Creating a Funnel in Insights Classic
Brief Overview
Funnel are pre-defined sequences of events that a user progresses through on your website. Funnels are made up of individual Tracked Events arranged in a specific order. They help you understand user behavior by measuring conversions on specific actions and identifying drop-off points in a process or flow.
This article goes over how to create a Funnel in Classic Insights.
With Flow Analytics, you can track multiple users across multiple systems, allowing you to more accurately visualize your users' journeys.
Creating a Funnel
- Sign into your Insights Classic account at insights.walkme.com
- Select the system you want to create a funnel for from the Monitored Systems widget
- Click the Funnels tab on Insights' left sidebar
- Click the + NEW FUNNEL button
- A panel will pop in from the right enabling you to set up your Funnel
- Enter a name for your Funnel
- Select events to create two steps or more
- A Funnel must be built from at least two steps
- You must have Tracked Events defined or Custom Events available. Learn how to create Tracked Events here.
- Click SAVE
- Done!
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