Create Cohorts from Funnel Insights

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Whatfix enables you to create a Cohort directly from a Funnel step to identify and group end users who complete a process or drop off from it.

The Cohorts created from Funnels can be used in the following ways:

Used as a filter in Trend Insights and User Journeys.
Used as Visibility Rules to target Whatfix content. Whatfix content can be shown to users who drop-off from a process to improve process completion.

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

Create a new Funnel Insight or open an existing one. For more information, see Create a Funnel.
Scroll down to view the generated data chart.

Info:

Use the default and custom date filters to filter the data for a specified date range.
funnel_date_time

Click the Funnel Step or the drop-off slope to see the respective user behavior.
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.

Add a title and description to your Cohort, and then click Create cohort.
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 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.

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