Behavior Tags

Behavior Tags are probably the most under-utilized tools in your conversion arsenal. Luckily, you're about to find out how powerful these unassuming little buggers are. So, without further ado …

Behavior Tags 101: The Basics

The basic premise behind Behavior Tags is simple. You "tag" any of the pages on your site that you want to keep an eye on. Once they've been assigned a tag, you'll be able to better analyze the data Lucky Orange collects, and gain deep insights into where your site is succeeding and where it could potentially be improved.

There are two flavors of Behavior Tags: Automatic and Manual.

Automatic Behavior Tags

are tags that are automatically assigned to pages with URLs that either contain a predefined term or match a predefined URL. You can make your tagging rules as loose or restrictive as you like. We'll touch more on this shortly.

Manual Behavior Tags

are tags that you manually add to Recordings. Manual Behavior Tags are just "traditional" tags; you simply add keywords separated by commas, and you're all set.

Definitions are good to have, but how about we actually dive in, and check out an example.

Example #1: Assigning a Tag to a Single Page

Let's say we make custom cakes and other baked goods, and most of our sales come from our site's Build Custom Cake order form. Knowing that the order-to-checkout process needs to be seamless, we're interested in making sure that anything that could potentially stop a visitor from checking out gets taken care of, so the visitor leaves as a happy customer. In this case, we'll want to add Behavior Tags for pages with URLs that contain keywords such as: order, cart, checkout, etc. After analyzing the page structure of our site, we've targeted three really key areas that we want to pay attention to:

• Custom Order — Here customers enter their preferences: cake type, choice of frosting, decorations, etc.
• Shopping Cart — This is the page the customer is taken to after adding their custom order.
• Checkout — And finally, the page where the customer actually ponies up some dough (pun master in the house)

You can probably already see that a path is being formed by the pages we want to tag. One might even say we're leaving a trail of breadcrumbs. :-) Okay, so we've decided which pages we want to add some Automatic Behavior Tags to, but how do we do that?

To create our tags, we just need to go to Settings » Behavior Tagging. We can also get to our tags by clicking the Behavior Tag Rules button if we're on the Recordings page.

The Behavior Tags tab in the Recordings section lists all of our Automatic Behavior Tags. Since we haven't created any rules yet, our list is looking pretty sparse. Let's change that! To create a new rule, we just click the Add New Rule button. This will open up the Rule Editor:

The Rule Editor lets us input a URL or a part of a URL we want to tag. So using the list of pages we want to target as a guide, let's add our first rule! Here's what we need to do, step-by-step:

1

Copy the URL of our Custom Order page to the clipboard:

https://www.example.com/order/custom

2

Paste the URL into the first text field in the rule editor.

3

Choose whether we want to automatically tag visits made to this exact URL or whether we want to tag visits to any URL containing a fragment of this URL. In our case, we only have a single "order" page. Thus, we only want to apply our tag to a single URL. We can choose the Match URL Exactly option from the drop down menu to tell Lucky Orange to only assign the tag we're creating to our Custom Order page.

4

Give our tag a name for easy retrieval later. Since this tag is for our Custom Order page, let's go crazy and enter "Custom Order" as the name of our tag:

We could also check Star Recording to have Lucky Orange automatically star any Recordings of visits to our Custom Order page, but for now, let's just keep truckin'.

5

Now we just have to click the Add Rule button, and we will have created our first Automatic Behavior Tag! Congratulations are in order!

So we've created a Behavior Tag. Now what?

Well, we have two options. We can create the tags for our other pages, or if we have any existing Recordings, we can retroactively apply our new tag to them (option currently not available). For the sake of "staying in the zone," let's create at least one more tag, then we can come back to retag all of our Recordings at once. If you think you've got the idea, feel free to retag whenever you'd like; it isn't required to create a certain number of tags before retagging your Recordings. So by all means, fly away little bird. Spread your tagging wings, and fly away!

If you've chosen to stay in the nest a little while longer, let's continue.

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Example #2: Assigning a Tag to a Multiple Pages

The Custom Order tag was a breeze to create because the custom order URL has a one-to-one relationship with the matched URL. What if we want to tag multiple pages with a single rule though? Luckily, it's just as simple.

Next up, we have the Shopping Cart page. After an order has been submitted, the Shopping Cart page lists the price of the order and other cart-related details. So why would we set up the Shopping Cart tag any differently than the way we set up the Custom Order tag? Well, if I weren't so forgetful, we totally could (and can). However, I forgot to mention something: our site has multiple Shopping Cart URLs. We have a standard cart for guests, a special cart with online deals for repeat customers, and a cart that's exclusive to organizations requesting catering services and large office orders.

The way our Shopping Cart pages are told apart is by the unique identifier in each one's URL:

• https://www.example.com/cart (guests)
• https://www.example.com/customer/cart (repeat customers)
• https://b2b.example.com/cart (organizations)

As you can see, all of the URLs are different. However, you'll also notice they all share the term cart. With this knowledge, we can now go back to the rule editor and create a tag for any URL that has the word cart in it. There's nothin' to it. See for yourself:

1

Enter cart in the first text field.

2

If it's not already selected, select the  Match URLs that contain this text option from the dropdown menu.

3

Next, let's set the name of our tag to Shopping Cart:

4

This time around, let's star any Recordings of Shopping Cart pages so we can easily spot them when we want to analyze behaviors in future.

5

Now we just have to click the Add Rule button, and we've officially created both types of Automatic Behavior Tags!

Now that we have created our tags, our Tag Rule list should look a little less barren:

As discussed earlier, we've created  Automatic Behavior Tags, and because they're automatic, our existing Recordings won't have any knowledge of them because they didn't exist when the Recordings were captured. Lucky for us, Lucky Orange is smart. Well, as smart as a bunch of insentient JavaScript objects can be. So it needs our help! We can click the Re-Tag All Recordings button (option currently not available) to retroactively apply our new tags to all of our Recordings! Whoa.

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Going Deeper

We've created two new tags, and we've applied them to our existing recordings. Cool. What can we do now? Now comes the fun stuff like conversion funnels, heat maps, and segmented data analysis. Awwww, yeah!

• Mix it up with Conversion Funnels
• Tag Recordings with Javascript