Getting Started Guide

In this guide:

First things first!

If you haven't already, make sure that you've installed Tamboo's JavaScript code on your website. Without it, Tamboo won't be able to do any of its session recording, heatmap, or funnel magic. (And that would make us all very, very sad.)

If you've already followed our friendly setup instructions and are able to log into Tamboo, you should be all set. If not, we recommend that you take a minute to complete the setup process. If you need any help getting Tamboo up and running on your website, just choose from one of the "I need help" options that you'll see during our setup process.

Exploring Tamboo

Tamboo is designed to make it easy for you to find the information you're looking for. When you first log into Tamboo, you'll see a screen that looks like the following, which shows you a list of all of your available session recordings:

When you first log into Tamboo, you'll see a list of your session recordings.

If you look at the top of this screen, you'll see Tamboo's main navigation menu, which includes the following options:

  • Recordings - Clicking on Recordings will let you watch your website's session recordings.
  • Insights - Clicking on Insights will let you view your website's heat maps and page insights.
  • Funnels - Clicking on Funnels will let you view, create, and modify any of the custom funnels you have built for your website.
  • Settings - Clicking on Settings will let you view and modify your account settings.
  • User - Clicking on the user icon in the right hand corner will let you view and modify your account details and let you sign out from Tamboo.

Getting Started with Session Recordings

Session Recordings are recordings of visitors using your website. They let you see everything a visitor to your website saw and did - exactly as they saw and did it. With session recordings, you can watch how visitors interact with your website, such as how they engage with your content or what steps they took before they made a purchase. To get started watching your website's session recordings, click on the Recordings menu option. This will take you to your session recordings list.

Understanding the Session Recordings List

The Tamboo Session Recordings List

The session recordings list shows you every session recording that Tamboo has captured for your website.

A session recording is a recording all of the pages that a visitor interacts with and all of the activities they perform during a session to your website. Tamboo's sessions last as long as a visitor keeps their browser open. When a visitor closes out their browser and revisits your webpage, that new visit will be treated as a new session.

The session recordings list shows several key pieces of information about your recordings. In order from left to right, they are:

  • Watched Status - These icons show you which recordings you have watched:
    • - A closed circle indicates that a recording has not been watched yet.
    • - An open circle indicates that only parts of a recording have been watched - but not the whole recording.
    • - A circle with a check mark in it indicates that the entire recording has been watched.
  • Session # - This is a unique number that Tamboo assigns to each session recording. You can use it to refer to a recording when you are making notes or when you're collaborating with others about specific recordings.
  • Pages - Shows the landing page (on top) and exit page (on bottom) for a session recording. A landing page is the first page that a visitor "lands" on when coming to your website. An exit page is the last page that a visitor visited before leaving your website.
  • # Pages - Shows the number of pages visited during the session.
  • - Shows the duration (in minutes) of the session recording.
  • - Shows the type of device that the visitor used:
    • - Desktop
    • - Tablet
    • - Mobile
  • - Shows the browser that the visitor used:
    • - Google Chrome
    • - Safari
    • - Firefox
    • - Microsoft Edge
    • - Internet Explorer
    • - Other/Unknown
  • - Shows the operating system of the device that the visitor used:
    • - macOS or iOS
    • - Windows
    • - Android
    • - Linux
    • - Other/Unknown
  • - Shows the date and time that the session recording was created.
  • Play - Lets you play the session recording.

(You can also hover your mouse over any item in Tamboo to get a quick tooltip description.)

Navigating the Session Recordings List

The Tamboo Session Recordings List

Sorting the Session Recordings List

Each of the columns in the session rcecordings list can be sorted by simply clicking on the column heading text or icon. A down caret () indicates that a column is currently sorted in descending order. An up caret () indicates that a column is currently sorted in ascending order. You can change the sort order for a column simply by clicking on it to toggle between ascending or descending sort order.

Navigating Between Session Recording Results Pages

The sessions recording list by default shows the 20 most recent session recordings. To view other recordings, the sessions recording list provides two tools to navigate across your recordings.

The first tool is the recordings counter in the upper right corner above the sessions recording list table. This tool shows you the total number of recordings in your current search result (don't worry, we'll cover search later). It also shows you which set of recordings you're looking at in that result set.

For example, you might see something like "1-20 of 100 Recordings". This tells you that you're looking at a result set of 100 recordings, and that you are currently looking at the first twenty recordings in that result set.

The recordings counter also lets you step forward and backward through your recordings result set. If you click on Next , you'll advance to the next 20 session recordings in the list. If you click on Prev, you'll go to the 20 previous session recordings in the list. In this example, the recordings counter would update to show you that you have advanced to "21-40 of 100 Recordings" or "1-20 of 100 Recordings", respectively.

In addition to the recordings counter, the session recordings list also includes pagination controls at the bottom of the session recordings list. The pagination controls let you jump to different pages of results, just like in Google. Tamboo's pagination controls include the ability to move to the next or previous page, to jump to a specific page, and to jump to the next set of 5 pages. By default, Tamboo shows up to 20 session recordings per page.

Searching the Session Recordings List

The Tamboo Session Recordings List

Tamboo features a powerful search engine that lets you search across just about any session recording attribute we have data for to help you find the recordings you're most interested in watching.

By default, Tamboo will show every session recording for your website in the session recordings list without any search filters applied.

To perform a search against your session recordings, simply use the search bar located to the right of the session recordings list to provide your search criteria and then click the Search button to execute your search. The session recordings list will automatically update to reflect your search.

To clear your search and go back to your full, unfiltered session recordings list, just click on the Clear button.

Tamboo's search feature combines similar search terms using an "OR" operator, and it combines different search terms using an "AND" operator. This might sound a little confusing, but it's actually pretty simple and works in a way that will feel natural to you.

For example, if you wanted to see recordings from only tablet or mobile devices, all you would need to do is select the Tablet and Mobile options from the Devices search group and then hit Search. Tamboo will treat those search terms using "OR" logic because they are similar terms - they all belong to the same "group". In other words, Tamboo would perform a search similar to: FIND Recordings WHERE Device IS (Tablet OR Mobile)

Now, let's say that you wanted to see just those recordings where mobile or tablet devices visted your pricing page, which is located at /pricing on your website. Again, you would select the Tablet and Mobile options from the Devices search group. Then, you would type /pricing in the Visited Page search option. When you hit Search this time, Tamboo will treat your search as a search against two search terms - and will use "AND" logic to combine them. For this query, Tamboo would perform a search similar to: FIND Recordings WHERE Device IS (Tablet OR Mobile) AND Visited Page CONTAINS /plans. The result is as you would expect: A list of recordings from visitors that visited your pricing page who were using either a tablet or a mobile device at the time.

Although the above explanations might sound a little confusing at first, you'll see what we mean about it feeling natural when you start using Tamboo's search: The things you'd want to have combined in your search automatically get combined in a way that makes sense.

Tamboo provides the following search options against session recordings:

  • Dates - Lets you search for session recordings that were created within the specified date range.
  • Watch History - Lets you search for recordings based on your watching history:
    • Unwatched - Will search for recordings you have not yet watched.
    • Partially Watched - Will search for recordings that you started watching but did not finish watching.
    • Watched - Will search for recordings that you have completed watching.
  • Devices - Lets you search for recordings based on the type of device the visitor used:
    • Desktop - Will search for desktop computers and laptops.
    • Tablet - Will search for tablet devices.
    • Mobile - Will search for mobile devices and smartphones.
  • Visited Page - Lets you search for recordings based on the pages that a visitor visited during a session recording. Includes the following search modifiers:
    • contains - Will search for pages that contain the search term provided. For example, if you search for blog, it will search for any pages that have the word "blog" in the URL.
    • does not contain - Will search for pages that do not contain the search term provided. For example, if you search for blog, it will search for any pages that do not have the word "blog" in the URL.
    • equals - Will search for pages that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that match that URL exactly.
    • does not equal - Will search for pages that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that do not match that URL exactly.
    • starts with - Will search for pages that start with the search term provided. For example, if you search for http://example.com/blog, it will match any pages that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
    • ends with - Will search for pages that end with the search term provided. For example, if you search for .html, it will match any pages that end in ".html".
    • matches regex - Will search for pages that match the given regular expression. For example, if you search for \d, it will match any pages that contain a digit in the URL.
  • Landing Page - Lets you search for recordings based on the first page visited (the landing page) of a session recording. Includes the following search modifiers:
    • contains - Will search for pages that contain the search term provided. For example, if you search for blog, it will search for any pages that have the word "blog" in the URL.
    • does not contain - Will search for pages that do not contain the search term provided. For example, if you search for blog, it will search for any pages that do not have the word "blog" in the URL.
    • equals - Will search for pages that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that match that URL exactly.
    • does not equal - Will search for pages that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that do not match that URL exactly.
    • starts with - Will search for pages that start with the search term provided. For example, if you search for http://example.com/blog, it will match any pages that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
    • ends with - Will search for pages that end with the search term provided. For example, if you search for .html, it will match any pages that end in ".html".
    • matches regex - Will search for pages that match the given regular expression. For example, if you search for \d, it will match any pages that contain a digit in the URL.
  • Exit Page - Lets you search for recordings based on the last page visited (the exit page) of a session recording. Includes the following search modifiers:
    • contains - Will search for pages that contain the search term provided. For example, if you search for blog, it will search for any pages that have the word "blog" in the URL.
    • does not contain - Will search for pages that do not contain the search term provided. For example, if you search for blog, it will search for any pages that do not have the word "blog" in the URL.
    • equals - Will search for pages that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that match that URL exactly.
    • does not equal - Will search for pages that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that do not match that URL exactly.
    • starts with - Will search for pages that start with the search term provided. For example, if you search for http://example.com/blog, it will match any pages that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
    • ends with - Will search for pages that end with the search term provided. For example, if you search for .html, it will match any pages that end in ".html".
    • matches regex - Will search for pages that match the given regular expression. For example, if you search for \d, it will match any pages that contain a digit in the URL.
  • Funnel - Lets you search for recordings of sessions that completed (or didn't complete) steps you have defined in a custom funnel. As an example, if you created a funnel that tracks and measures: 1) visits to your pricing page and 2) visitors who create an account after viewing your pricing page, you can use this search option to show recordings of everyone who visited your pricing page but didn't create an account. (That's conversion optimization gold right there!)
  • User Actions - Lets you search for recordings based on the actions that users take or don't take in a recording. This search feature lets you specify if you want to include or exclude recordings that contain the following user actions:
    • Clicks - Will search for recordings that contain any clicks (or touch gestures if a mobile device was used).
    • Keystrokes - Will search for recordings that contain any keystrokes (user keyboard input).
    • Mouse Movements - Will search for recordings that contain any mouse movement (not available for mobile devices).
    • Scrolling - Will search for recordings that contain any page scrolling.
  • Session # - Lets you search for recordings based on the recording's unique Session ID.
  • Include Tags - Lets you search for recordings that have been tagged with any of the specified tags (tags are discussed later).
  • Exclude Tags - Lets you search for recordings that have not been tagged with any of the specified tags (tags are discussed later).
  • # Pages - Lets you search for recordings based on the number of pages contained in a recording. Allows you to specify a range of 1 to Any.
  • Duration - Lets you search for recordings based on the duration of the recording. Allows you to specify a range of 0s (0 seconds) to Any.
  • Hide Bounces - Lets you hide recordings of bounces in your search results. A bounce occurs when a visitor only visits one page on your website and then leaves without visiting any other pages. By default, bounces are not hidden from your search results.
  • Show recordings from new visitors - Lets you search for recordings from new visitors. This shows recordings from people who have just visited your website for the first time.
  • Show recordings from returning visitors - Lets you search for recordings from returning visitors. This shows recordings from people who have visited your website at least once before.
  • Browser - Lets you search for recordings based on the type of browser the visitor used:
    • Chrome - Will search for recordings from Google Chrome browsers.
    • Edge - Will search for recordings from Microsoft Edge browsers.
    • Internet Explorer - Will search for recordings from Microsoft Internet Explorer browsers.
    • Firefox - Will search for recordings from Firefox browsers.
    • Firefox - Will search for recordings from Safari browsers.
    • Other - Will search for recordings from other or unknown browsers.
  • Operating System - Lets you search for recordings based on the type of operating system the visitor's device was running:
    • Android - Will search for recordings from Android devices.
    • iOS - Will search for recordings from iOS devices (iPhones and iPads).
    • macOS - Will search for recordings from macOS devices (Macs).
    • Windows - Will search for recordings from Windows devices.
    • Linux - Will search for recordings from Linux devices.
    • Other - Will search for recordings from other or unknown devices.
  • Tamboo User ID - Lets you search for recordings based on the Tamboo User ID (GDPR feature).
  • Traffic Sources - Lets you search for recordings based on traffic source. Includes the following options:
    • All traffic sources - Will search for recordings regardless of traffic source.
    • Direct traffic - Will search for recordings where the visitor's browser did not provide a referrer URL. This can include direct visits to a website, as well as include visits from mobile apps where a referrer is not provided.
    • Organic search - Will search for recordings where the visitor came from a search engine, such as Google or Bing. Does not include visits coming from a paid search engine listing.
    • Social - Will search for recordings where the visitor came from a social media site, such as Facebook or Twitter.
    • Referral - Will search for recordings where the visitor came from a referring website (not direct, not search, and not social).
    • Custom - Allows you to search for recordings based on the referring URL of a custom traffic source that you can provide. Includes the following search modifiers:
      • contains - Will search for referring URLs that contain the search term provided. For example, if you search for blog, it will search for any referring URLs that have the word "blog" in the URL.
      • does not contain - Will search for referring URLs that do not contain the search term provided. For example, if you search for blog, it will search for any referring URLs that do not have the word "blog" in the URL.
      • equals - Will search for referring URLs that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any referring URLs that match that URL exactly.
      • does not equal - Will search for referring URLs that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any referring URLs that do not match that URL exactly.
      • starts with - Will search for referring URLs that start with the search term provided. For example, if you search for http://example.com/blog, it will match any referring URLs that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
      • ends with - Will search for referring URLs that end with the search term provided. For example, if you search for .html, it will match any referring URLs that end in ".html".
      • matches regex - Will search for referring URLs that match the given regular expression. For example, if you search for \d, it will match any referring URLs that contain a digit in the URL.

Watching Session Recordings

Watching a Tamboo Session Recording

To watch a session recording, simply click the Play button for any recording you want to watch in your session recordings list. You will then be taken to the session replay player for that session (shown above).

Tamboo automatically loads the first recorded pageview for a session and displays the start of the recording in a paused status.

You can easily watch and interact with your recordings using Tamboo's session replay controls:

  • - This is the Play button. When you click it, Tamboo will play the current recording from its current position.
  • - This is the Pause button. When a recording is actively playing, the Play button will turn into a Pause button. Clicking it will pause the recording at its current position.
  • Current Resolution (# x #) - The Current Resolution is located under the Play button. It displays the current screen resolution of the recording expressed as Screen Width x Screen Height. Screen resolutions can change throughout a recording based on when a visitor resizes their browser window or when a visitor zooms in or out on a mobile device.
  • Playback speed - Located next to the Play button, the Playback speed control allows you to control how fast a recording is played back. By default, the Playback speed is set to 1x, which plays the recording back in real time. The full set of Playback speed options are:
    • 1x - Plays the recording back in real time (exactly as the user saw it). For example, a 1 minute recording will take 1 minute to play back.
    • 2x - Speeds up the recording by a factor of 2, playing it back in twice the speed. For example, a 1 minute recording will take 30 seconds to play back.
    • 4x - Speeds up the recording by a factor of 4, playing it back in four times the speed. For example, a 1 minute recording will take 15 seconds to play back.
  • Skip pauses - When enabled, the playback will skip any part of a recording that does not contain user activity. In other words, it will skip any part of a recording where a user is not scrolling, moving their mouse, clicking, or using their keyboard. Using this option can dramatically speed up recording playback, as any "pauses" in the recording are completely skipped. This option can also be combined with a Playback speed setting to achieve even faster playback speeds. By default, pauses in recordings are not skipped.
  • Autoplay - When enabled, the player will automatically play the next pageview in a session recording (if one is available). This option lets you watch a session recording in its entirety (across multiple pages) from start to finish. By default, Autoplay is turned on.
  • Recording Elapsed and Recording Duration (#:##/#:##) - Located in the top center of the recording playback controls, it displays the elapsed time of the current pageview recording over the total duration of the current pageview recording in Minutes:Seconds format.
  • Current Pageview Recording - Located in the middle center of the recording playback controls, it displays the session pageview number and URL of the current pageview recording.
  • - This is the Step Backward button. When you click it, the current recording will step backward (rewind) 15 seconds.
  • - This is the Step Forward button. When you click it, the current recording will step forward (fast forward) 15 seconds.
  • Recording Date - Located in the lower right-hand corner of the recording playback controls, it displays the date and time that the current recording was captured.
  • Activity Bar - Located long the entire bottom of the recording playback controls, the Activity Bar gives you a visual overview of the different user activities contained in the recording along a timeline. You can also use the Activity Bar to "scrub" (navigate to certain locations) in a recording. To jump to a specific point of interest on the Activity Bar, you can simply click on that point in the timeline. Or, you can drag and slide the green control bar which shows the current playback position of the recording. As mentioned before, the Activity Bar summarizes user activity using color coded activity indicators:
    • Red - Indicates mouse clicks or touch gestures.
    • Yellow - Indicates page scrolling.
    • Blue - Indicates mouse movements.
    • Purple - Indicates keystrokes (typing on a keyboard).

When you play a session recording, you'll see a playback of what your visitor's screen looked like as they used your website. It will show you how your visitor interacted with your webpage during their visit. When your visitor scrolls down or up, you'll see that. When your visitor pauses to read text, you'll see that. You'll even see where their mouse is at and where they've moved it: Their mouse will be represented with a mouse pointer (), and a red line will show you an ongoing trail of their mouse movements. When they perform a click, Tamboo will drop a "click sticker" () that will show you exactly where they clicked.

The session replay player also contains a sidebar to the right, which contains two tabs: Info and Activity.

