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Create Cohorts from Funnel Insights
  • 10 Sep 2024
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Create Cohorts from Funnel Insights

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Cohorts from Funnel Insights is a Beta feature. To enable the feature, contact support@whatfix.com.

Do you want to understand the behavior of the users who have dropped off somewhere in a process? Whatfix enables you to create a Cohort directly from a Funnel step. The Cohorts created from Funnels can also be used as a filter in Trend Insights. For example, you can:

  • Understand the user behaviour of all users who have completed a Flow.
  • Create multiple groups based on the end user behaviour like, their dropping off point in a process.

Use the following steps to add a Cohort from a Funnel step;

  1. On the Whatfix Analytics dashboard, click Insights.
    ia_left%20nav_insights

  1. Create a new Funnel Insight or open an existing one. For more information, see Create a Funnel.

  2. Scroll down to see the data chart that is generated.
    funnel_example.png

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You can use the default and custom date filters to filter the data for a particular date range.
date_filter_funnel

  1. Click the Funnel Step or the drop off to see the respective user behavior.
    cohort_from_funnel1

  2. Click Create Cohort.
    cohort_from_funnel_create

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  • You cannot create a Cohort from a Funnel step if the Funnel has a Cohort as a user filter. For more information, see Add Cohorts in Funnel Insights.
    cohort_creation_error.png
  • For a drop off step, select the group of users for whom you want to create a Cohort.
    select_users_cohorts.png
  1. Add a title and description to your Cohort, and then click Create Cohort.
    cohort_create.png

  2. Once the Cohort is created, click View Cohort to see it in the Cohorts page.
    cohort_create_success.png

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In the Cohort that you have created, you can:

  • Update the Cohort duration rule, that is, the time window during or since the Funnel has been created.
  • Filter users based on attributes like location, device type, status, and more.
    cohorts_filters_funnel

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