At a Glance
Path filter allows you to quickly focus on specific participant behaviors in an Interactive Path flow Visualization with a search that filters for specific pages, intents, or sentiments. Path filter is available on the Advanced and Ultimate subscription plans.
How It Works
1. To ensure path filter information is displayed on the Metrics tab, set up task-based questions for a web-based experience (e.g. desktop web, mobile web, and web-based prototypes) when building a test.
2. After a test is completed, go to the Metrics tab to find the Interactive Path Flow (IPF) visualization. Remember, IPFs are only generated for web-based experiences (mobile and desktop) when contributors navigate across at least two screens within the experience. Above the path flow, a search bar allows you to query for specific terms.
3. The search results are generated from a large amount of backend data. As you start to type a query, the search bar returns results for web pages participants visited where the search term appeared in the URL or page title. For example, if you searched for “shirt”:
- Page URL results will show pages participants visited that contained “shirts” in the URL.
- Page title results will show pages participants visited that contained “shirts” in the webpage title (captured from the browser).
If you are on the Ultimate subscription plan, you can use path filter to search for sentiment or intent. For example:
- Sentiment: If you search “positive” or “negative,” results will highlight all participants with positive or negative sentiment on the sentiment path.
- Intent: If you search “add to cart,” results will highlight all participants who performed that action on the intent path. Custom intents are also included in the search results.
4. Clicking on a result will bold the participant usernames and screen steps that correspond to that result. The path visualization also updates automatically to highlight the paths that match the query.
5. Clicking on a username generates videos of the participant performing tasks at each screen step below the visualization. Watch videos of interest and make clips to put in a highlight reel.
6. If you want to clear out the filtered paths, click Clear to the right of the search bar.
Use Case Examples
1. Your marketing team ran a test that included getting feedback on a sales page for a new product.
- You filter the task results based on the name of the page to see when participants navigated to it.
- You then filter the task by negative sentiment to identify areas of improvement.
2. You want to better understand why customers aren’t signing up for a conference. You filter out “negative” and “positive” sentiments to see how people are responding to the registration process.
3. You plan to show your manager how long people are spending browsing for sale merchandise on your store website. You filter for “browse” to highlight the participants who browsed and show how long they took. You watch videos of participants browsing and make a highlight reel to share with your manager.
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