Using the Info Tab

Watching a Tamboo Session Recording

The Info Tab provides basic information about the current session recording and also provides some quick navigation controls:

  • Session # - Shows the session ID for the current session recording.
  • Delete - Allows you to delete the current session recording.
  • Visitor Status - Shows whether this is a new or returning visitor.
  • Duration - Shows the total duration of the current session recording.
  • Recording Start - Shows when the session recording started.
  • Recording End - Shows when the session recording ended.
  • Device Type - Shows the type of device the visitor was using.
  • Browser - Shows the browser the visitor was using.
  • OS - Shows the operating system the visitor was using.
  • Traffic Source - Shows the original traffic source for the session (if provided). The name or domain of the traffic is displayed first for convenience. If a referring URL was provided, it will be displayed as well as a link. Clicking on the link will take you to that URL in a new browser tab or window.
  • Tags - Shows any tags that have been associated with this recording.
  • Landing / Exit - Shows the landing and exit pages for the session.
  • Pageviews - Shows in order each of the pageview recordings in the session. Clicking on a pageview here allows you to jump to that pageview's recording. Each pageview contains the following information:
    • Watched Status
      • - Indicates that the pageview recording is currently selected for playback.
      • - Indicates that the pageview recording has not been watched.
      • - Indicates that only part of the pageview recording has been watched.
      • - Indicates that the pageview recording has been watched in its entirety.
    • Page URL - Shows the URL of the page associated with the recording.
    • Duration - Shows the duration of the pageview recording.
    • % Viewed - Shows how much of the page the visitor viewed. 100% indicates that the visitor viewed the entire page.
  • Funnels - Shows the funnels associated with this session recording, as well as shows the status of the steps in each funnel:
    • - Indicates that the visitor completed this funnel step.
    • - Indicates that the visitor did not complete this funnel step.
  • User Actions - Provides a summary of the user actions performed in the current session recording:
    • Clicks - Shows the total number of clicks in the session recording.
    • Keystrokes - Shows the total number of keystrokes (keyboard inputs) in the session recording.
    • Mouse Movements - Shows the total number of mouse movements in the session recording.
    • Scrolling - Shows the total number of scroll events in the session recording.
    • % Viewed - Shows the average page amount viewed in the session recording.

Using the Activity Tab

Watching a Tamboo Session Recording

The Activity Tab provides a convenient way to inspect (and jump to) visitor activity events in the current session recording. Using the Activity Tab, you can quickly see what activities a visitor took on which pages. When you click on an activity from the list, Tamboo will automatically "jump" to that point in the session recording.

The Activity Tab shows each pageview recording (and the activities performed during that recording) in a Pageview Container. You can collapse or expand pageview containers simply by clicking on the informational title of each container.

Each Pageview Container contains the following information:

  • Title
    • Watched Status
      • - Indicates that the pageview recording is currently selected for playback.
      • - Indicates that the pageview recording has not been watched.
      • - Indicates that only part of the pageview recording has been watched.
      • - Indicates that the pageview recording has been watched in its entirety.
    • Pageview Number - Shows which number pageview this is in the session recording.
    • Page URL - Shows the URL of the pageview.
    • Duration - Shows the duration of the pageview recording.
    • % Viewed - Shows how much of the page the visitor viewed.
  • Activity Stream - For each visitor activity contained in a pageview recording, the following information is provided. Clicking on an activity will "jump" the session recording to that point in time.
    • Elapsed Time - Shows when the activity occurred from the start of the pageview recording in Minutes:Seconds format. For example, an elapsed time of 0:05 indiciates that this activity occurred 5 seconds after the recording began.
    • Activity - Shows a summary description of the activity:
      • Visited [URL] - Shows when the visitor visited the page.
      • Left [URL] - Shows when the visitor left the page.
      • [Text] ([Type]) - Shows when the visitor clicked on a page element, including the text and type of the page element.
      • [Text][Key] - Shows when the visitor performed a keystroke against a text input. Includes the current text of the input as well as the current keystroke.
      • [Text] - Shows when the visitor changed an input value.

Getting Started with Page Insights

Page Insights are visual analytics that summarize visitor activities on the pages of your website. The most common type of activity visualization is a click map, which shows how many times different page elements have been clicked on by visitors. With Tamboo's Page Insights, you can use click maps to discover which page elements your visitors interact with and click the most - and which ones they don't. To get started exploring your website's page insights, click on the Insights menu option. This will take you to your page insights list.

Understanding the Page Insights List

When you click on the Insights menu option, you'll see a list of your page insights.

The page insights list shows you every webpage that Tamboo has captured visitor activity for from you website.

The page insights list shows several key pieces of information about your webpages and the level of visitor activity occuring on each of them. In order from left to right, they are:

  • Website - Shows the website that the webpage belongs to. This is useful information to have if you use subdomains or are using Tamboo on multiple websites.
  • Page - Shows the path of the webpage Tamboo has collected page insights for.
  • Pageviews - Shows the total number of pageviews the webpage has received.
  • Duration (Avg) - Shows the average amount of time people spend on the webpage in Minutes:Seconds format.
  • % Viewed (Avg) - Shows the average amount of the page that visitors viewed.
  • CTR - Shows the CTR (or Click-Through Rate) of the webpage. This shows the percentage of visitors that click on a page element while visiting the webpage.

Navigating the Page Insights List

The Tamboo Page Insights List

Sorting the Page Insights List

Each of the columns in the page insights list can be sorted by simply clicking on the column heading text or icon. A down caret () indicates that a column is currently sorted in descending order. An up caret () indicates that a column is currently sorted in ascending order. You can change the sort order for a column simply by clicking on it to toggle between ascending or descending sort order.

Navigating Between Page Insight Results Pages

The page insights list by default shows the first 20 webpages in alphabetical order. To view page insights for other webpages, the page insights list provides two tools to navigate across your webpages.

The first tool is the web pages counter in the upper right corner above the page insights list table. This tool shows you the total number of web pages in your current search result (don't worry, we'll cover search later). It also shows you which set of web pages you're looking at in that result set.

For example, you might see something like "1-20 of 100 Web Pages". This tells you that you're looking at a result set of 100 webpages, and that you are currently looking at the first twenty webpages in that result set.

The web pages counter also lets you step forward and backward through your web pages result set. If you click on Next , you'll advance to the next 20 web pages in the list. If you click on Prev, you'll go to the 20 previous web pages in the list. In this example, the web pages counter would update to show you that you have advanced to "21-40 of 100 Web Pages" or "1-20 of 100 Web Pages", respectively.

In addition to the web pages counter, the page insights list also includes pagination controls at the bottom of the page insights list. The pagination controls let you jump to different pages of results, just like in Google. Tamboo's pagination controls include the ability to move to the next or previous page, to jump to a specific page, and to jump to the next set of 5 pages. By default, Tamboo shows up to 20 web pages per page.

Searching the Page Insights List

The Tamboo Page Insights List

Tamboo features a powerful search engine that lets you search across page insight attributes to help you find the page insights you're most interested in viewing or to update the metrics shown in your page insights list.

By default, Tamboo will show you every page insight for your website in the page insights list without any search filters applied.

When you perform a search, Tamboo will automatically update not just the pages that fit that query - but also the metrics for those pages based on your query. For example, if you search for a specific date range, the Pageview and CTR metrics (along with the others) will automatically update to reflect what those values where during the specified date range.

To perform a search against your page insights, simply use the search bar located to the right of the page insights list to provide your search criteria and then click the Search button to execute your search. The page insights list will automatically update (and your metrics will be automatically recalculated) to reflect your search.

To clear your search and go back to your full, unfiltered page insights list, just click on the Clear button.

Tamboo's page insights search combines multiple search terms using an "AND" operator. So when you combine search terms like a date range and a CTR range for example, Tamboo will treat that search as FIND Page Insights WHERE Date IS BETWEEN (Date Range) AND CTR IS BETWEEN (CTR Range).

Tamboo provides the following search options against page insights:

  • Dates - Lets you search for page insights that were captured within the specified date range.
  • Page - Lets you search for pages that match the specified search criteria. Includes the following search modifiers:
    • contains - Will search for pages that contain the search term provided. For example, if you search for blog, it will search for any pages that have the word "blog" in the URL.
    • does not contain - Will search for pages that do not contain the search term provided. For example, if you search for blog, it will search for any pages that do not have the word "blog" in the URL.
    • equals - Will search for pages that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that match that URL exactly.
    • does not equal - Will search for pages that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that do not match that URL exactly.
    • starts with - Will search for pages that start with the search term provided. For example, if you search for http://example.com/blog, it will match any pages that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
    • ends with - Will search for pages that end with the search term provided. For example, if you search for .html, it will match any pages that end in ".html".
    • matches regex - Will search for pages that match the given regular expression. For example, if you search for \d, it will match any pages that contain a digit in the URL.
  • # Pageviews - Lets you search for page insights based on the number of pageviews that a page has received. Allows you to specify a range of 0 to Any.
  • Duration (Avg) - Lets you search for page insights based on the average duration of a visit to a page. Allows you to specify a range of 0s (0 seconds) to Any.
  • % Viewed (Any) - Lets you search for page insights based on the average amount of a page visitors viewed. Allows you to specify a range of 0s (0 seconds) to Any.
  • CTR - Lets you search for page insights based on the CTR (Click-Through Rate) of a page. Allows you to specify a range of 0% to Any.

Viewing Page Insights

Viewing Tamboo Page Insights

To view page insights for a page, simply click on the page's link in your page insights list. You will then be taken to the page insights viewer for that page (shown above).

The viewer allows you to interact with your page insights in a natural and intuitive way. To see insights further down the page that's being displayed, simply scroll your mouse while hovered over the page screenshot (or use the scrollbar controls to the right of it). To get more information about a particular page element's click metrics, simply click on the page element, and a more detailed dialog will appear.

