Hotjar tutorial for Beginners - Part 2

HOTJAR Basics:
Track and analyze
online visitors’
behavior
to improve
your site

Part 2
* Hotjar’s Analysis Tools (cont’d)
- Visitor Recordings
- Conversion Funnels
- Form Analytics

Hello!!!
Welcome back
to your
tutorial.

In Part 1 of our
tutorial, we got
to know

about Hotjar – the
company and
the app.

We also learned
about the
“tracking code”

w/o which we
cannot start Hotjar.

Lastly, we were
able to discuss
about Heatmaps -

the 1st of
4 Analysis tools
of of

For this tutorial,
we will look into

the remaining 3
analysis tools:
-Visitor Recording
- Conversion Funnels
- Form Analytics.

Recordings allow you to
see how visitors use,

behave and interact
with your site as if

you were looking over
their shoulder.

You can replay it anytime,
make observations and

take notes and easily
filter it according

to parameters
provided by Hotjar.

Go back to your site
dashboard and

from the sidebar menu
click Recordings.

You will see the
Recordings page.

Scroll down to the
bottom of the page

until you see this
video. Please watch

and listen so you’ll
have an easier grasp

of the hows and whats
of visitor recordings.

of the hows and whats
of Visitor Recordings.

Once done, you can
now start recording by

clicking on the green
Record Visitors button.

You will see the Record
Visitors page where

you can adjust the settings
for your recordings.

1) Quantity/Snapshot size
– Select the # of

recordings Hotjar has to
generate for a snapshot.

In this case, this has
been pre-determined

based on the plan
you availed of.

Each batch of recording
is called a “snapshot”.

The snapshot size
is the actual # of

visitors from whom
data will be recorded.

Next, click on Page
Targeting or

click Done on the
upper right to go to…

2) Page Targeting –
allows you to “run”

recordings on specific
pages of your site.

Again, this has been
preset based on your

Hotjar plan – Basic, Plus
or Business.

click Recording Options
to move on to

3) Recording Options
- w/ the Basic Plan, you can

Once you’ve made your
choice, click Done

You’re good to go!
Hit the green button

and you’re back in
your site dashboard.

Here in the Recordings
Page you can

Once a recording
actually starts, it will

appear in the Recording
List similar to this.

On this list you will
see specific details

(in columns) of each
recorded visitor session -

user ID, country, pages
recorded, # of pages

recorded, recording
duration, device used,

operating system
(OS) & browser used

You will also see
on the upper right

the # of visitor sessions
already recorded.

On the left side, you
will see the pages

of recorded sessions.
You can also select the

# of recordings you
want to view per page.

To mark recordings as
“favorite”, click on

the star of that
recording to turn

it yellow.That way,
you can easily
go back to it later.

Recordings can also
be shared with those

who don’ have access to
your Hotjar account.

Just click on the
Share recording arrow

of that particular
recording session

Click or toggle the
switch on the left side

to create a URL
for that recording.

To listen to a
recording, simply

click on the green
Play button of

that particular session
to start listening.

The Recordings Filters
feature is found

on the right side of the
Recordings page.

The Filters feature
offers a list of variables

you can choose from
to sort through

a considerable amount
of visitor sessions.

These are grouped into
the Recording attributes

This is especially
helpful when you want

to view recordings
narrowed down to

a particular parameter
like “All Devices.”

Now let’s open a
sample recording session

and acquaint ourselves
with its different elements.

at the right side
of the screen,

you will see the
different features

that we will discuss
one by one.

Let’s start with the
playback settings

You can pause the
recording anytime or

Click this button
to adjust the

You can also skip
portions where

there is no clicking or
cursor movement.

Just click on
“Skip Pauses”.

You also have the
option to view the

playback in full screen
mode by clicking

on the rightmost icon of
the playback tab .

Now, what about the
colored dots / lines

you see on the
playback timeline?

Each and every action
of your site visitor is

represented by
a line or colored dot.

You can hover your
mouse over each stroke

But here’s a breakdown
of what the color

of a line or dot means
for your reference:

-represents each click
on an element on a page

-visitor has reloaded the
current page or has
moved on to another
page

-represents each time
the visitor scrolls on a
current page

- represents each time
your visitors interacts
with a form element
(eg. textfield).

- change in your
visitor’s screen size

Space (no color)
- when the visitor is
idle / not interacting
with the page

Now let’s take a look
at the Session info

on the right hand side
of the recording screen.

Each recorded session
has this. It appears in

your playback screen &
also on the Recordings list

You will see info like
user ID and country,

recording ID, date, OS
and browser used,.

You can also check
out user notes

and actions by clicking
“Notes & Actions”

or the underlined # of
actions & notes below.

You will see a dropdown
list of user actions

& notes for that particular
recorded session.

