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Pro Plan10 minutesIntermediate

Setting Up Conversion Funnels

Create multi-step funnels to track visitor progression through key journeys - from landing to conversion. Learn about funnels in this goals and funnels guide.

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Pro Plan

Funnels visualize how visitors progress through multi-step journeys. Identify where users drop off and optimize your conversion flow.

Zenovay Goals & Funnels tab showing goal completions and value over time.
Goals and funnels live under the Journeys tab, where each goal shows its completions and trend.

What Are Funnels?

Funnels track progression through steps:

Step 1: Homepage       (1000 visitors)
           ↓
Step 2: Pricing        (400 visitors) - 60% drop-off
           ↓
Step 3: Signup         (150 visitors) - 62.5% drop-off
           ↓
Step 4: Complete       (75 visitors)  - 50% drop-off

Key Metrics

MetricDescription
Step conversion% progressing to next step
Overall conversion% completing entire funnel
Drop-off rate% leaving at each step

Creating a Funnel

Funnels live in each website's dashboard, under the Journeys tab.

  1. Open the Journeys tab

    Open your website's dashboard, select the Journeys tab, then the Funnels sub-tab.

  2. Start a new funnel

    Click Add Funnel.

  3. Name Your Funnel

    Give it a descriptive name (e.g., "Checkout Flow").

  4. Add Steps

    Define each step in the journey. A funnel needs between 2 and 7 steps.

  5. Configure Each Step

    Set the trigger for each step (see below). Drag steps by the handle to reorder them.

  6. Save Funnel

    Click Create Funnel to save it.

Defining Funnel Steps

Step Types

TypeBest For
Page Visit (URL match)Visiting a specific URL
GoalCompleting an existing goal
Custom EventA custom JavaScript event

Page Visit Steps

Match visits by URL pattern. Choose how the pattern is matched: Exact, Contains, Starts with, Ends with, or Regex.

StepMatchURL Pattern
Product PageStarts with/products/
CartExact/cart
CheckoutExact/checkout
ConfirmationContains/order/confirmation

Goal Steps

Use existing goals as steps:

StepGoal
Step 1"Add to Cart" goal
Step 2"Begin Checkout" goal
Step 3"Purchase Complete" goal

Event Steps

Track custom events by name:

StepEvent Name
Step 1video_started
Step 2video_50_percent
Step 3video_completed
Step 4cta_clicked

Common Funnel Examples

E-commerce Purchase

StepTriggerDescription
1Page: /products/View product
2Event: add_to_cartAdd item
3Page: /cartView cart
4Page: /checkoutBegin checkout
5Page: /confirmationComplete purchase

SaaS Signup

StepTrigger
1Page: /pricing
2Page: /signup
3Event: form_submitted
4Page: /welcome
5Event: first_action

Lead Generation

StepTrigger
1Page: Landing page
2Event: cta_clicked
3Page: Form page
4Event: form_submitted
5Page: Thank you page

Content Engagement

StepTrigger
1Page: Blog post
2Event: scroll_50
3Event: related_article_clicked
4Event: newsletter_signup

How Funnels Are Counted

Zenovay funnels are sequential: a visitor enters at step 1 and is counted for each later step only after completing the steps before it, in order. Steps recorded out of order, or that skip ahead, aren't counted toward the funnel. This keeps drop-off rates honest, the count at each step reflects people who actually reached it through the funnel.

Step order isn't fixed once you save it, drag steps by the handle in the editor to reorder them, then save.

Viewing Funnel Data

Open the Journeys tab → Funnels to see your funnels. Use the period selector at the top of the chart to choose the date range the funnel is measured over.

Funnel Visualization

The funnel chart shows:

  • Each step with its visitor count
  • Drop-off percentage between steps
  • Overall conversion rate
  • A visual bar for each step

Step Details

Hover over a step to see a breakdown for the visitors who reached it, including its top traffic sources and top countries. This helps you spot whether a particular source or region drops off harder at a given step.

Analyzing Funnels

Identify Bottlenecks

Look for:

  • Steps with unusually high drop-off
  • Unexpected exits

AI Funnel Health

Pro Plan

Zenovay can generate a short health summary for a funnel, calling out the biggest drop-off point and likely causes based on the per-step device, browser, country, and source breakdown. It can also suggest funnels automatically from the conversion paths it already sees in your data, so you can create the ones that matter with a click.

Switch the period selector to compare different windows and watch how conversion changes:

  • Week over week
  • Before and after a change
  • Seasonal patterns

Optimizing Funnels

High Drop-Off Step

If a step has high drop-off:

  1. Watch sessions for visitors who reached that step (Pro)
  2. Identify friction in the recordings
  3. Analyze heatmaps on that page (Pro)
  4. Test improvements

Slow Step

If progression stalls on a step:

  1. Check page load time
  2. Review content clarity
  3. Simplify the step
  4. Reduce requirements

General Tips

IssueSolution
High drop-offSimplify, reduce friction
Slow progressionSpeed up, add urgency
Low overall conversionReview the entire flow

Best Practices

Keep Funnels Focused

BadGood
Too many steps (max 7)3-6 steps
Multiple goalsSingle goal
Vague stepsClear actions

Name Steps Clearly

BadGood
Step 1Homepage Visit
Step 2Product View
PageCheckout Started

Start with Key Funnels

Priority funnels:

  1. Main conversion (purchase/signup)
  2. Lead generation
  3. Key feature adoption

Review Regularly

  • Weekly quick check
  • Monthly deep dive
  • After major changes

Troubleshooting

Low Funnel Volume

If a funnel shows few entries:

  • Check that the step triggers are correct
  • Verify data is being collected
  • Expand the date range

Steps Out of Order

If a funnel doesn't count the way you expect:

  • Remember funnels are sequential, visitors must reach each step through the ones before it
  • Verify the step triggers
  • Reorder the steps to match real visitor behaviour

Missing Conversions

If the final step is low:

  • Verify tracking on the final page
  • Check for redirect issues
  • Test the flow yourself

Next Steps

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