Tips & Tricks

Discover strategies that help you make the most of FullStory.

  • 24 Topics
  • 25 Replies

24 Topics

lindsay
FullStorian
lindsayFullStorian
published in Tips & Tricks

Essential set-up checklist

Our fantastic Customer Success team who’s worked with plenty of new users has curated an essential FullStory checklist just for you! They have found the following steps can help make the most out of your experience by maximizing the benefits of FullStory’s features. Dive into the checklist below to begin unlocking the power of FullStory!Value  Method Benefit Who-Where Identify your users Uniquely identify a user with FS.identify API or FS.setUserVars Easily track users, even across domains and see their entire journey so you can access personalized user insights and optimize your customer experience. Engineer - your codebase or tag manager Utilize existing data Send over and utilize packaged events and properties about your users with FS.event API Capture detailed information Focus on key events Integrate with your CDP Enhance user insights Gain a unified view of user behaviour and experiences Engineer - your codebase or tag manager Al

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lindsay
FullStorian
1 day ago
M
Mark HNew Contributor
posted in Tips & Tricks

Data Quality Implementation Tip

Hi All,My team and I had the chance to hear from Barbara and Anna from the FullStory team about some new functionality they were launching around improving data quality that looked really exciting.I thought I would take the chance to share a quick implementation tip from one of my colleagues that we have found really helpful in tackling that same problem.We found that this issue tends to most commonly show up with clients who are using various Single Page Application frameworks such as React and Vue etc but also was very common on clients who were using frameworks such as Tailwind etc.The problem itself is that often you want to identify a particular element on the page for some kind of analytics purposes such as how often does, someone click this button but in order to do that you need to tell the tool (FullStory, Google Analytics, some tag management solution etc) what particular element it should be paying attention to.Quite often in those frameworks I mentioned above (but it is by

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megan
FullStorian
5 days ago
lindsay
FullStorian
lindsayFullStorian
published in Tips & Tricks

3 essential features for powerful insights

Ready to take your FullStory usage to the next level? FullStory Success Manager @casper shares expert advice and pro-tips for using 3 essential features in the videos below. 1) Search, Segments and Session ReplayLearn about the power and simplicity of using Segments with Search and Session Replay.Knowledge Boosters:🚀   Familiarize yourself with the filters available.🧑‍🚀   Create segments for groups of users you care about.🛰️   Find a point of frustration and watch the session to gain insight and empathy.Resources: User Segments, 6 custom segments for SaaS-y FullStorians 2) Metrics Set up metrics to track specific and vital interactions that are meaningful to your business.Knowledge Boosters:🧐   Start simple. Find a point of frustration or an action you’re curious about.🌌   Turn a star into a universe. Change the metric’s count or format to explore your data through a different lens. 📚   Build a library you and your business will want to keep coming back to.Resources: Introductio

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lindsay
FullStorian
15 days ago
I
FullStorian
iraFullStorian
posted in Tips & Tricks

Tip: Adding "Visited URL" Steps or Refinements for Better Conversion Analysis

Hi Folks!As you probably know, Conversions is one of FullStory’s most powerful features, as it can help you identify (and quantify) friction that’s getting in the way of your desired user flows.To make Conversions even more powerful, and to include performance (e.g. slow FCP times) as a signal, be sure to follow this advice from our Knowledge Base: But what’s advice without an example? Let’s look at a sample checkout Funnel that’s based on Page visits, Clicked text, and a Custom Event: When clicking the “Analyze” button or viewing a Conversion analysis for this Funnel, we can see two types of user friction that are opportunities for improvement: The Dead Click and Error Click pointed out in the analysis are good callouts, but since URL visits aren’t part of the original Funnel, page performance isn’t being taken into account as a signal.  Here’s where small differences can make big changes! Below are two versions of this checkout Funnel that include “Visited URL” in the steps:This Funn

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I
FullStorian
1 month ago
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smallspkpNew Contributor
asked in Tips & Tricks

Monitoring a pop-up

I am digging into various areas of our sites page loads and dead clicks. One thing I am wanting to see after seeing a couple of sessions showing a potential issue is how long a certain pop-up takes to trigger and how frequently the said pop-up is shown to determine potential impact. We have a loyalty program, and you always have to have at least one item in the loyalty order. If a user tries to remove the last item in this loyalty template a pop-up triggers to show that they need to have at least one item at all times on the order. But I can’t seem to figure out how to set something up to see when a user sees that pop-up and a bit of time before the pop-up triggers to see how long it is taking as well as the frequency of it. 

