- Funnel Name
Displays the name of each funnel experiment, helping you quickly identify the user journey being tracked. - Status
Indicates whether the funnel is currently running and collecting data or paused. - Steps
Shows the number of steps configured in the funnel that represent the user journey. - Conversion Rate
Displays the percentage of visitors who completed all the steps and reached the final stage of the funnel. - Visitors
Shows the total number of visitors who entered the first step of the funnel during the selected time period. - Created Date
Displays who created the funnel and when it was created, useful for tracking ownership and experiment history. - Sorting and Filters
Allows you to filter funnels by status and sort them by criteria such as recently created funnels for easier management and analysis.
Understanding and Creating Funnel Analysis in Zoho PageSense
Funnel Analysis in Zoho PageSense helps you understand how visitors move through a sequence of steps on your website before completing a desired action. These steps represent the user journey toward a conversion, such as signing up, requesting a demo, or completing a purchase.
By defining these steps, Funnel Analysis allows you to track how many users progress from one stage to the next and identify where visitors abandon the process.
For example, a common funnel might look like this:
-
Homepage
-
Product or Services page
-
Demo request page
-
Confirmation page
Using Funnel Analysis, you can visualize how users move between these stages and determine which step needs improvement to increase conversions.
Why Funnel Analysis Matters
Understanding how users navigate through your website is essential for improving the overall conversion rate. Funnel Analysis helps you:
-
Identify pages where visitors drop off before completing a goal.
-
Understand how effectively users move through the conversion path.
-
Detect friction points such as slow pages, confusing layouts, or long forms.
-
Optimize key journeys such as purchases, signups, and lead submissions.
By analyzing these steps, businesses can improve website usability and remove barriers that prevent users from completing important actions.
When Funnel Analysis is Most Effective
Funnel Analysis works best when visitors are expected to follow a structured journey through your website.
Common scenarios include:
- Lead generation funnels :
Tracking the journey from landing page → product page → demo request form → confirmation page. - eCommerce purchase funnels :
Analyzing the path from product page → cart → checkout → order confirmation. - Signup flows :
Measuring how users move from homepage → signup page → account creation → onboarding. - Multi-step forms :
Understanding where users abandon a multi-step registration or checkout process.
Tracking these journeys helps you discover exactly where visitors exit the funnel and what needs improvement.
Dashboard Overview
When you open the Funnel Analysis tab under the Track module, you’ll see a complete overview of all the funnels previously created for your project. This view helps you quickly understand and manage tracking efficiently.
How to Setup your first Funnel Analysis?
Step 1: Navigate to Funnel Analysis
- In the Track module, click New Funnel Analysis.
- This opens the funnel configuration setup, where you can define the funnel name and add the steps that represent the user journey you want to track.
Step 2: Name the Funnel
- Enter a descriptive name for the funnel in the Name field.
- Choose a name that clearly represents the user journey you want to analyze.
- Homepage to Demo Request
- Product Purchase Funnel
Step 3(a): Adding the First Step
Next, define the first step in the funnel.
Enter a name for the step (for example: Homepage).
Select the URL matching condition.
Enter the URL of the page.
Example:
Step Name: Homepage
URL Condition: Simple URL Match
URL: https://zylkerautomation.zohoecommerce.com/
URL Condition: Simple URL Match
URL: https://zylkerautomation.zohoecommerce.com/
This step represents the entry point of the funnel.
Step 3(b): Configure URL Matching Conditions
While defining each funnel step, you must specify how PageSense
should identify the page or action that represents that step. Depending
on your website structure, you can use different URL matching conditions or event-based tracking methods to accurately track user progression through the funnel.
Option | Description | Example |
Simple URL Match | Tracks the step when visitors land on the specific page URL you enter. This is commonly used for pages with static URLs that do not change. | |
Exact URL Match | Tracks the step only when the visited URL exactly matches the specified page URL. This ensures precise tracking when similar URLs exist on your website. | |
URL Pattern Matches With | Tracks pages that follow a common URL pattern. This is useful when multiple pages share a similar structure within a section of the website. | |
URL Regex Matches With | Uses regular expressions (regex) to match complex or dynamic URLs. This option is typically used when page URLs contain dynamic values such as product IDs. | Regex: /product/[0-9]+ |
URL Contains | Tracks pages where the URL contains a specific keyword or phrase. This is useful when several pages share a common word in the URL. | Condition: URL contains /collections |
URL Starts With | Tracks pages whose URLs begin with the specified text. This helps track entire sections of a website that share the same base path. | |
URL Ends With | Tracks pages whose URLs end with a specific word or phrase. This option is commonly used to track confirmation or success pages after a conversion. | https://zylkerautomation.zohoecommerce.com/checkout/thankyou |
URL Within Page Group | Tracks pages that belong to a predefined page group created in the project. Page groups allow you to combine multiple related pages and track them as a single step in the funnel. | |
Custom Event | Tracks funnel steps based on specific user interactions instead of page visits, such as button clicks or add-to-cart actions. When this option is selected, PageSense generates an event tracking code. Copy the generated code and paste it into your website’s code where the action occurs so the event can be captured. | Add to Cart button click on |
Project Goal | Allows you to use an existing PageSense goal configured in the project as a funnel step. This is useful when a goal already tracks a key action that forms part of the funnel journey. | Checkout Form Submission on |
Step 4: Add Additional Steps
Click the Add Step (+) option to add the next stages in the funnel.
Each step should represent the next action users must take in the journey.
Example funnel:
Step 1 – Homepage
Step 2 – Services Page
Step 3 – Book a Demo Page
PageSense will track how visitors move from one step to the next.
Step 5: Review Funnel Steps
Before launching the funnel, review the sequence of steps and ensure the URLs and conditions are configured correctly.
The order of steps should reflect the actual user journey.
Step 6: Activate the Funnel
Once all steps are configured:
-
Click Activate.
-
PageSense will begin tracking visitors as they move through the funnel.
You can now analyze how users progress through each step and identify where drop-offs occur.
We’ve designed this documentation to guide you every step of the way. If you need further assistance or have any questions, don’t hesitate to contact us at support@zohopagesense.com - we’re always here to help!