The page insights viewer also provides a control bar above the page's screenshot. This control bar contains:

  • Display Toggle - Allows you to switch to page insights based on the type of device used by visitors. To switch to a different device type, simply click on the appropriate icon: Desktop, Tablet, or Mobile. The number of pageviews captured for each device type are also shown underneath each icon.
  • Page - Located in the top center of the control bar, this shows you the page URL of the page insights you are looking at.
  • Current Resolution (# x #) The Current Resolution is shown under the Page URL. It displays the current screen resolution of the page insight screenshot expressed as Screen Width x Screen Height. Screen resolutions can vary based on browser window sizes.
  • Device CTR - Shows the CTR (Click-Through Rate) for visits to this page from the selected device type.
  • Screenshot Taken - Shows the date and time that the current page insights screenshot was taken. Because your page can change over time as you make changes to it, Tamboo selects the newest screenshot available for a page based on your search criteria.

As mentioned before, you can click on a page element to get more detailed information about its click metrics. Each page element that has received clicks on a page is highlighted by Tamboo and has a click count bubble that shows you how many clicks that page element has received. The color used to highlight a page element tells you how "hot" or "cold" a page element is based on the number of clicks it has received in relation to other elements on the page. "Hotter" colors - such as yellow, orange, and red - indicate that a page element receives many more clicks than other elements on the page. "Colder" colors - such as blue and green - indicate that a page element receives fewer clicks than other elements on the page.

Clicking on a page element will show its click summary box:

Tamboo Page Insights Click Summary Box

To close a click summary box, you can click on the "x" in the upper right hand corner of the box, or you can simply click on the page element a second time.

Each click summary box contains the following information:

  • Text - Displays the text of the click target. This is useful in the event that you have multiple page elements close by and want to make sure that you have selected the right page element to view metrics for.
  • Type - Shows the HTML element type of the click target.
  • ID - Shows the HTML ID of the page element.
  • Name - Shows the HTML Name of the page element.
  • Class - Shows the HTML Classes associated with the page element.
  • Clicks - Shows the total number of clicks the page element has received.
  • Uniques - Shows the total number of unique visitors that clicked on the page element.
  • % of Clicks - Shows what percent of clicks this page element received in relation to all other page elements clicked on the page.
  • Device CTR - Shows the CTR (Click-Through Rate) for this page element.

The page insights viewer also contains a sidebar to the right, which contains two tabs: Options and Device Summary.

Page Insight Options

Tamboo Page Insights Options

The Options Tab allows you to choose what information you want to see page insights for. This is useful if you want to view page insights for a page over a certain period of time, or if you want to see page insights based on a particular traffic source.

By default, Tamboo will show page insights across all pageviews for a page without any search filters applied.

To update the data used to show page insights for a given page, simply use the options bar to provide your filtering criteria and then click the Update button. The page insights view will automatically update to reflect your search.

To clear your filters and go back to the full, unfiltered page insights view, just click on the Clear button.

Tamboo's page insights filters combine similar terms using an "OR" operator, and combine different terms using an "AND" operator.

For example, if you wanted to see page insights from only Chrome or Firefox browsers, all you would need to do is select the Chrome and Firefox options from the Browsers filter group and then hit Update. Tamboo will treat those filter terms using "OR" logic because they are similar terms - they all belong to the same "group". In other words, Tamboo would filter your page insights using a search similar to: FIND Page Insights WHERE Browser IS (Chrome OR Firefox)

If you wanted to see only page insights for visitors coming from search engines using Chrome or Firefox, you would simply modify the above filter to include the Organic search option from the Session Traffic Sources group. Tamboo will now treat this new filter term with "AND" logic, as it belongs to a different group of filtering options. This combination of filters would produce a search similar to FIND Page Insights WHERE Browser IS (Chrome OR Firefox) AND Session Traffic Source IS Organic search

The available page insights filtering options are:

  • Dates - Lets you filter for page insights that were captured within the specified date range.
  • Visited Page - Lets you filter for page insights based on the pages that a visitor visited during their session. Includes the following modifiers:
    • contains - Will search for pages that contain the search term provided. For example, if you search for blog, it will search for any pages that have the word "blog" in the URL.
    • does not contain - Will search for pages that do not contain the search term provided. For example, if you search for blog, it will search for any pages that do not have the word "blog" in the URL.
    • equals - Will search for pages that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that match that URL exactly.
    • does not equal - Will search for pages that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that do not match that URL exactly.
    • starts with - Will search for pages that start with the search term provided. For example, if you search for http://example.com/blog, it will match any pages that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
    • ends with - Will search for pages that end with the search term provided. For example, if you search for .html, it will match any pages that end in ".html".
    • matches regex - Will search for pages that match the given regular expression. For example, if you search for \d, it will match any pages that contain a digit in the URL.
  • Landing Page - Lets you filter for page insights based on the first page a visitor visited (the landing page) during their session. Includes the following modifiers:
    • contains - Will search for pages that contain the search term provided. For example, if you search for blog, it will search for any pages that have the word "blog" in the URL.
    • does not contain - Will search for pages that do not contain the search term provided. For example, if you search for blog, it will search for any pages that do not have the word "blog" in the URL.
    • equals - Will search for pages that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that match that URL exactly.
    • does not equal - Will search for pages that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that do not match that URL exactly.
    • starts with - Will search for pages that start with the search term provided. For example, if you search for http://example.com/blog, it will match any pages that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
    • ends with - Will search for pages that end with the search term provided. For example, if you search for .html, it will match any pages that end in ".html".
    • matches regex - Will search for pages that match the given regular expression. For example, if you search for \d, it will match any pages that contain a digit in the URL.
  • Exit Page - Lets you filter for page insights base on the last page a visitor visited (the exit page) during their session. Includes the following modifiers:
    • contains - Will search for pages that contain the search term provided. For example, if you search for blog, it will search for any pages that have the word "blog" in the URL.
    • does not contain - Will search for pages that do not contain the search term provided. For example, if you search for blog, it will search for any pages that do not have the word "blog" in the URL.
    • equals - Will search for pages that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that match that URL exactly.
    • does not equal - Will search for pages that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that do not match that URL exactly.
    • starts with - Will search for pages that start with the search term provided. For example, if you search for http://example.com/blog, it will match any pages that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
    • ends with - Will search for pages that end with the search term provided. For example, if you search for .html, it will match any pages that end in ".html".
    • matches regex - Will search for pages that match the given regular expression. For example, if you search for \d, it will match any pages that contain a digit in the URL.
  • Funnel - Lets you filter for page insights from visitors that completed (or didn't complete) steps you have defined in a custom funnel. As an example, if you created a funnel that tracks and measures: 1) visits to your pricing page and 2) visitors who create an account after viewing your pricing page, you can use this filtering option while viewing your pricing page to show clicks from everyone who visited your pricing page but didn't create an account. Or, you could even use this same funnel while viewing page insights for your homepage to see which page elements visitors click on when they do create an account.
  • User Actions - Lets you filter for page insights based on the actions that users took or didn't take on a page. This feature lets you specify if you want to include or exclude page insights that contain the following user actions:
    • Clicks - Will filter for page insights where the visitor clicked an element on the page.
    • Keystrokes - Will filter for page insights where the visitor performed any keyboard input.
    • Mouse Movements - Will filter for page insights where the visitor moved their mouse.
    • Scrolling - Will filter for page insights where the visitor scrolled to any area of the page.
  • Include Tags - Lets you filter for page insights for any sessions that have been tagged with any of the specified tags (tags are discussed later).
  • Exclude Tags - Lets you filter for page insights for any sessions that have not been tagged with any of the specified tags (tags are discussed later).
  • Hide Bounces - Lets you hide page insights from bounces. A bounce occurs when a visitor only visits one page on your website and then leaves without visiting any other pages. By default, bounces are not hidden from your page insights.
  • Duration - Lets you filter for page insights based on the duration of the pageview. Allows you to specify a range of 0s (0 seconds) to Any.
  • % Viewed - Lets you filter for page insights based on the amount of the page that a visitor viewed. Allows you to specify a range of 0% to Any.
  • Show insights from new visitors - Lets you filter for page insights from new visitors. This shows page insights from people who have just visited your website for the first time.
  • Show insights from returning visitors - Lets you filter for page insights from returning visitors. This shows page insights from people who have visited your website at least once before.
  • Browser - Lets you filter for page insights based on the type of browser the visitor used:
    • Chrome - Will show page insights from Google Chrome browsers.
    • Edge - Will show page insights from Microsoft Edge browsers.
    • Internet Explorer - Will show page insights from Microsoft Internet Explorer browsers.
    • Firefox - Will show page insights from Firefox browsers.
    • Firefox - Will show page insights from Safari browsers.
    • Other - Will show page insights from other or unknown browsers.
  • Operating System - Lets you filter for page insights based on the type of operating system the visitor's device uses:
    • Android - Will show page insights from Android devices.
    • iOS - Will show page insights from iOS devices (iPhones and iPads).
    • macOS - Will show page insights from macOS devices (Macs).
    • Windows - Will show page insights from Windows devices.
    • Linux - Will show page insights from Linux devices.
    • Other - Will show page insights from other or unknown devices.
  • Page Traffic Sources - Lets you filter for page insights based on the traffic source that sent visitors directly to this page. Includes the following options:
    • All traffic sources - Shows page insights regardless of traffic source.
    • Direct traffic - Shows page insights where the visitor's browser did not provide a referrer URL. This can include direct visits to a website, as well as include visits from mobile apps where a referrer is not provided.
    • Organic search - Shows page insights where the visitor came from a search engine, such as Google or Bing. Does not include visits coming from a paid search engine listing.
    • Social - Shows page insights where the visitor came from a social media site, such as Facebook or Twitter.
    • Referral - Shows page insights where the visitor came from a referring website (not direct, not search, and not social).
    • Custom - Allows you to filter for page insights based on the referring URL of a custom traffic source that you can provide. Includes the following modifiers:
      • contains - Will search for referring URLs that contain the search term provided. For example, if you search for blog, it will search for any referring URLs that have the word "blog" in the URL.
      • does not contain - Will search for referring URLs that do not contain the search term provided. For example, if you search for blog, it will search for any referring URLs that do not have the word "blog" in the URL.
      • equals - Will search for referring URLs that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any referring URLs that match that URL exactly.
      • does not equal - Will search for referring URLs that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any referring URLs that do not match that URL exactly.
      • starts with - Will search for referring URLs that start with the search term provided. For example, if you search for http://example.com/blog, it will match any referring URLs that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
      • ends with - Will search for referring URLs that end with the search term provided. For example, if you search for .html, it will match any referring URLs that end in ".html".
      • matches regex - Will search for referring URLs that match the given regular expression. For example, if you search for \d, it will match any referring URLs that contain a digit in the URL.
  • Session Traffic Sources - Lets you filter for page insights based on the traffic source that originally sent the visitor to your website. Includes the following options:
    • All traffic sources - Shows page insights regardless of traffic source.
    • Direct traffic - Shows page insights where the visitor's browser did not provide a referrer URL. This can include direct visits to a website, as well as include visits from mobile apps where a referrer is not provided.
    • Organic search - Shows page insights where the visitor came from a search engine, such as Google or Bing. Does not include visits coming from a paid search engine listing.
    • Social - Shows page insights where the visitor came from a social media site, such as Facebook or Twitter.
    • Referral - Shows page insights where the visitor came from a referring website (not direct, not search, and not social).
    • Custom - Allows you to filter for page insights based on the referring URL of a custom traffic source that you can provide. Includes the following modifiers:
      • contains - Will search for referring URLs that contain the search term provided. For example, if you search for blog, it will search for any referring URLs that have the word "blog" in the URL.
      • does not contain - Will search for referring URLs that do not contain the search term provided. For example, if you search for blog, it will search for any referring URLs that do not have the word "blog" in the URL.
      • equals - Will search for referring URLs that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any referring URLs that match that URL exactly.
      • does not equal - Will search for referring URLs that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any referring URLs that do not match that URL exactly.
      • starts with - Will search for referring URLs that start with the search term provided. For example, if you search for http://example.com/blog, it will match any referring URLs that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
      • ends with - Will search for referring URLs that end with the search term provided. For example, if you search for .html, it will match any referring URLs that end in ".html".
      • matches regex - Will search for referring URLs that match the given regular expression. For example, if you search for \d, it will match any referring URLs that contain a digit in the URL.

