Creating a Funnel

Funnels - Overview

Funnels in FullStory are a way for you to view and track completion rates and drop-off for users.  Once you have key steps defined for your funnel, you can compare segments of users side by side or begin to analyze what percentage of users make it through each step, and if performance differs by dimensions like device or browser. In addition to seeing the quantitative data, you can easily access relevant sessions for users at different stages of the funnel so that you can view first-hand what they experienced.

In a few short clicks, you can isolate potential conversion impacts to a group of users or to a specific step in a workflow. 

What is a Funnel?

A funnel is a series of events that lead users to completing a task, such as completing a purchase or requesting a refund. A funnel consists of two or more steps which occur in order. You’ll notice the process to creating a funnel is very similar to creating Segments and Metrics in other areas of the FullStory Platform. 

Creating a Funnel

Click on the Funnels tab, if this is your first time creating a funnel, you’ll see two options to 'Create a Funnel'.

Funnel_0_State.png

If you are coming back to edit an existing funnel or create more, you’ll find the 'Create a new funnel' button in the top right corner. If you’d like to edit an existing funnel, click on the desired funnel in order to make any changes. 

Create_edit.png

First, name your funnel:

Name_Funnel.png

Next, begin identifying the key events in your funnel by using the event builder. You’ll recognize that this is also the way that you create segments, identify users, and build metrics. In this example, we are building a three step funnel for an ecommerce FruitShoppe: Add to Cart >> Checkout >> Purchase.

3_step_funnel.png

Note: A funnel must contain at least two events and cannot use an empty ‘Any Activity’ filter.

You can choose to isolate your funnel results to find people who performed these events “within the same session” OR “across any number of sessions”

   within_same_session.png  across_any_number_of_sessions.png

As you add an event to your funnel, the data is automatically populated in the data visualization below to include the funnel conversion rate, number of users, and drop off rate between each step. We recommend double-checking this data as you go to ensure steps are defined correctly. If you see zero users, you may need to adjust your first step.

data_for_3_step_funnel.png

Remember to save your funnel, by clicking 'Save' in the top right corner. Once you click 'Save', you’ll have the ability to add funnels to dashboards and analyze with Conversions. 

Importing a Segment as a Funnel

If you have previously created a Segment based on event criteria, you can easily import that Segment into Funnels without having to recreate the steps. 

Navigate to the 'Import events' option on the right side of the Funnel view and then Select a Segment >> Import. Import_from_Segment.png

Segments and Funnels are similar, yet distinct. Here is a reminder of the difference:

  • Segments. These are used for defining the cohort of people that have ever done one or more actions or have common properties. Ie. Mobile Users
  • Funnels. These specify a series of events that occur in a specific order, which we call funnel steps.

You’ll notice the default Segment is 'Everyone' and the default date range is 'Past Month'. You can adjust these by clicking the drop down. Your selection will be applied to your funnel:

                    Default_Segment_-_Everyone.png    Time_Period_.png      

Edit, Rename, Duplicate or Archive a Funnel

Iteration is key, and you may find yourself needing to edit an existing funnel. In this case, select the funnel you’d like to edit and make any changes to the event criteria. As you make any changes, a 'Save' and 'Save As' option will appear. 

Save___Save_AS.png

You’ll also notice that in the top right corner you have additional options to manage your Funnel. 

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  • The pencil icon allows you to rename your funnel.
  • The duplicate icon will make an exact copy of the existing funnel.
  • The folder icon will archive the funnel, removing it from funnels list. Once a funnel is archived no one will have the ability to view it, add to a Dashboard or use the funnel in a Conversions analysis.
Note: Archived Funnels will remain visible on any previously saved Dashboards or Conversions analyses.

Archive.png

Funnels can be restored by clicking on the Funnels tab and selecting the ‘Active’ drop down menu and clicking 'Restore':

restore.png

Now that you have built your funnel, check out the article — Interpreting Funnel Data, so you can begin to determine overall funnel conversion rate and the breakdown between each of the steps.

You’ll be able to clearly see where users are falling off and begin to investigate if there are any errors preventing progress, determine if there is a poor user experience and begin refining your purchase funnel to improve conversion rate.



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