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  • 9 Form Optimisation Tips to Convert More Visitors

    15 février 2024, par Erin

    Forms might seem boring — that is, until you realise how powerful they are.

    No forms mean no leads.

    No leads mean no sales.

    No sales means you’ll run out of business.

    So, what do you do ?

    Optimise forms to land more leads.

    They’re a critical part of the sales funnel.

    Forms have many different purposes and can be used to :

    • Contact a company
    • Sign up for a newsletter
    • Request a demo
    • Start a free trial
    • And more

    If you want to get more leads (and ultimately more sales), then you need to optimise your forms.

    This guide will show you exactly how to do that (so you can start getting more conversions today). 

    What is form optimisation ?

    Before we dive into form optimisation, let’s back up a bit.

    Form conversion is our primary focus.

    Your form conversion rate is the percentage of visitors who submit a form divided by the total number of visitors who started the form times one hundred.

    For example, if 5,000 people started filling out your form this month and 350 submitted the form, the conversion rate would be : 

    350 / 5,000 x 100 = 7%

    So, what’s form optimisation ?

    What is form optimisation?

    It’s simply improving your forms to increase conversion rates.

    For most people, form conversion is all about increasing leads.

    Before you begin optimising your forms, it’s important you understand what’s good (and what’s not good) when it comes to form conversions.

    The average form conversion rate across all industries is 2.9%.

    This means you should expect about 3 out of every 100 visitors who start your form to submit it.

    If your form conversion is lower — or hovering around this number — then it’s important to start optimising now.

    With Matomo, you can track your form conversions with Matomo Form Analytics. Gain powerful insights into how your visitors interact with your forms with our intuitive dashboard.

    Why it’s important to optimise your forms

    Most people hear the word “forms” and think it’s boring.

    But forms are the doorway to leads.

    If you want to generate more sales, then you need to generate great forms.

    Here are five reasons you need to optimise your forms today :

    1. Improve conversions

    Form optimisation is really just conversion optimisation.

    But, instead of optimising and improving your site to directly improve sales conversions, you’re increasing lead conversions.

    Every smart website owner uses forms to draw people in further.

    The reality is that most of your website visitors will never return to your site.

    This means you need to do everything you can to grab their contact information so you can continue marketing to them day in and day out.

    Otherwise, you’ll lose them forever.

    When you know how to optimise your forms, you’ll be able to get a higher percentage of form viewers to fill it out.

    Higher conversions mean you get more leads, more customers, and ultimately more revenue.

    2. Capture more leads

    When you can increase your form conversion rate from 1% to 2%, it may seem insignificant.

    What’s a measly percentage point in conversions ?

    It’s a lot.

    When you’re dealing with traffic in the tens or hundreds of thousands each month, an increase in conversion rate by a whole percentile is massive.

    Let’s say you take your conversion rate from 2% to 3% on your form, and you have 70,000 visitors view the form each month.

    Well, if 1,400 people used to sign up to your email list each month at a 2% conversion rate, then at a 3% conversion rate, you’d get 2,100 new email signups every month.

    That’s a major difference.

    When you can improve your signup forms, you improve your lead generation (which is conversion rate optimisation). And the more leads you have, the more sales you’ll make in the long run.

    3. Get the most out of your traffic

    If your forms don’t perform well, then you’re wasting your time (and your traffic).

    By analysing your form data, you can quickly see what’s working and what’s not so you can optimise and improve the user experience (and your forms).

    For most people, this means getting more form viewers to fill out the form with their email and name.

    If 50,000 people visit your site each month, but only 1% of them fill out your form, you’re only getting 500 email signups per month.

    Rather than paying money to generate more traffic, why not just work on improving your website by implementing a better form ?

    If you can increase your form conversion rate to 2%, you will immediately go from 500 new subscribers per month to 1,000 per month.

    4. Spend less on acquisition

    If you’re able to get more form signups without having to generate more traffic, you just solved a pricey problem : acquisition costs.

    If you can now get 1,000 of your 50,000 visitors to sign up to your email list through a better form, then you doubled your signups.

    But that’s not all. You just cut your acquisition costs in half.

    If you spend $2,000 per month on acquisition but you’re able to get twice as many leads, then your acquisition costs are at 50% of what they used to be.

