Setting up a Funnel takes just a few minutes. You define the pages or steps you want to track, apply your funnel, and see how many users are making it through each step, or where are they are dropping off.
The sooner your funnel is live, the sooner you can start identifying where users drop off and take action to improve it.
Before you begin
- You need a minimum of 2 steps to create a funnel.
- On Growth, Pro and Enterprise plans, you can track a Page group (a set of similar pages, like all product pages) as a single funnel step. Page groups need to be created in Mappings before you can select them.
- Free and Growth plan users can create funnels with up to 10 steps.
- Pro and Enterprise plan users can create funnels with up to 32 steps.
Common funnel examples
Not sure what journey to analyze? Here are some common funnel examples:
E-commerce checkout
Use this to find where users are abandoning their purchase and which steps is causing the biggest drop.
Account sign-up
Use this to see how many users start signing up but don't complete it, and which step is the biggest barrier.
Lead generation
Use this to measure how effectively your landing page turns visitors into leads.
How to create a funnel
- Click 'Funnel' from the main menu.
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Click '+ Add new step'.
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Select the page you want to track at this step. You can enter a single page URL, or select a page groups from your mappings. (Mappings requires Growth, Pro and Enterprise plans).
- Continue to add steps to define the funnel toward the goal you're interested in.
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Click 'Apply' to create your funnel and start viewing results.
Tip
Each step should represent a key page that users need to reach on their way to completing the goal you're tracking. The more closely your steps reflect the real journey, the more useful your data will be.
Save and manage your funnels
Once you've created a funnel you want to revisit, there are two ways to keep it accessible.
Add to dashboard (Growth, Pro and Enterprise plans)
Click 'Add to dashboard' in the top-right corner of your funnel and select an existing Dashboard. Your funnel will appear as a card showing your funnel data, so you can monitor it over time without having to rebuild it each visit.
If you leave the Funnel page before adding to a Dashboard, your funnel setup will be lost and you'll need to start again.
Copy the funnel link
Click 'copy link' to save or share the current funnel as a URL. Paste it into a browser at any time to reopen the exact funnel you set up.
A funnel link stays active as long as the same page URL has been visited at least once in the last 30 days. Clearing your browser cache won't affect it.
When you export a funnel to a Dashboard, it will display data based on sessions (visits) only. If you've switched to the Users view in your funnel before saving, that setting won't carry over to the Dashboard.
Access your funnel history (Pro and Enterprise plans)
Click 'Show history' to see the last five funnels you've opened.
For each one, you can see the pages you defined and when it was created or last changed, and reopen it in one click.
This is handy when you're working on several funnels at once, or picking up an investigation you started a few days ago.
Good to know
Your funnel history is saved in your browser. This means it's only visible when you use the same device and browser. If you clear your browser cache or use an incognito window, your history will be gone, though any funnel links you've saved elsewhere will still work.