How many users are dropping off from a Flow?
- 10 Jun 2025
- 2 Minutes To Read
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How many users are dropping off from a Flow?
- Updated On 10 Jun 2025
- 2 Minutes To Read
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- DarkLight
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Consider that you've created a Flow and added it to an onboarding Pop-up to guide users through a new process. Based on your Trend Insight analysis, the number of users who start the Flow significantly exceeds the number of users who complete it. Understanding any friction in the Flow that causes users to drop off without completing the process is essential.
Use Funnel Insights to analyze the number of users completing each step of the Flow and identify where the most significant drop-off occurs. This data enables you to update the Flow step that has the highest drop-off, improve UI friction, or even create a Cohort out of the most dropped off step for further analysis.
Use the following steps to analyze the number of users who drop off from a Flow:
- On the Whatfix Analytics dashboard, click Insights.
Click Create insights.
Click Funnel Insights.
Click the Give your insight a name textbox and enter a name for your Insight.
Click the Description text box and enter a description that explains the purpose of the Funnel Insight.
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. For more information, see Get Analytics Data across CLM Stages.
Click Add, and then click Flows.
Select the Flow that you want to visualize as a Funnel.
Info:
- Add all the steps in the Flow or just the required steps.
- If you've added the same Flow to other widgets such as Self Help, Task List, and more, click Trigger location to visualize engagement.
- In the User filter section, click Add user filter, and then select the desired filter. Filter users engaging with the Flow based on a particular country, city, browser, and more.
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?
Scroll down to view the generated chart.
Click Save.
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