Page Insight Device Summary

Tamboo Page Insights Device Summary

The Device Summary Tab provides a convenient way to see every page element that was clicked when viewing page insights for a page. Using the Device Summary Tab, you can quickly see which page elements receive the highest number of clicks for the type of device you're currently looking at page insights for. When you click on a page element from the list, Tamboo will automatically show you that page element in the page insights viewer and open its summary box for review.

The Device Summary Tab also shows both visible elements and non-visible elements based on the currently displayed page insights screenshot. Elements that are visible in the screenshot will be grouped under the Visible Elements grouping, while elements that are not visible in the screenshot (such as pop-ups, modal dialogs, or elements that remain hidden until a user takes an action) will be grouped under the Non-Visible Elements grouping.

Each Page Element Summary contains the following information:

  • Type and Text - Shows the type and text of the page element. The different types of page elements are indicated by icons:
    • - Links
    • - Text Inputs
    • - Dropdowns
    • - Buttons
    • - Images
    • - Text
  • % of Clicks - Shows the percent and number of clicks this page element received relative to other page elements on the page.
  • CTR / Uniques - Shows the CTR (Click-Through Rate) of this page element, and also shows the total number of unique visitors who clicked on this page element.

Getting Started with Funnels

Funnels help you model and measure the steps that visitors to your website take as they make their way to a goal you have, such as making a purchase. With Funnels, you can model the different steps that your visitors go through before they reach a goal, such as:

  1. Visit Homepage
  2. View Pricing
  3. View Registration
  4. Complete Registration
  5. View Payment Information
  6. Complete Payment Information

Funnels don't just have to be about making purchases. In fact, funnels can be used to model and measure just about any conversion goal that you have, such as tracking signups to your email newsletter. To get started with funnels for your website, click on the Funnels menu option. This will take you to your funnels list.

Understanding the Funnels List

When you click on the Funnels menu option, you'll see a list of your funnels.

The funnels list shows you all of the funnels that you have created for your website, and includes some key pieces of information about the performance of your funnels. In order from left to right, they are:

  • - Shows the build status of a funnel. When you create or modify a funnel in Tamboo, Tamboo needs to take some time in the background to build (or rebuild) your funnel definition. This column shows the build status of your funnels using the following icons:
    • - Indicates that the funnel definition has been built and is now actively updating its metrics based on visitor activity.
    • - Indicates that the funnel definition is being built (or rebuilt) in the background. Funnel metrics will "jump around" while a funnel definition is being built. Once the funnel build process has completed, the status will automatically switch to .
  • Name - Shows the name that you assigned to the funnel.
  • Description - Shows the description that you assigned to the funnel.
  • Sessions - Shows the total number of sessions that have gone through at least the first step of the funnel.
  • Conversions - Shows the total number of sessions that have completed all steps of the funnel.
  • Conversion Rate - Shows the percent of sessions that have completed all steps of the funnel.

Navigating the Funnels List

The Tamboo Funnels List

Sorting the Funnels List

Each of the columns in the funnels list can be sorted simply by clicking on the column heading text or icon. A down caret () indicates that a column is currently sorted in descending order. An up caret () indicates that a column is currently sorted in ascending order. You can change the sort order for a column simply by clicking on it to toggle between ascending and descending sort order.

Navigating Between Funnel Results Pages

The funnels list by default shows the first 20 funnels in alphabetical order. To view more than the first 20 funnels, the funnels list provides two tools to help you navigate through your funnels.

the first tool is the funnels counter in the upper right corner above the funnels list table. This tool shows you the total number of funnels in your current search result (don't worry, we'll cover search later). It also shows you which set of funnels you're looking at in the result set.

For example, you might see something like "1-20 of 100 Funnels". This tells you that you're looking at a result set of 100 funnels, and that you are currently looking at the first twenty funnels in that result set.

The funnels counter alos lets you step forward and backward through your funnels result set. If you click on Next , you'll advance to the next 20 funnels in the list. If you click on Prev, you'll go to the 20 previous funnels in the list. In this example, the funnels counter would update to show you that you have advanced to "21-40 of 100 Funnels" or "1-20 of 100 Funnels", respectively.

In addition to the funnels counter, the funnels list also includes pagination controls at the bottom of the funnels list. The pagination controls let you jump to different pages of results, just like in Google. Tamboo's pagination controls include the ability to move to the next or previous page, to jump to a specific page, and to jump to the next set of 5 pages. By default, Tamboo shows up to 20 funnels per page.

Searching the Funnels List

The Tamboo Funnels List

Tamboo features a powerful search engine that lets you search across funnel attributes to help you find the funnels you're most interested in viewing or to update the metrics shown in your funnel list.

By default, Tamboo will show you every funnel you've defined in the funnels list without any search filters applied.

When you perform a search, Tamboo will automatically update not just the funnels that fit that query - but also the metrics for those funnels based on your query. For example, if you search for a specific date range, the Sessions and Conversions metrics (along with the others) will automatically update to reflect what those values where during the specified date range.

To perform a search against your funnels, simply use the search bar located to the right of the funnels list to provide your search criteria and then click the Search button to execute your search. The funnels list will automatically update (and your metrics will be automatically recalculated) to reflect your search.

To clear your search and go back to your funnel, unfiltered funnels list, just click on the Clear button.

Tamboo's funnel search combines multiple search terms using an "AND" operator. So when you combine search terms like a date range and device type for example, Tamboo will treat that search as FIND Funnels WHERE Date IS BETWEEN (Date Range) AND Device Type IS (Device Type).

Tamboo provides the following search options against funnels:

  • Dates - Lets you search for funnel metrics based on the specified date range.
  • Devices - Lets you search for funnel metrics based on the type of device a visitor used. Includes the following options:
    • - Will show metrics from desktop devices
    • - Will show metrics from tablet devices
    • - Will show metrics from smartphone and mobile devices
  • Name - Lets you search for funnels based on the name of the funnel. Inclues the following search modifiers:
    • contains - Will search for funnels whose name contains the search term provided. For example, if you search for blog, it will search for any funnels that have the word "blog" in the name.
    • does not contain - Will search for funnels whose name does not contain the search term provided. For example, if you search for blog, it will search for any funnels that do not have the word "blog" in the name.
    • equals - Will search for funnels whose name matches the search term provided exactly. For example, if you search for Blog Views, it will search for any funnels whose name matches that term exactly.
    • does not equal - Will search for funnels whose name does not match the search term provided exactly. For example, if you search for Blog Views, it will search for any funnels whose name does not match that term exactly.
    • starts with - Will search for funnels whose name starts with the search term provided. For example, if you search for Blog, it will match any funnels whose name starts with "Blog", such as "Blog Views".
    • ends with - Will search for funnels whose name ends with the search term provided. For example, if you search for Views, it will match any funnels whose name end in "Views", such as "Blog Views".
    • matches regex - Will search for funnels whose name matches the given regular expression. For example, if you search for \d, it will match any funnels that contain a digit in the name.
  • Description - Lets you search for funnels based on the description of the funnel. Includes the following search modifiers:
    • contains - Will search for funnels whose description contains the search term provided. For example, if you search for blog, it will search for any funnels that have the word "blog" in the description.
    • does not contain - Will search for funnels whose description does not contain the search term provided. For example, if you search for blog, it will search for any funnels that do not have the word "blog" in the description.
    • equals - Will search for funnels whose description matches the search term provided exactly. For example, if you search for Blog Views, it will search for any funnels whose description matches that term exactly.
    • does not equal - Will search for funnels whose description does not match the search term provided exactly. For example, if you search for Blog Views, it will search for any funnels whose description does not match that term exactly.
    • starts with - Will search for funnels whose description starts with the search term provided. For example, if you search for Blog, it will match any funnels whose description starts with "Blog", such as "Blog Views".
    • ends with - Will search for funnels whose description ends with the search term provided. For example, if you search for Views, it will match any funnels whose description end in "Views", such as "Blog Views".
    • matches regex - Will search for funnels whose description matches the given regular expression. For example, if you search for \d, it will match any funnels that contain a digit in the description.
  • # Sessions - Lets you search for funnels based on the number of sessions that have entered a funnel. Allows you to specify a range of 0 to Any.
  • # Conversions - Lets you search for funnels based on the number of sessions that have completed all steps of a funnel. Allows you to specify a range of 0 to Any.
  • Conversion Rate - Lets you search for funnels based on the conversion rate of the funnel (the percent of sessions that have completed all steps of a funnel). Allows you to specify a range of 0% to Any.