    This means you can pay the same amount but get twice as many leads.

    Or, you can pour even more money into acquisition since it’s now twice as effective so you can fuel growth even more.

    5. Grow revenue

    Forms generate revenue. It may not be direct (although, in some cases, it is). 

    But, forms will lead to sales.

    By placing optimised forms throughout your website at the right places, you will be able to capture a percentage of your visitors as leads, which means you’ll eventually make more sales.

    13 tips to optimise your forms for more conversions

    Now that you know what forms can do and why they’re important to grow your business, it’s time to dive into the best practices.

    Follow these 13 tips to ensure you’re getting the most out of your forms :

    1. Set form goals

    Your forms are hopeless without a goal.

    Before you set up a form on your website, ask yourself, “What am I trying to accomplish with this form ?”

    It could be :

    • Encouraging customers to reach out through a contact form
    • To get visitors to leave feedback on your product/service
    • Convert visitors into leads by giving you their email

    No matter what your goal is, make sure you’re clear on it ; otherwise, you won’t be as targeted and specific with your forms.

    Matomo Goals helps you set specific objectives for your marketing campaigns so you’re able to easily track conversions. Whether you’re looking to capture feedback or generate leads, you can leverage Matomo to see what’s working and what’s not in seconds.

    2. Remove or improve fields with high average time spent and high drop-off rates

    Delving into your Form Analytics provides invaluable insights into individual field performance. A crucial metric to focus on is the Average Time Spent. 

    If a field stands out with a significantly higher average time spent and experiences a high drop-off rate compared to others in the form, it’s a clear indicator that it’s causing frustration or confusion for your visitors.

    To address this, consider improving the field by converting it into a dropdown menu for easier completion or providing helpful text prompts. Alternatively, if the field isn’t essential, you might opt to remove it altogether.

    When you cut down on time spent and drop-offs, you’ll see your conversion rates go up.

    Matomo's Form Analytics dashboard displaying field timings

    Here’s a standout example from Matomo’s Form Analytics feature : the “Overview of your needs” field is taking on average 1 minute and 37 seconds to complete. 

    To streamline this, we might want to consider a simple fix like converting it into a dropdown menu. This change would offer visitors a clearer and quicker way to select from options.

    Screenshot of drop-off fields report in Matomo's Form Analytics feature

    Likewise, we observe that the “Overview of your needs” field experiences the highest drop-off rate, totaling 1,732 drop-offs. 

    With Form Analytics, it becomes clear what is needed to optimise forms and increase conversions.

    Try Matomo for Free

    Get the web insights you need, without compromising data accuracy.

    No credit card required

    3. Start with the CTA

    When crafting and optimising your forms, you need to start with the end in mind. That’s why you need to start with your business goals.

    What are you trying to do with this form ? If you want to capture more emails, then make sure that’s very clear with the call to action (CTA).

    Start building your form by beginning with the CTA.

    For example : “Sign Up Now.”

    Once you have the action you want your potential customers to take, place it on the form. Then, you can work towards crafting the rest of the form.

    4. Put it above the fold

    If your visitors can’t find your form, they won’t fill it out. It’s plain and simple.

    You need to make sure your form is visible above the fold. This is the part of the screen that’s visible to your visitors once they land on your site (without needing to scroll down).

    Always remember to test this out on both desktop and mobile to ensure anyone (using laptops or a mobile device) will see your form upon landing on your site or page.

    Don’t forget about your mobile users. More people view mobile forms than desktop forms. 

    5. Put a CTA in the headline

    Your form needs to be clear.

    You have 1-3 seconds to communicate with your site visitors what your form is all about.

    For example, if you’re trying to get email signups with a lead magnet, then tell them the benefit quickly and concisely with a CTA in the headline, like this one :

    “Subscribe to Save 10% On Your Next Order”

    This is a great example of a headline-CTA combo that tells the visitor what to do and what they get out of it.

    Matomo’s behaviour analytics features like Session Recordings let you see where visitors are clicking and spending time. For example, if people are reading the headline, but not scrolling down to read the form, it’s probably a sign you need to test a different headline.

    6. Ensure you have the right fields

    Your form fields matter.

    What information are you trying to capture from your audience ?

    One beginner mistake people make is requiring too much information and including many fields in a form.

    You want to get as much data on your audience as possible, right ? Wrong.

