Flows show users' popular paths on your platform within the selected period. The purpose of the Flow is to display collective user flows in the selected event across all channels, such as the web, application, API, etc.
Flow Analytics can help you with the following use cases:
- View the details based on user type (also known as segments) to define bottlenecks and target users with the right personalization at the right moment.
- Get insights about users and their interactions on the feature/page level to understand the potential improvement areas and run A/B tests to optimize their experience.
You can create a specific path, change the time range of the flow, or add filters and parameters.
Flows help you analyze the user journey to identify trends and patterns. With user flow, you can better understand your users and use that knowledge to improve the user experience. In short, you can analyze your users' steps before or after an event you select.
You can set up an event to analyze the outgoing (flows with events that happen after the selected event) or incoming (flows with events that occurred before the selected event) flow with the base step. You can set the number of steps you want to see for the selected event in your flow.
Creating a Flow
To create a flow,
1. You should first select the Event you want to analyze. You can also add event parameters for the selected event.
2. Then, you should identify the Base Step, which aims to create a flow for the selected event, such as creating a flow starting with this event or creating streams ending with this event.
- You can choose First Step to make the event the starting point for checking user flow. For instance, selecting 'Homepage' will reveal users' subsequent actions (events) after visiting the homepage.
- You can choose Last Step to make the event the ending point of checking your user flow. For example, selecting "Purchase" as the last step lets you examine users' preceding actions (events) before purchasing. This insight empowers you to focus efforts on enhancing those activities further.
3. After the event selection, you should specify the number of steps for flow. It indicates the number of stages you want to display after the Base Steps. However, it's important to note that specific visuals may be limited when dealing with many steps. For example, if you choose 3 as the maximum rank, your flow will be created for 3 steps before or 3 steps after the selected event.
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4. A Threshold is a minimum allocation level calculated for each step in the determination process. To elaborate, let's take an example: if you have 100 users progressing from the first step to the second step.
- When you set the threshold at 5%, it implies that the next step will encompass events where 95% of your users are distributed.
- In essence, the lower you set the threshold, the more events you will observe.
- The events are ordered from the most distributed to the least. Subsequently, the system filters the events where the top 95% of users are distributed.
5. To create a flow, select a date range.
6. You can also adjust your flow for different data sources with source selection and set your flow for different user segments with user filters.
Adding Your Flow to a Dashboard
Before or after generating your flow, you can also add it to an existing dashboard or create a new one to add it.
1. Click the Add to Dashboard button. A window will appear on the right-hand side of the screen.
2. Choose dashboard from: Select Existing or Create New to add your flow.
Select Existing displays the existing behavior dashboards from which you can select.
If you do not want to add this flow to your existing dashboards or if you do not have any existing dashboards, you can also create a new one.
3. Type a chart name for your flow to appear on the dashboard. You can have multiple charts under one dashboard.
4. Click the Add button at the bottom of the page to add your flow to the selected dashboard.
Once created, your dashboards will be listed under Behavior Analytics > Behavior Dashboards.
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