> For the complete documentation index, see [llms.txt](https://helps.ptengine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helps.ptengine.com/en/insight/smart-heatmap/block-element-settings.md).

# Block & Element Setup

To analyze pages at block / element level in Smart Heatmap, you need to configure blocks and elements on the target page. This page covers each setup screen's operations and what each function means.

> For setup order (① CV → ② Block → ③ Element) and prerequisites, see [Getting Started: 3 Setup Steps](/en/insight/smart-heatmap/getting-started.md).

***

## Terminology

| Term        | Definition                            | Example                                        |
| ----------- | ------------------------------------- | ---------------------------------------------- |
| **Block**   | A logical area dividing the page      | Header / Hero / Customer Reviews section, etc. |
| **Element** | The smallest content unit on the page | Button / Link / Image / Input form, etc.       |

By combining blocks and elements, you can analyze content effectiveness from both **quantitative (numbers) and qualitative (heatmaps)** angles.

> **Automatic block detection**: Smart Heatmap identifies blocks automatically based on page DOM structure (`div` and similar layout elements). Interactive elements like dropdown menus and accordions are also taken into account.

***

## Conversion Settings

Setting a conversion goal lets you analyze how each block / element contributes to conversions.

### Setup methods (2 options)

1. Click the **"Conversion Settings"** button at the top right of the heatmap screen
2. Switch to Conversion Heatmap and click the **"Conversion Settings"** button on the screen

### How to use the settings screen

* **Left side**: Existing conversions list (you can also add new ones)
* **Right side**: Select which conversions appear in reports (drag to reorder)

> **⚠️ The top conversion becomes the "Primary Conversion"**
>
> The conversion in the **first row** of the right-side panel is automatically treated as this page's **Primary Conversion**.
>
> The Primary Conversion is the **sole basis** for the conversion-rate calculations in [Smart Summary](/en/insight/smart-heatmap/smart-summary.md)'s **Ad Effectiveness Analysis** and **Audience Analysis**. Even if you set multiple conversion goals, those analyses only reference the Primary Conversion.
>
> To change the Primary Conversion, **drag the desired conversion to the top of the right-side panel**.

For detailed steps, see [Conversion Management](/en/insight/conversion/management.md).

***

## Block Settings

Split the page into multiple logical areas. Block setup unlocks **Stay / Exit / Conversion** analysis per area.

### Setup methods (3 options)

1. Click the **"Block Settings"** button at the top right of the heatmap screen
2. Click the **"Edit Blocks"** button inside the heatmap
3. The popup that appears when blocks are not yet configured

### Block settings screen — main operations

| Operation        | Description                                            |
| ---------------- | ------------------------------------------------------ |
| Save             | Save configured blocks                                 |
| Switch device    | Configure separately for PC / mobile                   |
| Undo / Redo      | Undo / redo operations                                 |
| Interactive Mode | View normally hidden elements (tabs, accordions, etc.) |
| Rescan Blocks    | Rescan after page structure changes                    |
| Rename Block     | Rename to something more recognizable                  |

> Whenever page height or content changes, **always run "Rescan Blocks"**. See [Special Cases — When Page Height Changes](/en/insight/smart-heatmap/special-cases.md#when-page-height-or-content-changes).

***

## Element Settings

Tag interactive elements (buttons, links, images, forms, etc.) on the page individually.

### Setup methods (3 options)

1. Click the **"Element Settings"** button at the top right of the heatmap screen
2. Click the **"Edit Elements"** button inside Click Heatmap
3. Switching to Click Heatmap automatically scans elements

### Element settings screen — main operations

| Operation                 | Description                                                      |
| ------------------------- | ---------------------------------------------------------------- |
| Save                      | Save configured elements                                         |
| Rescan Elements           | Rescan elements                                                  |
| Reset Page Settings       | Reset all element settings                                       |
| Rename Element            | Use a more meaningful name                                       |
| **Mark as CTA**           | Designate as an important CTA. Highlighted in conversion reports |
| **Mark as Fixed Display** | Tag as a floating element that stays visible during scroll       |
| Delete                    | Remove the element marker                                        |

### What is a CTA?

You can mark especially important buttons or links (purchase buttons, signup buttons, and other action-driving elements) as **CTAs (Call To Action)**. CTA-marked elements:

* Can be filtered with "Show CTAs only" in Click Heatmap and Conversion Heatmap
* Get dedicated CTA Click Count and CTA Click Rate metrics in Data Report

### What are Fixed-Display Elements?

Elements that stay visible during scroll (sticky headers, floating purchase buttons, side banners, etc.) can be tagged as **fixed-display elements**. Correct tagging prevents inflated counting in heatmaps and ensures accurate measurement.

> **Shortcut**: In the element settings screen or configured screen, hold `Option` (Mac) or `Alt` (Windows) while hovering to temporarily reveal fixed-display elements.

***

## Note for users migrating from the β version

The block conversion calculation has changed:

|             | Counts                                                                          |
| ----------- | ------------------------------------------------------------------------------- |
| Before (β)  | All users who viewed the block                                                  |
| **Current** | Only sessions that **stayed beyond the configured threshold** before converting |

The threshold is configurable from the **"Page Conversion Settings"** at the top right of the heatmap screen. Default is **5 seconds**.

For details, see [Conversion Heatmap — Block Conversion Rate Concept](/en/insight/smart-heatmap/conversion-heatmap.md#understanding-block-conversion-rate).

***

## Related pages

* [Getting Started: 3 Setup Steps](/en/insight/smart-heatmap/getting-started.md)
* [Stay Heatmap](/en/insight/smart-heatmap/stay-heatmap.md)
* [Exit Heatmap](/en/insight/smart-heatmap/exit-heatmap.md)
* [Click Heatmap](/en/insight/smart-heatmap/click-heatmap.md)
* [Conversion Heatmap](/en/insight/smart-heatmap/conversion-heatmap.md)
* [Special Cases & Troubleshooting](/en/insight/smart-heatmap/special-cases.md)