    If you ask for too much information, people won’t fill it out, and it will harm the user experience. You need to make it super easy.

    If you want more emails to grow your list, then stick with someone’s email (and possibly their name as well). One line for a name. One line for an email address. Keep it simple.

    If you’re after SMS as well, don’t include it on the form. Instead, create a two-step form that pops up an SMS form after someone fills out the email form.

    Multi-step forms enable you to capture those emails easily (and still get a percentage to fill out the second form) without making it seem like too much work for your audience.

    Another path is to include optional fields (that users don’t have to fill out to click submit).

    Just keep in mind that shorter forms perform better than longer ones.

    If you make them too long, it feels like work for the user and will lead to lower completion rates.

    7. Always capture email address

    If you’re unsure of what information to capture (i.e. name, number, email, occupation, age, etc.), always stick to email.

    Email is used by over 4 billion people every single day, and it’s not going away anytime soon.

    When determining which fields to include, start with email.

    Capture more leads with quality forms.

    8. Test different buttons and copy

    You need to track your form performance if you want to get the best conversions.

    One of the best form elements to start testing is your button copy.

    In most cases, form completion buttons will have the word “submit” on them.

    But you don’t have to stick with this word.

    You can (and should) experiment with different submit button copy.

    Here are a few examples of replacement words for your action button :

    • Complete
    • Sign Up
    • Join now
    • Get started

    Remember to experiment with your action button. Try a different copy. Just keep it short.

    You can also try A/B testing your form by experimenting with different colours, copy, and more.

    Matomo's A/B testing dashboard displaying results of CTA experiment

    In the example above from Matomo’s A/B testing feature, we found that changing the wording of our call to action made a big difference. The new “Apply Now” button performed much better, with a 3.6% conversion rate compared to just 1.7% for the original one.

    Try Matomo for Free

    Get the web insights you need, without compromising data accuracy.

    No credit card required

    9. Test static vs. popup

    There are various types of online forms.

    The most common is the static form that just sits in one place and is always there.

    Another popular form type is the popup.

    This is where a form will appear based on a certain trigger like :

    • A certain amount of time on page
    • A certain distance scrolling down the page
    • If someone is a new or returning visitor

    Depending on the form software you use, you may be able to add conditional logic.

    Start tracking your form conversions

    Form optimisation is all about conversion rate optimisation.

    If you want to increase your conversions and generate more revenue, then you need to test out different forms and know how to optimise them.

    With Matomo, you can easily track, manage, and A/B test your forms so you can improve your conversions. 

    Try Matomo free for 21 days. No credit card required.

  • Google Optimize vs Matomo A/B Testing : Everything You Need to Know

    17 mars 2023, par Erin — Analytics Tips

    Google Optimize is a popular A/B testing tool marketers use to validate the performance of different marketing assets, website design elements and promotional offers. 

    But by September 2023, Google will sunset both free and paid versions of the Optimize product. 

    If you’re searching for an equally robust, but GDPR compliant, privacy-friendly alternative to Google Optimize, have a look at Matomo A/B Testing

    Integrated with our analytics platform and conversion rate optimisation (CRO) tools, Matomo allows you to run A/B and A/B/n tests without any usage caps or compromises in user privacy.

    Disclaimer : Please note that the information provided in this blog post is for general informational purposes only and is not intended to provide legal advice. Every situation is unique and requires a specific legal analysis. If you have any questions regarding the legal implications of any matter, please consult with your legal team or seek advice from a qualified legal professional.

    Google Optimize vs Matomo : Key Capabilities Compared 

    This guide shows how Matomo A/B testing stacks against Google Optimize in terms of features, reporting, integrations and pricing.

    Supported Platforms 

    Google Optimize supports experiments for dynamic websites and single-page mobile apps only. 

    If you want to run split tests in mobile apps, you’ll have to do so via Firebase — Google’s app development platform. It also has a free tier but paid usage-based subscription kicks in after your product(s) reaches a certain usage threshold. 

    Google Optimize also doesn’t support CRO experiments for web or desktop applications, email campaigns or paid ad campaigns.Matomo A/B Testing, in contrast, allows you to run experiments in virtually every channel. We have three installation options — using JavaScript, server-side technology, or our mobile tracking SDK. These allow you to run split tests in any type of web or mobile app (including games), a desktop product, or on your website. Also, you can do different email marketing tests (e.g., compare subject line variants).

