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.

Step 1: Create a New Report

1. Open Enterprise Analytics from the left-hand navigation panel.

2. Click the green New Report button on the top right.

3. Enter a name for your report.

4. Select Funnel as the report type.

5. Click Create Report to open the report builder.

---

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.

---

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.

---

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.

---

Saving the Report

Once the funnel is configured, click Save and Update Report.

This saves the report configuration.

The next time you open the report, you only need to change the timeframe to see updated data.