Creating Funnels

A detailed walkthrough of how to create funnels in WebEngage

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Must Read

Please ensure that you have a robust understanding of, Events and Event Attributes before proceeding as events are the build blocks of funnels.

Concepts that Guide the Creation of Funnels

Now that we understand the basics of funnel analysis let’s walk you through a few core concepts related to funnels in WebEngage.

Steps of a Funnel

All funnels created in WebEngage comprise of steps which guide how users flow through the funnel. Thus, each step will need to be defined as an event that users need to perform on your app/website to reach the end goal.

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Use-case: Understanding steps of a funnel

Let's take the example of a video blog where readers are motivated to purchase a yearly subscription after they have watched a video.

So, if we were to map out the journey of a user based on the events they will need to perform, then the steps of our Video Viewed - Subscription funnel would include;

  • Step 1: Video Started

  • Step 2: Video Completed

  • Step 3: Subscription Page Viewed

  • Step 4: Subscription Payment Added

  • Step 5: Subscription Purchased

Here's an illustration to help you visualize this funnel better:

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Exact Funnels

The term exact funnel refers to the fact that all funnels created in WebEngage are sequential in nature.

As discussed above, each step of a funnel consists of an event (action) that a user needs to perform to progress in their lifecycle. This means that if a user performs Step 2 without performing Step 1, then their actions will not be accounted for in the overall conversion rate.

Hence, when creating funnels, we advise you to add all the steps in a sequential order.

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Use-case: Understanding the sequential nature of funnels

Going back to the use-case discussed above, if a user directly purchases a subscription, without watching a video, then their actions will not be taken into account in the Video Viewed - Subscription funnel.

The overall conversion rate of this funnel will take into account only those users who have entered the funnel via Step 1 and have exited via Step 5.

Thus, to analyse the behaviour of users who have purchased a subscription without watching a video, we will need to create a separate Subscription funnel. Its steps would include;

  • Step 1: Subscription Page Viewed

  • Step 2: Subscription Payment Added

  • Step 3: Subscription Purchased

Here's an illustration to help you visualize this funnel better:

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Funnels Creation

How to Access: To create a new funnel, you can click the Plus icon, placed next to the heading, Funnels, on the homepage, as shown below.

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First Impression

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This section has a simple interface, loaded with everything you need to create a funnel instantly including;

  • Option to add unlimited steps to your funnel - define as many events as you like to analyse user behaviour in detail.
  • Option to define the scope of an event by adding multiple attribute filters to events selected under each step.

A Hands-on Demonstration

Let's demonstrate a use-case to help you get acquainted with the workings of this section.

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Use-case: Creating a funnel to analyse behaviour of users purchasing from wishlist

Let's say that you are a Marketing Manager at an online e-commerce business and would like to do a quick analysis of how many users, across your app and website, have purchased a product after adding it to their wishlist.

To build this funnel, one will need to ensure that they're tracking all the steps a user needs to perform when purchasing an item from their wishlist. We will use the following custom events and add them as steps:

  • Step 1: Wishlist Added

  • Step 2: Wishlist Viewed

  • Step 3: Product Added to Cart

  • Step 4: Checkout Started

  • Step 5: Checkout Completed

All you need to do is;

  • Add each step/event listed above in a sequential order to build the funnel
  • And click the Create Funnel button
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And in less than a minute, you have a Wishlist to Purchase funnel ready to be analysed by your entire team!

Now let’s deep dive into the entire process.

Step 1: Name Your Funnel

The first step is to give your funnel a unique name which will help you identify its purpose or properties. This can be edited anytime you like.

Step 2: Add Events as Steps to Build Funnel

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Using the drop-down nested under each step, you can select from a list of all the system events, campaign events and custom events being tracked for your account. All the system event and campaign events (pre-defined by us) have been listed here for reference.

How to add and remove steps

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As shown above, you can click the Add Step button to add a step to the funnel and click the minus icon, placed towards the right of each field, to remove it.

