Zipy Funnel Analysis
Table of Contents
What is Funnel Analysis?
Funnel analysis helps you understand how users move through your application by tracking their journey across multiple steps. It shows you where users drop off and helps you optimize your user experience.
How to Create a Funnel
Step 1: Define Your Funnel Steps
You can create funnels with 2 or more steps. Each step can be one of these 4 types:
Step Types
1. Page Visit URL
Track when users visit specific pages
Example: sign-up, checkout, thank-you
Use case: Track page-to-page navigation
2. Clicked Element Name
Track when users click specific buttons or elements
Example: submit-button, add-to-cart, download-now
Use case: Track button clicks and interactions
3. CSS Selector
Track interactions with specific CSS elements
Example: .form-input, #login-button, .product-card
Use case: Track form interactions or specific UI elements
4. Custom Events
Track custom events you've defined in your application
Example: registration_completed, purchase_made, video_watched
Use case: Track business-specific actions
Step 2: Configure Analysis Settings
Dropdown Options
Session Scope
Choose how to analyze user behavior:
Single Session: Only count users who completed all steps within one session
Across Sessions: Count users who completed steps across multiple sessions (more flexible)
User Counting
Choose how to count users:
Unique Users: Count each user only once (recommended for most analyses)
Total Users: Count all user interactions (includes repeat visits)
Example Funnels
User Registration Funnel
Page Visit URL = "https://app.zipy.ai/sign-up"
Clicked Element Name = "Sign up with work email"
Page Visit URL = "https://app.zipy.ai/organization"
Custom Event = "registration_completed"
Understanding Your Results
Funnel Visualization
Your funnel results will show:
Example Results
Step 1: 1,000 users visited the landing page
Step 2: 800 users clicked the CTA button (20% drop-off)
Step 3: 600 users filled out the form (25% drop-off)
Step 4: 400 users completed the process (33% drop-off)
Key Metrics
User Count: Number of users who completed each step
Drop-off Rate: Percentage of users who left at each step
Conversion Rate: Percentage of users who completed the entire funnel
Best Practices
1. Start Simple
Begin with 2-3 step funnels to understand basic user flow
2. Choose the Right Step Types
Use Page Visit URL for page navigation
Use Clicked Element Name for button interactions
Use CSS Selector for form interactions
Use Custom Events for business actions
3. Session Scope Guidelines
Single Session: Use for short, immediate processes (checkout, signup)
Across Sessions: Use for longer processes (product research, onboarding)
4. User Counting Guidelines
Unique Users: Use for conversion analysis and drop-off rates
Total Users: Use for engagement analysis and repeat behavior
5. Step Naming
Give each step a clear, descriptive name:
✅ Good: "Add to Cart", "Checkout Page", "Purchase Completed"
⚠️ Avoid: "Step 1", "Button Click", "Page Visit"
Common Use Cases
E-commerce Optimization Track the complete purchase journey from product view to order completion
User Onboarding Monitor how new users progress through your onboarding flow
Lead Generation Analyze how visitors convert from landing page to qualified leads
Feature Adoption Track how users discover and start using new features
Troubleshooting
No Data Showing?
Check that your step values match exactly what's in your application
Verify the date range includes when the events occurred
Ensure the customer ID is correct
Unexpected Drop-offs?
Check if the step values are case-sensitive
Verify that the events are actually being tracked
Consider if users might be completing steps in different sessions
Low Conversion Rates?
Analyze each step to identify bottlenecks
Consider if the funnel steps are too complex
Check if users are completing the process through alternative paths
Let's Get Started
Identify your key user journey (e.g., signup, purchase, feature adoption)
Map out the steps users need to complete
Choose appropriate step types for each action
Set your analysis preferences (session scope, user counting)
Create your funnel and start analyzing!
Need Help?
If you need assistance creating or analyzing funnels, contact the Zipy support team ([email protected]). We're here to help you get the most out of your user analytics!
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