How to create funnels in Taplytics

A question that we frequently get at Taplytics is, "how do you create funnels in order to measure which variation in a funnel is more effective?"

It is possible and pretty easy to accomplish.

Above is an example of the final result of a funnel created in Taplytics.

In each step of the funnel, you'll know the performance of each step in relation to the other. In order to make it all work, what you'll need to do is essentially "chain" those goals together using conditional denominators and in each step after the first part of the funnel you're measuring, you would use the previous denominator as the numerator and follow that sequence until you cover all the steps in the funnel that you're measuring.

Let's go over some screenshots to illustrate this

Navigate to the goals section and add a new goal

 Once you do that you'll need to give your goal a name

Once you give it a name (we'll call ours "Step 1"), you'll want to consider what your Goal/KPI will be and how many times that conversion can happen. Usually, in onboarding flows, it should happen only once so we'll leave it to Only Once.

There are also a few ways to create your goals. We give you the flexibility to create your goals to track your conversions by either choosing the elements you want to track as a goal or leveraging code events that you're already sending to Taplytics.

For illustration purposes, we're creating a chained goal to for the start of a funnel (see below). In order to choose elements from the Visual Editor, it's important to note that you need to have either a debug/dev build or a build with Advanced Pairing implemented (iOS or Android).

Note: Because the visual editor and advanced pairing is not available on the web through the JS SDK, you'll have to leverage code events instead.

Above, for the numerator, because we want to measure how many accounts are being created between variations, we selected a Button Click goal to measure the Create Account button through the visual editor.

As for the denominator, that's what the numerator is being measured against. So if you have 10 people exposed to the experiment and see the sign up screen (denominator) and you have 2 people who click "Create Account", your conversion rate will be 20%.

In other words, while users see the sign-up screen, they may not create an account, so the screen where the Create Account button is found should be your denominator, as that's the only spot that you can access the Create Account button in your onboarding flow.

Once you've set up the numerator and denominator for your goal, how many times you're counting each, and checked off Conditional Conversions. Save the goal and you've finished setting up the first step of your Goal!

Now that you're finished Step 1 of your onboarding flow, it's time to move to Step 2! Click Add New Goal and this is where you start chaining your goals in order to create your funnel. Much excite! 😎

As for Step 2, if you pay attention to the numerator, if you noticed that it was previously the denominator, you're right! This is, in essence, the "chain" in goals, so that where one goal drops off, the other goal it's chained to picks up. If a user drops off at Step 1, that's it. However, if they see denominator of the next view, Taplytics can still pick up data if they're conditional upon the denominator.

Once you save it, it should look like this in your goals view.

If you have more steps in your funnel, you can follow the steps above and continue adding more steps using the Visual Editor or leveraging your code events.

Let us know how funnels work out for you!