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So, hello everyone, thank you for joining this second day of the MatomoCam.
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We are very excited to start this second day with a session from Thomas Pearson, who is
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a business developer at Digitalist Sweden.
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Thomas has worked with tracking digital analytics since 2010 and has been a contributor to open
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source since 2007.
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In this talk, Introduction to the Matomo User Feedback Plugin, he will demo the functionality
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of this form builder plugin in Matomo.
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So I'm giving the word to you now, Thomas.
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Okay, thank you very much.
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I'm just going to wait a few seconds because I see that people have problems with the stream
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now and it seems to work better now.
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All right, so thanks for the introduction.
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Yes, so this has been my pet for about a year or actually longer than that, but it's been
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something I've been working on weekends and evenings as you know, you do when you have
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some passion.
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But today I'll be really happy to present it to a larger audience.
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So as you see, this is a plugin for Matomo and we'll get to the demo part pretty soon.
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I got a slight introduction, but I'm Thomas, I'm a generalist when it comes to the web.
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I've been programming, I've been project manager and today I'm more of a business developer
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but I still actually do programming and I love Matomo, has been part of my life 24-7
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for the last four years almost.
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So I'm starting to learn Matomo pretty well these days.
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I work for Digitalist, we're a digital product agency and we really love open source.
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We've been contributing to open source for a really long time and we will continue doing
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so and Matomo is where I work today, but my background has been within the Drupal community.
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I started contributing to Drupal in different ways around 2005, 2006, somewhere around that.
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But working with Matomo for the last four years at least.
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So why are we here?
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Well, why are we at the Matomo camp at all?
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William Edwin Stemming is actually my favorite quote guy, so we'll start the day with a quote.
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So why are we using web analytics at all and what is he saying about this?
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Well, because I need to create reports, right?
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Or maybe not, because this is maybe not why we're using web analytics.
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His real quote is actually without data, just another guy with opinions and I think this
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sums up why you should use web analytics, even though the first row is probably what
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most people use a tool like Google Analytics because their boss told them they need to
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create reports for their organization.
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But if you think about it, it's the second quote, the real quote that is hopefully why
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you're collecting data about your applications because you want to make decisions that are
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not based on opinions.
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So if we take a little deeper look at this, I usually talk about maturity for organizations
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when we work with web analytics and I usually divide these into three different categories.
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We have the reporting as I joked about in the first step.
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So reporting is really about making data readable for humans.
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We have a lot of data in our servers or in the Matomo database, but to make it possible
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for me or you to understand the data, we need to visualize it, create a table, create a pie
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chart or whatever so that we can start to understand the data.
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The second step, when we do have the reporting, we can start to analyze the data, creating
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insights basically, or actually trying to create insights because when we do analysis,
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sometimes we can actually come up with an insight.
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So if we break it down again, the first step is about making data readable for humans so
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we can start analyzing.
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That's the only value we add to the organization when we start or when we do reporting.
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We make it possible for people to do analysis.
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The analysis step is really about understanding data.
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This is where we start to ask why.
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When we see the page views report, for instance, we really need to...
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So where were we?
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I was talking about reporting.
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The only value of reporting is actually making data readable for humans.
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So when we have the reporting in place, we can start to do analyzes.
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We can try to understand the data and this is the step where we ask why repeatedly.
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Why do we have more page views this week than last week, et cetera, et cetera.
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When we start to ask these questions and maybe dig into other types of data or when we start
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to do combined data, we apply the dimensions we have to the data and twist and turn the
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data so that we learn about what we're actually seeing.
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We can start to see patterns in the data.
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When we see patterns in the data, sometimes this leads us to insights and with these insights,
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we can hopefully start to make data-driven decisions.
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So think about it again.
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When you're just sending email reports around to your organization, what value are you actually
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giving the organization?
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Well, not a lot, I would say.
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We really need to get away from this behavior to just create email reports and send them
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2022-10-26 18:25:48 +02:00
around because to be honest, the people here at MatomoCamp are probably pretty good at
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the step two and three.
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We work with data for a really long time, but sending the page view report to a person
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that is not used to working with data, they will come up with bad understandings of the
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data.
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The most common example is probably when we see that page views has raised and people
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get really happy, but that is for me, the only thing I would do when I see that the
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page views has doubled from one week to another is to really be suspicious.
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Something must be wrong here, right?
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That's the natural behavior of data scientists or data analysts to really start to ask the
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question why.
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So why am I talking about this when I'm supposed to present a plugin for Matomo?
