Creating a Funnel in Insights

Updated on June 4, 2019 Download PDFDownload as PDF
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Creating a Funnel

  1. Sign into your Insights account at insights.walkme.com;
  2. Click the Funnels tab on Insights’ left sidebar;
  3. Click + NEW FUNNEL;
  4. A panel will pop in from the right enabling you to set up your Funnel:
  5. Enter a name for your Funnel;
  6. 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.
  7. Click SAVE.

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