Guide on Onboarding Funnel and Jargon
May 24, 2013
A recent article from Woopra caught our attention: “How To Build And Optimize An Onboarding Funnel.” This post explains what onboarding funnels are and how to utilize them to their fullest capabilities. The onboarding funnel is one of the key analytics reports for any SaaS company. According to this article are only 3 main steps to building and optimizing: tracking milestones, identifying major drop offs and optimizing problem areas.
Using Pinterest as an example, the article explains tracking onboarding milestones: this details the processing from signing up to pinning a first item. Pinterest would be able to see their major drop off at the step where users should follow 5 boards.
As far as fixing the problem areas, the article suggests looking more granularly at the problem and identifying the cause:
“Sometimes even going so far as to split up one step into two or more can help you diagnose the cause of a problem. For example, if you notice many users begin filling out your signup form, but then abandon it, you may want to separate the different sections of the form into several pages in order to see which section is causing users trouble. You may very well find that it is the requirement to add credit card information to start a free trial that is causing users to abandon.”
This article speaks to a common problem but instead of breaking things down to be more simple, the author of this post overlays a framework and appears to be the analytics jargon prize winner.
Megan Feil, May 24, 2013
Sponsored by ArnoldIT.com, developer of Beyond Search
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