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Well, it leads us because I really want us to start creating better decisions, basically.
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The thing that we're missing in a tool like Matomo is the qualitative data.
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This is really about getting the full understanding of our users, so we need both of these to
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make really good decisions, and I will try to explain why, because the quantitative data,
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the numbers that we collect, they really tell us things like, okay, we got more page views
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or more people converted on our site.
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We can really validate behaviors or maybe find problems, like if the page views doubled
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from last week, maybe we have a problem, maybe we have spam bots getting to our websites
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or I don't know, it could be anything.
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But to really understand that, we often need qualitative data to understand why people
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are angry or yes, they signed up, but were they happy when they did so.
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So we really need to understand behaviors or problems, and that we can do with qualitative
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data.
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And qualitative data is, of course, when we get emotions or text feedback or whatever.
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So this has actually been the reason why I created this plugin, because working with
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analytics or websites as a product owner, you really start to understand that you need
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more than just the numbers coming from a tool like Matomo or a Web Analytics tool.
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So that leads us to my vision for this plugin.
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It's been my little baby for, I think I came up with the idea five years ago, and not really
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in a Matomo context, but more in a general Web Analytics context where I, of course,
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wasn't using survey tools available online, but I really wanted to have data in combination
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with my Web Analytics data.
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And the vision here is really to add qualitative data to Matomo so that we can help users to
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make data-driven decisions.
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And that we can do only if we start to combine the qualitative and quantitative data fully.
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And hopefully that's something we can do with this plugin.
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So the basic concepts of the plugin is that we can create forms.
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There's a form builder in the tool, of course, so we can do this, of course, demo this soon.
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And the next step is that we can publish these forms on our websites, of course, and we do
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have a great tool for doing so in Matomo already.
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So we built this solution around the Tag Manager, so you use the Tag Manager and the knowledge
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we already have to publish this service or forms into our website.
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And we can also style them within the Tag Manager to decide how the look and feel should
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be.
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And last but not least, we can actually collect the data within Matomo and we can use the
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standard reporting and we're looking into that soon.
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So now I think it's about time to demo this.
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So let's look at how this type of feedback can look like.
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So what we're looking at right now is our website, digitalist.se, and here on a page,
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I have a little question, did you find what you were looking for?
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We have a yes, no partly, and we can also rate this page and I can send this feedback
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and I get a feedback saying thank you for testing.
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This form here comes from the user feedback survey tool within Matomo and I will soon
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show you how the backend interface works.
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So going into our Tag Manager, or actually when you install the plugin, you will get
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a new menu up here saying user feedback.
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So when I click on that, we get more menu items.
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So on this page, we can see that all the forms that I created on the site, the concept right
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now is that we can create templates and the template basically defines the structure of
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the form.
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As you can see here, it looks pretty techy if I click edit on this one, you will see
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that you will get a JSON file defining the fields and the widgets that the form contains.
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This is actually something we're rebuilding right now.
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So when I release the full version, we will actually not have the templates, but we will
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look into that later on.
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So how I do this right now is that I create a new form.
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You can call it Thomas demo form.
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Let's give it the description and then I select the template I want to use.
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So I will use this one.
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And based on what template I select, I get a different set of configurations.
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In my template, I can also define the default values for these fields.
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So this one is actually a radio widget with three values that I can display to the users.
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So we can change this to, do you like that or no?
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That's no park.
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It's probably a pretty good answer, right?
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We can add another options.
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We can force the users to write this and then we have this break this page.
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So great how much you like Matomo, right?
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And we have five stars to do that.
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And then we have send feedback and thank you for your feedback on Matomo is what I will
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respond to the users after submitting.
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So by doing so, I have created a new form, Thomas demo form.
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And after having this form in place, I can go to the tag manager and publish this on
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my site or we go to the tag manager.
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So having this plugin installed, I can just click on create a new tag, scroll down and
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select the user feedback tag.
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And in this, you have a lot of configuration options.
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The first one is to select the form that you want to display.
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So down here, I have my demo form.
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The second option is that I can decide how to display this.
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I will show all these examples pretty soon.
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The first one is a model.
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I will just bring up a model on top of the page and I will not do much more than this.
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The second thing is that I need to decide the trigger.
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So what will trigger this feedback form?
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So I will actually, let's see if I have some good ones here.
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I will create a new trigger actually.
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I will do it pretty simple.
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I will do it on a page view where the page URL contains question mark equals demo.
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I will explain why I do this.