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S
1 month ago
JinalPatel
JinalPatelNew Contributor
posted in Tips & Tricks

Tip: Refined Criteria

Add refined criteria do your searches. it allows you to be a bit more specific on what you’re asking to measure. 

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lindsay
FullStorian
2 months ago
JinalPatel
JinalPatelNew Contributor
posted in Tips & Tricks

Tip: Text Cards

Add Text Cards because they help you rearrange your cards easily and in an organized manner.

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lindsay
FullStorian
2 months ago
stevenshyne
stevenshyneDX Obsessed
posted in Tips & Tricks

Tip: When to Use a Funnel VS Journey

During a recent training call we had a client ask, “when do I use a Funnel vs. Journey in FullStory?” and although a rather simple question, I found my rather complex and overly verbose answer worth sharing with the FullStory Community. I also welcome others to jump in with their take on how to answer this too. In short, Funnels are for defined user flows, i.e. we list out the known steps that a user takes, and Journeys are for undefined users flows, i.e. they start or end with a page or event but all the middle bits are unknown. Funnels = Defined FlowsWhen building a funnel, you’re going to be explicitly defining out the actions, visits, or events that your users are doing throughout the funnel. Users could be doing a number of things before, between, or after these steps as well – we only care about the success of defined criteria that is including them in our funnel. In the below funnel, we see three defined events, but people could have clicked Add to Cart multiple times, visited c

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megan
FullStorian
2 months ago
stevenshyne
stevenshyneDX Obsessed
posted in Tips & Tricks

Tip: Using the [OR] Feature to Cast a Wider Net

On the hunt for potential user frustration in FullStory? Great! You probably jump into some of the frustration signals that are out of the box in FullStory like Dead Clicks and Rage Clicks to laser in on these Sessions. And you might be tempted to build a Segment with something like the following:However, what you’ve build above is users who are experiencing Dead Clicks AND Rage Clicks AND Error Clicks in a session. Yikes! Although these would be super interesting and likely super frustrating sessions, you may have a very tight scope of sessions that appear in this Segment. The Filters in FullStory are in a way dependent events wherein users have to experience everything within the Segment, Funnel, or Metric in order to be included in the list.  What is much more likely is users experiencing some frustration but maybe not all 3 of 3 of those filter criteria. Therefore, you might want to use [OR] logic to build out independent events, which will increase your scope and help you throw a

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lindsay
FullStorian
7 months ago
X
Xiufen ChenNew Contributor
posted in Tips & Tricks

Text card in Dashboard can be used as a separator

If you would like to group 2 or 3 small cards in a row in the Dashboard, you can accomplish this by adding a Text card.  Text card makes organizing the dashboard easier. 

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lindsay
FullStorian
8 months ago
R
ReshmaNew Contributor
posted in Tips & Tricks

How to Prioritize UX Research Findings When Everything Feels Important

UX research is integral to building products and services that users love. It allows you to understand and dive deep into your users’ behaviors and needs and employ them to improve the overall user experience. Therefore, it is crucial to ensure that user research is done effectively for maximum impact.However, it can be difficult to implement all your user research findings, given the lack of time and resources. So, it is important to prioritize your findings so that you implement those that align with the business objectives and are the most pressing. We know given the sheer volume of research findings; this could be a challenge. Especially, when you have to communicate these decisions back to the respective stakeholders.Another reason why prioritization could be a challenge is that different stakeholders have different priorities. The priorities of a product owner would be different from those of the developers, for instance. It is important to not get lost amidst these internal prio

0
R
8 months ago
lindsay
FullStorian
lindsayFullStorian
published in Tips & Tricks

Understand the full customer journey with Server Side EventsTips & Tricks

Server Side Events is an incredible feature that allows you to gain insight into interactions that happen outside of the FullStory recording script. You can find out what navigation steps lead up to or ended at a server event in your visualization. This provides a more complete dataset allowing you to better understand a user’s experience with your brand and not just the online experience. For example, you can find out information such as:Whether a customer created a support ticket during their journey on your website, or whether an interaction with support lead them to complete a purchase. If a customer made an in-store purchase after looking at your site online. If your marketing efforts resulted in customer acquisition such as email opens or clicks leading to an online interaction.If you’re not using this feature, you could be missing out on some crucial data. More info on it in our Knowledge Base article here and our blog post here!  

