Overview
Funnel analysis helps you track conversion rates across key workflows to identify and address any bottlenecks in end-to-end user journeys. Specifically, you can:
- See if customers drop off at a certain point due to poor website performance
- Track how the conversion rate changes over time as new features are built
- Measure how adding new steps to a workflow impacts drop off rate
Note: The conversion rate is the number of visitors to your website that completed a desired goal (a conversion) out of the total number of visitors.
Build a funnel
To build a funnel, navigate to Digital Experience > Product Analytics > Funnels.
From this view, choose your starting view or action and click on the plus icon to build additional steps. You can also use drag and drop functionality to move steps around.
Suggested next steps
When you have a starting point in mind, but aren’t sure what your users did next, expand the Quickly add a step panel (available in a drawer on the right) to view suggested next steps. After inputting steps, this panel automatically loads the top five most common views and actions that users typically see and take next. This allows you to build funnels quicker knowing the paths your users are taking in sequence.
Note: Any action or view that happens between two steps in a funnel does not impact the step-by-step or overall conversion rate. As long as step 1 and step 2 happen in the right order in a given session at least once, it counts as a single converted session.
Filtering
When constructing your funnel, you can add default attributes (core, device, operating system, geo-location, and user) and session-specific attributes to analyze the data further. Click the Add Filter button to view the full list of available attributes.
Analyzing a funnel
After you build a funnel, click on View Funnel Insights to open the Funnel Analysis panel, which offers correlated data on performance and user behavior trends. This information helps you understand the conversion rate.
For high level trends, you can see the end-to-end conversion rate for your entire workflow and also see individual steps to step conversion to dropoff rates. If you want to understand what it looks like for someone who converted versus someone who dropped off, you can watch a Session Replay for each case.
The Performance section allows you to understand if poor performance could have affected conversion. You can view a graph with a correlation between the load time of that page and the conversion rate and also see if any issues (detected by Error Tracking) occurred on that page.
The User Behavior section allows you to compare the average frustration count (from frustration signals) with the conversion rate, and further analyze the frustration signals detected from individual actions. Next to this section is a chart showing the conversion and drop off rate for specific countries, allowing you to understand if geographic region plays a role in a user converting.
Share a funnel
Funnels can be shared with your teams on dashboards to analyze conversion alongside other telemetry metrics, or in a Notebook to be used for reporting.
You can share the entire visualization or individual widgets.
Alerting on conversion
Setting up alerts on conversion and drop off rates allows you to be notified when conversion drops below a predefined threshold. You can export the conversion rate query to a monitor in a few ways:
From the visualization: This option takes the end-to-end workflow’s query, allowing you to alert on the conversion rate for an entire workflow.
From the Funnel Insights panel: This allows you to take individual queries and alert on them. While this could be the overall workflow, you also have the option to alert on individual steps’ conversion and drop off rates.
Further reading
Additional helpful documentation, links, and articles:
