What: Track visitor arrivals and drop-offs in your sales process with Funnel listening. Use a Funnel Insight for highly actionable insights on your sales process and to drill into the specifics of abandoning; segments and interactions can be created direct from the visualization.
About BlueConic: BlueConic is a Customer Data Platform that harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem. Click here to learn more.
Why: You have sales processes on your website and want to find out where and when visitors start dropping off, in order to learn and improve your sales processes.
Configuring the Funnel listener
Start by configuring a unique identifier for your funnel. A simple word describing your funnel will usually suffice, e.g. "shopcart". Just make sure the exact same word is not used in another funnel listener.
Next, define the steps that the visitor would take through the entire flow. Click Add Page to start selecting and adding pages using the Visual Picker. Enter the address of your website in the Visual Picker and browse to the first page of the flow. When you are on the first page, click the blue button Add Page at the bottom of the Visual Picker. A notice will briefly be shown that the page has been added to the funnel flow:
Also notice the total number of steps in the funnel flow is mentioned next to the Add Page button.
Now, browse to the next page in the flow. Click the Add Page button again:
Continue this process and add all other pages of your funnel flow.
When you are ready, click the Close button to close the Visual Picker. You will be returned to the flow overview of the funnel listener. The overview shows thumbnails of all selected pages chained underneath each other:
To the right of each thumbnail are (editable) details of the step:
- The name of the step. Click the name to edit.
- The URL or web address of the page that defines the step. Click the web address to edit. Regex is also accepted for the URL.
Click the cog icon if you want to add a word filter to the URL. Adding words means a visit to that page will only be counted as part of the funnel flow if and only if the words are present on the page.
- There can be multiple pages that together define the same step. If the visitor reaches any of the pages this is interpreted as having reached the step in the funnel flow.
- To add another page, select "Add URL."
- To remove an existing URL, hover over the URL and click the "X" icon on the right.
When you are done configuring your Funnel listener, activate it by switching it to "on" and click Save.
Listeners can be added to Objectives, allowing for privacy management of the information that is being picked up. The listener will only update a profile if the visitor consented to at least one of the objectives that it is linked to.
Now that you have defined your funnel, you will want to see it in action with a Funnel insight on one of your dashboards!