getting-started-with-funnelytics

Getting Started With Funnelytics™

The goal of this guide is to help you get started with Funnelytics. We’ll cover everything from installing and verifying the script, to being able to get insights that will help you optimize your funnel!

You should follow the guide from start to finish, or if you’re looking for a specific solution, jump right to that section. Let’s get started 🚀

1. Installing the Script

Installing the base script will be the first step to get the most out of Funnelytics. Installing the script is not complicated, and we’ll walk you through every step of the process! 

The moment the script is installed on your page, Funnelytics will track page views, so the sooner you install the script, the better.

⭐ In order to see any actual numbers inside of Funnelytics, the base script must be installed. 

To find your script, navigate to the Funnelytics Dashboard.

  1. Select your project
  2. Go to the ‘settings’ tab
  3. You will then see the analytics script on the right

⭐ Each script is unique to their specific project. Be careful not to use the same script if you’re creating a new project! 

The script needs to be installed in theof every page you want to track 🔎

Preferably, near the bottom of the body before the closing body tag . 

The footer of the page is also a part of theand is near the bottom so that would be a great place to put this script. 

Image result for html document

Some platforms have dedicated fields that will inject the script for you on all pages in the body/ footer of the page. 

If the platform you’re using has the ability to inject the script onto all pages for you, use those fields to add the Funnelytics script onto all of your pages.

Remember, the principle is that the script needs to be installed in the of the HTML on every page you want to track. 

For a step-by-step guide on how to install the Funnelytics script to your platform, check the following guides: 

If you don’t see your platform listed above, send us a message and we’ll see if we can add it for you! 

No matter what platform you’re using, just remember that the script needs to be installed in the of every page you want to track. 

Google Tag Manager is a great way to install the Funnelytics script but it is not required in order to use Funnelytics.

However, if you do want to install the script using Google Tag Manager you can follow along with this guide.

After following the steps above to install the script before the of all pages, you should verify that it’s installed correctly.

  1. Navigate to a page where the script is installed
  2. Open developer tools and go to the console (Right-click on page > Inspect > Console)
    1. For Mac: Or CMD + OPT + J
    2. For PC: Or CTRL + Shift + J
  3. In the console, type ‘window.funnelytics’ and hit enter
  4. If the console returns information, the script was installed correctly
  5. If the console returns ‘undefined’ the script was not installed correctly

2. Mapping Your Funnel

After you successfully installed the Funnelytics script onto your site, you’re ready to start seeing real numbers and page to page conversions.

Having the pages mapped out on the canvas will tell Funnelytics what data YOU want to see. It also allows you to visually see the funnel flow and what pages/ steps are involved in your customer’s online experience. Provide your clients with clarity and an awesome funnel map!

Out of the box, Funnelytics will show you page-to-page conversion rates. 

The best way to map your funnel is to go through your own funnel as a visitor. 

Record the URLs of every page as you go through it. 

Every time you copy a URL on the page, paste that URL into the page settings of the icon inside of Funnelytics. 

Right now the goal is to keep it simple and not map out every single journey a user can take on your website. What’s the most direct path a visitor can take to become a lead or a sale?

A simple funnel map should look something like this:

In this example, there is one clear path a user takes to get to the end result. 

The funnel map shows that users are entering the funnel through the main website and Facebook. In this case, it’s Facebook ads. The goal of this funnel is to generate webinar registrations (leads).

How can you map a funnel if you don’t have a funnel yet, right?

The funnel is just a means to an end. The end is producing more leads and more sales for your product/ service. 

If you don’t have a product or service yet, then a funnel won’t help you. 

If you do have a product or service and you need funnel inspiration, check out the Funnelytics™ Vault for a collection of successful funnels you can model.

The vault contains:

  • Funnelytics template you can directly add to your account
  • Video breakdown explaining how the funnel actually works
  • Clickfunnels template of the actual pages

“Simple Actions” is a feature that visually shows when you acquire a lead or a sale on the canvas.

