Elevate Your Analysis: Using Filters and Segments in Microsoft Clarity

Microsoft Clarity offers a variety of filter categories to break down your data. These categories include:

• User Info: Filters based on user attributes and details such as device and location.
• User Actions: Focuses on actions taken by users on the website, including clicks, scroll percentages, and smart events like purchases and form fills.
• Path: Allows filtering by URL or series of URLs visited by the user, with options for regex.
• Traffic: Drills down on criteria surrounding where a user came from, based on referral traffic or UTM criteria.
• Performance: Compares audiences based on site-speed experiences to determine the impact on traffic and user behavior.
• Session: Available on Session Recording & Dashboards, focuses on criteria surrounding a visit, such as duration and engagement.
• Page: Tailored to specific page behavior, including duration, click count, and specific errors experienced.
• Custom Filters: Allows for infinite customization using tools like GTM to tag and send in custom filtering criteria such as audience_ids, company_ids, and more.

To use custom filters in Microsoft Clarity, you can leverage tools like GTM (Google Tag Manager) to tag and send in custom filtering criteria. Here are some steps:

1. Tagging: Use GTM to tag and send in custom criteria such as audience_ids, company_ids, A/B test groups, custom actions, and content groupings.
2. GTM or Clarity Client API: You can also use GTM or the Clarity Client API to send in custom user_ids, session ids, and page ids.
3. Luratic Microsoft Clarity Template: The easiest way to leverage custom filters is by using the Luratic Microsoft Clarity Template in GTM. This template allows you to add variables to different filter fields globally or choose specific events to fire custom filters on.

These custom filters open up a world of possibilities and help you get the most out of features including CoPilot.

To save and use filter criteria as segments in Microsoft Clarity, follow these steps:

1. Select Criteria: Choose your filter criteria. For example, you might select Mobile Traffic that came from Organic Search in the last 30 days.
2. Apply Filters: Apply these filters. They will be available in any tab you go to (Heatmaps, Session Recordings, Dashboards) as long as they are compatible with the tab.
3. Save as Segment: If you intend to use these filter criteria repeatedly, save them as a segment. You can name your user group.
4. Access Saved Segments: Once saved, the segment will be available in your saved segments to use as needed.

These Segments and Filters are useful for flexible analysis, allowing you to dive deep into any condition and get the most out of your Clarity data.

The Performance filter in Microsoft Clarity allows you to compare audiences based on their site-speed experiences. This feature enables you to:

• Determine whether site speed is having an impact on traffic and user behavior.
• Compare different user groups who have had varying site-speed experiences.

By using the Performance filter, you can gain insights into how site speed affects user engagement and make necessary adjustments to improve overall user experience.