Follow three steps to set up a mapping:
Step 1: Choose to edit, duplicate or create a mapping
Choose among three key actions to set up a mapping:
1) Edit: select a mapping from the list and edit it by adding new pages or refining existing page groups.
2) Duplicate: if you need to improve an existing mapping, click on the ... menu and select the option to duplicate. Rename your mapping and start editing it by splitting or refining page groups.
3) Create a new mapping: if you need to build a new mapping from scratch, click on 'New mapping'. Only Client Admins can create and/or edit the Reference mappings.
Learn how to edit page groups in the section below.
Step 2: Create a page group
Here are step-by-step explanations of how to create page groups in a mapping. First, open your mapping to edit it.
1) Click 'Create'
Note: Use the drop down menu to select the category to add your page group to.
2) Start organizing your page groups through conditions
Pages that have not yet been assigned to a page group, are called 'undefined'. Your goal is to add your site's pages that you want to analyze into groups.
Tip: Click on the blue arrow to open the pages list panel and see all the pages that you can include in the new page group.
In the example above, we want to create a new page group that contains the FAQ pages.
How to use conditions to organize pages
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Use either 'path', 'host', 'query' or 'custom variable' to isolate your site's pages and add them to different groups. You can use up to 100 conditions per page group. Remember to group pages with the same template to get accurate data For example, the page group below was created to analyze Confirmation pages. Take a look at the condition that was used. Reminder: Here is how a URL of a page is structured |
3) Add pages to a new or an existing page group
- You can either add pages to a new page group or to an existing one. Here is an example of adding a new page to an existing page group
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Choose the existing page group:
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Confirm moving the page from 'undefined' to the selected page group:
How to manage page conflict
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If you try to create a new page group that includes pages from another page group, you will get a page conflict message. You can then decide to pursue your action of removing those pages from other page groups to the new one, or to cancel. Learn more about how to manage page conflict. |
Step 3: Edit page groups (refine or split action)
To edit your page groups, you will be using either refine or split options. To start, select a page group from the list.
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Refine option lets you change the composition of your page group. You can add or remove pages using different page conditions.
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Split option lets you edit page conditions in bulk to split an existing page group into several page groups. |
How to refine pages
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1. Add pages to a new or an existing page group from the pool of undefined pages, or another page group using different conditions.
2. Remove pages from the page group:
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How to split pages
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To divide a page group into several page groups, click on 'Split'. You can split by path, query or custom variable: Here is an example: Tip: Assign the selected pages to one page group by toggling on the 'Merge selection' option.
To see the merge toggle, select pages of your choice and then click on 'Next'. |