Funnels is one of the main tools for marketing automation with Dashly. It shows the bottlenecks in user journey so that you can see at what stage visitors leave your website, and when users leave your product.
When you build a funnel, you set the steps - these are actions a visitor takes on the way to a key action (payment, activatio in key feature, etc.)
In Dashly you can build unlimited number of funnels.
Ideally, you can look at the funnel before launching a campaign / an auto message. A funnel will show you when start talking to your (potential) customers.
How to build a funnel
Go to Analytics -> Funnels -> Create a funnel button.
Name your funnel (invent a name that will be easy to understand).
Step 1 - Now you need to select the first step of the funnel. You can choose from previously created events. It is the first action which lead takes in your funnel. The most frequent is "Session started" (visited the website). You can also add the event property.
Step 2 - This step is more individual for your site.
Step 3, 4, etc. - Your funnels can contain any number of steps. All you need to do is to click "Add one more funnel step", and your funnel will have the next step.
However, if you create too many steps in your funnel, possibly you should think about your lead behavior script on your site - it is too difficult.
Click Create a funnel, and your funnel is on the screen.
The data is collected, and you see the conversion rates.
Choose the period of time on the right, and the funnel will show the conversion rates over this period.
You can also apply segmentation by event property to the step of the funnel.