Quick Start Guide
From ClickTale Wiki
Below is a quick guide to walk you through ClickTale's setup and basic features. For an advanced installation guide please see the specific integration page.
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[edit] Setup
- Go to http://www.clicktale.com/pricing.aspx
- Choose the account type you want and press “Signup”.
- Fill in your name and details and click “Create a New Account.”
- If you have chosen a paid account, complete the payment process.
- Once your account has been set up, click on the “Create Project” button.
- Choose a name for your project.
- Try to estimate roughly how many pageviews your site gets a day.
- Choose a Recording Ratio based on ClickTale’s recommendation. For example, if you select a Recording Ratio of 10%, ClickTale will randomly select 1 out of 10 visitors to be recorded.
- On the next page, copy the two tracking codes created for your project.
- Paste the first code right after the <body> tag on your webpage, and the second code right before the </body> tag. (N.B. If you have dynamic, POST or session based pages, use the relevant integration method shown at the right side of the code generation page instead.)
That’s it! Your account will now begin automatically recording based on the ratios you gave.
[edit] Watching a Recording
- Sign in to your account, and choose your project from the list.
- Click on a date to watch your most recent recordings.
- Click on the purple play button next to the visitor you want to watch.
- Click the play button at the top left of the player to start the playback.
- By default, the ClickTale player skips all user inactivity. This can be changed by unselecting “Skip User Inactivity” checkbox at the bottom of the page.
You can also use our advanced filtering to find visitors who experienced any specific business scenario, process or funnel.
[edit] Creating a Heatmap
- Sign in to your account, and choose your project from the list.
- Click on “Heatmaps” in the left sidebar and then select the heatmap you want to view.
- Choose the URL of the page for which you want to see a heatmap.
- Choose the version of the page by date range, or create your own custom date range.
- Once the Heatmap has been generated, you can hover over any link to see its Link Analytics.
[edit] Form Analytics
- Sign in to your account, and choose your project from the list provided.
- Click on “Form Analytics” in the left sidebar.
- Choose the URL of the page you want to see. Note that this page must contain an online form.
- Choose the version of the page by date range, or create your own custom date range.
- Once the report has loaded, click on the various boxes along the top to see the range of reports.
