Welcome to Fullstory! This guide will show you how to set up Fullstory's admin settings to ensure your organization gets the most value from the platform.
We'll explore a multi-step journey:
- Drive best practices and standards for your org: Take the lead and set an example to ensure everyone's getting the most value from Fullstory.
- Get real behavioral data you need from all of your sites: Use Capture Data by Domain and Block User Agents to ensure the data you're looking at in Fullstory is the right data.
- Make your data make sense to you: Name elements and pages to help your teams get to value faster.
- Create key events to streamline your teams' analyses: Define events that mean something to your organization.
Drive best practices and standards for your organization
As an administrator, you have the power and influence to ensure your organization is getting the most value from Fullstory that they can get. By establishing and enforcing clear naming standards for segments, metrics, and other objects, you can significantly reduce internal confusion and ambiguity, and encourage members of your teams to do the same while they create and manage data in Fullstory as well.
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For Enterprise accounts: organize your spaces
Spaces help you organize your Fullstory objects, collaborate with colleagues, and focus on the data that matters most. It's wise to consider how your team collaborates when building and organizing these spaces: is it better to have one space per team? Or one space per project? Furthermore: does your team know about private spaces to improve data object cleanliness for their peers?
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Use Templates to skip straight to the good stuff
Templates are data objects made by Fullstory based on what we've found to be the most commonly helpful.
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The Web Configuration Guide template is your one-stop shop for all things set-up. It also has pre-built metrics that help you monitor top elements and pages that need naming. For example, below you can see section 3 of the Web Configuration Guide walking you through Page configuration, showing your top visited pages as well as any URLs that haven't yet been defined as Pages within Fullstory:
- If you don't see the Web Configuration Guide from your home page, you can look through the entire Template library for it (or peruse any other Template that seems interesting!).
Get real behavioral data you need from all of your sites
Fullstory works best when capturing real customer and user engagement. Capturing traffic from domains without real customer engagement—such as testing, staging, or local development environments—can make the data appear noisy. You can selectively disable data capture on these domains without needing to modify any code.
While there's an advantage at taking an initial review of web traffic coming from bots and web crawlers, you may consider blocking known bots and automated web crawlers for the long term. This helps to keep your behavioral data focused on your customers.
By proactively eliminating irrelevant traffic from being recorded, you empower your teams to base their decisions on a truthful representation of the customer experience, leading to faster bug resolution and more informed product strategy.
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- Can I disable data capture for a specific domain?
- Can I block unwanted sessions by IP address or User-Agent or bot?
Make your data make sense to you
Fullstory's Fullcapture technology means that every single user interaction is available for analysis. As an admin, you can help your organization get to insights faster by giving easy-to-understand names to your complex data. Check out the video below to learn how to name elements.
You can name Pages as well.
As a result, everyone in your organization will be able to quickly identify elements and pages in Sessions, Metrics, Heatmaps, and more:
If you have an Advanced or Enterprise plan, you can also watch these data objects and be notified when they get enough traffic, as defined by you.
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Create key events to streamline your teams' analyses
One step beyond naming elements and pages is defining events. This turns a cryptic click path into a recognizable event, such as "Signed Up for Newsletter". By assigning simple, human-readable names to specific user actions, you make Fullstory data more meaningful and accessible for all users, empowering all members of the team to feel confident in their analyses.
- On the settings page, navigate to Data Management > Events.
- Click Create Event in the top right or sort and filter your existing events.
Defining events is a very similar process to creating a segment or metric, in that you'll be asked for more specific event filters in order to define the broader event.
- Use your newly named elements or pages to define the event. In this example, the CTA for a new promo was already a named element, and the event we're defining looks for users who clicked this element.
- Give this event a name. This should be something easily identifiable by you and your team. Click the purple sparkles to have StoryAI name the event for you.
- Click Save.
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Revenue Events & Conversions
There's a special kind of event in Fullstory that you should consider: Revenue Events. Revenue events need to be created with Fullstory's API. Watch the video below to learn how it's done.
Advanced and Enterprise teams can use these revenue events in Conversions to identify potential gaps in your purchase flow.
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