Increasing Conversions Checklist – Hotjar Documentation

Follow along with our Getting Started checklists to start collecting data that will help you achieve your goals. This checklist goes over a set up of Hotjar focused on increasing conversions throughout your sites, showing you what tools to implement to give you actionable data.

Other checklists available based on your Hotjar goals are:

Increasing conversion set up

Estimated total time: 50 minutes

Install your Hotjar Tracking Code.

The Tracking Code can be installed manually by inserting it directly into your site's HTML <head> element, or by following along with one of our website platform guides.

References: How to Install your Hotjar Tracking Code

Start Recordings and set up tags.

Starting Recordings gives you immediate insight from the moment the first user comes to your site after installation. Set up automatic tags when a user adds or removes products from their basket. You will then be able to filter by this tag to view any Recordings that have this action.

Users on Hotjar Business and Plus Plans capture Recordings continuously.

If you are on a Business or Plus plan, you can start/stop Recordings from your Site Settings. Users on Basic plans must create Snapshots.

User adding a filter to remove a segment from the captured Recording list.

Other tags that might be helpful are triggered when someone signs up for your monthly newsletter or clicks a CTA element that you'd like to keep track of.

Automatic tagging is a feature on our Plus and Business plans

If you'd like to add tags automatically based on user interaction, you can upgrade to one of our paid plans. Read more about what other additional features are available on a paid Hotjar plan.

References: How to Start and Stop Recordings, How to Tag your Hotjar Recordings

Trigger a Survey on actions that are important.

Trigger a On-Site Survey to show when an item is removed from the user's basket with a few questions about why they decided to take that action. Not only will you have Recordings to see their journey, but you'll also get the "why" behind the Recording session.

While you're at it, consider creating an abandonment Survey to trigger when the user leaves your site from pages with the highest exit rate, or triggering a Survey based on User Attributes (like user's average spend).

References: How to Create your First Survey, How to Use JavaScript Triggers for Feedback Tools, How to Use User Attributes to Target Surveys and Incoming Feedback

Set up Segments and Heatmaps to track your UTMs.

If you have a few campaigns running, set up a Recording Segment and a Heatmap for each campaign.

For Recordings, use the Path filter "Landing page" and enter in the UTM you'd like to track. Make sure to save your changes and name your Segment the name of the campaign. Steps to set up a segment can be found in What are Recording Segments?

For Heatmaps, create a Heatmap based on the UTM you'd like to track. Use Simple Match page targeting and paste the UTM in the URL field. As the data starts collecting, watch for hot spots on areas of your page or view the Scroll Heatmap to see if users are getting to the section of the page you want them to see.

Heatmaps may be based on continuous capture

Heatmaps for Business and Plus plans are now based on continuous capture. To start collecting Heatmap data, enable session capture from your site settings.

References: What are Recording Segments?, What are Recording Filters?, How to Create your First Heatmap

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