Conversion Funnels

Visualize and analyze multi-step user journeys to identify where visitors drop off and optimize your conversion rates.

Overview

Conversion funnels help you understand how users progress through critical paths on your website:

• Visualize User Journeys - See the flow from first step to conversion
• Identify Drop-offs - Find exactly where users abandon the process
• Compare Segments - Analyze funnel performance by traffic source, device, or country
• Optimize Conversions - Make data-driven decisions to improve completion rates

Creating Funnels

Method 1: Dashboard UI

Create funnels directly in your Zenovay dashboard:

1. Navigate to Analytics → Funnels
2. Click Create Funnel
3. Add your steps (minimum 2 steps required)
4. Configure each step's trigger (URL match or custom event)
5. Save and start tracking

Method 2: Code-Based Funnels (Auto-Discovery)

Track funnel steps directly in your code - funnels and steps are automatically created:

// Track funnel step (auto-creates funnel if doesn't exist)
zenovay('track', 'funnel_step', 'checkout_flow', {
step: 1,
step_name: 'Cart Viewed'
});

// Track next step
zenovay('track', 'funnel_step', 'checkout_flow', {
step: 2,
step_name: 'Checkout Started'
});

// Track completion
zenovay('track', 'funnel_step', 'checkout_flow', {
step: 3,
step_name: 'Purchase Complete'
});

Funnel Step Types

URL Match Steps

Trigger when visitors reach a specific page:

// Step configuration in dashboard
{
step_type: 'url_match',
url_pattern: '/checkout',
match_type: 'exact'  // or 'contains', 'starts_with', 'regex'
}

Custom Event Steps

Trigger when a specific custom event is tracked:

// Track the event in your code
zenovay('track', 'add_to_cart', {
product_id: 'sku-123',
quantity: 2
});

// Step configuration (in dashboard)
{
step_type: 'custom_event',
event_name: 'add_to_cart'
}

Goal Steps

Use an existing goal as a funnel step:

// Step configuration (in dashboard)
{
step_type: 'goal',
goal_id: 'your-goal-id'
}

Example Funnels

E-commerce Checkout

Step 1: Product Viewed    →  URL contains '/product/'
Step 2: Add to Cart       →  Event 'add_to_cart'
Step 3: View Cart         →  URL equals '/cart'
Step 4: Begin Checkout    →  URL equals '/checkout'
Step 5: Payment Details   →  URL equals '/checkout/payment'
Step 6: Order Complete    →  URL equals '/order/confirmation'

SaaS Onboarding

Step 1: Signup Complete   →  URL equals '/welcome'
Step 2: Profile Setup     →  Event 'profile_completed'
Step 3: First Project     →  Event 'project_created'
Step 4: Team Invite       →  Event 'team_member_invited'
Step 5: Integration       →  Event 'integration_connected'

Content Engagement

Step 1: Blog Visit        →  URL starts with '/blog/'
Step 2: Newsletter CTA    →  Event 'cta_clicked'
Step 3: Form Submission   →  Event 'newsletter_signup'

Funnel Analytics

Metrics Dashboard

Each funnel displays key metrics:

Step-by-Step Breakdown

For each step, you'll see:

• Visitors Entered - How many reached this step
• Visitors Completed - How many proceeded to the next step
• Drop-off Count - How many abandoned at this step
• Drop-off Rate - Percentage who abandoned
• Conversion Rate - Percentage who proceeded
• Avg. Time to Next - Time spent before moving forward

Segmentation

Analyze funnel performance by:

• Traffic Source - Compare organic vs. paid vs. social
• Device Type - Desktop vs. mobile vs. tablet
• Country - Geographic performance differences
• Campaign - UTM campaign comparison

React Integration

import { useEffect } from 'react';

function CheckoutPage({ step }) {
useEffect(() => {
  const stepNames = {
    1: 'Cart Review',
    2: 'Shipping Info',
    3: 'Payment Details',
    4: 'Order Confirmation'
  };

  // Use the global zenovay object from the tracking script
  if (window.zenovay) {
    window.zenovay('track', 'funnel_step', 'checkout_flow', {
      step: step,
      step_name: stepNames[step]
    });
  }
}, [step]);

return <div>Checkout Step {step}</div>;
}

Best Practices

Funnel Design

Naming Conventions

Use descriptive, lowercase names with underscores:

// Funnel names
'checkout_flow'
'user_onboarding'
'trial_to_paid'
'lead_generation'

// Step names
'cart_viewed'
'shipping_entered'
'payment_completed'

Common Funnel Patterns

1. Start at the entry point - Begin where users enter the flow
2. End at the goal - Final step should be the conversion
3. Include decision points - Steps where users commonly hesitate
4. Skip optional steps - Focus on the critical path
5. Test thoroughly - Verify all steps trigger correctly

Troubleshooting

Funnel Shows 0% Conversion

Check these common issues:

1. Step order matters - Ensure steps are tracked in sequence
2. Visitor ID consistency - Same visitor ID across all steps
3. Script loaded - Verify tracking script is on all pages
4. URL patterns - Confirm patterns match actual URLs

// Enable debug mode
zenovay('debug');

// Track a funnel step
zenovay('track', 'funnel_step', 'my_funnel', {
step: 1,
step_name: 'First Step'
});

// Check console for:
// [Zenovay] Funnel step tracked: my_funnel, Step: 1

Steps Not Auto-Creating

For code-based funnels:

1. Ensure funnel_name is a valid string (lowercase, underscores, hyphens)
2. Include both step (number) and step_name (string)
3. Check for JavaScript errors in console

API Reference

For programmatic funnel management, see the Funnels API.

curl -X GET "https://api.zenovay.com/api/external/v1/analytics/{websiteId}" \
-H "X-API-Key: zv_YOUR_API_KEY"

Funnel configuration and detailed breakdowns are managed via the Zenovay dashboard.