How to set up Funnels

What is a Conversion Funnel?

How do I create a Conversion Funnel?

How do I use UTM parameters to set up a Conversion Funnel?

How do I refresh Conversion Funnel data?

What is a Conversion Funnel?

Conversion Funnels show you where your customers are leaving during your conversion process. Roles that can create Conversion Funnels include Account Owners, Admins and Creators.

In a Conversion Funnel, you are defining specific steps by either URL or Event. People will proceed through your funnel as they reach each step. 

Note: Conversion Funnels will update to include past visitors based on your data storage limit; for most users this will be 60 days. Click here to learn more about data storage limits. If using an Event, it will only apply to people who triggered the Event since it was created. 

How do I create a Conversion Funnel?

Creating a Conversion Funnel can be set up in minutes. Navigate to Analytics from the left navigation

2. Click on Funnels
3. Select the New Funnel button
4. Give your Funnel a name for internal reference and click the Next button
5. Define your first two funnel steps
   1. By page URL:
      1. Contains: Paste part of a link into the field; This would be ideal for UTM parameters.
      2. Exact:  Select the desired URL from the “Select a URL” drop-down. This will automatically populate URLs for your webpages.  
   2. By Event: Click on the dropdown to see a list of your Events. Key Events will be shown in color. Learn more about Events here. 
6. Click Add Step to create additional steps in your Funnel. Two is the minimum number of steps required for a Funnel.
7. Drag and drop steps to rearrange your Funnel steps
8. To delete a step, hover over a specific step. Click on the trash can that will show on the right. 
9. Select the Done button 

Your new Funnel should now display in the Funnels table.

Note: It can take up to a few minutes for Visitor data to appear in your Funnel.

How do I use UTM parameters to set up a Conversion Funnel?

1. Click on the purple New Funnel button
2. Give the Funnel a name for internal use and click the purple Next button
3. Set your first step as your UTM Parameter with these details:
   1. By page URL 
   2. Contains
   3. Paste your UTM parameter in the field, such as utm_source=google 
4. Click Add Step to create additional steps in your Funnel. Two is the minimum number of steps required for a Funnel
5. Drag and drop steps to arrange your Funnel Steps
6. Select the purple Done button

How do I refresh Conversion Funnel data?

In Lucky Orange, Conversion Funnel data updates when you open a conversion funnel. You'll see text next to the name of your funnel that tells you when your funnel data was last updated.

If you want to manually refresh the data, follow use one of the two methods outlined below.

From the Conversion Funnels summary page

From the Conversion Funnel table, identify your selected Conversion Funnel and click on the Refresh button, shown below.

This will  update the Conversion Funnel data. Once results have updated, the Results Captured column will say, "Data updated: Just now."

From a specific Conversion Funnel summary page

To the right of the Conversion Funnel row, click the Refresh button, shown below.

This will update data as reflected by the "Results Last Updated" text next to the refresh button.