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# Zipy Funnel Analysis

### Table of Contents

* [What is Funnel Analysis?](#what-is-funnel-analysis)
* [How to Create a Funnel](#how-to-create-a-funnel)
* [Step Types](#id-4-step-types)
* [Dropdown Options](#id-2-dropdown-options)
* [Example Funnels](#example-funnels)
* [Understanding Your Results](#understanding-your-results)
* [Best Practices](#best-practices)
* [Common Use Cases](#common-use-cases)
* [Troubleshooting](#troubleshooting)
* [Let's Get Started](#lets-get-started)

***

### What is Funnel Analysis?

Funnel analysis helps you understand how users move through your application by tracking their journey across multiple steps. It shows you where users drop off and helps you optimize your user experience.

<figure><img src="https://3440602746-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcCYilc27NCELgnKQNPVF%2Fuploads%2F1nKe2t00vNogIqgezWwq%2Fimage.png?alt=media&#x26;token=a7bf3712-0fab-4a41-82ba-a0b8ecc02210" alt=""><figcaption></figcaption></figure>

***

### How to Create a Funnel

#### Step 1: Define Your Funnel Steps

You can create funnels with 2 or more steps. Each step can be one of these 4 types:

### Step Types

#### 1. Page Visit URL

Track when users visit specific pages

**Example:** `sign-up`, `checkout`, `thank-you`\
**Use case:** Track page-to-page navigation

#### 2. Clicked Element Name

Track when users click specific buttons or elements

**Example:** `submit-button`, `add-to-cart`, `download-now`\
**Use case:** Track button clicks and interactions

#### 3. CSS Selector

Track interactions with specific CSS elements

**Example:** `.form-input`, `#login-button`, `.product-card`\
**Use case:** Track form interactions or specific UI elements

#### 4. Custom Events

Track custom events you've defined in your application

**Example:** `registration_completed`, `purchase_made`, `video_watched`\
**Use case:** Track business-specific actions

***

#### Step 2: Configure Analysis Settings

### Dropdown Options

#### Session Scope

Choose how to analyze user behavior:

**Single Session:** Only count users who completed all steps within one session

**Across Sessions:** Count users who completed steps across multiple sessions (more flexible)

#### User Counting

Choose how to count users:

**Unique Users:** Count each user only once (recommended for most analyses)

**Total Users:** Count all user interactions (includes repeat visits)

***

### Example Funnels

#### User Registration Funnel

1. Page Visit URL = "<https://app.zipy.ai/sign-up>"
2. Clicked Element Name = "Sign up with work email"
3. Page Visit URL = "<https://app.zipy.ai/organization>"
4. Custom Event = "registration\_completed"

***

### Understanding Your Results

#### Funnel Visualization

Your funnel results will show:

**Example Results**

* **Step 1:** 1,000 users visited the landing page
* **Step 2:** 800 users clicked the CTA button (20% drop-off)
* **Step 3:** 600 users filled out the form (25% drop-off)
* **Step 4:** 400 users completed the process (33% drop-off)

#### Key Metrics

* **User Count:** Number of users who completed each step
* **Drop-off Rate:** Percentage of users who left at each step
* **Conversion Rate:** Percentage of users who completed the entire funnel

***

### Best Practices

#### 1. Start Simple

Begin with 2-3 step funnels to understand basic user flow

#### 2. Choose the Right Step Types

* Use **Page Visit URL** for page navigation
* Use **Clicked Element Name** for button interactions
* Use **CSS Selector** for form interactions
* Use **Custom Events** for business actions

#### 3. Session Scope Guidelines

* **Single Session:** Use for short, immediate processes (checkout, signup)
* **Across Sessions:** Use for longer processes (product research, onboarding)

#### 4. User Counting Guidelines

* **Unique Users:** Use for conversion analysis and drop-off rates
* **Total Users:** Use for engagement analysis and repeat behavior

#### 5. Step Naming

Give each step a clear, descriptive name:

✅ **Good:** "Add to Cart", "Checkout Page", "Purchase Completed"

⚠️ **Avoid:** "Step 1", "Button Click", "Page Visit"

***

### Common Use Cases

1. **E-commerce Optimization**\
   Track the complete purchase journey from product view to order completion
2. **User Onboarding**\
   Monitor how new users progress through your onboarding flow
3. **Lead Generation**\
   Analyze how visitors convert from landing page to qualified leads
4. **Feature Adoption**\
   Track how users discover and start using new features

***

### Troubleshooting

#### No Data Showing?

* Check that your step values match exactly what's in your application
* Verify the date range includes when the events occurred
* Ensure the customer ID is correct

#### Unexpected Drop-offs?

* Check if the step values are case-sensitive
* Verify that the events are actually being tracked
* Consider if users might be completing steps in different sessions

#### Low Conversion Rates?

* Analyze each step to identify bottlenecks
* Consider if the funnel steps are too complex
* Check if users are completing the process through alternative paths

***

### Let's Get Started

1. **Identify your key user journey** (e.g., signup, purchase, feature adoption)
2. **Map out the steps** users need to complete
3. **Choose appropriate step types** for each action
4. **Set your analysis preferences** (session scope, user counting)
5. **Create your funnel** and start analyzing!

***

#### Need Help?

If you need assistance creating or analyzing funnels, contact the Zipy support team (<support@zipy.ai>). We're here to help you get the most out of your user analytics!