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Merge pull request #682 from plausible/Hricha-Shandily-patch-15
Add strict funnels details
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docs/funnel-analysis.md

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@@ -16,48 +16,50 @@ You can follow the visitor journey from a landing page to a conversion with our
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## How funnel conversions are counted
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To be counted as converted, visitors need to complete all the steps you've defined in your funnel. They must take the steps in the correct order but they can also visit other pages or trigger other events in between those steps.
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To be counted as converted, visitors need to complete all the steps you've defined in your funnel. They must take the steps in the correct order but they can also visit other pages or trigger other events in between those steps, unless you define otherwise in your funnel setting.
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Funnels also work across your main domain and its subdomains ([see more](subdomain-hostname-filter.md)), and you don't need to worry about visitors briefly leaving your site to complete actions on external services like Stripe's payment page or other third-party gateways. Plausible treats the returning visit as part of the same session, so your funnel will accurately track the full visitor journey.
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## How to set up the conversion funnel analysis
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It is quick and easy to create a funnel. Here's how:
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* Go into your [site settings](website-settings.md) and click on "**Funnels**" in the left-hand sidebar
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* Go into your [site settings](website-settings.md) and click on "**Funnels**" in the left-hand sidebar.
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* Click on the "**Add funnel**" button to create a funnel
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* Click the "**Add funnel**" button to create a funnel.
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<img alt="Add funnel" src={useBaseUrl('img/add-funnel.png')} />
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* Give your funnel a name in the "**Funnel name**" field
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* Give your funnel a name in the "**Funnel name**" field.
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* Define your funnel by adding a set of specific steps that you expect a visitor to take before a conversion, a purchase or a sign up. These steps consist of [pageviews goals](pageview-goals.md) and [custom events](custom-event-goals.md). You need to add a minimum of 2 steps and a maximum of 8 steps to create a funnel.
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* Define your funnel by adding a set of specific steps in correct order that you expect a visitor to take before a conversion, a purchase or a sign up. You can use any combination out of all the three goal types in Plausible to define your funnel: [pageviews goals](pageview-goals.md), [custom events](custom-event-goals.md) and [scroll depth goals](https://plausible.io/docs/scroll-depth#scroll-depth-goals). You need to add a minimum of 2 steps and a maximum of 8 steps to create a funnel.
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<img alt="Define funnel" src={useBaseUrl('img/define-funnel.png')} />
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* Click on the "**Save**" button after you've specified the user journey you want to analyse
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* You can leave the “Allow other activity between funnel steps” setting enabled if you want to allow other activity (like visiting other pages or triggering other events) between funnel steps. Or disable this option to make the funnel strict and only count visitors who follow the steps exactly with no other activity in between. This affects your funnel conversion rates.
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* Click the "**Save**" button after you've specified the user journey you want to analyse.
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<img alt="Goals and funnels" src={useBaseUrl('img/goals-and-funnels.png')} />
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That's it! Funnels are listed at the bottom of your dashboard and will appear as soon as the first visit has been tracked on the funnel steps. You can then make changes to your site or to your campaign, test different options and check the funnel again to see how your improvements have affected the conversions.
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## What's next?
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- Track [ecommerce revenue](ecommerce-revenue-tracking.md) alongside your funnels to see which paths generate the most sales
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- Use [filters and segments](filters-segments.md) to compare funnel performance across different traffic sources or campaigns
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- Add [custom properties](custom-props/introduction.md) to your events for deeper breakdowns within each funnel step
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- Track [ecommerce revenue](ecommerce-revenue-tracking.md) alongside your funnels to see which paths generate the most sales.
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- Use [filters and segments](filters-segments.md) to compare funnel performance across different traffic sources or campaigns.
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- Add [custom properties](custom-props/introduction.md) to your events for deeper breakdowns within each funnel step.
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To learn about in-depth funnel marketing, [head to our blog](https://plausible.io/blog/funnels-conversion-optimization).
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## How to edit existing funnels
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It is also quick and easy to edit any of your existing funnels. Here's how:
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* Go into your [site settings](website-settings.md) and click on "**Funnels**" in the left-hand sidebar
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* Go into your [site settings](website-settings.md) and click on "**Funnels**" in the left-hand sidebar.
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* Click on the edit icon on the right-hand side of the funnel that you'd like to edit
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* Click on the edit icon on the right-hand side of the funnel that you'd like to edit.
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* Change the funnel name and/or edit the steps of your funnel
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* Change the funnel name and/or edit the steps of your funnel.
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* Click on the "**Update Funnel**" button
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* Click the "**Update Funnel**" button.

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