Funnels
Track conversion paths and identify where visitors drop off.
Overview
Funnels let you define a series of steps visitors should take toward a goal, then visualize how many complete each step. This reveals where people drop off in your conversion process, helping you identify and fix problems.
Navigate to Funnels in the main menu to access this feature.
How Funnels Work
A funnel tracks visitors through a defined sequence:
- Entry — Visitors enter at step 1
- Progression — Some continue to step 2, then step 3, etc.
- Conversion — Visitors who complete all steps
- Drop-off — Visitors who leave at each step
The funnel visualization shows exactly how many visitors make it through each stage.
Common Funnel Examples
Appointment Request Funnel
- Services page
- Provider page
- Appointment request form
- Form submission (thank you page)
Contact Funnel
- Landing page
- Contact page
- Form submission
Content Engagement Funnel
- Blog post entry
- Related article click
- Service page visit
- Contact form view
Patient Portal Funnel
- Portal login page
- Successful login
- Specific portal action
Creating a Funnel
- Navigate to Funnels
- Click Create new funnel
- Enter a funnel name (be descriptive)
- Add your funnel steps
- Configure each step
- Save the funnel
Defining Steps
Each step can be defined by:
Page URL
Match visitors who view a specific page:
- Contains — URL includes a string (e.g., “/services/”)
- Exactly matches — URL is an exact match
- Regex — URL matches a pattern
Event
Match visitors who trigger a specific event:
- Event category
- Event action
- Event name
See Event Tracking for setting up events.
Step Configuration Tips
- Start with broader steps, then get more specific if needed
- Ensure steps are in logical order
- Don’t include steps that visitors might skip legitimately
Reading Funnel Reports
The Funnel Visualization
The funnel chart shows:
- Step labels — Each step in your funnel
- Visitor counts — How many visitors reached each step
- Percentages — Conversion rate between steps
- Drop-off — How many left at each step
Key Metrics
| Metric | What It Tells You |
|---|---|
| Entries | Visitors who started the funnel |
| Completions | Visitors who finished all steps |
| Overall conversion rate | Percentage who completed the funnel |
| Step conversion rate | Percentage who continued from each step |
| Drop-off rate | Percentage who left at each step |
Identifying Problems
Look for steps with:
- High drop-off — Many visitors leaving at this step
- Lower-than-expected conversion — Worse than similar funnels
- Significant decreases — Sharp drops compared to previous steps
Analyzing Drop-Offs
When you identify a problem step:
1. Quantify the Issue
- How many visitors drop off?
- What’s the revenue/lead impact?
- Is this consistent over time?
2. Investigate the Cause
Use other Ghost Metrics features:
- Heatmaps — See how visitors interact with the page
- Session recordings — Watch visitors at the drop-off point
- Form analytics — If a form is involved, see field-level data
3. Form Hypotheses
Common causes of drop-off:
- Page is confusing or unclear
- Too much information required
- Technical errors or slow loading
- Unexpected costs or requirements
- Poor mobile experience
4. Test Solutions
Use A/B testing to validate improvements.
Funnel Comparison
Compare Time Periods
See how funnel performance changes over time:
- Before and after website changes
- Seasonal patterns
- Campaign impacts
Compare Segments
Analyze funnel performance for different visitor groups:
- Mobile vs desktop
- Different traffic sources
- New vs returning visitors
Best Practices
Keep Funnels Focused
- 3-5 steps is usually ideal
- Too many steps makes analysis difficult
- Focus on the critical path to conversion
Match Business Reality
Design funnels that reflect actual user journeys:
- Include steps visitors actually take
- Don’t force visitors into artificial paths
- Consider multiple entry points if applicable
Create Multiple Funnels
Different goals need different funnels:
- One for appointment requests
- One for contact form completions
- One for specific campaign landing pages
Review Regularly
Funnel performance changes over time. Schedule regular reviews to:
- Spot new problems early
- Measure improvement efforts
- Identify seasonal patterns
Document Your Funnels
Keep notes on:
- What each funnel measures
- Why steps were chosen
- Changes made over time
- Benchmark conversion rates
Funnel Examples by Industry
Hospital/Health System
Primary Care Appointment Funnel:
- Primary care landing page
- Provider directory
- Individual provider page
- Appointment request form
- Thank you page
Medical Practice
New Patient Funnel:
- Homepage or landing page
- Services page
- About/team page
- Contact page
- Form submission
Healthcare Marketing
Content-to-Lead Funnel:
- Blog article (entry)
- Service page visit
- Contact page view
- Form submission
Limitations
- Funnels track sessions, not individual users across sessions
- Steps must be completed in order (skipped steps break the funnel)
- Very long funnels may have naturally low completion rates
- Some visitor paths don’t fit a linear funnel model
Next Steps
- Goals — Track conversions that funnels lead to
- Session Recordings — Watch visitors at drop-off points
- Heatmaps — Analyze pages with high drop-off
- A/B Testing — Test improvements to problem steps