The Marketing Funnel feature allows you to:
- Create your own customized marketing funnel
- Visualize your data
- Monitor the effectiveness of your marketing efforts
- Create reports
Step by Step Guide to create your Marketing Funnel
To create the Marketing Funnel, follow these steps:
- Navigate to the Funnels section in the platform
Go to the menu-bar on the left side and choose the “Funnels” section.
- Click Create funnel
To create a new funnel click on the green button “Create funnel” at the top right corner.
- Define the name and date range
Define the name for your new funnel. Remember that this can be changed at a later point. Define the period of time which you want to track.
- Specify stages of your funnel with Add stage
It’s time to add stages to your funnel! Define which stages you want to include in this funnel. Make sure you enter the name for each stage.
- Define the goal for each stage
Define the number of clicks, impressions, leads you to want to reach. This information will be displayed in the overview. It will allow you to track the progress and compare your current results with the goal.
- Chose the metrics & KPIs for each stage
With Add Metric, you can now add the respective metric you want to track in each stage. Make sure you have enabled the “search all” option. By using the filter you can easily find the right metrics.
- Click Finish to save your Marketing Funnel
After adding all the information, click “Finish” to save your new funnel and start monitoring your progress 🙂
Detail of the funnel stage
You can access a detailed analysis of each stage by clicking on the number of metrics available in overview mode.
Edit & Delete your funnel at any time
You can edit or delete the funnel at any time by clicking on the three dots at the top right corner.
Now you can easily visualize your data and, therefore, get more insights and become more data-driven!
Don’t forget to regularly monitor your progress.
Read more about the topic:
- Why a marketing funnel is important and where AI can help
- Create your Marketing Funnel with these easy steps (Template)
- Free Marketing Funnel template