Alerting With Conversion Rates
Conversion rates are crucial in monitoring the success of a user workflow. This guide describes how to generate conversion rates in the RUM funnel visualization and create alerts that notify you when conversion rates dip below a given threshold.
Create a funnel in the RUM Explorer
To create a funnel visualization based on your views and actions, navigate to UX Monitoring > Analytics and click Funnel in the
Visualize as field.
The following example demonstrates how to create a monitor that alerts on the conversion rate of the
Product step in the funnel.
Create some steps from your views and actions. You can click on the bar graphs to see a side panel with analytics about user conversions and dropoffs. To add a subsequent view or action in the funnel, click + and select from frequent next steps.
Export conversion rate graph
The funnel displays the overall conversion and dropoff rates, the number of converted or dropoff sessions, and the percentage of converted or dropoff sessions.
Click the Export button and select an existing dashboard from the dropdown menu to export the graph to. Optionally, click New Dashboard to create a dashboard.
Edit conversion rate query
In a dashboard, you can edit the widget and access the query for the conversion rate under Graph your data.
Update the RUM monitor
In a separate tab, navigate to Monitors > New Monitor and select Real User Monitoring.
Copy and paste the queries from the dashboard into the RUM monitor’s query editor and add a formula using
(a / b) * 100.
Advanced monitor configuration
With the applied query, you can customize alert conditions and set up notifications to ensure alerts notify the appropriate person or channel. For more information, see Real User Monitoring Monitor.
Additional helpful documentation, links, and articles: