Whatfix enables you to create a Cohort directly from a Funnel step to identify and group end users who complete a step or process, or drop off from it.
Use the Cohorts created from Funnels in the following ways:
- Used as a filter in Trend Insights, Funnel Insights, and User Journeys.
- Used as Visibility Rules to target Whatfix content. Show Whatfix content to users who drop-off from a process to improve process completion.
Use the following steps to add a Cohort from a Funnel step:
- On the Whatfix Analytics dashboard, click Insights.
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Create a new Funnel Insight or open an existing one. For more information, see Create a Funnel.
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Scroll down to view the generated data chart.
Use the default or custom date filters to filter the data for a specified date range.
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Click the Funnel Step or the drop-off to see the respective user behavior.
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Click Create cohort.
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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.
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For a drop-off step, select the group of users for whom you want to create a Cohort and then click the Create cohort icon.
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Add a title and description to your Cohort, and then click Create cohort.
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Once the Cohort is created, click View cohort to view the conditions in the Cohort.
In the Cohort, do the following:
- Update the Cohort duration rule, that is, the time window to analyze engagement.
- Filter users based on attributes, such as location or device type. You cannot add other conditions to the Cohort created from a Funnel.
