How to create a new funnel analysis in Zoho PageSense | Help Guide

Create your first funnel analysis

If you want your business’s sales process to run as efficiently as possible, you absolutely must get your marketing funnel right on your website. A funnel analysis is a series of ordered steps taken by a visitor to reach a destination or achieve a goal, and is best method to understand the flow of visitors through your website

For example, analyzing the buyer's journey on an eCommerce website whose ultimate goal is to get users who visit the site to make a purchase. Using the funnel reports, it's easier to visualize how many users are getting through each stage of your funnel, and discover the bottlenecks that reduce conversions at every step.

To create a new funnel analysis:

1. Click Funnel Analysis on the left pane, then click the New Funnel Analysis button.

Enter a descriptive name for your funnel analysis in the Name box.

3. Enter a suitable step name and add the URL of the page to be included in your funnel. Click + to add all the required steps and the URL paths in your funnel. 
You can also use different URL match types by clicking on the drop-down menu.

For example, let's say a large number of people visit the homepage of an e-commerce website, but only a few eventually go on to see the thank you page after a purchase. In this case, you can set up a funnel process named 'Zylker buyers journey' to identify the exact pages where your visitors are dropping off or exiting from your website on their path to conversion as shown below:  homepage > category page > product page > cart > checkout > thank you page

4. Click Activate to launch your funnel analysis on your web page.

Zoho PageSense will now begin to track conversion rates, drop-offs, and other relevant metrics in your funnel analysis under the REPORTS tab. However, if you wish to make changes to your funnel, click the Pause button at the top-right corner and click Relaunch to run the experiment again.
Ensure that the Zoho PageSense code snippet is installed to all the URLs of your funnel experiment.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now

              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                      Zoho DataPrep Resources

                        Zoho DataPrep Demo

                        Get a personalized demo or POC

                        REGISTER NOW

                          Design. Discuss. Deliver.

                          Create visually engaging stories with Zoho Show.

                          Get Started Now

                                              • Related Articles

                                              • Create a custom event in funnel analysis

                                                Funnels are used to track events and task completions by visitors between different stages in your website. By creating custom event funnels, you can track visitor clicks in every stage of your funnel page which does not contain a unique thank you ...
                                              • Create a funnel using advanced URL targeting option

                                                Using advanced URL targeting allows you to create and run funnel experiments to a specific (appropriate) group of web pages that match the given URL condition, such as 'Simple URL', 'URL Contains', 'Start with', or 'Ends with'. For example, say you ...
                                              • Create your first form analytics

                                                Form analytics provide deeper insights about how your visitors interact with various fields in your online forms, such as the contact us form, sign up form, and other registration forms on your website. Creating and launching form analytics in ...
                                              • Setup your Zoho PageSense account

                                                Zoho PageSense provides you with the right set of tools to test personalized website experiences, track user's key metrics, and further analyze their behavior on your website in real time to boost visitor conversions. To sign up with PageSense, all ...
                                              • Create your first heatmap

                                                Heatmaps track the number of clicks of all visitors coming to your website, and automatically generates a visual representation of the areas your visitors have seen or interacted with. By creating a heat map in PageSense, you can view the most ...



                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                              CRM Tips

                                              Make the most of Zoho CRM with these useful tips.

                                                Zoho Show Resources