Funnel Analysis FAQ: Setup, Tracking, and Drop-offs in Zoho PageSense

Frequently Asked Questions

1. How many steps can I add to a funnel?
You can add up to 25 steps in a single funnel analysis experiment. Each step represents a stage in the user journey, such as landing pages, product pages, checkout stages, or confirmation pages.

2. Can I track user actions instead of page visits in a funnel?
Yes. In addition to tracking page visits, you can track user interactions by selecting Project Goals as the match type. This allows you to use existing goals such as Element Click, Link Click, Time Spent, or other configured goals as funnel steps. You can also use Custom Events when you want to track specific interactions using a generated tracking code.

3. Can I use existing PageSense goals as funnel steps?
Yes. You can select Project Goals while creating a funnel step to include previously configured goals in the funnel journey.
4. What is a drop-off in Funnel Analysis?
A drop-off occurs when visitors leave the funnel before moving to the next step. Funnel reports show the percentage of users who exit at each stage.
5. How do I identify which step causes the highest drop-offs?

The funnel report visually highlights drop-offs between each step so you can quickly identify where users leave the process.

Each drop-off section is color-coded based on the drop-off value:

  • Yellow – Low drop-off (0–20%)

  • Orange – Medium drop-off (21–40%)

  • Red – High drop-off (41–60%)

This color differentiation helps you immediately identify the most critical problem areas in the funnel.
6. What does Average Completion Time mean in a funnel report? Average Comp
Average Completion Time represents the average duration visitors take to move from the first step of the funnel for a selected time range.
6. Can I track funnels for dynamic URLs?
Yes. You can track dynamic URLs using options such as URL Pattern Match, URL Contains, or Regex matching while defining funnel steps.
7. How can I improve funnel conversion rates?
You can improve funnel conversions by optimizing pages with high drop-off rates, simplifying forms, improving call-to-action visibility, and running A/B tests on key steps.
8. What is the ideal number of steps in a funnel?
A good funnel usually contains 3 to 5 meaningful steps that represent key stages in the conversion journey. Too many steps can make the funnel difficult to analyze and may dilute insights.
9. Can a visitor enter the funnel from the middle step?
Yes. PageSense will record when a visitor enters any step in the funnel. However, funnel progression and behavior tracking are considered only when the visitor starts their journey from Step 1. Only such sessions are included in the funnel progression reports.
10. Why does my funnel show visitors but no conversions?
This usually happens when visitors enter the funnel but do not complete the final step. It may also occur if the final step is incorrectly configured or the tracking conditions are too restrictive.
11. Can I analyze funnels for different traffic sources?
Yes. Using Audience Segmentation, you can analyze how visitors from different traffic sources such as search engines, campaigns, or direct traffic move through the funnel.
12. How can Funnel Analysis help improve website conversions?
Funnel Analysis highlights the exact stage where visitors abandon the process, allowing you to optimize pages, improve calls-to-action, simplify forms, or adjust navigation.
13. What happens if a user completes a step multiple times?
PageSense tracks unique progression through the funnel, so repeated actions within the same step do not inflate funnel metrics.
14. Can Funnel Analysis help identify UX problems?
Yes. A sudden drop-off between two steps often indicates usability issues, such as confusing navigation, unclear instructions, broken elements, or slow-loading pages.
15. Can I track funnels for multi-page checkout processes?

Yes. Funnel Analysis works well for multi-step checkout flows.

In some cases, checkout processes use a single page URL with multiple steps (for example: shipping → payment → confirmation within the same page). In such scenarios, you can track each step by using Custom Events triggered by user actions such as button clicks, form submissions, or payment confirmations.
16. Why isn't there any data being tracked in the checkout page after creating a sales funnel for my Shopify site?
Shopify doesn't allow third-party scripts in the checkout or payments page due to the sensitive information that is handled during the checkout process. You will only be able to track your Storefront and Order Confirmation page when PageSense code is installed in the Additional Scripts section under Settings---->Checkout. Learn how to add the PageSense code snippet to the checkout pages of your Shopify site.
17. How are Visitors tracked and identified in Funnel Analysis?
The 'Visitors' count in Funnel Analysis gives you the number of unique visitors reaching into each step of your funnel process. This metric helps you check how many visitors landed on the first step of your funnel, how many of them proceeded to the next step, how many of them dropped out in each step, and finally, the total count of visitors who reached the last step in your funnel leading to a conversion.


18. What happens if a visitor does not complete the funnel within the cookie duration?
In PageSense, the cookie duration for a funnel experiment is 30 days. This means if a visitor enters the first step of your funnel but does not complete the remaining steps within 30 days, they will be considered a drop-off.
Example scenario
Consider an ecommerce funnel:
Home Page → Category Page → Product Page → Cart Page
  • Visitor A enters the Home Page, triggering the funnel experiment.
    The Visitors count for Step 1 becomes 1.
  • The visitor proceeds to the Category Page and Product Page, so the Visitors count for Steps 2 and 3 also becomes 1.
  • However, the visitor does not proceed to the Cart Page (final step).
If the same visitor returns and visits the Cart Page within 30 days, the visitor will still be considered part of the same funnel session and may be recorded as completing the funnel.
If the visitor returns after the 30-day cookie period, PageSense will treat them as a new visitor, and the funnel will start counting them again from Step 1.
This mechanism ensures that funnel reports reflect accurate user journeys within a defined time window.

 

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