Increasing Conversions Checklist

From Friday July 1, 2022 we're moving accounts that were created before April 20, 2022 to our updated pricing model.

Under the updated pricing model, we've grouped Surveys and Feedback into a separate product called Ask that’s priced based on the number of responses you want to collect across Surveys and Feedback. Heatmaps and Recordings will be grouped into a separate product called Observe and will still be priced based on the number of daily sessions.

Both products, Observe and Ask, will have the Basic (free), Plus, Business, and Scale plans available, and the selected plan can be different for each product.
See the Updating our pricing model blog post for all the details on this update.

This checklist goes over a setup of Hotjar that is focused on increasing conversions throughout your sites, showing you what tools to implement to give you actionable data.

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 Events.

Starting Recordings gives you immediate insight from the moment the first user comes to your site after installation. Set up events to identify specific user behavior, such as automatically detecting when a user adds or removes products from their basket. You will then be able to filter by these events to view any Recordings that have this action.

Image showing the location of the Events filter on the Recordings list page.

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

Events is a feature on our paid plans

If you'd like to add events 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 Add Events to your Hotjar Recordings

Trigger a Survey on events that are important.

Trigger an 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 Events for Feedback Tool Targeting, How to Use User Attributes to Target Surveys and 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?

References: What are Recording Segments?, What are Recording Filters?

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Increasing Conversions Checklist

From Friday July 1, 2022 we're moving accounts that were created before April 20, 2022 to our updated pricing model.