left-side menu, go to Product > Pages.
- In the top-right corner, select Tag Pages.
- Enter the URL of the target page of your application into the text field.
- Select Launch Designer to load the Visual Design Studio. This opens the Manage tags window.
- Select the Pages tab.
- Select Tag Page.
- From Page Setup, select Create New Page.
- For Page Name, enter a descriptive name that follows your naming convention process.
- Add a description, up to 280 characters, so others know what URL you're referring to in your app.
- Create "include rules" using one of the following methods: Suggested Match, Exact Match, Rule Builder, or Custom URL. For guidance, see Include rules in this article. A Page must consist of at least one include rule.
- Optionally, create "exclude rules" using either the Rule Builder or Custom URL to exclude URLs from the Page you're creating. For guidance, see Exclude rules in this article.
- Optionally, add more rules as appropriate using the + New Include Rule and + New Exclude Rule buttons. You can also add additional rules after you’ve created the Page by opening it from the list in Product > Pages and editing the Include Rules and Exclude Rules section.
- Select Save to create your Page and add it to your Pages list.
- Close the Visual Design Studio using the Exit button. This is in the top-right or bottom right of the page you're on depending on where you have the action bar.
Untagged URLs
Untagged URLs shows you which URLs in your app haven't been tagged as Pages yet, so you can find coverage gaps and decide what to tag next. To see them, go to Product > Pages > Untagged URLs. The list includes every URL in your app that visitors have loaded, but that you haven't tagged as a Page yet.
To tag a URL in the Untagged URLs table:
- Select Tag URL next to the untagged URL you want to tag, then choose whether you want to Create New Page or Merge With Existing.
- If you're creating a new Page, enter a Page Name that aligns with your company's naming convention from the dropdown menu. If you're merging with an existing Page, select the existing Page from the respective dropdown menu.
- Under Selection Rules, choose one of the following methods for creating a rule: Suggested Match, Exact Match, Rule Builder, or Custom URL. For guidance, see Page rule options in this article.
- Select Save to add the Page to your Pages list.
You can also add additional rules after you’ve created the Page by opening it from the list in Product > Pages and editing the Include Rule and Exclude Rule sections.
Processing status
After you tag a new Page or edit an existing Page's rules, the Page appears as Processing in your Pages list. This means your data is being retroactively classified based on the new or updated rules. Processing typically takes between two minutes and two hours depending on the amount of data in your subscription. If processing exceeds 24 hours, contact your partner.
Page rule options
Page rules allow you to edit what counts towards a Page view, such as variations of the same URL. For example, you might want to treat multiple URLs in your application as the same Page for analytics and guide targeting. You can use multiple rules to do this.
You can create both include and exclude rules. Include rules filter URLs to include only those that match the URL patterns you define for the Page you're creating. Exclude rules prevent URLs that match the URL patterns you define from being included in the Page you're creating.
If a Page tag has both Include Rules and Exclude Rules, exclude rules are evaluated first. Any URLs that match are excluded from Page view data. Include rules are then evaluated against the remaining URLs, and any matches are counted toward Page view data.
Include rules
You must create at least one Include Rule to tag a Page. Include rules define what URL patterns to capture in a Page. When tagging a Page in the Visual Design Studio, you have the following options for creating an Include Rule:
- Suggested Match. This is the automatic rule created. Sometimes, this doesn’t ideally capture what you need it to, which is why we’ve created the following additional options for creating rules.
- Exact Match. This gives you the most control over what’s included in the Page tag, but covers fewer variations, such as different sections in the same page as indicated by a hashtag symbol (#) at the end of the URL.
- Rule Builder. This helps you create a rule by giving you the option to apply <Ignore>, <Ignore after>, <Parameter>, or <Contains> statements to elements of the URL you provided for tagging.
- Custom URL. This allows you to create a rule using standard URL syntax.
If standard URL syntax is insufficient, you can add multiple rules for tagging a Page. When a tagged Page has multiple rules, they are interpreted as a series of OR statements. A URL must match at least one of the rules. If the URL matches multiple rules on the Page tag, it only counts as one view.
Tip: Use parameters in your Page tagging rules. A parameter allows you to ignore specific values and to view what those values are in the Page tag data. For example, if you want to see what channels are most popular even though there are too many to tag, you can implement a parameter rule for channels. A parameter rule in your Page tag might look like appname.com/channel/*parameter*/.
Exclude rules
Exclude rules are optional and are additional to include rules. Exclude rules filter out URLs so that the Page doesn't include any URLs that match the patterns defined by the rules. When tagging a Page in the Visual Design Studio, you have the following options for creating an Exclude Rule:
- Rule Builder. This helps you create a rule by giving you the option to apply <Ignore>, <Ignore after>, <Parameter>, or <Contains> statements to elements of the URL you provided for tagging.
- Custom URL. This allows you to create a rule using standard URL syntax.
If standard URL syntax is insufficient, you can add multiple exclude rules, which are interpreted as a series of OR statements. A URL that matches any of the exclude rules isn't included in the Page you create.
View and edit tagged Pages
You can view the metrics on the tagged pages or make edits to them. To view and edit tagged Pages in the Visual Design Studio:
- From the left-side menu, go to Product > Pages.
- In the top-right select Tag Pages.
- Enter the URL of the target page of your application into the text field.
- Select Launch Designer to open the Visual Design Studio.
- Select the Pages tab, then select the Page you want to view or edit. This shows the name of the event, associated app, rules, and the names of the users who created and last updated the tag. From here, you can view the metrics or make edits to Custom pages. Pages that are listed as Inherited have been created and shared by the OEM partner and you cannot make edits to those pages.
- To view recent metrics for this Page, select Metrics at the bottom of the modal. Select a Segment to view metrics for a specific group of users.
- To edit the Page, select Edit Page in the bottom-right corner.
- Optionally:
- Edit the name of the Page.
- Add a description for the Page, or update the description if one already exists. The description must be 280 characters or less.
- Edit, remove, and add rules as needed.
- If you make changes, select Save Changes in the bottom-right corner.
Note: You can also view and edit tagged Pages in the Page's details by opening the Page from the list in Product > Pages.
Delete a Page
Pages listed as Custom were created in your subscription and can be deleted. Pages listed as Inherited were shared by your partner and can't be deleted.
There are two ways to delete a Page.
From the Pages overview:
- From the left-side menu, go to Product > Pages.
- Locate the Page you want to delete.
- Select the trash icon on the Page row.
- Confirm the deletion.
From the Pages details:
- From the left-side menu, go to Product > Pages.
- Open the Page you want to delete from the list.
- Select the trash icon in the top-right of the page.
- Confirm the deletion.
Warning: Deleting a custom page removes it from any guides or segments that use it. This can prevent affected guides from displaying to visitors.