A funnel chart represents a sequence of steps a user takes to convert to a qualified goal. In Insights+, the funnel chart translates a sequence of steps customers go through to complete an objective(purchase). 

A funnel chart helps visualize a linear process that has sequential connected stages. For example, for an email campaign funnel, a customer goes through these  stages: link clicked > product page viewed > product clicked > product viewed > added to cart > cart viewed > purchase completed > points issued. The following image shows the different goals of email campaign tracking.

Prerequisites

  1. Need to enable behavioral events for the org. For details, see the configuration
  2. Need access to Intouch and Insights+ library (create and modify). 
  3. Need to know how to create a chart.

Create a funnel chart

To create a funnel chart, follow these steps.

  1. Navigate to Library > Charts > Funnel and click Create Chart.
  2. In the Chart Type, select Funnel using the drop-down list.
  3. In the Funnel Completion Time, enter the duration (in number of days, weeks, or months) to complete all stages.
    Funnel completion time is the total duration that a user takes to complete the sequence of steps/stages to achieve a qualified goal.
    Example:
    Consider you have selected a report duration of 30 days (December 1 to December 30) and a funnel completion time of 5 days.
    Report durationCustomer’s funnel start date (first step)*Customer’s funnel end date (last step)Availability of funnel steps during analysis (report creation)**

    December 1 to December 30
    December 5December 9Include the customer with all the steps
    December 28January 1Include the steps between December 28 to January 1 performed by the customer.
    December 20December 29Include the steps between December 20 to December 24 performed by the customer.
    December 20Not endedInclude the steps between December 20 to December 24 performed by the customer.

    * The first step should start within the report duration to be a part of the funnel chart analysis.

    ** The step calculation is based on funnel completion time - 5 days.

    Hence, you can track the sum of the actions of all the customers who enter the funnel by performing Step 1, between December 1 to December 30, and exit it within 5 days by calculating; The number of converted customers between each step and The customer conversion rate between each step.

  4. Click Add Step, and select the event name from the drop-down list.

  5. Click Add Filter, and Include or Exclude the filter values (dimensions) as required.

    Filter values that are relevant to the selected event automatically populate in the drop-down list. You can add multiple filters to a step. Repeat step 4 and 5 to add multiple steps.

  6. Click Apply. You will see the chart preview,
    To modify the funnel configuration and filter value (dimension) post preview, click Modify and make the necessary changes.
  7. Enter the chart name
  8. Click Create.
    Click Discard to remove all the unsaved inputs before chart creation.

Modify a funnel chart

To modify a funnel chart, follow these steps.

  1. Navigate to Library > Charts > Funnel
  2. In Select Charts, search the chart to modify either from the list or search by its name.
  3. Click Edit, and modify the required fields. 
    1. In the Chart Type, select Funnel using the drop-down list.
    2. In the Funnel Completion Time, enter the duration to complete all stages in a number of days, weeks, or months. For detailed information on Funnel Completion Time, see step 3  in create a funnel chart.
    3. Click Save

Delete a funnel chart/view chart info

To delete a funnel chart or view chart info, follow these steps.

  1. Navigate to Library > Charts > Funnel
  2. Select chart either from the list or search by its name.
    1. Click Delete.
    2. To see event names and other chart information, click View Chart Info.

Add/Remove a funnel chart in a report

  1. In Reports, click Create Report
  2. In Report Name, enter the name of the report, 
  3. In Type, select the chart type as Funnel using the drop-down list. 
  4. In Category, select your preferred category using the drop-down list.
  5. To add or remove a funnel chart from the list, click Add/Remove Charts.
  6. Click Create.
    Click Discard to remove all the unsaved inputs.
  7. For details, see create and publish report.

Use Case

Scenario: Identify customers left from any page(stage/step) during the product promotion process. It could be due to poor experience, a slow site, unexpected costs, or other factors that influence the objective (points allocation) during an email promotion.

Solution: Here, the funnel chart helps visualize points allocation conversion steps through different transition levels. You can focus on the events - Added to cart and Cart view, where many audiences are not moving towards the goal.

The following are the detailed data of the funnel chart presentation.

EventsNumber of customersCustomer attrition rate (%)
Product clicked3010%
Product clicked > Product view3010%
Product view > Add to cart2777%
Add to cart > Cart View2770%
Cart view > Point issue2790%