    A/B Testing 

    A/B testing (split testing) is the core feature of both products. Marketers use A/B testing to determine which creative elements such as website microcopy, button placements and banner versions, resonate better with target audiences. 

    You can benchmark different versions against one another to determine which variation resonates more with users. Or you can test an A version against B, C, D and beyond. This is called A/B/n testing. 

    Both Matomo A/B testing and Google Optimize let you test either separate page elements or two completely different landing page designs, using redirect tests. You can show different variants to different user groups (aka apply targeting criteria). For example, activate tests only for certain device types, locations or types of on-site behaviour. 

    The advantage of Matomo is that we don’t limit the number of concurrent experiments you can run. With Google Optimize, you’re limited to 5 simultaneous experiments. Likewise, 

    Matomo lets you select an unlimited number of experiment objectives, whereas Google caps the maximum choice to 3 predefined options per experiment. 

    Objectives are criteria the underlying statistical model will use to determine the best-performing version. Typically, marketers use metrics such as page views, session duration, bounce rate or generated revenue as conversion goals

    Conversions Report Matomo

    Multivariate testing (MVT)

    Multivariate testing (MVT) allows you to “pack” several A/B tests into one active experiment. In other words : You create a stack of variants to determine which combination drives the best marketing outcomes. 

    For example, an MVT experiment can include five versions of a web page, where each has a different slogan, product image, call-to-action, etc. Visitors are then served with a different variation. The tracking code collects data on their behaviours and desired outcomes (objectives) and reports the results.

    MVT saves marketers time as it’s a great alternative to doing separate A/B tests for each variable. Both Matomo and Google Optimize support this feature. However, Google Optimize caps the number of possible combinations at 16, whereas Matomo has no limits. 

    Redirect Tests

    Redirect tests, also known as split URL tests, allow you to serve two entirely different web page versions to users and compare their performance. This option comes in handy when you’re redesigning your website or want to test a localised page version in a new market. 

    Also, redirect tests are a great way to validate the performance of bottom-of-the-funnel (BoFU) pages as a checkout page (for eCommerce websites), a pricing page (for SaaS apps) or a contact/booking form (for a B2B service businesses). 

    You can do split URL tests with Google Optimize and Matomo A/B Testing. 

    Experiment Design 

    Google Optimize provides a visual editor for making simple page changes to your website (e.g., changing button colour or adding several headline variations). You can then preview the changes before publishing an experiment. For more complex experiments (e.g., testing different page block sequences), you’ll have to codify experiments using custom JavaScript, HTML and CSS.

    In Matomo, all A/B tests are configured on the server-side (i.e., by editing your website’s raw HTML) or client-side via JavaScript. Afterwards, you use the Matomo interface to start or schedule an experiment, set objectives and view reports. 

    Experiment Configuration 

    Marketers know how complex customer journeys can be. Multiple factors — from location and device to time of the day and discount size — can impact your conversion rates. That’s why a great CRO app allows you to configure multiple tracking conditions. 

    Matomo A/B testing comes with granular controls. First of all, you can decide which percentage of total web visitors participate in any given experiment. By default, the number is set to 100%, but you can change it to any other option. 

    Likewise, you can change which percentage of traffic each variant gets in an experiment. For example, your original version can get 30% of traffic, while options A and B receive 40% each. We also allow users to specify custom parameters for experiment participation. You can only show your variants to people in specific geo-location or returning visitors only. 

    Finally, you can select any type of meaningful objective to evaluate each variant’s performance. With Matomo, you can either use standard website analytics metrics (e.g., total page views, bounce rate, CTR, visit direction, etc) or custom goals (e.g., form click, asset download, eCommerce order, etc). 

    In other words : You’re in charge of deciding on your campaign targeting criteria, duration and evaluation objectives.

    A free Google Optimize account comes with three main types of user targeting options : 

    • Geo-targeting at city, region, metro and country levels. 
    • Technology targeting  by browser, OS or device type, first-party cookie, etc. 
    • Behavioural targeting based on metrics like “time since first arrival” and “page referrer” (referral traffic source). 

