Create a funnel
You can create a funnel with just a few clicks, combining events and screens.
1 » Click on Create funnel and select whether you want to create a User funnel or a Session funnel - When to choose a user or session funnel?
2 » Name your funnel and select the desired date range.
3 » Build the desired path by selecting events or screens. You can decide if you want to start a funnel with app launch (including all your users or sessions) or if you want to start your funnel from a specific screen or event.
In case your users can complete the expected action by visiting a few different screens at one point, you can also group all of them together in one step. For example, if it doesn't matter if your users started their journey by logging in or registering a new account, you can select the "login_screen" or "registration_screen" as the starting point.
4 » Add all the required steps for your conversion. You can easily rearrange your funnel by dragging and dropping each of the steps.
Tip » When adding events as one step, you can decide if you want to include or exclude some properties. e.i. you can add the event add payment method with the property payment method=credit card to exclude any other payment methods from your funnel.
5 » Choose if you want to group it by Device properties such as app version or device model, or by User properties such as gender, age, or any custom properties you send to UXCam.
6 » Click on Save funnel. You can always come back and edit your funnel if you want to add or remove some steps or change the date range.
Tip » If you're not sure which events or screens need to be added to the funnel, you can play some of the sessions that include this conversion process to see what are your users actually doing to convert and what are the required screens or events. You can also use it to validate a funnel once you've created it.
Clone a funnel
If you want to add or modify some of the steps of an existing funnel or switch from user to session funnel (or vice-versa), you can open the funnel and click on 'clone funnel' to duplicate it, this will automatically create a copy of the funnel and let you edit the settings (date, steps, groups and funnel type), once you finish editing your new cloned funnel you can click on 'clone' and see it on the left side.
❗️ Important » If you can't create more funnels or the edit/clone function is disabled it means that you've reached your funnels limit. Contact us on the chat, we will be happy to help you!