Flexible Sampling in Wingify

This article covers the following

• Overview
• Sampling Groups
• Create a Sampling Group
• Prioritize Your Sampling Groups
• Use Case
• Frequently Asked Questions

Overview

Sampling plays a crucial role in extracting meaningful insights from large datasets, allowing for efficient analysis and decision-making. By creating sampling groups and adjusting rules, you can effectively focus on key areas for optimization to derive more accurate data.

By default, Wingify tracks visitors who land on any page of your website with Wingify SmartCode added. This means that the visitor will be eligible for sampling in Insights. When a visitor becomes part of the random sample, Wingify tracks their data for Goals, Funnels, Heatmaps, Recordings, and Form Analysis for the rest of their journey.

However, depending on your business requirements, you can also configure the sampling of your website visitors by keeping them specific to individual pages or a group of pages. Wingify’s flexible sampling for Insights allows you to do this from the Sampling Groups section under Settings > More > Insights Settings. Thus, you can optimally collect insights data for your website.

Sampling Groups

• A Sampling Group represents a group of URLs or segments to which you can apply a specific sampling rule. This allows you to distribute the sampling that is more appropriate to your situation.
• You can add up to 10 sampling groups, edit them for any changes or delete them if not required.
• Each sampling group has to be applied with one of the following sampling rules:

• The All Traffic sampling group with Dynamic Sampling (Default) is the default setting for every account. This means that all the web pages added with the SmartCode are enabled with dynamic sampling. You can neither remove this sampling group nor change its priority. However, you can configure its sampling rule.

Create a Sampling Group

Wingify provides you with the flexibility to create a sampling group using either or both of the following options to determine the visitors to be sampled:

• Defining the URLs of the pages
• Defining the segmentation criteria

To create a sampling group, perform the following steps:

1. Click on the Add a group link.
2. In the Add a Sampling Group popup that appears, enter a name for the sampling group
3. By default, the page configuration option is selected. To continue, configure the URLs of the pages to include or exclude from the sampling group.

Note:

• If visitors start their journey on pages other than those specified in the Include pages section, the tracking of these Insights features - Goals, Funnels, Heatmaps, Recordings, and Form Analysis does not start. Tracking starts once they land on the page specified in the Include pages section and is sampled.
• Visitors who land on the excluded URLs will not be sampled. To be eligible for sampling, the website visitor must visit an “Included URL” at least once. If the same URL is added to both the Include pages and Exclude pages lists, the Exclude pages list will lead the priority.

You can use the URL match conditions to define the URL patterns for the pages. You can add up to 30 URLs, including and excluding pages.

1. You can further configure the inclusion and the exclusion of the pages by clicking on the vertical ellipsis and selecting the following options as required:

2. With sampling pages configured, all visitors on those pages will be included appropriately by default. For specific segmentation (such as filtering visitors using location, promo referrals, etc.), tick the Select one or more segments checkbox.
3. You can either choose a standard segment from Standard Segments, a saved custom segment from My Segments, or build one from scratch under Custom Segment. Refer to this article to learn about using segmentation in Wingify.
4. Click Save.

Now, the sampling group is created. You can create multiple sampling groups and prioritize them as needed.

Hover on the info icon on a sampling group to quickly view its configurations. Hover over the info icon along a URL criterion to view its URL configurations for each entry.

Prioritize Your Sampling Groups

You can prioritize your sampling groups if their URLs overlap.

Check out this case: You’re looking to sample most visitors who arrive at your website through a marketing campaign for a few newly launched products while lowering the sampling rate on your products page.

Now, if an unsampled visitor visits a URL included in both sampling groups, they will be sampled according to the sampling condition of the group at the top of the hierarchy.

Use Case

Scenario: Suppose you recently launched a marketing campaign with an exclusive offer for a new product, Product X, for which you run advertisements on various social media platforms. You’re looking to track the behavior of visitors who arrived on your website via your advertisement.

Challenge: Due to significantly lower traffic on ProductX’s page compared to other landing pages, we risk a limited sample size for analysis. Dynamic sampling visitors dynamically, and thereby will not fetch more sampled visitors for ProductX’s page. However, other product pages have significant traffic, and you know their behavior.

Solution: To optimize quota usage, configure sampling rules that increase visitor sampling on ProductX's page while letting other pages run on dynamic sampling. This strategy allows for tracking visitors as desired and capturing detailed behavior on the newly launched product without depleting the quota.

Additionally, you can refine your sampling by leveraging segmentation criteria. For example, if you want to measure the attraction of new visitors, you can set up a segment specifically targeting them:

1. On the Insights Settings page, click the Add a group link, create a sampling group for ProductX featuring its marketing campaign UTM parameter in the URL, tick the Select one or more segments checkbox to configure the visitors you want to sample, and click Add.
2. Repeat the previous step to create another group for all other products already established in the market, as shown below, and click Add.
3. For all the newly added sampling groups, Wingify applies the Dynamic sampling rule. You can modify this to your preference. Since you need more attention towards ProductX, you shall apply a higher sampling rate to that group, say 95%. This means that every visitor has a 95% chance of being sampled when they visit the pages in the sampling group. Similarly, you can apply a lower sampling rate to established products to achieve effective quota consumption. You can configure this value by selecting the Custom Sampling Rate option.
4. Once done, click Save.

FAQs

• How will I be notified of my quota exhaustion?

When your quota exhaustion reaches 80%, the account owner and admins will be notified via email. The same happens when it reaches 100%, and in the Wingify app, you will find a link to refresh your quota limit.

• What will be the impact when all my quota is exhausted?

When your quota is completely exhausted, all your Insights campaigns, except for Surveys, will be paused, and so will their respective data collection. They shall auto-resume when the quota is refreshed.

• What happens if I have the same link under both Included pages and Excluded pages?

If the same URL is present on both Included pages and Excluded pages, any visitor to the page will not be sampled/ not samples for Insights as configured. Wingify prioritizes the pages in the Excluded pages list over those in the Included pages list.

For example, if you add a site-wide URL pattern, say https://example.com*, in the Excluded pages, the Exclude settings are applied site-wide. As a result, no visitors are tracked even if you have listed specific page URLs under the Include section. Wingify first checks for the Excluded pages settings and then checks for the Included pages settings.

• A visitor lands on a page excluded from sampling and afterwards visits one included for sampling during the journey. Will I be able to track the visitor’s referring URL?

Wingify maintains a log of visitors’ referrer and landing page URLs, regardless of their eligibility for sampling. For example, if a visitor lands on an excluded page and then happens to visit an included page during the journey, Wingify will keep a record of the visitor’s referral website and the landing page. The visitor information can be used to track their behavior and interaction on the website after they are sampled for Insights.

• What happens to the sampled visitors if I update my sampling rules?

Their data will continue to be captured, and new visitors will be sampled according to the updated rules.

• What happens when a visitor’s journey gets sampled halfway through a session?

When a visitor's session is sampled, the journey is tracked from that sampling point onward, capturing the interactions and events that occur after that moment.

Need more help?

For further assistance or more information, contact Wingify Support.