    Users can also configure other types of tracking scenarios (for example to only serve tests to signed-in users), using condition-based rules

    Reporting 

    Both Matomo and Google Optimize use different statistical models to evaluate which variation performs best. 

    Matomo relies on statistical hypothesis testing, which we use to count unique visitors and report on conversion rates. We analyse all user data (with no data sampling applied), meaning you get accurate reporting, based on first-hand data, rather than deductions. For that reason, we ask users to avoid drawing conclusions before their experiment participation numbers reach a statistically significant result. Typically, we recommend running an experiment for at least several business cycles to get a comprehensive report. 

    Google Optimize, in turn, uses Bayesian inference — a statistical method, which relies on a random sample of users to compare the performance rates of each creative against one another. While a Bayesian model generates CRO reports faster and at a bigger scale, it’s based on inferences.

    Model developers need to have the necessary skills to translate subjective prior beliefs about the probability of a certain event into a mathematical formula. Since Google Optimize is a proprietary tool, you cannot audit the underlying model design and verify its accuracy. In other words, you trust that it was created with the right judgement. 

    In comparison, Matomo started as an open-source project, and our source code can be audited independently by anyone at any time. 

    Another reporting difference to mind is the reporting delays. Matomo Cloud generates A/B reports within 6 hours and in only 1 hour for Matomo On-Premise. Google Optimize, in turn, requires 12 hours from the first experiment setup to start reporting on results. 

    When you configure a test experiment and want to quickly verify that everything is set up correctly, this can be an inconvenience.

    User Privacy & GDPR Compliance 

    Google Optimize works in conjunction with Google Analytics, which isn’t GDPR compliant

    For all website traffic from the EU, you’re therefore obliged to show a cookie consent banner. The kicker, however, is that you can only show an Optimize experiment after the user gives consent to tracking. If the user doesn’t, they will only see an original page version. Considering that almost 40% of global consumers reject cookie consent banners, this can significantly affect your results.

    This renders Google Optimize mostly useless in the EU since it would only allow you to run tests with a fraction ( 60%) of EU traffic — and even less if you apply any extra targeting criteria. 

    In comparison, Matomo is fully GDPR compliant. Therefore, our users are legally exempt from displaying cookie-consent banners in most EU markets (with Germany and the UK being an exception). Since Matomo A/B testing is part of Matomo web analytics, you don’t have to worry about GDPR compliance or breaches in user privacy. 

    Digital Experience Intelligence 

    You can get comprehensive statistical data on variants’ performance with Google Optimize. But you don’t get further insights on why some tests are more successful than others. 

    Matomo enables you to collect more insights with two extra features :

    • User session recordings : Monitor how users behave on different page versions. Observe clicks, mouse movements, scrolls, page changes, and form interactions to better understand the users’ cumulative digital experience. 
    • Heatmaps : Determine which elements attract the most users’ attention to fine-tune your split tests. With a standard CRO tool, you only assume that a certain page element does matter for most users. A heatmap can help you determine for sure. 

    Both of these features are bundled into your Matomo Cloud subscription

    Integrations 

    Both Matomo and Google Optimize integrate with multiple other tools. 

    Google Optimize has native integrations with other products in the marketing family — GA, Google Ads, Google Tag Manager, Google BigQuery, Accelerated Mobile Pages (AMP), and Firebase. Separately, other popular marketing apps have created custom connectors for integrating Google Optimize data. 

    Matomo A/B Testing, in turn, can be combined with other web analytics and CRO features such as Funnels, Multi-Channel Attribution, Tag Manager, Form Analytics, Heatmaps, Session Recording, and more ! 

    You can also conveniently export your website analytics or CRO data using Matomo Analytics API to analyse it in another app. 

    Pricing 

    Google Optimize is a free tool but has usage caps. If you want to schedule more than 5 concurrent experiments or test more than 16 variants at once, you’ll have to upgrade to Optimize 360. Optimize 360 prices aren’t listed publicly but are said to be closer to six figures per year. 

    Matomo A/B Testing is available with every Cloud subscription (starting from €19) and Matomo On-Premise users can also get A/B Testing as a plugin (starting from €199/year). In each case, there are no caps or data limits. 

