Funnels Reimagined: The Upgrades You Need for Faster, Smarter Analytics

Did you know marketers who target leads based on their position in the sales funnel achieve 73% higher conversion rates? Yet, many still struggle with funnel analysis due to cluttered dashboards, scattered insights, and rigid configurations that make it challenging to take action.

We heard you and reimagined the WebEngage Funnels UI to be simpler, more insightful, and designed for more intelligent decision-making.

Why We Reimagined Funnels

Funnels are potent tools for tracking customer journeys, but if setting them up feels complicated or extracting insights is a struggle, their value diminishes.
This upgrade is designed to change that. Now, you can:

• Visualize funnel data better with enhanced charts and tables.
• Take action instantly using intuitive, quick actions.
• Customize insights effortlessly to fit your unique analysis needs.

Let’s dive in.

Key Highlights: What’s New?

1. Enhanced Funnel Management Panel

• Quick Card Actions – Hover over funnel cards to Filter, Delete, Remove, Duplicate, or Rename them instantly—no extra clicks needed.
• Streamlined Controls – Access Funnel Steps, Conversion Criteria, Common Global Filters, and Split By Filter in one place for easier setup and edits.
• Flexible Panel Alignment – Choose to align the configuration panel on the left or right side of the screen based on your preference.

2. Smarter Data Visualizations

• Flexible Time Windows – Analyze trends over different periods, from today to the last 12 months, or set a custom date range to match your analysis needs.
• Conversion Time Metrics – Track key time-based insights, including:
1. Total Conversions – See how many users complete the funnel.
2. Average Conversion Time – Measure how long it takes for users to convert.
3. Percentile Breakdown – Understand how conversion times vary across users.

3. The All-New Data Table

• Expanded View Options – Switch between side-by-side, table-only, or chart-only modes for maximum flexibility.
• Customizable Metrics – Select or deselect checkboxes to display only the KPIs that matter, reducing clutter and improving focus.
• Seamless Data Export – Download your funnel data in CSV format for further analysis.

4. Conversion Criteria

• Conversion Window – Track how long users take to convert by analyzing different time frames (e.g., within 24 hours, 7 days, or 30 days).
• Conversion Rate – View data as absolute conversions or percentage-based rates.

5. Common Global Filters

Apply filters across your entire funnel dataset for more precise, meaningful insights.

• Filter by User Attributes – Focus your analysis on specific user attributes like subscription status, device type, or purchase history.

Example: Observe how free users move through a trial-to-subscription funnel.

• Filter by Segments – Include or exclude users based on Live, Static, or Predictive Segments. Use flexible conditions like All, Any, Not in All, or Not in Any to refine your data.

Example: Compare cart abandonment rates for users in loyalty programs vs. first-time shoppers to optimize retargeting strategies.

• Quick Edits on Hover: Simply edit filters on hover for a seamless experience.

6. Split Funnel Data

Get deeper insights by breaking down funnel performance based on user or event attributes.

• Funnel Comparisons – Compare multiple funnels to see how customer segments behave in various scenarios.

Example: Compare how conversion rates vary based on attributes like Country, Campaign Source, Device Type, Engagement Score, etc.

• Multiple Entries Toggle – Enable this to compare results across attribute values in one report.

Example: View Absolute Conversions for Customer Types (eg. Silver, Gold, Platinum, etc.) to analyze conversion trends.

• UCG vs. Non-UCG Comparisons – Use Control Groups to measure campaign impact.
• Example: Analyze how a new checkout flow affects conversions by comparing users in the Target Group (old flow) vs. the Control Group (new flow).

Practical Use Cases

1. Diagnose drop-off points

What to leverage: Quick Card Actions & Funnel Comparisons
How it helps: Pinpoint where users drop off and test different filters to uncover behavioral patterns.
Example: Compare checkout abandonment rates between first-time vs. repeat customers to identify friction points.

2. Optimize your conversion window

What to leverage: Conversion Window & Time Ranges
How it helps: Analyze how long different user segments take to convert and fine-tune campaign timing.
Example: Compare 7-day vs. 14-day free trial conversions to decide the best duration for maximizing paid subscriptions.

3. Target Low-Intent Users

What to leverage: Filter by User Attributes
How it helps: Identify low-engagement users and nurture them with the right incentives.
Example: Filter users with an engagement score<30 and trigger educational content or exclusive offers to encourage conversions.

4. Measure Campaign Impact

What to leverage: UCG vs. Target Group Comparisons
How it helps: Determine if a specific campaign or incentive drives meaningful conversions.
Example: Compare checkout rates for users who received a 10% discount vs. those who didn’t to evaluate the offer’s effectiveness.

5. Track Region-Specific Performance

What to leverage: Filter by Lists & Segments
How it helps: Identify location-based trends and tailor marketing efforts accordingly.
Example: Compare signup-to-purchase conversion rates for Delhi vs. Mumbai users to personalize promotions.

Wrapping Up

With these Funnel UI Upgrades, analyzing conversion data is now easier, more flexible, and packed with actionable insights. Whether you’re refining acquisition strategies, testing campaign effectiveness, or optimizing user journeys, these enhancements ensure you have the right data at your fingertips.

Have questions or need assistance? Reach out to us at product@webengage.com.