Here is an example of what simple actions look like:

The yellow ‘Complete Form’ icon and the green Purchase icons let you see the exact points that you have acquired a lead and where the sales happen. 

Simple actions don’t need any fancy setup, they still track the page to page interaction, but you can add additional information to the action that otherwise isn’t available for page-to-page tracking. 

Additional information for actions can be found in the KPI window. When a lead or sales action is added to the canvas, it’s automatically added as a KPI and will show up in the KPI window.

This is what the KPI window looks like:

You can see that there is a count, conversion %, and an amount of value.

To map a simple action:

  1. Click on the page where the action happens
  2. Using the link wheel, select the action
  3. Drag the action to the canvas

3. Setting KPIs

🔑 KPI stands for Key Performance Indicators 

In Funnelytics, KPIs show you the conversion percentage, total value, and how many times a certain action is triggered.

This KPI window is accessible as a tab on the right side of your canvas.

Having all of these different metrics at your fingertips will help you better understand your funnel and make optimizations based on real numbers.

Funnelytics already does a really good job of telling you page-to-page conversion metrics, but KPIs allow you to see how well your entire funnel is doing based on the key actions a user can take 📈

We’ll go over what these numbers mean later on in the ‘Interpreting Analytics’ section below. 

Purchase actions and Complete Form actions are automatically added to the KPI window.

If you are using a custom action and want to add that as a KPI, follow these steps.

Adding a new KPI:

  1. Select the action you want to add
  2. Go to the action settings
  3. In the settings, under the KPI tab > Click “Add KPI”
  4. Assign a name, value, and type

Name: This is the name that appears in the KPI window.
Type: KPIs can either be a lead or a sale.
Value: This is a static (non-changing and non-dynamic) value you can assign to the lead or sale. 

4. Tracking Incoming Traffic

Mapping traffic sources lets you visually see where and how the traffic is coming to your funnel. 

Traffic sources can include platforms like Facebook, Youtube, Email, Google, Pinterest, Reddit, etc. 

Beyond the visual clarity that mapping your traffic can provide – correctly setting up tracking lets you see exactly which sources are producing leads and sales. 

Knowing which traffic sources are producing leads and sales will help you spend your ad dollars more profitably 💰

You may also uncover hidden opportunities that you can use in your marketing! 

Funnelytics uses URL parameters in your links in order to attribute traffic back to a specific source. 

The most common form of URL parameters is UTM parameters. There are 5 common UTM parameters:

  1. utm_source
  2. utm_medium
  3. utm_campaign
  4. utm_content
  5. utm_term

UTM parameters tell the destination page more information about the user coming to the page. 

To track traffic sources inside of Funnelytics, you need to add URL parameters to your links in the different traffic sources. This means that if you’re running Facebook ads, the links in the ad pointing to your landing pages need to contain URL parameters. 

Here’s an example of a link with UTM parameters attached to it:

https://funnelytics.io/?utm_source=facebook&utm_medium=cpc&utm_campaign=conversions

Here’s what that same link would look like inside Funnelytics:

Whenever someone clicks on that link in the Facebook ad, that user will be tracked inside of Funnelytics.

To track your incoming traffic inside Funnelytics:

  1. Use URL Parameters in your links.
    1. Whether it be your ads, blog posts, emails, etc. Anywhere you have a link pointing to your funnel, that link should have URL parameters.
  2. Come up with your own naming structure for UTM parameters.
    1. What will utm_source, utm_medium, utm_campaign, utm_content, utm_term mean for your business?
  3. Be consistent.
    1. It’s easy to throw a link up somewhere and not add URL parameters to it, but not doing so will make it much harder to see what’s actually working and what’s not in your funnel.
  4. Match the links in your ads/ posts to traffic source icons inside of Funnelytics.
    1. The URL parameters you use in the ad/ post should match exactly what you have in Funnelytics (case sensitive).

To learn more about UTM parameters and how to track them in Funnelytics, check these articles:

Now that you have your traffic mapped and you’re using URL parameters, you can see which traffic sources are performing better than others. 