    Google Optimize vs Matomo A/B Testing : Comparison Table

    Features/capabilitiesGoogle OptimizeMatomo A/B test
    Supported channelsWebWeb, mobile, email, digital campaigns
    A/B testingcheck mark iconcheck mark icon
    Multivariate testing (MVT)check mark iconcheck mark icon
    Split URL testscheck mark iconcheck mark icon
    Web analytics integration Native with UA/GA4 Native with Matomo

    You can also migrate historical UA (GA3) data to Matomo
    Audience segmentation BasicAdvanced
    Geo-targetingcheck mark iconX
    Technology targetingcheck mark iconX
    Behavioural targetingBasicAdvanced
    Reporting modelBayesian analysisStatistical hypothesis testing
    Report availability Within 12 hours after setup 6 hours for Matomo Cloud

    1 hour for Matomo On-Premise
    HeatmapsXcheck mark icon

    Included with Matomo Cloud
    Session recordingsXcheck mark icon

    Included with Matomo Cloud
    GDPR complianceXcheck mark icon
    Support Self-help desk on a free tierSelf-help guides, user forum, email
    PriceFree limited tier From €19 for Cloud subscription

    From €199/year as plugin for On-Premise

    Final Thoughts : Who Benefits the Most From an A/B Testing Tool ?

    Split testing is an excellent method for validating various assumptions about your target customers. 

    With A/B testing tools you get a data-backed answer to research hypotheses such as “How different pricing affects purchases ?”, “What contact button placement generates more clicks ?”, “Which registration form performs best with new app subscribers ?” and more. 

    Such insights can be game-changing when you’re trying to improve your demand-generation efforts or conversion rates at the BoFu stage. But to get meaningful results from CRO tests, you need to select measurable, representative objectives.

    For example, split testing different pricing strategies for low-priced, frequently purchased products makes sense as you can run an experiment for a couple of weeks to get a statistically relevant sample. 

    But if you’re in a B2B SaaS product, where the average sales cycle takes weeks (or months) to finalise and things like “time-sensitive discounts” or “one-time promos” don’t really work, getting adequate CRO data will be harder. 

    To see tangible results from CRO, you’ll need to spend more time on test ideation than implementation. Your team needs to figure out : which elements to test, in what order, and why. 

    Effective CRO tests are designed for a specific part of the funnel and assume that you’re capable of effectively identifying and tracking conversions (goals) at the selected stage. This alone can be a complex task since not all customer journeys are alike. For SaaS websites, using a goal like “free trial account registration” can be a good starting point.

    A good test also produces a meaningful difference between the proposed variant and the original version. As Nima Yassini, Partner at Deloitte Digital, rightfully argues :

    “I see people experimenting with the goal of creating an uplift. There’s nothing wrong with that, but if you’re only looking to get wins you will be crushed when the first few tests fail. The industry average says that only one in five to seven tests win, so you need to be prepared to lose most of the time”.

    In many cases, CRO tests don’t provide the data you expected (e.g., people equally click the blue and green buttons). In this case, you need to start building your hypothesis from scratch. 

    At the same time, it’s easy to get caught up in optimising for “vanity metrics” — such that look good in the report, but don’t quite match your marketing objectives. For example, better email headline variations can improve your email open rates. But if users don’t proceed to engage with the email content (e.g. click-through to your website or use a provided discount code), your efforts are still falling short. 

    That’s why developing a baseline strategy is important before committing to an A/B testing tool. Google Optimize appealed to many users because it’s free and allows you to test your split test strategy cost-effectively. 

    With its upcoming depreciation, many marketers are very committed to a more expensive A/B tool (especially when they’re not fully sure about their CRO strategy and its results). 

    Matomo A/B testing is a cost-effective, GDPR-compliant alternative to Google Optimize with a low learning curve and extra competitive features. 

    Discover if Matomo A/B Testing is the ideal Google Optimize alternative for your organization with our free 21-day trial. No credit card required.

  • How to Conduct a Customer Journey Analysis (Step-by-Step)

    9 mai 2024, par Erin

    Your customers are everything.

    Treat them right, and you can generate recurring revenue for years. Treat them wrong ; you’ll be spinning your wheels and dealing with churn.

    How do you give your customers the best experience possible so they want to stick around ?

    Improve their customer experience.

    How ?

    By conducting a customer journey analysis.

    When you know how your customers experience your business, you can improve it to meet and exceed customer expectations.

    In this guide, we’ll break down how the customer journey works and give you a step-by-step guide to conduct a thorough customer journey analysis so you can grow your brand.

    What is a customer journey analysis ?

    Every customer you’ve ever served went on a journey to find you.

    From the moment they first heard of you, to the point that they became a customer. 

    Everything in between is the customer journey.

    A customer journey analysis is how you track and analyse how your customers use different channels to interact with your brand.

    What is a customer journey analysis?

    Analysing your customer journey involves identifying the customer’s different touchpoints with your business so you can understand how it impacts their experience. 

    This means looking at every moment they interacted with your brand before, during and after a sale to help you gain actionable insights into their experience and improve it to reach your business objectives.

    Your customers go through specific customer touchpoints you can track. By analysing this customer journey from a bird’s eye view, you can get a clear picture of the entire customer experience.

    4 benefits of customer journey analysis

    Before we dive into the different steps involved in a customer journey analysis, let’s talk about why it’s vital to analyse the customer journey.

    By regularly analysing your customer journey, you’ll be able to improve the entire customer experience with practical insights, allowing you to :

    Understand your customers better

    What’s one key trait all successful businesses have ?

    They understand their customers.

    By analysing your customer journey regularly, you’ll gain new insights into their wants, needs, desires and behaviours, allowing you to serve them better. These insights will show you what led them to buy a product (or not).

    For example, through conducting a customer journey analysis, a company might find out that customers who come from LinkedIn are more likely to buy than those coming from Facebook.

    Find flaws in your customer journey

    Nobody wants to hear they have flaws. But the reality is your customer journey likely has a few flaws you could improve.

    By conducting customer journey analysis consistently, you’ll be able to pinpoint precisely where you’re losing prospects along the way. 

    For example, you may discover you’re losing customers through Facebook Ads. Or you may find your email strategy isn’t as good as it used to be.

    But it’s not just about the channel. It could be a transition between two channels. For example, you may have great engagement on Instagram but are not converting them into email subscribers. The issue may be that your transition between the two channels has a leak.

    Or you may find that prospects using certain devices (i.e., mobile, tablet, desktop) have lower conversions. This might be due to design and formatting issues across different devices.

    By looking closely at your customer journey and the different customer touchpoints, you’ll see issues preventing prospects from turning into leads or customers from returning to buy again as loyal customers.

    Gain insights into how you can improve your brand

    Your customer journey analysis won’t leave you with a list of problems. Instead, you’ll have a list of opportunities.

    Since you’ll be able to better understand your customers and where they’re falling off the sales funnel, you’ll have new insights into how you can improve the experience and grow your brand.

    For example, maybe you notice that your visitors are getting stuck at one stage of the customer journey and you’re trying to find out why.

    So, you leverage Matomo’s heatmaps, sessions recordings and scroll depth to find out more.

    In the case below, we can see that Matomo’s scroll map is showing that only 65% of the visitors are reaching the main call to action (to write a review). 

    Scroll depth screenshot in Matomo displaying lack of clicks to CTA button

    To try to push for higher conversions and get more reviews, we could consider moving that button higher up on the page, ideally above the fold.

    Rather than guessing what’s preventing conversions, you can use user behaviour analytics to “step in our user’s shoes” so you can optimise faster and with confidence.

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    Grow your revenue

    By taking charge of your customer journey, you can implement different strategies that will help you increase your reach, gain more prospects, convert more prospects into customers and turn regulars into loyal customers.

    Using customer journey analysis will help you optimise those different touchpoints to maximise the ROI of your channels and get the most out of each marketing activity you implement.

    7 steps to conduct a customer journey analysis

    Now that you know the importance of conducting a customer journey analysis regularly, let’s dive into how to implement an analysis.

    Here are the seven steps you can take to analyse the customer journey to improve your customer experience :

    7 steps to conduct a customer journey analysis.

    1. Map out your customer journey

    Your first step to conducting an effective customer journey analysis is to map your entire customer journey.

    Customer journey mapping means looking at several factors :

    • Buying process
    • Customer actions
    • Buying emotions
    • Buying pain points
    • Solutions

    Once you have an overview of your customer journey maps, you’ll gain insights into your customers, their interests and how they interact with your brand. 

    After this, it’s time to dive into the touchpoints.