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lindsay
FullStorian
9 months ago
D
DeniseNew Contributor
posted in Tips & Tricks

Quickly find your own session using the console

I attended the How to Build Dashboards for Customer Support webinar. It was a great session! I immediately put into use a tip on how to quickly find your own session in FullStory to support an investigation:Open developer tools Access the Console tab.  Type:  FS.getCurrentSessionURL() The URL string that is returned as a response will direct you to the session for further review.

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lindsay
FullStorian
10 months ago
Logan Rowley
Logan RowleyDX Enthusiast
posted in Tips & Tricks

[Hack] Use a "substring" event with more than 3 values

Has this happened to you? You’re trying to include multiple substring values for a custom event but cap out at 3 options. Then you have to create an “or” event to add additional values and everything starts to get messy. What if told you there was a better way? Now this doesn’t work for every “substring” event (e.g. Visited URL has substring), but it does work for custom events. If you start creating an “is” event and include all of your values, you’ll then be able to change “is” to “has substring” and retain all the values under a single event. You can even simplify this into a custom event.  Say goodbye to messy “or” events that go halfway down the page!

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lindsay
FullStorian
10 months ago
Adam Weissman
Adam WeissmanNew Contributor
posted in Tips & Tricks

Tip: For Figuring Out The Thing You Aren't Sure How to Do

One of the things that I think can be hard when skilling up with FullStory is sometimes knowing WHEN to use which type of card...  “For X situation: is it better to use a Metric or a Metric Trend, will a Funnel be the best way to capture what I’m looking for or something else?”  This “difficulty”/”learning curve” seems not uncommon, especially because in the absence of practice it’s easy for abstract ideas to blur together.With that in mind, I took all the Card Types, the Card Names, Dashboard Names and put onto a spreadsheet so I could see, at a glance, what were the most common card types, what type of dashboards they lived on etc -- and really, any general patterns.The thought/goal was that if I’m unsure of the “how”, I may more easily be able to identify where the thing I’m trying to do seems to fit in a more general pattern… and then, focus my approach.  To see the forest and then determine what tree to look at.The attachment is that document, easily sortable, and also each item l

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Adam Weissman
10 months ago
B
BriannaTNew Contributor
posted in Tips & Tricks

Text Fields - much more useful than I realized

I joined the “How to Build Dashboards for Product Managers” webinar today and the item that stuck out the most was the use of text fields to better explain the dashboard’s metrics. I didn’t even realize the text fields could fit that much text, much less be able to include items like OKRs right in the Dashboard, to make the goals visible to all and help provide a focus to build your dashboard around. I can see the rest of my company utilizing the text fields more to better show strategic goals, desired outcomes, and other related items, to list alongside the data.

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B
11 months ago
F
FacingCommunicationNew Contributor
posted in Tips & Tricks

Comparing Trends!

Today, in the product management dashboard session for product managers, I learned that I have the ability to compare trends to the past. This is super helpful when you’re trying to see if usage is going up or down. If you’re implementing a change and want to see the impact it has you can compare it to the past. For me, I am going to use if to see how many customers click into my product time over time, using it as a health indicator. Super excited about this feature!

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F
11 months ago
Y
yyyangNew Contributor
asked in Tips & Tricks

How do I track the bots leads being prevented by reCaptcha on my web

Set up reCaptcha on the lead intake flow - detail page, and want to track which and how often leads drop because of bots. How/what should I set up in Fullstory? 

1
stevenshyne
11 months ago
megan
FullStorian
meganFullStorian
published in Tips & Tricks

Your FullStory Holiday Preparedness Checklist

🎶  It’s the most wonderful time of the year  🎶 As you’re gearing up for Black Friday and Cyber Monday, there’s a lot to consider when it comes to FullStory and your DXI strategy! Have you prepped for an increase in volume? Is your FullStory setup ready to go? Do you have an internal action plan?We’re here to help make sure your holiday plans go off without a hitch. The Holiday Preparedness Checklist attached to this post has recommended resources, level of effort, and anticipated value assigned to help you prioritize each action item. ​​​​​​Have any other tips for this time of year? Share additional ways you prepare below!

