Funnels are analytics tools that allow you to measure how customers move through a defined series of steps. They can provide a high level of clarity as to where your customers "drop-off" when following these steps.
From there, you can put our Paths Tool to work; learning where they go from that "drop-off" to better build your product to keep them in that funnel.
Create a Funnel
Within the "Funnels" tab, click the ‘Create a Funnel’ button.
Now give it a name. Then set your custom Visibility and Segment rules. Choose a Date Range and define the Funnel Steps to analyze. Click the "Create Funnel" button when finished.
Emulate User Sessions
Pendo does not have a concept of a user "session". This is because Pendo collects user data based off of "tags" that are interacted with. The best way to emulate the concept of a session is by tagging some common start point, such as a login button or home page, then tagging a logout button.
A funnel ignores any intermediate steps between the defined funnel steps except the entry event (which resets the visitor to the beginning of the funnel). The funnel is a prescribed sequence of Pages and/or Features.
Sequence is significant:
- If you have a funnel definition of 1,2,3,4 and a visitor performs 1,3,4,2, it would only register the visitor through the second step of the funnel and then fall off.
- If the visitor performs 1,3,4 they would register for the first step and then fall off.
A visitor will also fall out if they do not complete the next defined funnel step within the defined timeout, defined in the Advanced Options when editing the funnel.
If a visitor enters the funnel multiple times, we will have multiple records for that visitor. Funnels may have more than one occurrence for a unique visitor.
Cross-App Funnels (Beta)
For customers who have multiple applications, you will see a new beta option to multiple options for any app.
In the Funnel Steps (Beta) section, choose your app and a Page, Feature or Track Event. Then, you should see your “+ Add Step” button enabled. Click on it to add your option.
Then, enter your next Funnel step. In this beta, you can even choose a different web or mobile app.
Once you’ve selected all of your steps, click on “Create Funnel.”
You should see your Funnel visualization generate with each an app legend at the top of the visualization so you can correlate your Page, Feature, or Track Event with the right app.
Once you save your report, you will be able to see your Funnel report type as “Multiple Apps” (Beta) in your list of Funnel reports.