Create Cohorts from Funnel Insights
- 16 Jan 2025
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Create Cohorts from Funnel Insights
- Updated On 16 Jan 2025
- 1 Minute To Read
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Do you want to understand the behavior of end users who 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 and User Journeys.
Use cases
- Understand the user behavior of all users who have completed a Flow.
- Create multiple groups based on the end-user behavior, such as their dropping-off point in a process.
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 data chart that is generated.
Info:
Use the default and 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.
Note:
- 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.
- For a drop off step, select the group of users for whom you want to create a Cohort.
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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 see it on the Cohorts page.
Note:
In the Cohort, do the following:
- 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.
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