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So creating this trigger, I should probably name it better, page view demo.
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We're actually live changing our website right now.
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So after this, I will, of course, publish a new version, create a new version and publish.
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And then I can go back to my site.
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And what I added was page view trigger.
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So I will actually look at this URL parameter.
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So if I have the URL parameter, question mark equals demo, this will actually trigger this
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service.
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And this one is a bit slow on our side, so we'll just make sure it works.
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It's actually an issue we have in this particular installation that I need to look into.
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That's another question.
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Let's see if it's loaded, sorry, I lost it.
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Let's see.
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Let's see if it's published as well.
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So let's go back again, reload the page.
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Okay, so that didn't work.
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I think we can go to another page demo.
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Sometimes there is caching going on here.
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Or I did something wrong.
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That might be true as well.
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Let's go back to the tag manager and see what I did.
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So we have a tag with the demo form.
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Oh, I know what I did.
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I didn't save, I didn't save it, I think, no, I didn't.
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This is something I usually forget.
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I'd never saved the actual tag, so I wonder why it didn't work.
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Hit view demo, and I selected the form called Thomas demo form.
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So what I actually forgot was to do the create tag.
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I only created the trigger before, so let's publish it.
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So meanwhile, we're waiting for our slow tag manager publishing.
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I can answer the first question I see in the chat.
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So how accessible are these forms?
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Well, we tried to look into accessibility.
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Accessibility is quite hard for us to control 100% because we're injecting code into a website
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and we're not fully owning this.
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But the way we try to do it, at least, is to apply as little CSS as possible.
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We apply some CSS styling just to make it readable.
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So when I've been building this, I've been trying to test it from an accessibility perspective.
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We also had some accessibility consultants looking into the actual results of the forms.
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All right.
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So now it should be published.
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Let's go back to the site and reload and hope yes.
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So do you like Matomo?
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Yes, no, partly.
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Of course, I like Matomo, and how much do I like it very much?
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Sending the feedback.
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So it seemed to work now.
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So this is the basic concept of how to do this.
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So we have the form and we have the tags.
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And if you know your way around tag managers, you understand how powerful this is.
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We can come up with pretty awesome rules on how to display these forms on a website.
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I will also show you some other examples of how we can display these forms.
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Actually, I do have...
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Let's go back to the form I just created.
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There we go.
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So the first option here was to display this form as a model taking over the page.
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But maybe I want to display this as a feedback button instead.
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So selecting this option gives me the option to control this button.
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And the default text here is just feedback, but that's called feedback on Matomo instead.
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I want to display this on the right side of the page, and we'll just go with the default
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options of black text and a grayish background color.
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And I'll update this and publishing again.
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Let's see, a bit slow.
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So we have time.
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Please ask questions in the chat if you have them.
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We'll actually do this faster next time.
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We don't have to wait for the publishing.
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Maybe someone have a solution to why our tag manager is slow.
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This is frustrating.
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Okay.
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So let's reload the page, and now you can see that we've got a feedback button coming
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up on the right.
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So instead of having the overlay, I'm just displaying this as a feedback button and clicking
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on that, we bring the form up.
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And of course, we continue to click yes.
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And right now I'm a bit frustrated because of the slow tag management publishing.
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So we'll do three.
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So send feedback.
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Okay.
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So that's great.
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You can see that we can display them in different ways.
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I will show the last example later on.
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But before that, we go into the actual reporting.
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So when you have user feedback installed, you will actually have a new report in your
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reporting interface displaying the summits.
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So as we built it right now, it's quite techy.
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So we will only get information on where this happened on the page URL.
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You will get the information about which form we submitted.
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This is a form ID.
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We also collect the visitor ID.
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This gives us the option to actually apply segments on top of our form submits.
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So having a lot of form feedback on your site.
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If you're rating the page or whatever, you can actually start applying.
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Okay.
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I want to see only the visitors with Firefox or maybe from a customer segment coming from
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a custom dimension or whatever.
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This is actually one of the nicest things about combining the qualitative and quantitative
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data within Matomo.
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You can apply the segments on top of your feedback service.
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The results you can see here, so what's coming in is actually the name of the field and the
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data coming in.
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This is obviously something that will work to create more visually attractive interface
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in the long run.
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So adding more widgets to display this and even have custom reports coming for the dashboard
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where you can select an individual form and present that in different ways.
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But for now, we have it in this format.
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What's really nice is that you can actually export this data already by clicking here
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and use the API of Matomo to add this feedback data into Excel or whatever.
