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.



2.
 
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 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
      Redefine the way you work
      with Zoho Workplace

        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 Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              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 ...
                                                                                                      • Understand your funnel reports

                                                                                                        Funnel Metrics Tab The metrics monitored in the funnel analysis experiment are: Visitors: Number of unique users coming to your web page.  Conversion: Number of unique instances of the visitor fulfilling the condition to achieve the goal. Conversion ...
                                                                                                      • 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 ...
                                                                                                      • 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 Heatmap in PageSense, you can view the most ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

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



                                                                                                          eBooks

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



                                                                                                          Webinars

                                                                                                          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