Optimize Your Research and Development Process with an Online Conversion Funnel

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hi everyone in this tutorial we're going to be talking about building and analyzing conversion funnels having someone visit your site is just the beginning you want them to use the site more sign up and become a customer funnels are a great way to analyze this with a goal of improving it and postdoc makes it easy to set them up and use them to analyze your conversion so to get started with funnels we're going to go into our post hog app and create an insight and we are going to first go over to the funnel Tab and here we're going to create the funnel so every funnel needs multiple steps we're going to use two steps between the home page and the tutorials page so to get the home page event we already have a page view event here we're just going to filter this where the current URL is equal to uh post hog .com great and now we're going to add a second step again we're going to use the page view event and we're going to filter this where the current URL contains posthog.com tutorials so here we'll get a basic conversion funnel between the home page and a page view on tutorials we can make this go left to right like it is now or we can go top down so I'm just going to flip it to top down for now and that is a basic conversion funnel so now that we've created our conversion funnel we can edit it a little bit we'll see here that we have two page View events which don't really tell us that much about the funnel so if we wanted to use this on a different page it would just be a bit confusing so we're going to edit the names of each of the steps so the first page view step we're going to rename to home View and the second page view step we're going to name tutorial View next I'm going to show you how to filter your funnels so to do this we're going to scroll down we're going to go to filters we're going to click add filter group and then click add filter so what we're going to filter here is the UTM source so we just want people who come from Google so we're going to filter the UTM source to equal Google and now we'll have a funnel that just includes people who see UTM Source was from Google so that means they visited the postdoc site from Google and we see that we have a lot less people but our conversion is higher next I'm going to show you how you can break down your funnel so you can break down your funnel across all different types of properties we're going to remove our filter and we're going to add a breakdown so we're going to break down by continent so continent name when we click this and go back up we'll be able to see the different continents that a person has visited from so this one is Europe and then we have North America if we switch back to the left to right display we'll get different bars for each of them and we'll get a different conversion for each of them so now we're going to go over some of the advanced features first being uh the step order so right now we have it sequential so this will take any of the steps so if there's any steps in between the home View and the tutorial view that's okay if we just wanted to see directly how many people went from the home view to the tutorial view we can set this up to strict order and we'll see that our conversion drops off quite a bit so we have a whole bunch of people visiting the tutorial page from the home page but they take a bunch of steps in between to get there so we see that sadly only one person has been from the home view to the tutorial view over the past uh seven days so we don't have many links between two which is why the conversion is bad and that's why we care about the sequential order so if we had more than two steps in our funnel we get some more advanced options that we can use we can use the conversion rate calculator we can switch this from overall conversion to relative to previous step and since we only have two it doesn't matter too much for us but for larger numbers of steps this could be useful we can also add exclusion steps so this is if we want to exclude different steps and different events from the conversion funnel so for example if someone was to go to the support page in between visiting the home page and the tutorial page we wouldn't want to count them we can add this as an exclusion step here so that's all for this tutorial on funnels uh I hope you learned something here if you have any questions feel free to leave them in the comments or join our slack community at posthog.com slack and also check out postdog.com tutorials for more tutorials thanks for watching [Music]