What you can do with Funnels
- Identify the highest drop-off step
- Compare funnels over time (before/after changes)
- Monitor conversion rate and volume per stage
- Segment funnels by source/campaign (when available)
Create your first funnel
1
Open Funnels
Go to your dashboard: Funnels
2
Choose a template
Start with a proven template (e-commerce, lead gen, SaaS) to get value quickly.
3
Map stages to events
Each stage is an event (e.g.,
ViewContent, AddToCart, InitiateCheckout, Purchase).4
Verify events
Make sure events are flowing (see Event schema).
Best practices
- Keep stages minimal: 3–6 stages is usually enough.
- Use standard event names where possible (
Purchase,Lead, etc.). - Deduplicate events using
event_idfor purchase flows. - Track value & currency on revenue events.
- Use consistent naming across platforms (FB/Google/TikTok/GA4).
Common funnel templates
E-commerce
PageView → ViewContent → AddToCart → InitiateCheckout → Purchase
Lead Gen
PageView → ViewContent → Lead
SaaS
PageView → ViewContent → CompleteRegistration → StartTrial
Troubleshooting
- If stages show 0 events, start with Quick Start and confirm your pixel is installed.
- If events show but conversion rate looks wrong, review Deduplication.
