Skip to content
Merged

fixes #684

Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
18 changes: 7 additions & 11 deletions docs/funnel-analysis.md
Original file line number Diff line number Diff line change
Expand Up @@ -8,35 +8,33 @@ You can follow the visitor journey from a landing page to a conversion with our

* You can go beyond pageviews and use any custom events to build a funnel
* Choose between two funnel types: sequential (visitors can take other actions between steps) or strict order (steps must happen in exact consecutive order)
* With the conversion rate you understand the percentage of visitors who started the user flow and ended with a conversion event. End-to-end funnel conversion rates vary widely but even small improvements at a high-traffic step can have a large impact on total conversions
* With the conversion rate you understand the percentage of visitors who started the user flow and ended with a conversion event
* With the percentage drop-off between the individual funnel steps, you can spot where you lose the most visitors. A step with an unusually large drop-off is usually the best place to start optimizing
* You can get more granular by [using filters](filters-segments.md) to segment your audience. Filter conversion funnels by marketing campaign, referral source, landing page, device or location for more insights
* You can get more granular by [using filters](filters-segments.md) to segment your audience. Filter conversion funnels by marketing campaign, referral source, landing page, device or location

<img alt="Funnels demo" src={useBaseUrl('img/funnels-demo.png')} />

## How funnel conversions are counted

To be counted as converted, visitors need to complete all the steps you've defined in your funnel, in the correct order. Plausible offers two funnel types that differ in how strictly that order is enforced.

**Sequential funnel (default):** Visitors must complete the steps in order, but they can visit other pages or trigger other events in between. This is the more flexible option and suits most use cases.
**Sequential funnel (default):** Visitors must complete the steps in order, but they can visit other pages or trigger other events in between. This is the more flexible option.

**Strict order funnel:** Every step must happen in exact consecutive order with no other actions in between. Use this when you want to measure a tightly defined path and any detour should disqualify the visitor.

Funnels also work across your main domain and its subdomains ([see more](subdomain-hostname-filter.md)), and you don't need to worry about visitors briefly leaving your site to complete actions on external services like Stripe's payment page or other third-party gateways. Plausible treats the returning visit as part of the same session, so your funnel will accurately track the full visitor journey.

## How to set up the conversion funnel analysis

Here's how:

* Go into your [site settings](website-settings.md) and click on "**Funnels**" in the left-hand sidebar.
* Go into your [site settings](website-settings.md) and click on "**Funnels**" in the left-hand sidebar

* Click the "**Add funnel**" button to create a funnel.

<img alt="Add funnel" src={useBaseUrl('img/add-funnel.png')} />

* Give your funnel a name in the "**Funnel name**" field.

* Define your funnel by adding a set of specific steps in correct order that you expect a visitor to take before a conversion, a purchase or a sign up. You can use any combination out of all the three goal types in Plausible to define your funnel: [pageviews goals](pageview-goals.md), [custom events](custom-event-goals.md) and [scroll depth goals](https://plausible.io/docs/scroll-depth#scroll-depth-goals). You need to add a minimum of 2 steps and a maximum of 8 steps to create a funnel.
* Define your funnel by adding the steps you expect a visitor to take before a conversion, a purchase or a sign up. These steps consist of [pageviews goals](pageview-goals.md) and [custom events](custom-event-goals.md). You need to add a minimum of 2 steps and a maximum of 8 steps to create a funnel.

<img alt="Define funnel" src={useBaseUrl('img/define-funnel.png')} />

Expand All @@ -50,9 +48,7 @@ Funnels appear at the bottom of your dashboard as soon as the first visit is tra

## How to edit existing funnels

Here's how to edit any of your existing funnels:

* Go into your [site settings](website-settings.md) and click on "**Funnels**" in the left-hand sidebar.
* Go into your [site settings](website-settings.md) and click on "**Funnels**" in the left-hand sidebar

* Click on the edit icon on the right-hand side of the funnel that you'd like to edit.

Expand All @@ -66,4 +62,4 @@ Here's how to edit any of your existing funnels:
- Use [filters and segments](filters-segments.md) to compare funnel performance across different traffic sources or campaigns
- Add [custom properties](custom-props/introduction.md) to your events for deeper breakdowns within each funnel step

To learn about in-depth funnel marketing, [head to our blog](https://plausible.io/blog/funnels-conversion-optimization).
To learn more about conversion funnel optimization, [head to our blog](https://plausible.io/blog/funnels-conversion-optimization).
4 changes: 1 addition & 3 deletions docs/metrics-definitions.md
Original file line number Diff line number Diff line change
Expand Up @@ -141,9 +141,7 @@ If the same goal is completed multiple times by the same visitor, all the comple

### Funnels

You can follow the visitor journey from a landing page to a conversion with [funnel analysis](funnel-analysis.md).

Think of a funnel like a leaky pipe. Visitors enter at the top (for example, a landing page) and you can see exactly at which step most people drop off before reaching the end goal (such as a completed signup). This helps you focus improvements where they'll have the most impact.
Funnel analysis lets you follow the visitor journey across multiple steps and see exactly where visitors drop off. You can use pageview goals or custom events as steps, and choose between sequential or strict order mode. See [funnel analysis](funnel-analysis.md) for details.

### Custom Properties (or Custom Dimensions)

Expand Down
Loading