A funnel counts sessions that hit every step in order inside a
conversion window. A session that reaches step 3 before step 2 does not
count as converting through step 2 — order matters.
Build a funnel
1
Create a new funnel
Go to Funnels → New funnel. Start from a blank builder, or pick a
ready-made template (e.g. Signup, Checkout) and edit it. Nothing is
saved until you name it and click Save.
2
Add your first step
Each step has two parts: the event type (what kind of action) and a
match condition on its value. Click the step to open the editor, choose
the event type, then choose an operator and type a value.
3
Let autocomplete find your event names
As you type a value, Replayfy suggests the event names actually seen in
your workspace — page URLs, click text, custom event names, or mobile
screens — most-common first, with a live count next to each. Pick a
suggestion, or type any value and choose Use ”…” to match a name that
hasn’t been recorded yet.
4
Add more steps, in order
Click Add step (or the + between steps) to extend the flow. Drag the
grip to reorder. Analytics appear once the funnel has at least two steps
with a value.
5
Name it and save
Give the funnel a name and click Save. Saved funnels can be pinned to the
dashboard, alerted on, and used to build cohorts.
Step types
A step matches one kind of event. The condition operates on the field shown in the last column.Match conditions
Feed funnel steps from your SDK
Page views, clicks, taps, and screens are captured automatically once the SDK is installed. Custom events are the ones you send yourself — callreplay.track() with a stable name, and that name becomes selectable as a
Custom event step (it shows up in the step autocomplete).
Use a small set of stable, human-readable event names
(
checkout_completed, not evt_9f2). The step picker lists what you’ve
actually sent, so consistent names make funnels far easier to build. See
Track custom events.The conversion window and date range
Two different time controls shape every funnel:- Conversion window — how long a session has to get from the first step to the last and still count as converting. Set it per funnel between 1 and 90 days (the default is 7). A checkout might use 1 day; an onboarding flow might use 30.
- Date range — the span of history the funnel is computed over, chosen from the date picker in the top-right. Presets (Last 7 / 14 / 30 days, and more) are rolling windows ending now; you can also pick a custom start and end.
Compare to the previous period
Open the date picker and switch on Compare to previous period. Every headline number — entered, conversion, converted, biggest drop — gains a ▲/▼ delta versus the immediately preceding window of equal length, so you can see whether the flow is improving or regressing.Read the results
Once a funnel has two or more valid steps, the summary row and step bars fill in with real counts.
Select any step to see its own detail: Reached (count at that step), Step
conversion (share carried over from the previous step), Dropped here (count
and percent lost at this transition), and Time to reach — the median and
p95 time to move from the previous step to this one.
Median and p95 completion times are real, measured over the sessions that
actually made each transition. When too few sessions completed a step to
measure a time, Replayfy shows
— rather than a fabricated number.Sessions or users
Use the Sessions / Users toggle to change the count unit. Sessions counts every qualifying session; Users counts distinct identified users (anonymous visitors are excluded, since they can’t be de-duplicated across sessions). Callreplay.identify() so more of your traffic is attributable in Users mode.
Other views
- Breakdown — split conversion by a dimension (platform, browser, OS, device, country, plan, release, UTM source/medium/campaign) to see which segment converts best.
- Conversion over time — a daily line of conversion rate across the range, to spot a regression the day it started.
- Metric — just the headline conversion number, large, for a quick read or a pinned dashboard tile.
Filter the funnel’s sessions
Use + Add filter to scope the whole funnel to a subset of sessions — “how does this flow convert for Chrome users on the Pro plan?” Every result, breakdown, and drop-off then reflects only the matching sessions.Drop-off analysis
The most valuable part of a funnel is who left and why. Every step is a doorway into the sessions behind it.Watch the sessions that reached a step
On any step’s detail, click View sessions to open the recordings list scoped to the sessions that reached that step, over the same date range the funnel is using. For a saved funnel this is a server-resolved, paged scope (up to the newest 5,000 reached sessions) — so you can scroll through real recordings of people who got exactly that far.Turn a drop-off into a cohort
From step 2 onward, the step detail shows Create cohort. This builds a cohort of the identified users who reached the previous step but not this one — the people who dropped out right here.1
Open the modal
Select the step where the drop-off happens and click Create cohort. The
funnel must be saved first (the cohort is built from the saved
definition).
2
Review the count
Replayfy previews how many identified users dropped at this step over the
current window before you commit.
3
Name and create
Give the cohort a name and create it. You’ll get a link straight to its
members on the Users page.
A drop-off cohort is a point-in-time snapshot — it captures who dropped as
of now and won’t update as new users fall out. It includes only identified
users, so its size can differ from the session-level drop-off shown above
(which includes anonymous visitors). Re-create it to refresh.
Get alerted when conversion moves
Click Alert in the funnel header (available on a saved funnel) to be emailed when overall conversion changes. Funnel-conversion alerts are email-only and evaluated once daily off the conversion history.
Add multiple recipients — it defaults to your account email, and you can add
anyone else on your team (press Enter or comma between addresses). Manage or
delete funnel alerts anytime from the Alerts page.
Alerts read the same conversion history the funnel shows, so a threshold you
set here means exactly what the dashboard displays.
Built by Replayfy AI
You don’t always have to build a funnel by hand. Ask Replayfy AI to create one — “build a signup funnel from landing to activated” — and it assembles the ordered steps for you. Funnels the assistant creates carry a Created with Replayfy AI badge next to the title, so it’s always clear where a definition came from. You can edit an AI-built funnel exactly like any other. Learn more in Replayfy AI.Pin to the dashboard
Click Pin to dashboard to surface a funnel’s conversion on your Overview. The pinned widget computes over the funnel’s saved conversion window, so the number on Overview always matches the funnel page.Track custom events
Send the named events your Custom event steps match on.
Alerts
Manage conversion alerts and every other alert in one place.
Replayfy AI
Let the assistant build funnels and investigate drop-off.