Viewing Funnels

Viewing Tamboo Funnels

Funnels are visualizations of the steps that you have planned for your visitors to take on their path to some goal, such as a purchase. Tamboo's funnels can be used to measure conversion rates and to help visually identify optimization opportunities. A funnel's steps are ordered from left to right. This helps you to visualize how many visitors enter your funnel on the left, and allows you to see how many of those visitors complete each step, up until the final conversion goal on the right.

To identify conversion optimization opportunities, follow your funnel from left to right. When you first encounter a funnel step that has a higher drop-off rate than you would expect, that first step (from left to right) should be the first step in your funnel you try to optimize. Because there are always more visitors coming through a funnel from earlier steps, fixing those earlier steps can "free up" visitors who never make it through the rest of your funnel. Think of it like a kink in a garden hose. When you have a kink in the hose, only a little bit of water makes its way through the hose. But when you unkink the hose, you enable all of that water that was "stuck" to make its way through the rest of the hose. Optimizing funnel steps from left to right is like finding and removing kinks in a hose - it frees up "stuck" visitors and results in more visitors making it to the end of your funnel - where they often make a purchase.

To view a funnel, simply click on the funnel's name in your funnels list. You will be taken to the funnel viewer for that funnel (shown above).

The funnel viewer shows detailed information about a funnel and its performance across different metrics.

When viewing a funnel, the first thing you will notice is the funnel visualization itself. This shows the number of sessions that transition to each step of your funnel as a green area chart.

In this visualization, each step of your funnel is shown as a swimlane. Steps are ordered from left to right, which allows you to see the top end of your funnel on the left and the bottom end of your funnel on the right. This allows you to see how your funnel performs as visitors pass through the top of the funnel to the bottom of the funnel. Each funnel step shows the number of sessions that entered that step to the left, and the number of sessions that transitioned through that step to the right based on the height of the green funnel chart.

Each funnel step swimlane shows the following information:

  • Name - The name of the funnel step.
  • Sessions - Shows the number of sessions that entered the funnel step.
  • Step % - Shows the percent of overall sessions that transitioned to this step.

In between each funnel step swimlane, you'll also see the transition %. This shows you how many sessions transitioned from the step on the left to the step on the right.

Finally, you'll notice a trophy () displayed in the last step of your funnel with a percent in it. This is the overall conversion rate of your funnel.

You'll also notice that there's a subdued gray area chart in your funnel visualization. While the green area chart shows the number of sessions that move through your funnel, the gray area chart shows the percent of sessions that transition through it. This is useful for finding steps with high or low transition rates.

Beneath each funnel step, you'll see a Watch button. Clicking on this button will show you session recordings from visitors who entered that funnel step. This is an incredibly useful tool that lets you watch back-to-back recordings of what people did in that step of your funnel. This can help you understand why your transition rates for a particular step are lower than you'd expect - and can give you ideas for what you need to do to fix that.

Underneath the main funnel visualization, you'll see a matrix that shows how each traffic source that feeds into your funnel performs on a step-by-step basis. This matrix can help you identify your best (or worse) performing traffic sources. With this information at hand, you'll be able to optimize the traffic sources you send into your funnels by:

  • Knowing which sites perform best - Let's say that you notice that a site like Medium seems to perform well in your funnel from articles you've written there. Tha might be a good indicator that you should "double down" on creating more Medium articles to feed into your funnel.
  • Knowing what types of sites perform best - Let's say that you notice that a site like Product Hunt seems to perform well in your funnel based on a product listing you've created there. That could be an indicator that you should look for other sites that are like Product Hunt to promote your site on.
  • Finding opportunities for traffic segmentation - By looking at your funnel's traffic sources and their performance, you may notice that you start to see patterns. Maybe Medium articles that you write tend to convert well in your funnel, but your social media posts don't. This may be an indicator that you need to segment your traffic by creating dedicated pages for the different types of traffic you're receiving. As an example, the pages you have today may work well with the traffic you're getting from Medium, but you may need to create a new set of tailored pages to take properly take advantage of (and better convert) the traffic you receive from social media posts.
  • Knowing which sites perform worse - Repurposing our Medium articles example above, let's say that Medium actually performs worse than other traffic sources to your funnel. That could be an indicator that you might want to either change up your approach to writing articles on Medium - or abandon the effort altogether.

As mentioned earlier, the traffic source matrix will show you a breakdown of your funnel's performance across traffic sources. For each traffic source, you'll see the following information:

  • Traffic Source - Shows the traffic source.
  • Funnel Step Numbers - Shows a count and a percentage for the traffic source's performance within each funnel step.
  • Transition % - Shows how many sessions from a traffic source transition from one funnel step to the next.

The traffic source matrix allows you to calculate traffic source metrics based on three different models. To change the calculation model used, simply select the model you want to use from the drop down located to the left above the traffic source matrix. The three models are:

  • % by Traffic Source (default) - Shows how each traffic source performs independently from other traffic sources: Counts and percentages are only for each traffic source. As an example, if your second funnel step shows 25% for xyz.com, that means that 25% of sessions from xyz.com make it to the second step of your funnel. This is a natural way of looking at traffic source funnel metrics, and hence why it is the default.
  • % by Funnel - Shows how each traffic source performs as part of the overall funnel: Counts and percentages are based in relation to all other traffic sources and all other steps in the funnel. For example, if your second funnel step shows 25% for Twitter, that means that 25% of all sessions to that step came from Twitter.
  • % by Step - Shows how each traffic source performs in relation to its previous step: Counts and percentages are based on the previous step of each traffic source. For example, if you see that your second funnel step for a traffic source is 23.13%, and then you see that the third funnel step is 31.03%, the transition % between those steps will be 134.15%, as the rate of change from the previous step (23.13%) to the next step (31.03%) is 134.15%. This model is more complex to understand, but helps to identify lifts and drops in transition rates between steps.

Filtering Funnels

Tamboo Funnel Filters

The funnel viewer has a sidebar to the right that lets you update your funnel metrics to show only the information you want to see. This is useful if you want to see funnel metrics over a certain period of time, or if you want to see metrics based on a particular device type.

By default, Tamboo will show funnel metrics across all sessions without any search filters applied.

To update the data used to show funnel metrics, simply use the sidebar to provide your filtering criteria and then click the Update button. The funnel view will automatically update to reflect your search.

To clear your filters and go back to the full, unfiltered funnel view, just click on the Clear button.

Tamboo's funnel filters combine similar terms using an "OR" operator, and combine different terms using an "AND" operator.

For example, if you wanted to only see funnel metrics for sessions from Chrome or Safari browsers, all you would need to do is select the Chrome and Safari options from the Browsers filter group and then hit Update. Tamboo will treat those filter terms using "OR" logic because they are similar terms - they all belong to the same "group". In other words, Tamboo would filter your funnel metrics using a search similar to: FIND Funnel Metrics WHERE Browser IS (Chrome OR Safari)

If you wanted to see only funnel metrics for sessions from visitors using those browsers while using a desktop device, you would simply modify the above filter to include the Desktop option from the Devices group. Tamboo will now treat this new filter term with "AND" logic, as it belongs to a different group of filtering options. This combination of filters would produce a search similar to FIND Funnel Metrics WHERE Browser IS (Chrome or Safari) AND Device IS Desktop

The available funnel metric filtering options are:

