Do you only look at aggregated data when analyzing your funnels? Without data segmentation it is incredibly difficult to get the results you are aiming for. What works for one person might not work for others.
On a regular basis I receive questions from clients about funnels in Google Analytics. And more specifically, aimed at segmenting these funnels. Thanks to all for inspiring me to write an article about three solutions for segmenting your funnel data.
As you can see below I have left out the goal flow report in this article. These flow reports deliver results that are a bit different from the funnel reports. Here is a good article on the difference between funnels and goal flows in Google Analytics.
I will explain three different methods to analyze your funnels on a deeper level:
Importance of Google Analytics Funnels
It is important to not only look at your conversion or transactions numbers. The path that leads to a conversion can make or break your conversion rate.
Take the time to correctly set up funnels if you are running an ecommerce site, dealing with forms or having any other conversion path that consists of a couple of logical steps.
Let’s start with the first, basic method to segment your funnel data.
Add Specific Profiles
Google Analytics allows you to show funnel data with regards to one specific profile. This means by installing different profiles for different segments, you can analyze funnel data for each unique segment.
Although this is probably not the most efficient solution, it might work for you if you only need to analyze a few different segments.
For example, you might like to see how your overall traffic is doing and want to compare it to AdWords and organic search. You could set up three unique profiles to make this work.
This article about useful filters in Google Analytics will help you to make this to work.
Build Horizontal Google Analytics Funnels
A method that I love to gain funnel insights is by building horizontal funnels that show up in the All Traffic Sources report.
Google Analytics allows you to store 20 goals in four different goal sets. This is great since you can add each funnel step and the conversion page as a unique goal to Google Analytics. An example is shown below:
For this specific example:
- Goal 1 (Conversion Rate) = Conversion Rate overall
- Goal 2 (Conversion Rate) = Conversion Rate funnel step 1
- Goal 3 (Conversion Rate) = Conversion Rate funnel step 2
- Goal 4 (Conversion Rate) = Conversion Rate funnel step 3
- Goal 5 (Conversion Rate) = Conversion Rate funnel step 4
You are not limited to analyze these Conversion Rate stats on the medium level. Think about analyzing your sources, campaigns, keywords or any other segment that comes in mind.
Besides that you can derive absolute goal numbers instead of percentages or simply build custom reports to make this happen.
This allows you to quickly analyze how your different segments are “flowing” through your funnels. And it will eventually help you to personalize your funnels for different traffic segments for maximum conversions.
Use External Tools
Another method that I am a huge fan of, is using external tools to analyze Google Analytics funnels. Two suggestions:
- Use Paditrack if you have a limited amount of data and don’t mind to analyze things manually (a great advantage is that you can analyze funnels retroactively)
- Use tools like NextAnalytics if you have huge amounts of data and like to set up everything on the automatic pilot (be aware that it might take some time to become familiar with this tool)
Let me know what you think. Do you segment funnel data and if so what methods do work for you?
One last thing... Make sure to get my automated Google Analytics 4 Audit Tool. It contains 30 key health checks on the GA4 Setup.
Gerard says
Thank you for your post.
What is the merit from Nextanalytics. Can you segment your funnels with that tool? I thought it was only an Excel plug-in where you can automate the data from GA?
Paul Koks says
Thank you for your remark Gerard. Basically it is an Excel plugin-in, but the almost limitless possibilities enable you to build great reports / dashboards.
One of the things that you can do is build a funnel report based on your GA data. A powerful feature is that you can add lots of segments within your report. If you do this in a smart way, you can avoid data sampling by big clients to occur for any metric that you import from GA. So this does not only apply to funnel report, but to any metric / dimension combination that you use and build reports on.
I will think about adding a GA/NextAnalytics post in the future.
Stef says
old thread but would you suggest, if your site have 10 products and therefore 10 different funnels, to make for each product an filtered Analytics Profile?
Paul Koks says
Hi there, no I wouldn’t recommend doing that. You should try to capture them in one funnel and if desired set up a separate funnel for each product in one view. However, since I don’t have a lot of background information, it’s hard to give proper advice here.