Freshworks CRM allows users to create a Split URL testing which enables them to understand visitor engagement with different versions of webpages and when the variations are far more complex.


Note: To set up a Split URL experiment on Freshworks CRM, please ensure that your Web Analytics and Management Add-on is activated and the tracking code is embedded inside your website


To set up a Split URL test in Freshworks CRM, follow these steps:

  1. On your left panel, click the WEB ANALYTICS AND MANAGEMENT  button and select Split Testing.

    This opens the dashboard where all ongoing split URL experiments can be accessed.


  2. Click the button. This brings up the Create Split Testing dialog box.  

  3. Give a name to the experiment and click . This takes you to a page where you can configure the Split Testing experiment.
     

  1. Add the URL on which you wish to run the experiment. You can also select options for URL targeting

  1. Simple Match - Default match type used to target a page on a site.

  2. Pattern Match - To use the RegEx functionality for targeting pages with a pattern match.

  1. Redirect with live query parameters (Optional) Click on ‘Redirected with live query parameters included’ if you want to pass the query parameters of your original URL to the URLs being experimented with. Once you select this option, all the query parameters (of your original URL) such as source, medium etc. will automatically be copied onto your variation URL. Running split URL experiment on the a page redirects the user to the variation page as defined in the split URL experiment.

  2. Click . This takes you to the page where you can configure goals for your experiment.

  3. Configure Goals for the experiment: The control goes to the Goals page. Click on the ‘⨁’ button on the left to create a new goal. Select a goal from the list of goals provided in the drop-down menu.  You can opt between three categories of goals

    1. Conversion: Track conversions from any given web page by selecting this option. You can further customize the goal tracking to opt between the following:

      1. Track clicks on elements- Track clicks on elements on the page such as buttons.

      2. Track clicks on links- To track clicks on links in the page.

      3. Track Form Submits- To track successful submission of forms

      4. Track Custom Events- If you have created any custom events such as User Activation, download paper, etc. these can be tracked.

    2. Revenue: You can track revenue attainment goals by adding the custom event name configured into your website. For example: Transaction successful

    3. Engagement: Track engagements on any given web page by selecting this option. You can further customize the goal tracking to opt between the following:

      1. Track any action: Tracks clicks on all elements and links in the page. It is recommended that this goal be tracked alongside other goals and not be tracked as a single goal.

      2. Track page visits: Tracks the number of views received for the specified URL

      3. Track time on page: Tracks time spent by a visitor on a web page

  4. Add additional goals to be tracked by clicking the button.

  5. Click . This takes you to the page where you can define the target audience for your experiment.

  6. Choose the audience on which the experiment should run. 

You can also choose a custom audience on whom the experiment can be run.

  1. Click . This takes you to the preflight page where you review all the conditions that have been configured for the experiment.

  2. Set Traffic limits (Optional)- By default, traffic included in the experiment is set at 100%. Change the percentage(%) of traffic for this experiment by adding a relevant value. Move the slider to set preferences.

  3.  Enable Heatmaps (optional)- You can also enable heatmaps for the experiment to understand better visitor interaction on your website. To understand the functionality of heatmaps better, refer to this article.

  4. Set schedule (Optional)- The scheduler option lets you set up conditions to start and end an experiment. This requires a scheduled date and time or visitor limit to be set as an end condition for the experiment. The experiment eventually stops on reaching any of the two conditions.

  5. Track Dynamic Selectors (Optional): If your website contains similar IDs for different elements or has dynamically generated IDs, for a list of items (relevant for e-commerce sites), enable Track dynamic selector to track clicks intelligently on elements that have dynamically changing attributes. To understand this better, refer to this article

  6. Click . This commences the experiment and presents you with a success notification.
    Dismiss the notification by clicking Okay, Got it. You will be taken back to the Split Testing dashboard where you can get a view of all ongoing experiments.