Self-Service Funnels allows you to determine a sequence of steps within the flow that represent a conversion funnel in order to generate behavioral data about the end users’ movement throughout the different steps.

When to use?

Whenever you want to measure step-by-step conversion from start to finish across a conversational funnel in order to improve/optimize the steps.

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The information as funnels lists and data updates may take 24 hours or less to appear in dashboards.

How to use

1. Open your flow in Flow Builder
2. Click on the tab Track near the Publish button.
3. Click on Funnels, Create Funnel and Add Steps
4. Select the steps in the right order (you can change it later)
5. Name and Save your funnel

How to see and extract Events

Your events will be shown in the new dashboard “Funnels”. First of all, you have to activate the new dashboard for your client, so login in Studio with your Yalo credentials, select the Customer Account you want to activate, go to Metrics Manager in the left menu, search for Funnels, activate and save.

Important

• The order of steps selected in Flow Builder is relevant, if its wrong the funnel will not display properly the conversion between steps.
• If a step inside a funnel is deleted from Canvas, this will affect the funnel, but when you delete the step you will see if a funnel has it included.

Examples

A simple onboarding (check User Profile and Event Tracking first)

So far we’ve created an onboarding flow, saved all the critical information as profile variables, and started emitting events that reflect high value actions taken by the user.

However, we still don’t have data about how a user navigates throughout our onboarding process. We know when a user finishes the onboarding because we emit an event, but we DON’T know what happens when a user does NOT finish the process.

We could emit an event in every single step and then track those events… but this could be slow, no dashboard would be generated automatically, and our Segmentation data would be dirty :(
Instead, let’s create a funnel!