The Sales Funnels – Making a Funnel

/ Reports / The Sales Funnels – Making a Funnel

Content 

• What is an analytical funnel? 
• Adjusting the funnel 
• Setting up the events inside the funnel 
  • Subscription 
  • Processing a bill 
  • Paying a bill 
  • Instant emails 
  • Automatic emails 

The analytical sales funnel is a powerful marketing tool that allows you to find and address the weak points that lose potential clients. 

What is an analytical funnel? 

For example, we have got the simplest funnel – the subscription for freebies and the automatic series of letters that offer to buy the first cheap product. 

With the help of an analytics funnel, you could break down this chain of actions into steps and follow up on the conversion. The simplest way is to do two-step analytics: 

Step 1 – subscribing to newsletters 
Step 2 – paying for products 

But this funnel doesn’t show anything except the most general conversion from the subscriber to the customer. You could break down the process into several steps: 

Step 1 – a person subscribed to newsletters 
Step 2 – he or she activated the subscription 
Step 3 – he or she read the email 
Step 4 – he or she followed a link in the email 
Step 5 – he or she processed a bill 
Step 6 – he and she paid the bill 

Such a detailed funnel will show at what step you lose your potential clients. It also allows you to adjust the most effective selling chain. 

Adjusting the funnel 

Let’s see the instruction. 

Here, you should name a funnel. 

Using the Add Step button, you can create the number of steps you need. 

You can roll up the steps by clicking their names for your comfort. You should name each step and select an event for the statistics to be calculated. 

Setting up the events inside the funnel 

Subscription 

If you have selected the ‘subscription for newsletters’ event, you may select the subscription you want to view.

After that, select which subscribers will be calculated: all, activated, not –activated, or unsubscribed. 

Processing a bill 

If the event of processing bills is selected, specify the product for which data will be calculated.

Add some tags, if necessary. 

Paying a bill 

If the event of paying bills is selected, specify the product for which data will be calculated. You could also use some tags.

Instant emails

If the event of actions with instant emails is selected: 

First, select the action: 

• Opened 
• Did not open 
• Clicked 
• Did not click 

Then select the emails from which statistics will be calculated: 

• All 
• Any 

Select the necessary emails from the list. 

Automatic emails

If the event of actions with automatic emails is selected: 

First, select this action: 

• Opened
• Did not open
• Clicked
• Did not click

Then select the emails from which statistics will be calculated: 

• all 
• any of the selected emails of the group (you should select the group) 

Select the emails in the group.

After you set up all the necessary steps, click the Save button. The funnel will be added to the funnel list. 

Articles: 

The Sales Funnel – Additional Fields 

Sales Statistics (Sales Report) 

Advertising (The Efficiency of the Advertising Campaign) 

New Campaign 

Expenses Import 

Subscription Statistics