Funnels
Track how your customers move through your bot with funnels.
Funnels Overview
1. New Funnel: Use this button to create a new funnel.
2. Name: The name of your funnel.
3. Total Entered: The unique number of users who have entered a funnel.
4. Completion Rate: The percentage of users who made it to the final step in your funnel.
5. Steps: The name of each step in your funnel, certain types of steps have different colored representations.
Components of a Funnel
Funnels are comprised of a series of predetermined steps performed in order. Funnels track Unique Users journeys.
1. Funnel Name - The name of your funnel, click on the name to change it.
2. Steps - The steps of your funnel, click on a step to edit or delete it, use the 'Add Funnel Step' button to add a new step.
3. Save - If you’ve made changes to a funnel, you’ll need to save before navigating away.
4. Completion Rate - The percentage of users who made it to the final step in your funnel.
5. Step Completion Rate - The percentage of users who made it from one step to the next.
6. View Transcripts - View all of the transcripts for users who made it to a specific step in the funnel.
Building a Funnel
- Select "New Funnel" in the top left.
- Name your funnel and click "Add Funnel Step" to get started.
- Individual funnel steps can be named for easier reference, each funnel step is comprised of a series of Conditions. Once you're satisfied with your step, click 'Apply'.
Default Titles for Steps
Steps will automatically be titled the value of the condition you select. For example - 'Users who have transition to block named Welcome Block' would have a default title of 'Blocks - Welcome Block'.
- After you apply a step, the funnel will automatically simulate and show your results.
- Add as many steps as you'd like to your funnel, then click "Save" in order to revisit it again.
Deleting a Funnel
To delete a funnel, hover over it on the overview page and click the "More" icon on the right portion of the table.
Updated about 1 year ago