Funnels let you to track how your users are progressing through your app, as well as spot where they’re dropping off. With it, you can create your own customized user funnels containing any series of events in your app and visualize your results in an easy-to-understand and pinnable chart. You'll be able to see how many customers are finishing your app's registration process, the number of users completing your app's tutorial and purchase cycle, and anything else in between! Funnels is very flexible and can give you deep insight into any points of friction in your app.
Funnels is located in the Reports tab in the Upsight Analytics dashboard. Follow the steps below to access it:
Click on the "Add Funnel" button.
Populate the "Funnel Name" field and added a time range if needed. Note: To avoid comparing funnel steps with different time ranges, set the start date on the funnel to when the last funnel step was created.
Next, choose the custom events to include in your funnel. They are organized hierarchically by ST1 > ST2 > ST3.
Add funnel steps by selecting from the drop down list or typing in the tracked step name. When all the correct steps are added, click the Apply button.
Click the "Save" button to view your funnel again later.
To delete a funnel, simply click the "Delete Funnel" button.
Funnels remain in the pending state until they collect data. Funnel steps only collect data from when they were created as funnels themselves rely on data from other funnel steps. If the first funnel has no data for example, it will remain in a pending state. As a start, ensure that the first funnel step is instrumented properly so the following funnel steps can function.
Funnel steps only start collecting data after they have been created. For example, a funnel step called "video start" is initialized in the Upsight Analytics dashboard on April 1. Since then, 20 "video start" events occurred from 20 unique users (April 1-5 had 11 and April 6-13 had nine). Funnel steps will show a count of 20.
apr events are not available as a funnel step. If you would like them as a funnel step, create a separate evt API call and name them "Application Installed" and "Application Removed." This will track add and remove events and construct your funnels.
Enforcing a funnel ensures that user flows will be conditional on the triggering of the previous step. By default, Upsight Analytics enforces the first step in any funnel, or it is optionally configured for enforcement of all funnel steps.
Please note that only the first funnel step is enforced. All funnel steps can be enforced by selecting the "Enforce All Funnel Steps" box in the funnel analysis view.
To create an enforced funnel, just select the "Enforce All Steps" checkbox in the funnel creation page. Enforced funnels must be completed for the user to count towards the current funnel step.
As long as event messages are sent to Upsight Analytics, the funnel will track all of the steps as desired, even if a refresh between events occur. For example, Three events (1, 2, 3) are in a tutorial. Event message 1 is sent. User proceeds to event 2. Event message 2 is sent. User refreshes and goes to event 3. Event message 3 is sent. All 3 events were received and funnels will count 1 per funnel step.
If you are adding a new step to an existing funnel, be aware that the data created before this new funnel will not be included. Please be aware that the data created before the new funnel step added will not be included.
In a six step tutorial funnel for example, a new step is created at the end where the user needs to share their completion of the tutorial as a wall post. The data before this new step will not be included. Therefore, it is recommended to set a start date to the funnel corresponding to the creation of a new funnel step.
No more than 48 steps are allowed for a funnel. With that said, too many funnel steps, under the 48 limit, may still result in issues. When there are too many steps, it will get to a point where the saved funnel will truncate the funnel steps.
As a solution, assuming that the flow through the funnel is enforced by your application, create a new funnel starting the last funnel step of the first funnel. For example, if tracking 80 levels and you want to see progression, break it down into two funnels (Levels 1-40, Level 40-80).