Zoho PageSense

Turn Visitor Behavior Into Business Growth With Zoho PageSense

Course Brief

This hands-on onboarding course from Pinnacle Business & Marketing Consulting is designed to help you get the most out of Zoho PageSense. Whether you’re launching your first optimization experiment or scaling CRO efforts across multiple web assets, this course equips you with practical knowledge and confidence.

You’ll learn how to set up and interpret heatmaps, replay user sessions, and analyze conversion funnels. Step-by-step lessons walk you through how to launch A/B and split URL tests, implement website personalization, and use pop-ups and polls for targeted engagement.

Beyond technical skills, the course also shows how to connect PageSense with Zoho CRM, Campaigns, and SalesIQ for smarter data-driven actions across your marketing funnel. You’ll explore real-world use cases, optimization strategies, and tips to increase website conversions over time.

By the end of the course, you’ll be ready to launch effective experiments, evaluate your results, and use insights to continuously improve the user experience. No technical background required — just a drive to grow smarter and faster with Zoho PageSense.

Curriculum

Chapter 1: Introduction to Zoho PageSense

Lesson 1.1: What is Zoho PageSense and Who Should Use It

Lesson 1.2: Benefits of Using Zoho PageSense for Optimization

Lesson 1.3: Understanding the Dashboard and Interface

Lesson 1.4: Zoho PageSense Editions and Pricing

Chapter 2: Getting Started with PageSense

Lesson 2.1: Creating Your Zoho PageSense Account

Lesson 2.2: Installing Tracking Code on Your Website

Lesson 2.3: Navigating the PageSense Console

Lesson 2.4: Configuring Project Settings and Permissions

Chapter 3: Website Experimentation

Lesson 3.1: Creating A/B Tests to Compare Variants

Lesson 3.2: Using Split URL Tests for Redesign Comparisons

Lesson 3.3: Running Multivariate Tests for Complex Layouts

Lesson 3.4: Best Practices for Experiment Design and Execution

Chapter 4: Heatmaps, Scrollmaps, and Attention Tracking

Lesson 4.1: Setting Up Heatmaps to Track Click Behavior

Lesson 4.2: Using Scrollmaps to Understand Depth of Engagement

Lesson 4.3: Interpreting Attention Maps for Focus Insights

Lesson 4.4: Leveraging Visual Behavior Data for UX Decisions

Chapter 5: Personalization

Lesson 5.1: Creating Audience Segments in PageSense

Lesson 5.2: Building Personalized Experiences for Visitors

Lesson 5.3: Using Dynamic Text and Content Personalization

Lesson 5.4: Measuring the Impact of Personalization Campaigns

Chapter 6: Funnel Analysis and Form Analytics

Lesson 6.1: Setting Up Conversion Funnels to Identify Drop-Offs

Lesson 6.2: Form Analytics – Tracking Field Abandonment and Errors

Lesson 6.3: Optimizing Funnels and Forms for Higher Conversions

Chapter 7: Polls, Feedback, and Pop-Ups

Lesson 7.1: Creating On-Site Polls for Visitor Insights

Lesson 7.2: Designing Feedback Forms to Capture Customer Voice

Lesson 7.3: Using Pop-Ups for Engagement and Lead Capture

Lesson 7.4: Best Practices for Non-Intrusive Visitor Interaction

Chapter 8: Goals, Metrics, and Reporting

Lesson 8.1: Defining Goals in Zoho PageSense

Lesson 8.2: Tracking Key Metrics Across Experiments

Lesson 8.3: Building Custom Reports and Dashboards

Lesson 8.4: Exporting Data and Sharing Insights with Stakeholders

Chapter 9: Integrations with Zoho and Third-Party Tools

Lesson 9.1: Integrating PageSense with Zoho CRM, Campaigns, and SalesIQ

Lesson 9.2: Connecting with Google Analytics and Tag Manager

Lesson 9.3: Integration with CMS Platforms (WordPress, Shopify, etc.)

Lesson 9.4: Automating Workflows with Zoho Flow

Chapter 10: Security, Privacy, and Compliance

Lesson 10.1: Managing Roles and Permissions in PageSense

Lesson 10.2: Data Privacy, Consent, and GDPR Compliance

Lesson 10.3: Secure Handling of Visitor Data and Exports

Chapter 11: Final Setup Checklist and Ongoing Support

Lesson 11.1: Pre-Deployment Checklist for Zoho PageSense

Lesson 11.2: Accessing Zoho Support and Pinnacle Resources

Lesson 11.3: Best Practices for Continuous Optimization and Learning

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Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.

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