Creating a Funnel Report in Enterprise Analytics

Funnel reports allow you to analyze how customers progress through different stages of communication.

Follow the steps below to create a funnel report.

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Step 1: Create a New Report

1. Open Enterprise Analytics.

2. Click New Report in the top right corner.

3. Enter a name for the report.

Example:

Funnel Report 1

1. Click Save Report.

You will now see two report options:

Segmentation Funnel

Select Funnel.

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Step 2: Select the Timeframe

On the left side, select the time period for the report.

Available options include:

Today Yesterday Last 7 Days Last 30 Days Custom Date Range

Example:

If you want to analyze campaign performance for the past month, choose Last 30 Days.

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Step 3: Add Events

On the right side, click the Add Events button.

You can now select events to build the funnel.

Example funnel:

Template Sent Template Delivered Template Read CTA Button Clicked Message Received

This funnel analyzes how customers interact with templates and whether they respond.

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Step 4: Set Conversion Window

The conversion window defines how much time a user has to complete the funnel after the first event.

By default, the conversion window is 14 days.

You can change it to:

30 days 120 days

Example:

If customers typically respond within a month, you can set the conversion window to 30 days.