  • Dates - Lets you filter funnel metrics based on sessions that were captured within the specified date range.
  • Devices - Lets you filter funnel metrics based on the type of device the visitor used:
    • - Shows funnel metrics for desktop devices
    • - Shows funnel metrics for tablet devices
    • - Shows funnel metrics for mobile and smartphone devices
  • Visited Page - Lets you filter funnel metrics based on the pages that a visitor visited during their session. Includes the following modifiers:
    • contains - Will search for pages that contain the search term provided. For example, if you search for blog, it will search for any pages that have the word "blog" in the URL.
    • does not contain - Will search for pages that do not contain the search term provided. For example, if you search for blog, it will search for any pages that do not have the word "blog" in the URL.
    • equals - Will search for pages that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that match that URL exactly.
    • does not equal - Will search for pages that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that do not match that URL exactly.
    • starts with - Will search for pages that start with the search term provided. For example, if you search for http://example.com/blog, it will match any pages that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
    • ends with - Will search for pages that end with the search term provided. For example, if you search for .html, it will match any pages that end in ".html".
    • matches regex - Will search for pages that match the given regular expression. For example, if you search for \d, it will match any pages that contain a digit in the URL.
  • Landing Page - Lets you filter funnel metrics based on the first page a visitor visited (the landing page) during their session. Includes the following modifiers:
    • contains - Will search for pages that contain the search term provided. For example, if you search for blog, it will search for any pages that have the word "blog" in the URL.
    • does not contain - Will search for pages that do not contain the search term provided. For example, if you search for blog, it will search for any pages that do not have the word "blog" in the URL.
    • equals - Will search for pages that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that match that URL exactly.
    • does not equal - Will search for pages that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that do not match that URL exactly.
    • starts with - Will search for pages that start with the search term provided. For example, if you search for http://example.com/blog, it will match any pages that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
    • ends with - Will search for pages that end with the search term provided. For example, if you search for .html, it will match any pages that end in ".html".
    • matches regex - Will search for pages that match the given regular expression. For example, if you search for \d, it will match any pages that contain a digit in the URL.
  • Exit Page - Lets you filter funnel metrics based on the last page a visitor visited (the exit page) during their session. Includes the following modifiers:
    • contains - Will search for pages that contain the search term provided. For example, if you search for blog, it will search for any pages that have the word "blog" in the URL.
    • does not contain - Will search for pages that do not contain the search term provided. For example, if you search for blog, it will search for any pages that do not have the word "blog" in the URL.
    • equals - Will search for pages that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that match that URL exactly.
    • does not equal - Will search for pages that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any pages that do not match that URL exactly.
    • starts with - Will search for pages that start with the search term provided. For example, if you search for http://example.com/blog, it will match any pages that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
    • ends with - Will search for pages that end with the search term provided. For example, if you search for .html, it will match any pages that end in ".html".
    • matches regex - Will search for pages that match the given regular expression. For example, if you search for \d, it will match any pages that contain a digit in the URL.
  • User Actions - Lets you filter funnel metrics based on the actions that users took or didn't take on a page. The feature lets you specify if you want to include or exclude funnel metrics that contain the following user actions:
    • Clicks - Will filter funnel metrics for sessions where the visitor clicked on an element on the page.
    • Keystrokes - Will filter funnel metrics for sessions where the visitor performed any keyboard input.
    • Mouse Movements - Will filter funnel metrics for sessions where the visitor moved their mouse.
    • Scrolling - Will filter funnel metrics for sessions where the visitor scrolled to any area of the page.
  • Include Tags - Lets you filter funnel metrics based on sessions that have been tagged with any of the specified tags (tags are discussed later).
  • Exclude Tags - Lets you filter funnel metrics based on sessions that have not been tagged with any of the specified tags (tags are discussed later).
  • Hide bounces - Lets you exclude bounces from funnel metrics. A boucne occurs when a visitor only visits one page on your website and then leaves without visiting any other pages. By default, bounces are not excluded from funnel metrics.
  • Duration - Lets you filter funnel metrics based on the duration of the session. Allows you to specify a range of 0s (0 seconds) to Any.
  • % Viewed - Lets you filter funnel metrics based on the average amount of pages that a visitor viewed. Allows you to specify a range of 0% to Any.
  • Show insights from new visitors - Lets you filter funnel metrics from new visitors. This shows funnel metrics from people who have just visited your website for the first time.
  • Show insights from returning visitors - Lets you filter funnel metrics from returning visitors. This shows funnel metrics from people who have visited your website at least once before.
  • Browser - Lets you filter funnel metrics based on the type of browser the visitor used:
    • Chrome - Will show funnel metrics from Google Chrome browsers.
    • Edge - Will show funnel metrics from Microsoft Edge browsers.
    • Internet Explorer - Will show funnel metrics from Microsoft Internet Explorer browsers.
    • Firefox - Will show funnel metrics from Firefox browsers.
    • Safari - Will show funnel metrics from Safari browseres.
    • Other - Will show funnel metrics from other or unknown browsers.
  • Operating System - Lets you filter funnel metrics based on the type of operating system the visitor's devices uses:
    • Android - Will show funnel metrics for Android devices.
    • iOS - Will show funnel metrics from iOS devices (iPhones and iPads).
    • macOS - Will show funnel metrics from macOS devices (Macs).
    • Windows - Will show funnel metrics from Windows devices.
    • Linux - Will show funnel metrics from Linux devices.
    • Other - Will show funnel metrics from other or unknown devices.
  • Traffic Sources - Lets you filter funnel metrics based on the traffic source that originally sent the visitor to your website. Includes the following options:
    • All traffic sources - Shows funnel metrics regardless of traffic source.
    • Direct traffic - Shows funnel metrics where the visitor's browser did not provide a referrer URL. This can include direct visits to a website, as well as include visits from mobile apps where a referrer is not provided.
    • Organic search - Shows funnel metrics where the visitor came from a search engine, such as Google or Bing. Does not include visits coming from a paid search engine listing.
    • Social - Shows funnel metrics where the visitor came from a social media site, such as Facebook or Twitter.
    • Referral - Shows funnel metrics where the visitor came from a referring website (not direct, not search, and not social).
    • Custom - Allows you to filter funnel metrics based on the referring URL of a custom traffic source that you can provide. Includes the following modifiers:
      • contains - Will search for referring URLs that contain the search term provided. For example, if you search for blog, it will search for any referring URLs that have the word "blog" in the URL.
      • does not contain - Will search for referring URLs that do not contain the search term provided. For example, if you search for blog, it will search for any referring URLs that do not have the word "blog" in the URL.
      • equals - Will search for referring URLs that match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any referring URLs that match that URL exactly.
      • does not equal - Will search for referring URLs that do not match the search term provided exactly. For example, if you search for http://example.com/blog, it will search for any referring URLs that do not match that URL exactly.
      • starts with - Will search for referring URLs that start with the search term provided. For example, if you search for http://example.com/blog, it will match any referring URLs that start with "http://example.com/blog", such as "http://example.com/blog/post-one".
      • ends with - Will search for referring URLs that end with the search term provided. For example, if you search for .html, it will match any referring URLs that end in ".html".
      • matches regex - Will search for referring URLs that match the given regular expression. For example, if you search for \d, it will match any referring URLs that contain a digit in the URL.

Managing Funnels

Creating a Funnel

To create a funnel, navigate to the Funnels List by clicking on the Funnels navigation menu item. Then, locate and click on the New Funnel button in the upper right hand corner above the funnels list table.

You will be taken to the Funnel Builder to create a new funnel:

Tamboo Funnel Builder for New Funnel

To create your funnel, first provide a Name for your funnel that describes what your funnel is meant to measure, such as New Trial Signups. We also recommend that you provide a Description for your funnel that describes anything of note about this funnel to you and your team members. For example: Tracks new trial signups from the homepage.

After you have named your funnel, the next step is to add steps to your funnel. As mentioned before, a funnel step is simply a "step" that you expect visitors to take on their path to a goal that you have defined, such as signing up for a trial or making a purchase.

To make sure that you configure your funnel steps properly, it is useful to go through your website and to make note of each step that you take.

In our example of creating a funnel to track new trial signups, after we've gone through our website, we might have noted that the steps that we want to track are:

  1. Visitor visits homepage
  2. Visitor clicks on plans
  3. Visitor picks a plan and views the registration page
  4. Visitor completes registration and views welcome screen

Our goal now is to simply create a funnel that models this process.

But before we do that, you may be asking yourself - "But what if they don't follow those exact steps in order? What if they look at our About page at one point? Or what if they stop to read a blog post?"

The way that Tamboo's funnels are built means that in most cases, these little "diversions" don't impact your funnel's ability to track those visits.

So long as your visitor has completed the previous step at any point during their session (it doesn't have to be the immediately preceding step), things will work as you expect.

For example, let's say that a visitor comes to your homepage, views a blog post, and then views your plans page. Because the visitor viewed your homepage and then viewed your plans page (even though they viewed a blog post in between), your funnel will properly record this visit as having completed the first two steps of your funnel.

However, with this example funnel, if a visitor does not view your homepage before they view your plans page, their session will not be counted in the funnel (because they never completed the first step). Let's say that the reason for this is that they came to your site from a blog post they found on Google, and from that blog post they went to your plans page. As they never visited your homepage, they never "entered" this funnel. However, if they visited your blog post and then visited your homepage before they visited your plans page, they would be tracked by this funnel.

In addition to this above point, step order matters. If a visitor views a blog post, then views your plans page, and then views your homepage, that visit will not be tracked by our example funnel. However, if a visitor views a blog post, then views your plans page, then views your homepage, and then views your plans page again, then that visit would be tracked by our example funnel. Each step needs to be satisfied before the next step can be tracked.

Knowing this information will help you to properly design (and diagnose) your funnels.

Now that we've come up with an example funnel and have covered how Tamboo's funnel step tracking works, let's walk through how to add funnel steps to a funnel.

