Conversions - Quick start guide

The Conversions product is available for users who have purchased the Enterprise Edition. To learn more, ask for a demo from your Account Executive or reach out to

Learn all about conversions in our new interactive learning module! Check it out here.

Looking for a deep dive on Conversions? Check-out the 4 part series designed to provide more details about the Conversions product. Use this article as a high-level overview to help you get started with Conversions. 

1. Navigate to the Conversions tab

Conversions Tab.png

2. Adjust the Conversions Composer to select the funnel, cohort, date, and signals to consider


a. Create or Edit a Conversion Funnel by defining the event filters you want to analyze

Funnel Event with Revenue.png

Wondering about the difference between a Conversion Funnel and a Segment?

b. Select the Segment of users you want to analyze by adjusting the Performed By filter


c. Adjust the Date Range to include sessions from a specific timeframe

d. Configure the Signals that could contribute to your list of Opportunities, including common points of friction, Custom Events and Watched Elements



3. Review the list of opportunities to improve your Conversion Funnel


4. Select an Opportunity to open a more detailed Opportunity Analysis View

a. The Opportunity Summary provides an overview of the analysis


b. Watch sessions to gain context for users who did or didn’t have this experience and how it impacted their conversion


c. The Opportunity Detail and Breakdown provide more visibility into where this experience is impacting your Conversion Funnel


Already using Conversions, but interested in learning more? Check-out our 4 part series of articles, sign-up for live training session, or set-up some 1:1 time with one of our Customer Success Managers during Office Hours


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