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Yes, a question here, can you filter out based on the responses?
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So maybe I just want to have people that answered three or lower on this to only get the unhappy
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users.
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So you can't do it right now in the interface.
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We have been playing around with that and it's definitely a feature we plan to release,
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but right now you basically have to export the data and do that in an external tool.
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But it's definitely something we played around with, but it's been a bit harder than we thought
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in the beginning to achieve.
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But it's still quite powerful to have it in this way.
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Another thing is that why can I create a segment based on the rating of the page?
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So maybe I want to create a segment based on everyone that voted lower than three to
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just segment out unhappy users to start analyzing that.
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That's also a feature that we plan to build, of course, not implemented right now, but
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it's definitely possible since we're connecting data to visitors and it's more about building
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that interface.
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But as you start to understand what it's really, really powerful when you start to combine
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these data sets with each other to be able to do those things.
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What else?
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Let's look at the last option.
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Actually if we go back to this page and we scroll down here, you can see that this form
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is actually displayed within the markup of the page.
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And this is actually the last display type we have.
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So going back to the Tag Manager, I will actually look at, let's see if I think it's this one.
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Yes.
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So the styling is called raw inline.
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And when I select that, I can also check this one, show advanced display controls.
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And when I do so, it's getting pretty techy, but I can actually select the query.
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It's a query selector.
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So if I go back to my page and we inspect here and actually see that we have a div called
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Feedback Form Demo, and I think this is the one that I use.
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Yes.
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So I'm having a query selected with the Feedback Form Demo, and this means that the form will
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be injected into that div.
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That could be anything on the page.
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I could go down to the footer and add it to the contact section or whatever.
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If you know your JavaScript around, this is pretty simple.
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What you can also control is whether you want to append it on the end of this element or
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on the beginning.
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So this is again JavaScript.
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So you can decide if you add it to the body feed, for instance, of the page.
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You can decide whether to append it in the beginning, before all other elements, or in
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the end.
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We can also add styling to these forms.
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So in this case, I wanted a particular background color.
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But the nice thing is that we're actually inheriting styles from the site.
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So since we're adding it to the page, we're actually inheriting fonts and whatever from
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the site.
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So there are a lot of ways that we can actually add style sheets to our own CMS and just inherit
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that to all the forms, which is, of course, a nice feature.
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What we also implemented is that we can add event tracking.
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So maybe I want to have an event when someone submits this form.
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This would, of course, be pretty easy to do directly through the Tag Manager.
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But for some people, it might be a bit tricky to do so.
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So by just checking this one, I get a pre-filled options to add an event category, action,
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description, and name and value.
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So it would basically just send an event when this happens.
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I don't want this in this case.
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So that's this demo.
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And I think that pretty much sums up.
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We also have, if you go back to the user feedback interface, because this can be pretty sensitive,
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this data.
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So we have the submissions here.
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What you see was just want to delete a feedback.
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So this page actually displays the collected feedback.
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And I can go in and just delete a single record like this.
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And here, we can actually filter out.
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This is actually collecting all the feedback, so I can filter out in different ways and
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even search for, like, rate this page equals 3, as we have here.
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This is just for deleting data, so I can do that easily.
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Yes, great.
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To get feedback that you can help me with the segmentation, that sounds super awesome.
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Thank you for this, Stefan.
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I will definitely contact you about that.
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What else?
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One important thing is, of course, that since we are collecting sensitive data, we add permissions
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to the feedback module.
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So just to be able to see these reports, you can, on a user level, let's see.
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So if I want to give this user some permissions on a particular website, I can actually add
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the capability of being a form manager, a form user, and a template manager.
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So template manager is, of course, adding a template to the site.
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Form manager is, of course, creating the form.
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And then the form user for actually viewing the data on a particular site.
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So with both of these things as well.
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And of course, tag manager capabilities, if you're going to publish something to the site,
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you need to have that.
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But that comes from that plugin, of course.
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All right.
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So that's actually what I was supposed to demo here.
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Let's look at the next thing.
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So we're actually building this as a premium plugin.
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So right now, the pricing is 300 euros per month.
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And we plan to release this on the marketplace, but we need to do some code evaluation.
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If you're a client to Digitalist buying our sauce, the pricing may go down a thousand
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euros.
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But yeah.
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So the roadmap right now is to release it in Q4.
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What we're doing right now is actually refactoring it a bit.
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So we're actually skipping the parts I displayed with the form template.
