How to Use Zipy to Create Funnels 

What are Funnels in Zipy? 

In Zipy, Funnels feature helps you see and plan the exact paths that users take through your app. You may find out exactly where customers lose interest or run into technical problems by breaking down a series of steps, such as the signup flow, the checkout process, or the adoption of a new feature.

What Makes Zipy’s Funnels Different

Zipy doesn't simply give you statistics and percentages; it also adds qualitative context to the quantitative data that other analytics tools can't give you. It helps you figure out why a user left by linking the links between knowing that they did via session replay, time spent on each step and issues that came up during these steps. 

Here are some of the most crucial things that are different:

• How to Use Session Replays: You can't use Zipy Funnels by themselves because they aren't charts. Funnels work quite well with Session Replays. If you find that a lot of people are leaving at a certain point, you can click through to see the genuine footage of that session.
• Error Monitoring Context: It's easy to tell if a drop-off is due to a console error, a broken button, or a UI element that isn't clear.
• Actionable Insights: You don't have to guess; you can see where the problems are. This makes it easy to fix bugs and improve the user experience.
• Time Taken Between Steps: You can also see the exact time taken between two steps for a given workflow. 

Requirements

Make sure the below prerequisites are met before you start creating your funnel.

• Setting up the Zipy SDK: Ensure your web app has the Zipy SDK installed.
• Finding Users: In your code, use the zipy.identify() method.

Why this is important: This links the drop-off figures to specific user accounts, so you can get in touch with those who were affected or look at certain kinds of accounts.

• Defined User Journey: Make a list of the exact URLs, button presses, or custom events that you wish to keep an eye on. For instance, /pricing → Sign Up Button → /dashboard.
• Active Traffic: Users need to be logged in and doing these things for your app to get data.
• Check Your Plan: Check to see if your current Zipy subscription lets you use the Funnels Feature.
• Add Custom Events: Make sure to add your own custom events for seamless tracking.
• Ensure Clicked Element Events are enabled: 

How to Build Your Funnel

Step 1: Starting the Funnel Builder

• Sign in to your Zipy Dashboard.
• Click on the Zipy Sign: Find the sidebar menu on the left side of the screen and click on the Zipy symbol.
• Choose the Tab for Funnels: Go to the Funnels view in the Analytics panel.
• Make a New Funnel: In the bottom of the Funnels Tab, click on the “Create Funnels” button.

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Step 2: Create the steps for your funnel.

You have to utilize a funnel in a precise way. In Zipy, you can pick the exact checkpoints you wish to check.

Choose the type of step you want:

• Page Visit URL: It keeps track of when a user goes to a specific page, like /checkout.
• Clicked Element Name: This maintains track of when a user clicks on something in the UI, like "Add to Cart."
• CSS Selector: It tracks interactions with specific CSS elements.
• Custom Event: Keeps track of events in your code that should happen, such as payment_success.

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This is what a configuration might look like:

• Went to the main page (https://www.acme.ai/sign-up)
• Clicked on Sign up with Email (Sign up with Email)
• Clicked on the Successful Button (Signed up successfully)

Session Scope:

Choosing the correct scope for your measurement is vital if you want accurate data.

• One Session: This feature helps the user to track steps across only one login session. This is best for simple actions like going to the main page and clicking on the CHECKOUT Button.
• Across Sessions: This feature helps the user to track steps across multiple login sessions. This helps greatly in measuring performance over the long run.

User Counting:

• Unique Users vs. Total Users: You can count either the total number of interactions or the unique interactions on a particular step.

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Step 4: Use filters to separate groupings

Use filters to pinpoint specific errors or problems.

• Linear Order: Starting from the first step to the last step.
• User timeline: Unique Users or Total Users.
• No. of Sessions: Metrics for a single session or across multiple sessions.

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Step 5: Create the Funnel and Observe

When you click Create Funnels, Zipy displays where the user is heading. You will be able to observe how many individuals are at each phase and how many leave between steps.

Getting the Information:

• Find the issue: Find the step with the most people who leave. This is the step that goes down the funnel the quickest.

With conventional analytics, you can't click on the red "Drop-off" bar. But with Session Replay, you can.

• Action: Watch the replays of those who left the funnel at this time.

Look for issues with Javascript, slow-loading spinners, rage clicks (clicking over and over again in anger), or a UI layout that is hard to understand.

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Step 6: Take Action

Data is only helpful if it makes you do something. To end the loop, use everything you learnt from the replays:

Get the Issue Fixed: You can find out what the problems are by watching the session replays. Then you can correct them, speed up the page, or change how the UX looks.

Check the funnel every day to see if the conversion rate goes higher and the drop-off rate goes down.

Using Drop-off Data to Fix Things

First, you need to measure the funnel. Zipy takes raw data and transforms it into a guide for fixing problems by connecting numbers to how people really use things.

1. Find out how much you lost (Precision Metrics)

Stop guessing. Zipy shows you exactly where your conversion leaks are happening.

The Insight: "Half of users leave the process after clicking 'Buy Now.' "

The Worth: This affects one stage in the interaction, thus it can't be a wider issue.

2. Figure out what caused it (root cause analysis)

This is what sets Zipy apart from the others. You can find out that half of your users departed with standard analytics but not the reason, Zipy can tell you why the error occurred.

The Mechanism: To see Session Replays of the impacted users, click on the drop-off bar located at the bottom of the Funnels Tab.

Result: People may not be dropping off because they aren't interested; it may be because a credit card validation field is generating a silent Javascript difficulty or a popup is blocking the "Submit" button on mobile devices.

3. Give Engineering Resources the most vital jobs.

There are several types of drop-offs. You may figure out which changes are most critical for your business by connecting drop-offs to specific stages of the funnel.

Very Important: A 10% decline on the "Payment Success" screen directly affects sales.

Not very important: A 10% drop-off on a supplementary "About Us" page is not as crucial.