It may take some time for you to start getting traffic, but know that everything will be tracked from the moment you have it setup so be patient.

Let’s look at this example where you have multiple traffic sources pointing to your funnel and you want to see whether Youtube, Facebook, or the Affiliate Program is performing better.

To focus on a specific traffic source:

  1. Be in ‘Analyze’ mode
  2. Click on the traffic source you want to focus on
  3. In the toolbar, click on the graph icon

Focusing on a traffic source will adjust everything on the canvas, including the KPIs we set earlier, and only show you the people that came from that source. It also shows you exactly how that specific source is performing. Focus on multiple sources, one-by-one, to compare each source.

Alternatively, you can focus on the action instead of a traffic source. Focusing on the action will adjust everything on the canvas including the number from traffic icons. Focusing on the action and then looking at your traffic sources will tell you which sources are generating your leads/ sales.

Here’s an example of what a funnel can look like when traffic sources are setup. 

5. Interpreting Analytics

To view the real numbers inside of Funnelytics, simply toggle on the ‘Numbers’ layer of the canvas by clicking on the ‘Numbers’ button in the top left.

In order to see real numbers, you need to have the tracking script installed on your site. You can refer to the beginning of this guide if you don’t have that done yet or are experiencing troubles getting real numbers to show. 

This is what a funnel with stats will look like:

Let’s go over what all these numbers mean.

Traffic Sources:

The numbers under the icons on the left, the traffic source icons, represent the total number of page views/ people (depending on the filter applied) that have come from visitors that come from a link containing those UTM parameters. 

The numbers between the traffic sources and the page represent the number of those people that went to the page it’s connected to. 

So how come it’s not 100%? 

Because not all the people that come from utm_source=facebook landed on the page that that icon is connected to. They could have gone to another page with those same UTM parameters. 

Pages:

Under a page icon, there are typically 2 numbers. One outside the parentheses and one inside the parenthesis. Ex: 24 (other – 18)

The numbers outside the parentheses represent the number of page views/ people that come from other steps mapped directly to it on the canvas.

The numbers inside the parentheses (other – xx) represent the page views/ people that did not come from a step directly mapped to it on the canvas.

Actions:

The numbers below action icons represent the number of times that action was completed.

In order to see where your “other” traffic is coming from, follow these steps:

  1. Make sure the ‘Numbers’ layer is turned on
  2. Click on the icon you want to see “other” for
  3. Select the ‘Focus’ icon (the graph icon)
  4. Click on the new tab titled ‘Unmapped Referrers’ that appeared on the right sidebar
  5. The list will now tell you the top locations that you’re getting “other” traffic from

This is especially useful when trying to troubleshoot your setup or discover new traffic sources! 

The KPI window will always display the canvas-wide totals but will also show you at least 2 metrics for every KPI you have set. 

The first column displays a total count of the number of times the action was triggered. 

The second column displays the conversion percentage for that specific action. The conversion percentage is based on the total number of people that were seen on that canvas. 

The third column represents any amounts of money that were set as a value when setting up the KPI. If the KPI has a value of $100 and was triggered 5 times, the amount in the KPI window would display $500 ($100 x 5).

There are other various filters available to help you get the data that you want and need.  

These filters include:

  • Device
    • Switch between mobile, desktop, or view both
  • Date Range
    • Analyze the data for specific date ranges
  • Total Numbers vs. Individual People
    • Total numbers – shows you the total number of page views/ steps that occurred
    • Individual People – shows you the total number of people that created a page view/ step. 

⭐ This is important because some users may view a page multiple times but you only want to see the total number of people who viewed the page instead.

Congrats!

You’ve Completed Your Funnelytics™ Onboarding! 🎉

You’re on your way to becoming a Funnelytics Master 🚀

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Funnelytics

Funnelytics is an all-in-one mapping and tracking tool for your sales funnel. Stay up to date with the latest tips and tricks on how to best leverage Funnelytics so you can scale your business to the next level.

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