To see and listen to a
sample recording,

Scroll down to
Visitor Recordings

and click “View
sample recording”.

Click Play and/or try
to click the different

buttons on the
playback tab for a

Wow!
Hotjar Recordings
are really
AMAZING!

After that
informative
walkthrough,

let us move on to
another Hotjar
Analysis tool…

A Hotjar funnel is a
wonderful way of

identifying at which step
and on what page

visitors’ interest tapers
off making them

Once identified, you
can now correct and

improve these to increase
your site’s flow

and ultimately, its
conversion rate.

It is important to
remember and define

what your site’s goal
is – an order/sale,

registration or sign-up,
lead generation, etc…

Then start to make one
funnel for every goal.

Come!!!
Let’s make a funnel
to better know
how it works!

First, go back to your
site dashboard

Click to see
the funnel create page

so you can start to
enumerate the pages

you want your
funnel to track.

Create a name for
your funnel.

Next, enter the
names of the pages

Choose an appropriate
targeting option

Choose one from the
dropdown list or

just go for the default
type - Simple Match.

Learn more about
targeting options

by checking:
https://docs.hotjar.com/v1.0/docs/page-targeting-explained

Once you’ve chosen
the match option,

type in the
corresponding URL.

You may add more
steps if needed.

Once you complete the
steps, you may now

The newly-made funnel
will now be

added / will appear in
your Funnels list.

You can manage your
funnels in this list.

Click the small down
arrow icon to the right

and choose a task from
the dropdown list.

Click Edit and it will
bring you back

You may also click
“Create a copy”

to create a duplicate
of your funnel.

Scroll down and click
“Create Funnel”

to show the copy
in the Funnels list.

To remove a funnel,
simply click “Delete”.

Choose and click on
a desired action.

To view a funnel, just
click the button

Funnel reports generated
are extremely insightful.

It lets you see the
flow of visitors,

at what step / page
visitors drop off and

the drop off rate vis-à-vis
the conversion rate.

You can even watch
actual recorded sessions

of drop offs and
conversions !!!

Once you can pinpoint
the specific spots

in your site where users
drop off, you can

concentrate improvement
on these “problem”areas

to enhance usability and
optimize conversion.

That’s how amazing
Hotjar’s funnel reports are.

Now for the last of
Hotjar’s analysis
tools…

Hotjar’s form report is
like no other.

It allows you to visualize
and quantify data

on form filling in your
site – which fields

take too long to
fill up (confusing),

and why visitors leave
without even interacting

The information you
glean from the report

will guide you in making
the necessary changes

to your online forms to
increase completion rate.

Why don’t we try
our hands
at making one?

Go back to your
site dashboard

Click the green “New
Form” button to open

The # of sessions to be
recorded is already

predetermined based on
the Hotjar plan you use.

In this case,
it’s Hotjar’s Basic Plan

Next, fill in the details:
the form name and

the page URL where the
from can be found.

Then click
“Load Forms on Page”

and choose which form
you want to track.

Next, choose the fields
you want to track

according to your
need.You can rename

and rearrange
fields as well as

choose the appropriate
field type for each.

Hotjar supports
the following
form input field types:

* Text (short)
* Text area (long)
* "Select" dropdowns
* Checkboxes
* Radio buttons
* Create the form.

Once you click “Create
Form”, the form will

Here you can manage
your forms, view it

Here’s what the status
icons mean:

To see a form report,
click “View Report”

A full Form Analytic
Report looks like this:

“Problematic areas” are
highlighted in red ink.

Let’s define the metrics
used in a form report:

Sessions: visits to a page
in a specified form path.

Conversion rate:
% of successful form
submits / # of sessions

Interactions: visitor clicks
or taps on a field

Average interaction time:
time (in ms.) between the

first click/tap/tab
on a field

and the click/tap/tab
away from it.

Refill count – everytime a
visitor clicks/taps

on a field and changes
an existing entry.

Refill % = total refills
total interactions

Left blank = a field is left
empty /submitted blank.

Left blank % = total # of
times that blank fields

are submitted as a % of
total form submissions.

Dropoff – means that a
user left the website after

a specific field or
page in the form path.

Successful submit –
happens when a page

where a form is
loaded shows a

message that the form was
successfully submitted.

Failed submit – happens
when a page

where a form is loaded
shows a message

that the form was not
successfully submitted.

Knowing what the
metrics mean in the

form analytics report
makes it easier for you

to understand and
interpret it.

You can then make
changes and refinements

in your online form/s to
improve completion rate.

Higher
form completion
rate means

better website flow
and user experience

which means
higher site
conversion rate.

That means
you have targeted
your goal – thanks to

See you again in our
other tutorials!!!

Hotjar tutorial for Beginners - Part 2

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