Scope
This guide covers setup & configuration for Heatmaps, Recordings & Form Friction. Availability depends on your tenant package, role and configured providers.
Purpose
Understand clicks, scroll depth and conversion friction.
Install collector and select eligible sites and pages.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Install collector and select eligible sites and pages.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Compare interaction, scroll and form completion patterns.
- Use privacy controls and avoid capturing sensitive input.
Verify the result
Compare interaction, scroll and form completion patterns. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Use privacy controls and avoid capturing sensitive input. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.