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So we'll actually demo what we're working on right now pretty soon.
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But the release is about creating forms, displaying form, data collection, and simple reporting.
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We plan to continuously release new versions.
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So as a client, you will probably get updates every month or so based on feedback from our
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users.
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As part next summer, I think we'll release the first widgets to get more graphical bells
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and whistles, so to speak.
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And then of course, it's an ongoing thing.
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So based on feedback, we'll continue to release more nice things.
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So let's look at the new form creation tool I'm playing around with.
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So instead of having the templates, the plan is to make it look like this, just to have
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forms and the ability to create form.
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So instead of having this really techy JSON file, we plan to do it as this.
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So just adding, dragging, and dropping fields to your form like this, and being able to
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drag them around.
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Let's add the header again.
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So being able to do it in a much nicer way, as you see, it's pretty nice to do this.
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We're actually using an external library to do this, but it gives us really nice ways
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for users to understand it.
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So after publishing this, I will go to the Tag Manager and just display it on the side.
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So let's look at some questions.
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I think this is about it for now.
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Yes, we have Max writing from experience of working with similar tools in Google Analytics
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and Google Timer.
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I think the extra quality data adds an extra dimension when analyzing.
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So great.
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Thanks for this.
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Yes, Stefan.
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I think that would be awesome to have a workshop around combining this data with dimensions.
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That's really, really, really nice, and thank you for reaching out there.
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And Michael said that with event tracking, you should be able to filter out segments.
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Yes, the problem is that the way we implemented the events right now is that there are actually
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no connection to the actual user feedback sent in.
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So that's something we would need to work on.
417
00:38:13,560 --> 00:38:14,560
Yes, another question.
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Can I use the form analytics to analyze how users are using forms, or can I get that data
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from your plugin?
420
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The only thing we have right now is the event tracking built in.
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But you could use the form analytics plugin and probably listen to the user feedback forms
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to get a more detailed analysis of the form usage there, which I think is nice.
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00:38:52,920 --> 00:38:59,680
But you can also set up manual events on, for instance, if someone starts to interact
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with the form.
425
00:39:01,880 --> 00:39:08,160
I have that as an idea to add that type of events as well, but I don't know how much
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I want to build into the plugin directly.
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But if you go to the plugin, go to the tag manager, and at this one, enable event tracking
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of feedback forms, I could actually add a button saying enable event tracking for form
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interaction and start collecting that as well.
430
00:39:37,720 --> 00:39:39,920
Right now, we decided to just do this.
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It's definitely possible to do it manually.
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All right.
433
00:39:43,160 --> 00:39:51,960
So, another question was, is it possible to use the feedback forms as segment or reports
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for users that gave good, bad ratings or similar?
435
00:39:55,200 --> 00:39:58,360
Yeah, we talked about that already.
436
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Let's see.
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I need feedback form after the 10th search result.
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Is this possible to define a container in which the feedback form will be inserted?
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00:40:12,720 --> 00:40:20,400
I think that's really up to doing cool things with the tag manager.
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And this is also why I really enjoy the tag manager.
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One thing we didn't look into, which is pretty nice, is that maybe not asking the question
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directly, but having this one in the tag manager by default is really, really nice.
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We can actually decide how often this should be displayed to the visitors.
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So, once per page view, once per 24-hour, or once in lifetime, or actually every time
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someone sees the form.
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So these type of great things with the tag manager.
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But if you go back to the search results, so if you have a site and you want to display
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this feedback after the 10th form result, I would use the one we looked into before,
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the raw inline, that would make it possible to just inject the HTML of the form into your
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search result list.
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So I would say, yes, it's definitely possible, but you need to dig into how your search result
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page, HTML looks like, but it would definitely be possible.
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And the other things is like, okay, maybe you have, you can basically use any data on
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the page.
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So on the 10th page view, after submitting this form or whatever, you can come up with
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any ideas of how to do this.
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All right.
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So we're actually running out of time.
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Thank you for listening.
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00:42:02,960 --> 00:42:09,360
I hope you liked it, and feel free to continue to ask questions in this group.
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00:42:09,360 --> 00:42:15,720
I'll, yeah, I'll try to answer as much as possible.
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Any thanks for your session, Thomas, of course, we can continue the conversation in the chat
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for other questions that people might have.
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00:42:32,000 --> 00:42:33,000
Yep.
465
00:42:33,000 --> 00:42:34,000
Sounds good.
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Thank you, guys.
467
00:42:35,000 --> 00:42:53,640
Thank you.