Create a Funnel
- 10 Jul 2025
- 4 Minutes To Read
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Create a Funnel
- Updated On 10 Jul 2025
- 4 Minutes To Read
- Print
- DarkLight
- PDF
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Funnel Insights enable you to visualize User Actions, Flows, and Page View, to see where end users are facing friction in the application.
Expand the following accordions for more details:
Understand the Funnel modules
Funnels are built using the following modules:
- Add funnel steps
- Trigger location
- User filter
- Time taken to complete the funnel
Add funnel steps
Create a Funnel using Flows, Custom events, or Page view.
Flows provide step-by-step guidance that enables your end users to complete a process.
Custom events contain all events set up, such as User Actions, events captured using the Whatfix API, and more.
Page view enables you to add the exact URL of a page to understand how many users are visiting the page. The URL can be the origin of the Funnel or the URL to which users are redirected when interacting with a Flow or User Action that is part of the Funnel.
Info:
Whatfix enables you to create Funnels with only Page View as well.
Trigger location
Trigger location enables you to select the location from where a Flow is played.
For example, if you want to understand the engagement and usage of Flows in Self Help, you can add the Trigger location as widget (Self Help). This considers only those users who played a particular Flow from the Self Help widget.
Info:
Trigger location is applicable only for Flows. For more information, see What are the different Event Trigger Location in Trend Insights?
User filter
User filters enable you to narrow down the data shown by applying conditions based on user properties, such as browser, operating system, city, or country. For more information on User filters that can be added to Funnels, see User Filters in Insights.
Example: For a particular Funnel event (Flow or User Action), refine the results to show data only for those who interacted with the Funnel events from the Chrome browser or from a specific location.
Info:
- To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
- To exclude blank filter values from your data, see How can I exclude blank filter values in Insights?
Time taken to complete the funnel
With Select completion time, create a Productivity Funnel and filter users based on the time they take to complete the Funnel steps. It considers the fastest time taken between each Funnel step per user, averaged across all users. This can help you understand:
- The number of users completing a process within the expected time or the shortest time possible.
- The points of friction in the process that prevent users from completing a process within the expected time.
Users can be filtered based on the number of days, hours, or minutes they take to complete the Funnel. For example, filter users who complete a process in less than an hour.
Info:
The completion time filter is applied to all steps in a Funnel.
Funnel types
The following are the two types of Funnels:
- Conversion Funnel
- Productivity Funnel
Info:
For more information on the Funnel types, see What are Funnels?
Steps to create a Funnel
Use the following steps to create a Funnel:
- On the Whatfix Analytics dashboard, click Insights.
Click Create insights.
Click Funnel Insights.
Click the Give your insight a name text box to enter a name for your Insight.
Click the Description text box and enter a description that explains the purpose of the Funnel Insight.
Info:
- The Description gives you context about the created Insight when added to a Dashboard.
- It also enables other stakeholders to understand what data the Insight depicts while viewing Dashboards created by other team members.
- From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.
Note:
- By default, Insights data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by Anonymized Whatfix IDs) users.
- The Event identification rate indicates the percentage of events Whatfix is able to attribute to uniquely identified users.
- For more information on filtering users and understanding the Event identification rate, see How can I filter unidentified users in Insights?
Click the Data source icon and select the stage from which you want to get the data.
To add your Flows, Custom events, or Page view, in the Add funnel steps section, click Add.
Here's a GIF that shows you how to add steps to your Funnel.
- In the User filter section, click Add user filter, and then select the desired filter.
Info:
- To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
- To exclude blank filter values from your data, see How can I exclude blank filter values in Insights?
Go to the Time taken to complete the funnel section, and then click Select completion time.
In the dialog box, select your time condition, and then click Apply.
Note:
- A Funnel becomes a Productivity Funnel when you add the completion time.
- The Funnel can be filtered only with the Less than condition.
Info:
Click Close to discard the Insight.
- Click Save.
Note:
- Deleting a User Action or Flow from the Whatfix Guidance dashboard also removes it from the Funnel.
- You can add the Funnel Insight to a Custom Dashboard. Click the icon next to the Select user type filter to check if the Insight is part of a Dashboard.
- Click Summarize to generate an AI summary of the Funnel Insight. This helps you interpret the data more easily and understand key patterns. You need to enable Ask Whatfix AI to get the AI summary.
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