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Please Note

  • There is no upper limit on the number of steps you can add to your funnel.

  • Steps added to a funnel can be removed, edited or duplicated to build another funnel, anytime you like. This has been discussed in detail under, Modifying Funnels.

Step 3: Add Event Attributes to the Event(s)

You can further narrow down the scope of each event by adding attribute filters to it. This can be done through the filter icon placed towards the right of each field, as shown below.

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On clicking the filter icon, you will be prompted with a modal, allowing you to apply several attribute filters. Each field comes with a drop-down, including only those attributes which can be applied to the selected event.

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The following attributes are included in the dropdown menu:

  • Custom (Custom attributes included as per the selected custom event)

  • Time (Event Time)

  • Location (City, State, Country)

  • Technology (OS, Device, Browser Name, App Version)

  • Marketing (Channel, Campaign Source, Campaign Medium, Campaign Name)

  • Screen (Page URL, Screen Name)

  • Engagement (Journey ID, Campaign ID)

Now, let's walk you through this in detail.

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Use-case 1: Applying One Attribute Filter

Let’s say that you are a marketing manager at an e-commerce business and would like to analyse the step-by-step conversion rate along the journey of users who have specifically shown interest in one of your top categories, Women Dresses.

To create this funnel, we add the following events and attributes in the order they have been listed in:

  • Custom Event 1: Product Page Viewed

    • Custom Attribute 1: Product Category is equal to Women Dresses
  • Custom Event 2: Product Quantity Selected

  • Custom Event 3: Product Added to Cart

  • Custom Event 4: Cart Checkout Initiated

  • Custom Event 5: Cart Checkout Complete

Now, let's show you how to add an event attribute to the first event, Product Page Viewed.

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Step 1: Click the filter icon placed next to the first step, Product Page Viewed

Step 2: Select Product Category as an attribute filter from the drop-down menu nested under the field

Step 3: Further define the attribute as; equal to Women Dresses

Step 4: Click the Apply button!

It's as simple as that :)

Now let's narrow down the use-case discussed above to demonstrate how you can add multiple attribute filters to a step in your funnel.

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Use-case 2: Applying Multiple Attribute Filters

Let's say that you want to analyse the behaviour of users who have specifically viewed a few top products from the popular category, Women Dresses. For this, we will need to add the following attribute filters to the event, Product Page Viewed:

  • Custom Attribute 1: Product Category is equal to Women Dresses

  • Custom Attribute 2: Product ID is one of 32, 567, 834, 12

Since we have already added Product Category as an attribute filter, we will club the second attribute with it using the AND logic. Here's how you can go about it:

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Step 1: Click the filter icon placed next to the first step, Product Page Viewed

Step 2: Click the Add Filter button to add the second attribute

Step 3: Select the AND logic to combine the attributes

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Implications of using AND/OR to combine multiple attributes

Using the AND logic to combine the attributes narrows the scope of the event to include only those customers who have; visited the Product Category - Women Dresses AND have viewed any one of the products with the ID; 43, 130, 878, 847, 3112.

On the contrary, if we used the OR logic to combine these attributes, then it would widen the scope by including users who have; EITHER visited the Product Category; Women Dresses OR have viewed any of the products with the ID; 32, 567, 834, 12.*

Step 4: Select Product ID from the drop-down menu

Step 5: Further define Product ID as; one of 32, 567, 834, 12.

Step 6: Click the Apply button

And you're done!

Similarly, you can add multiple attribute filters to any step in your funnel to analyze specific user behavior.

What happens after you have built a funnel?

Once you have mapped a user's journey by adding events (and their attributes) as steps of the funnel, hit the Create Funnel button placed on the bottom right, as shown below.

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Doing so will take you to the Funnel Analysis section. Here you will be able to analyse the performance of your funnel against several parameters to gain in-depth insights. The workings of this section have been covered in details under Analysing Funnels.

So, what will be the first funnel you create in your account?


So, what's next?

Now let's show you how to analyse and modify funnels in your dashboard.