To add a step to your funnel, simply click on the Add Step button in the funnel builder. You'll now see a form to configure your funnel step. This form includes the following:

  • Step # - A green cirlce shows which step number this is in your funnel. Remember, funnel steps must be satisifed in order.
  • Title - Lets you provide a title for the step to describe what it's meant to track, such as "Visited Homepage".
  • Step Criteria - Contains an expression builder that lets you specify what criteria must be met in order for this step to be considered "completed". It follows the form of "When the <object> <match type> <value>", which lets you build easy to understand expressions such as "When the Page URL contains blog". The expression builder contains the following options:
    • Object - Allows you to specify which visitor object you want to evaluate against in your expression:
      • Page URL - Lets you match against the URL of a pageview.
      • Traffic Source - Lets you match against the traffic source of a session.
      • IP Address - Lets you match against the visitor's IP Address.
    • Match Type - Allows you to specify the type of match that you want to perform:
      • contains - Will match sessions whose object type you have selected contain the value provided. For example, if you selected the Page URL object type, and provided a value of blog, this will match any visit to a page on your site that has the word "blog" in the URL.
      • does not contain - Will match sessions whose object type you have selected does not contain the value provided. For example, if you selected the Page URL object type, and provided a value of blog, it will match any visit to a page on your site that does not have the word "blog" in the URL.
      • equals - Will match sessions whose object type you have selected contain the value provided exactly. For example, if you selected the Page URL object type, and provided a value of http://example.com/blog, it will match any visit to that exact URL.
      • does not equal - Will match sessions whose object type you have selected do not match the value provided exactly. For example, if you selected the Page URL object type, and provided a value of http://example.com/blog, it will match any visit to any page other than that exact URL.
      • starts with - Will match sessions whose object type you have selected start with the value provided. For example, if you selected the Page URL object type, and provided a value of http://example.com/blog, it will match any visit to a page that starts with "http://example.com/blog", such as "http://example.com/blog/post-one".
      • ends with - Will match sessions whose object type you have selected end with the value provided. For example, if you selected the Page URL object type, and provided a value of .html, it will match any visit to a page whose URL ends in ".html".
      • matches regex - Will match sessions whose object type you have selected match the given regular expression. For example, if you selected the Page URL object type, and provided a value of \d, it will match any visit to a page whose URL contains a digit.
    • Value - This is the value that must be matched according to the match type you have selected in order for this funnel step to be "activated". It is dependent on the object type you have selected. For example, if you selected the Page URL object type, this would be the URL of a page on your website to match against, whereas if you selected the Traffic Source object type, this would be the URL of a referring traffic source.
  • - Removes the current step from your funnel.

To add a step, simply complete the fields for the step you want to configure.

For example, let's say we wanted to set up our first funnel step for tracking visits to the homepage of example.com. We would do that by following these steps:

  1. Set the Name to Visited Homepage.
  2. Choose the Page URL Object Type, since we want to track visits to a specific page on example.com.
  3. Set the Match Type to equals, since we only want to match pageviews to an exact page.
  4. Set the Value to http://example.com/

Using this example, your funnel builder screen would now look like:

Adding a step to a Tamboo funnel.

Following our example, we'd want to then track visits to our plans page, located at http://example.com/plans. We would configure that step by following these steps:

  1. Click on the Add Step button to create a new step.
  2. Set the Name of the step to Viewed Plans.
  3. Choose the Page URL Object Type.
  4. Choose the equals Match Type.
  5. Set the Value to http://example.com/plans

Your funnel builder screen would now look like:

Adding a second step to a Tamboo funnel.

We would then do the same for the remaining steps in our funnel.

When all of your funnel steps have been defined, you would then click on the Save Funnel button in the upper right corner to save your funnel.

Tamboo will then show you the funnel viewer for your new funnel and will start to build your newly defined funnel definition in the background:

Tamboo building a funnel definition.

While your funnel definition is being built, Tamboo will show a message telling you that your funnel is being built in the background. While this is going on, Tamboo will periodically update your view of the funnel to show you metrics as calculations are being performed. When it is done building, this message will disappear, and your completed funnel will be presented to you for viewing.

This background funnel building process only occurs when you create or modify a funnel definition to analyze and measure your historical data. Once a funnel has been built, it will automatically update as new visitors make their way through the steps of your funnel.

Modifying a Funnel

To modify a funnel, first open the funnel that you want to modify and click on the Edit button in the upper right hand corner. This will take you to the funnel builder for your funnel.

Make whatever changes you need with the funnel builder, just like when you created the funnel.

When you're done, click on the Save Funnel button.

Your funnel definition will be rebuilt in the background, just like when you creeate a new funnel.

Deleting a Funnel

To delete a funnel, first open the funnel that you want to delete and click on the Edit button in the upper right hand corner. This will take you to the funnel builder for your funnel.

Then click on the Delete button in the upper right corner to the left of the Save Funnel button.

When prompted if you want to delete the funnel, choose OK. (If you don't want to delete your funnel, be sure to choose Cancel!)

Tamboo Settings

To access additional Tamboo settings, click on the Settings navigation menu link.

Tags

When you click on Settings, the first settings option you'll be presented with are for managing your Tags:

Tamboo tag settings

Tags are rules that are applied to visits to your website. With them, you can "tag" certain visits based on the rules you define, such as when a visitor makes a purchase or signs up for your service.

You can use the tags you create in searches throughout Tamboo. Each of Tamboo's features - session recordings, page insights, and funnels - allow you to include or exclude visits based on any tags associated with them.

For example, if you created a tag that tracked visits that made a purchase, you could easily search for session recordings that have that tag, which would let you watch recordings only from visitors who made a purchase. Or, you could choose to exclude that tag, which would let you watch recordings only from visitors who didn't make a purchase.

The Tags List

The Tags List show all of the tags that you have created. For each tag, you'll see the following information:

  • Name - Shows the name of the tag.
  • Attribute - Shows the attribute that the tag is meant to match against.
  • Match Type - Shows the match type that is used when evaluating this tag.
  • Match Value - Shows the value that is being matched against.

Creating a Tag

To create a new tag, simply click on the New Tag button in the upper right corner of the tags list. This will take you to the tag entry screen:

Creating a new tag

To create your tag, first provide a Name for your tag that describes what it's tagging. For example, if you wanted to tag visits that made purchases, you might use the name "Purchases".

After you have named your tag, you'll need to provide a Rule for your tag using the expression builder. This lets you specify the condition under which a visit should be tagged with this tag. It follows the form of "When the <object> <match type> <value>", which lets you build easy to understand expressions such as "When the Page URL contains blog". The expression builder contains the following options:

  • Object - Allows you to specify which visitor object you want to evaluate against in your expression:
    • Page URL - Lets you match against the URL of a pageview.
    • Traffic Source - Lets you match against the traffic source of a session.
    • IP Address - Lets you match against the visitor's IP Address.
  • Match Type - Allows you to specify the type of match that you want to perform:
    • contains - Will match sessions whose object type you have selected contain the value provided. For example, if you selected the Page URL object type, and provided a value of blog, this will match any visit to a page on your site that has the word "blog" in the URL.
    • does not contain - Will match sessions whose object type you have selected does not contain the value provided. For example, if you selected the Page URL object type, and provided a value of blog, it will match any visit to a page on your site that does not have the word "blog" in the URL.
    • equals - Will match sessions whose object type you have selected contain the value provided exactly. For example, if you selected the Page URL object type, and provided a value of http://example.com/blog, it will match any visit to that exact URL.
    • does not equal - Will match sessions whose object type you have selected do not match the value provided exactly. For example, if you selected the Page URL object type, and provided a value of http://example.com/blog, it will match any visit to any page other than that exact URL.
    • starts with - Will match sessions whose object type you have selected start with the value provided. For example, if you selected the Page URL object type, and provided a value of http://example.com/blog, it will match any visit to a page that starts with "http://example.com/blog", such as "http://example.com/blog/post-one".
    • ends with - Will match sessions whose object type you have selected end with the value provided. For example, if you selected the Page URL object type, and provided a value of .html, it will match any visit to a page whose URL ends in ".html".
    • matches regex - Will match sessions whose object type you have selected match the given regular expression. For example, if you selected the Page URL object type, and provided a value of \d, it will match any visit to a page whose URL contains a digit.
  • Value - This is the value that must be matched according to the match type you have selected in order for this tag to be applied. It is dependent on the object type you have selected. For example, if you selected the Page URL object type, this would be the URL of a page on your website to match against, whereas if you selected the Traffic Source object type, this would be the URL of a referring traffic source.

For example, let's say we wanted to create a tag that will help us identify sessions where the visitor registered for our service. We know that people who are shown the welcome screen at http://example.com/confirmation have completed the registration process. With this information, we would define our tag as follows:

  1. Set the Name to Registered.
  2. Choose the Page URL Object Type, since we want to track visits to a specific page.
  3. Set the Match Type to equals, since we only want to match pageviews to an exact page.
  4. Set the Value to http://example.com/confirmation

Using this example, your tag entry screen would now look like:

Configuring a tag rule.

Once you have completed configuring your tag, click the Save Tag button in the upper right corner.

Tamboo will start tagging new visits immediately while updating your historical visits in the background.

Modifying a Tag

To modify a tag, simply select it from the tags list. This will take you to the tag entry screen for your tag.

Make whatever changes you need, and then click on the Save Tag button.

New visits will be tagged immediately, while old visits will be updated in the background.

Deleting a Tag

To delete a tag, select it from the tags list. This will take you to the tag entry screen for your tag.

Click on the Delete button in the upper right corner located to the left of the Save Tag button.

When prompted if you want to delete the tag, choose OK. (If you don't want to delete your tag, be sure to choose Cancel!)

Account Settings

To view your account settings, simply click on the Account link in the Settings sidebar navigation. From here, you can view details about your account, as well as access our Support FAQ and contact our support team.