More in Product analytics
- Autocapture and the AI event inbox
- Build a funnel that explains drop-off
- Identify users across web, app and mini-programs
- What is autocapture, and how does it work?
- How do I review and accept events in the inbox?
- What are unplanned events, and how do I manage them?
- When should I use a funnel instead of a goal or path?
- How do I read where a funnel drops off?
- What is identified mode, and should I turn it on?
- How do I call login to identify a user?
- How is one person merged across devices?
- How does identity work on apps and mini-programs?
- How do I track clicks on outbound links?
- How do I track file downloads?
- How do I track form submissions?
- How do I track custom events?
- How do I track button clicks?
- How do I create a heatmap?
- How do I track scroll depth?
- How do I track ecommerce purchases and revenue?
- How do I set up goals and track conversions?
- How do I query my data with SQL?
- How do I create a custom metric?
- How do I analyze accounts with groups?
- How do I connect AI agents with MCP?
- How do I ask the AI assistant about my data?
- How do I create user segments?
- How do I run an RFM analysis?
- How do I record and watch session replays?
- How do I analyze user paths?
- How do I build a retention report?
- How do I analyze how an event is distributed?
- How do I create a tracking plan?
- How do I view a user’s profile and activity?
- How do I read the lifecycle report (new, returning, resurrecting, dormant)?
- How do I compare attribution models for a conversion?
- All guides in this category
Still have a question?
Could not find it? A person reads every message, usually within a few hours on business days.
Chat with usShort answer
Add 2–20 steps (each an event name or page path), set a conversion window (default 7 days, up to 180), and pick an order rule — ordered, strict or any order. Counting defaults to unique people.
The four settings
- Add steps — at least 2, at most 20. A step is one or more event names (several names are OR) or a page path, which may use a wildcard. Each step can carry its own filters, such as
plan = pro. - Set the conversion window. Default 7 days; minutes, hours or days; at most 180 days. The window starts when a person completes step one.
- Pick the order rule. Ordered allows other events between steps. Strict fails the funnel if another funnel-step event appears out of order. Any order only requires that all steps happen.
- Optional: exclusions, same session, hold property. Up to 5 exclusion events drop a conversion if they occur between steps. “Same session” requires every step in one session. A hold property requires the same value — the same product id, say — on every step.
Unique people vs attempts
Counting defaults to unique: a person is counted once, on their first entry. Switch to attempts to count every session entry instead. Steps usually come from accepted events — see the event inbox — so confirm the event you need exists before you build.
Keep the first funnel short: landing page → key action → done. You can add intermediate steps once you see where the big drop is.
See also
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