With so many visitor recordings flowing, how do you sift through it all? Professor Tuxington gives you a personal tutorial to better understand how to filter your recordings.
Lucky Orange has been installed and data are flowing, but now what do you do? Whether you’re a Shopify store just starting out or a popular website that dates back to the early days of the internet, you’re going to need to find a way to sift through the recordings.
Your answer: filtering recordings
How It Works
Filtering through your recordings is a lot like searching for something on Google.
If you use Google to search for the best phrases for a call-to-action, you’re not going to sift through the nearly 2 billion websites to find your answer. Instead, you’re going to use search terms to narrow down the applicable websites.
Filtering recordings is exactly the same. Instead of sifting through all of your recordings, you search for specific terms to isolate the recordings you are most interested in watching.
- Tracking down a specific issue with mobile visitors trying to complete a purchase
- Isolating if the latest version of Chrome is breaking a form
- Identifying buying patterns from visitors referred to your website from Facebook
Before we start, go to your RECORDINGS tab. In the upper right corner of your screen, you’ll see the option to Filter by Tags and a “filter” field.
This is where you will filter/search through recordings.
It’s best to start at the beginning, so we’re going to start with some simple searches.
Let’s say you want to see all of the recordings that mention the word “oranges.” To filter the recordings for this term, you would enter in “oranges into the search field. This will capture any recording that has “oranges” in recording properties like browser names, cities, referrers, UTM terms, etc.
Boom! It’s really that easy.
Now let’s move to searching by AND or OR.
If you want to see all of the recordings that mention oranges AND limes, simply add “AND” in between the two search terms:
You could also search for recordings that mention oranges OR limes:
Take note of the spacing between the search term (oranges, limes) and the conjunction (AND, OR). The spacing is needed for filtering to work.
Now that you have the basics down, let’s move on to some more advanced searches.
Filtering recordings can do so much more than just using the AND or OR keywords. You can also get dive into specific fields and group logic. This type of search can come in handy when you want to see whether or not an error visitors are experiencing on your site is tied to a certain web browser or whether users from certain geography regions are prefer one search engine over another.
Let’s say you want to find recordings from a specific version of Chrome. You would search by: devicetype.browser_full:”Chrome 65”
Here’s how it works: The text before the colon indicates the specific field we want to filter (underlined in red in the screenshot below), and the quotes around “Chrome 65” indicate we want to match against the entire text (underlined in blue):
Helpful tip: See a full list of searchable terms here.
Why stop there?
You can also find recordings that are a specific length, such as between 60 and 90 seconds long using: time:>60 AND time:<90
Again, note the use of spaces before and after the “AND” keyword but no spaces elsewhere in the field.
Now you see that there are a multitude of options, here’s a more complex example.
Let’s say you want to see recordings where the visitor arrived from Facebook on phones or tablets but not desktop computers. This type of search can be very helpful when you’re trying to optimize your marketing campaigns.
In this situation, you would filter recordings by:
referrer.source:Facebook AND devicetype.device_type:((phone OR tablet) NOT desktop)
Please note in the above example the use of parentheses. Parentheses allows logic to be grouped in myriad ways.