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megan
FullStorian
11 months ago
megan
FullStorian
meganFullStorian
published in Tips & Tricks

Tip: Use Exclude Events to Quickly Test Hypotheses

“Exclude people who performed these events” is one of the most powerful search tools in FullStory. Why? It makes it so simple to test your hypotheses.  For example, let’s say you’re interested in seeing how conversions compare for users who clicked on a special offer vs. users who didn’t. To do this, you’ll need three things in FullStory: A segment of users who clicked on the special offer Another segment of users who didn’t click on the special offer And a funnel that defines the steps in your conversion workflow The exclude functionality lets you create both of your segments super fast. Create your first segment, then use the drag-and-drop to quickly save the inverse. Watch below as we change our segment from users who clicked the special offer to users who didn’t. Drag and drop to exclude events from your segment Now, we have two segments ready to go. Load up the funnel and choose “Compare users” to see how they  perform side-by-side. We can now see exactly how effective our spe

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Adam Weissman
1 year ago
stevenshyne
stevenshyneDX Obsessed
posted in Tips & Tricks

Tip: FullStory Naming Conventions

Often times when setting up FullStory or onboarding new team members it becomes clear than a unified naming convention 📖 can be reaaallly useful to reduce confusion and increase speed to insights. Here are a few of our tips and takeaways: [Noun]+[Verb]It’s knee jerk for some to want to create Segments called something like “Clicked the Add to Bag Button” but if you make enough of these you’ll soon realize you have a growing list of “Clicked the...” Segments that become tough to scan. We recommend starting with a noun or the thing people are clicking or place people are going: “Add to Bag Button” or “Confirmation Page” and following it with your verb, like:Add to Bag Button Clicks Confirmation Page VisitsYou could take it a step further and add [Audience] to the front of that too, like:Prod - Confirmation Page Visits Paid Media - Add to Bag Button ClicksBut that might be overkill for you and your team, so to encourage adoption try to K.I.S.S. – Keep It Simple, Sillypants. 👖 “Funnel” f

1
DataSeed99
1 year ago
megan
FullStorian
meganFullStorian
published in Tips & Tricks

Tip: Personalize FullStory Home

FullStory’s new Home experience provides a personal workspace for your own DX exploration. Right out of the box, you’ll see curated metrics that highlight what’s Happening Now, Engagement, Find & Fix Issues, and Performance Errors. These are designed to help get you started, but Home is yours to personalize as you see fit. Here’s how to make it your own! Add SectionsSections let you organize and label a group of cards. Create a new section by clicking the vertical ellipses on any existing section. You can also reorder, remove or duplicate sections. Name these in a way that makes sense to you and your personal workflow.Add or customize sectionsRearrange CardsAll cards are drag and drop. Simply click and move cards to add them wherever you’d like them to go within a section, or use the ellipses to remove them, duplicate them, or change the card format.  Rearrange cardsThere are four formats to choose from–Small, Medium, Large, and Playlist–so you can view your data any way you like.V

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sorchamcnamee
1 year ago
stevenshyne
stevenshyneDX Obsessed
posted in Tips & Tricks

Tip: Discover People Who Timed Out vs. Those Who Logged Out with Exclusion Filter

Observation: We noticed for one of our clients an increase in traffic to the /logout page, but were suspicious that users were organically deciding to log out more. Hypotheses: H1 The increase in visits to the /logout page is not a direct result of user behavior and H2 this increase will results in a more negative user experience as it forces users to change states without their expressed intent.  Findings: To understand if users were visiting this page by their own volition or were being sent there we used Exclusion Filters to find users who visited the page but didn’t click on any text “Log Out,” which is the CTA in product to get to this page.So What? For our client and their users’ privacy, we aren’t sharing anything specific, but we did confirmed a dramatic increase in visits to /logout, which was associated with a change their dev team made to the session time out threshold.For our second hypothesis, we won’t be able to validate this without qualitative work, but what we can do i

1
megan
FullStorian
1 year ago
megan
FullStorian
meganFullStorian
posted in Tips & Tricks

Favorite DXI Reads & Resources

There’s a ton of great thought leadership on digital experience, and I thought it might be helpful to share a few of FullStory’s favorite reads, resources, and follows! Our Product Managers, Product Designers, and Product Marketers listed these sources as some of their favorites for staying sharp. Duarte’s DataStory: A book that helps you understand how to explain data through the lens of empathy to create persuasive narratives that drive action.  Nielsen Norman Group’s UX & Usability Articles: Research-based articles about UX, interaction design, user testing, web usability, and more. Simon Späti's Data Engineering Blog: For genuine news on the data ecosystem, including data engineering, big data, Python, open source and ETL.  Shreyas Doshi: A great follow for those interested in product, strategy, organizational psychology, and more. Lenny Rachitsky’s Weekly Advice Column: Lenny writes about product and growth–primarily for PMs and growth leaders.  The New Gold Standard: While th

1
LarsW
1 year ago

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