    2. Identify all the customer touchpoints 

    To improve your customer journey, you need to know every touchpoint a customer can (and does) make with your brand.

    This means taking note of every single channel and medium they use to communicate with your brand :

    • Website
    • Social media
    • Search engines (SEO)
    • Email marketing
    • Paid advertising
    • And more

    Essentially, anywhere you communicate and interact with your customers is fair game to analyse.

    If you want to analyse your entire sales funnel, you can try Matomo, a privacy-friendly web analytics tool. 

    You should make sure to split up your touchpoints into different customer journey stages :

    • Awareness
    • Consideration
    • Conversion
    • Advocacy

    Then, it’s time to move on to how customers interact on these channels.

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    3. Measure how customers interact on each channel

    To understand the customer journey, you can’t just know where your customers interact with you. You end up learning how they’re interacting.

    This is only possible by measuring customer interactions.

    How ?

    By using a web analytics tool like Matomo.

    With Matomo, you can track every customer action on your website.

    This means anytime they :

    • Visit your website
    • View a web page
    • Click a link
    • Fill out a form
    • Purchase a product
    • View different media
    • And more

    You should analyse your engagement on your website, apps and other channels, like email and social media.

    4. Implement marketing attribution

    Now that you know where your customers are and how they interact, it’s time to analyse the effectiveness of each channel based on your conversion rates.

    Implementing marketing attribution (or multi-touch attribution) is a great way to do this.

    Attribution is how you determine which channels led to a conversion.

    While single-touch attribution models credit one channel for a conversion, marketing attribution gives credit to a few channels.

    For example, let’s say Bob is looking for a new bank. He sees an Instagram post and finds himself on HSBC’s website. After looking at a few web pages, he attends a webinar hosted by HSBC on financial planning and investment strategies. One week later, he gets an email from HSBC following up on the webinar. Then, he decides to sign up for HSBC’s online banking.

    Single touch attribution would attribute 100% of the conversion to email, which doesn’t show the whole picture. Marketing attribution would credit all channels : social media, website content, webinars and email.

    Matomo offers multiple attribution models. These models leverage different weighting factors, like time decay or linear, so that you can allocate credit to each touchpoint based on its impact.

    Matomo’s multi-touch attribution reports give you in-depth insights into how revenue is distributed across different channels. These detailed reports help you analyse each channel’s contribution to revenue generation so you can optimise the customer journey and improve business outcomes.

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    5. Use a funnels report to find where visitors are leaving

    Once you set up your marketing attribution, it’s time to analyse where visitors are falling off.

    You can leverage Matomo funnels to find out the conversion rate at each step of the journey on your website. Funnel reports can help you see exactly where visitors are falling through the cracks so you can increase conversions.

    6. Analyse why visitors aren’t converting

    Once you can see where visitors are leaving, you can start to understand why.

    For example, let’s say you analyse your funnels report in Matomo and see your landing page is experiencing the highest level of drop-offs.

    Screenshot of Forms Overview report in Matomo's Form Analytics feature

    You can also use form analytics to find out why users aren’t converting on your landing pages – a crucial part of the customer journey.

    7. A/B test to improve the customer journey

    The final step to improve your customer journey is to conduct A/B tests. These are tests where you test one version of a landing page to see which one converts better, drives more traffic, or generates more revenue.

    For example, you could create two versions of a header on your website and drive 50% of your traffic to each version. Then, once you’ve got your winner, you can keep that as your new landing page.

    Screenshot of A/B testing report in Matomo

    Using the data from your A/B tests, you can optimise your customer journey to help convert more prospects into customers.

    Use Matomo to improve your customer journey analysis

    Now that you understand why it’s important to conduct customer journey analysis regularly and how it works, it’s time to put this into practice.

    To improve the customer journey, you need to understand what’s happening at each stage of your funnel. 

    Matomo gives you insights into your customer journey so you can improve website performance and convert more visitors into customers.

    Used by over 1 million websites, Matomo is the leading privacy-friendly web analytics solution in the world. 

    Matomo provides you with accurate, unsampled data so you understand exactly what’s going on with your website performance.

    The best part ?

    It’s easy to use and is compliant with the strictest privacy regulations.

    Try Matomo free for 21-days and start Improving your customer journey. No credit card required.