Google Analytics Goal Flow: More Funnels with Less Work

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September 10, 2012

More than one way to start a funnel

Let’s say you want to add an event to the beginning of your Google Analytics funnel. Maybe you want to compare the success of various internal promotions. Do people who click on promo A go all the way through the conversion funnel more often than people who click on promo B?

Traditionally that would mean tracking each of those clicks as a virtual pageview, and adding the virtual URL as a funnel step in two different goals. That’s inconvenient for a couple reasons. Using virtual pageviews will inflate your actual pageview counts unless you set up a special profile that includes virtual pageviews and exclude them from the rest of your profiles. You also have to set up separate goals for each promo click. More promos mean more funnels, and more work not only setting up but also analyzing the results.

Use Customize Dimension to Segment Funnels

With Goal Flow reports you have another option (not available in the traditional funnel report) – segment your funnel to make as many funnels as you need. The key to this approach is the “customize dimension” feature of the flow reports.

To get to Customize Dimension, click the gear icon at the top of the first column of the Goal Flow report. As you can see below, I’ve selected Custom Variable (Value 01) and then entered 2 items for Promo A and Promo B.

Goal Flow Customize Dimension feature

The result shows how both segments flowed through my funnel. I also get a data summary in the table at the bottom of the report that shows what percentage of each segment reached the final goal step. Easy to compare, since it’s all in one report.

Not to mention the real insight regarding loops and exits, which I can get by clicking to highlight interesting paths. If you haven’t used goal flow much before, see my previous post about how visitors really move through your funnel.

Goal Flow segmented - click for larger view

Of course, in order to segment by custom variable values, you have to have custom variable data. So that’s what you do instead of tracking virtual pageviews on those promo clicks. Instead, you set a custom variable, and enter the values of the custom variable in the Customize Dimension feature.

Set a Custom Variable and Track an Event

Remember that custom variable code can’t send data to GA on its own. It needs to be accompanied by code for a pageview or an event. I know I don’t want to track virtual pageviews. And since this is a click on a page, the basic pageview has already been tracked. So I’ll track an event with this custom variable.

Why use a custom variable at all? Why not just use the event? You can select Events in the Customize Dimension screen, but if you choose them you’ll get less information than you expect (maybe even no data at all). That’s because an event is a page-based hit and won’t accrue “visits” unless it is the first hit of a session.

On the other hand, a session-based custom variable by definition counts every visit where the click occurred. What you see in the goal flow above is what happened in my funnel for visits with clicks on promo A vs. visits with clicks on promo B. If a visit included both clicks, the second one would get credit, because the custom variable would be overwritten.

For more information about the benefits of custom variables, see my previous post about tracking conversions for internal campaigns.

Bonus: You can apply these segments to other GA reports to learn more about the visitors who click a promo and convert. Are they new visitors? Where are they (city/state/country)? What search keywords brought them to your site? Just create an advanced segment based on the custom variable value for any successful promo.

Are you using the Customize Dimension feature in the Goal Flow report? Do you have other ways to gain funnel insight? Please share in the comments.

Dorcas Alexander is a Senior Digital Analyst. Her path to LunaMetrics followed stints in ad agency creative, math, and computer science. Dorcas has a master's degree in language and information technologies from Carnegie Mellon University, where she helped build precursors to a Universal Translator. One of the top-rated tournament Scrabble players in Pennsylvania, Dorcas has an insatiable drive to compete and win.

  • Jera

    Thank you for such an informative series. Lots of helpful info in this article, as well as the links out.

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  • YoraY

    great post!

    one thing to note is that this will not work on funnels that include “Required step”. I’ve checked this months ago and i remember that this was the case – no support for “Required step” funnels in goal flow reports.

    Cheers!

    • Dorcas Alexander

      Thanks, Yoray. You’re right, required step is not a built-in feature of goal flow. You can try to get some insight by clicking on the first step and selecting “highlight traffic through here”. That gives you the subset of goal completions that passed through the first step, but doesn’t do the “funnel conversion” calculation you get in the funnel visualization report.

  • YoraY

    cute trick Dorcas – thanks for sharing

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  • John Willis

    Hi Dorcas,

    Great post with lots of good information but I didnt find anything that could help me work out whats I need to do in a goal funnel.

    I have numerous landing pages under a url structure:

    domain.com/landing/folder/

    where folder is always different,

    I have an intermediary step:

    domain.com/landing/folder/next.php

    then the final goal is

    domain.com/landing/thankyou

    So I need a goal funnel that tracks both pages

    should they be step1

    /landing/^/

    step 2

    /landing/^/next.php

    or does that not work?

    Thanks

    John

    • Dorcas Alexander

      Hi John, Please see my post about setting up goals for how to write the appropriate regular expressions and check them in your content reports. Steps 2, 3, and 5 of that post will give you the detailed instructions you need.

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