Once you have a funnel drop-off you'd like to explore further, the first step is to identify whether it's a specific client or users that are having the problem and find out why they were struggling. Find out who is successful and who is not You can use this to see where the biggest opportunity for improvement is, usually on the step with the lowest relative conversion rate. Switch to relative drop-off by clicking "% Overall conversion" and switching to "% Relative to previous step" If you want to identify the areas that have the greatest negative impact on your overall conversion rate, you'll want to understand the relative drop-off. Absolute drop-off is a great way to understand where you're losing the most people. Quickly looking at this funnel, we can see there are several drop-offs between steps. The most common use case for funnels is understanding where people are getting stuck or dropping off in your flow. Analyzing Funnels Understand where people are getting stuck during your flow
Steps can be dragged around by clicking and holding down the icon to the left of the step number in the configuration area of the screen. Once you have your funnel setup, you may like to tweak the step ordering or filters this is easy. Recently saved funnels are also available within the funnel configuration screen. You can find your funnel any time by navigating to the dashboard you've saved it in. Select a dashboard where you would like to save the funnel and give it a name. Step 2: Naming funnel and selecting dashboard If you're measuring something recurrently, you'd like to share it with others, or easily return to it again in the future, hit the "disk" icon in the top left of the configuration pane. In the example above, we can see that the biggest drop-off is between the 'Add to cart' and 'Checkout' stages of the funnel. You should now see where people are struggling in your flow by seeing where the drop-offs are. A good place to start is to look at a time range of 30 days to ensure the effects of any day to day variations will be reduced. You now have a basic funnel showing in the main analysis pane and can modify the time range you would like to look at. Click the "filter" icon next to the step you wish to refine further and select the filter you would like to add or set a global filter under the filters section on the right.
You may wish to refine your steps further, filtering out certain types of users or event properties (e.g. It's best to start with the simplest flow and avoid using optional steps to ensure you don't filter out or skew valuable results. Next, add intermediate events you believe users need to go through to be successful and finish with the event you consider to be the success for this flow. Select the steps you wish to include in your funnel, ideally starting with the first event/action a user will trigger in the flow you wish to measure. Step 2: Add and refine steps in your funnel Using the side menu - navigate to Explore and then Funnels - this will present you with a blank funnel screen. Refining your funnel to filter out noise.Understand seasonality in your conversion rates.Understand how your changes are improving your activation flow.Identify possible causes of failure or success.Identify the steps which have the highest friction and time to convert.Find out who is successful and who is not.Understand where people are getting stuck during your flow.Hasura What can you learn from funnels? These changes helped us deliver a 10-20% improvement in our conversion rate. Using PostHog, we observed drop-offs at very particular stages of our onboarding flows, as a result, we took several actions such as moving these steps further down the funnel. Once you can isolate these bottlenecks and understand what's causing them, you'll be able to significantly improve the success of your users. The primary value of funnels comes from the ability to inspect the journey of everyone going through that flow and understanding where the bottlenecks and friction points are in it. For every flow throughout your product, more people will start it than complete it successfully.
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