How to create a custom event funnel in Zoho PageSense | Help Guide

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 page destination or confirmation page URL to count conversion. This helps you to see the number of users who completed the stage and moved on, as well as those who did not complete a stage and dropped off in the process. To implement this goal, you will need to add a two-line Javascript code to the success function of every event or user action that you would like to track visitor conversions for

For example, consider a four stage customer flow funnel across your eCommerce website which do not lead visitors to a unique destination or confirmation page ULR to track conversions. Now, you want to analyze how many users have actually purchased a product after adding it to their cart.  To build this custom event funnel, you will need to add the PageSense custom event code in all the steps or URL of the webpage you want to track within your funnel:
  • Step 1: Product Viewed

  • Step 2: Product Added to Cart

  • Step 3: Checkout Started

  • Step 4: Purchase Completed

When you know the behavior of visitor in each step, you can take action by:

  • Creating a segment of users who completed or did not complete a particular stage of the funnel, then apply that Audience Segment in your reports. Use those reports to perform further analysis, and better understand what drove the success or failure of that stage.

  • Re-engaging with users who did not complete a purchase or task by setting up attractive push notifications or pop-ups.

To create a custom event in 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 textbox.

For example, let us say you want to track a 3 stage customer onboarding process on your website where the URLs don't change until the visitors complete the entire series of actions. We'll call this 'Zylker onboarding'. 

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

4. Now, enter a suitable step name for your custom event and choose Custom Event from the match type dropdown.


 5. Enter a name of the event you want to create as per your funnel steps, for example, Signup1 then click + Create "Signup1" event.

6. Based on your input in the field, PageSense will generate an event API code. Copy the API code and paste it inside the exact <script> tag of your web page, depending on the event you would like to track and click Activate to launch your funnel analysis on the web page.


In our example, the <script> tag should be placed within the success response of every form on the sign up page. 
The following is how the code snippet looks on your web page before and after the implementation of 'Signup_success' custom event goal on your web page.

   <code snippet before custom event implementation--->                     
<code snippet after custom event implementation---> 
                      
Whenever your visitor fills out the form and clicks the 'Next' button, Zoho PageSense will trigger the corresponding custom JS snippet to track conversions or drop-offs on your funnel 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.


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