Create and manage funnels
Since version 5.1.0 of the Funnels plugin
You can create a funnel that’s not tied to a goal or you can use a goal as any step within a funnel. This can be done in the reporting menu under « Funnels => Add a new Funnel » or « Funnels => Manage Funnels ».
Before version 5.1.0 of the Funnels plugin
To get to the “Manage Funnels” screen click in the reporting menu on “Goals” and then “Manage Goals” or in the personal menu on “Manage Goals”. Funnels can be configured when you create or when you edit a goal and it integrates very nicely into the Matomo (Piwik) goals management. For example in the list of all goals you can directly see which goals have a funnel configured.
Configuring a funnel
Since version 5.1.0 of the Funnels plugin
To configure a funnel not tied to a goal, click on “Add a new funnel” in the bottom left or select a previously created funnel, while viewing the Manage Funnels section. The form will open and the form fields will appear to let you configure and validate your funnel. The funnel will be updated when you click on « Add funnel » or « Update funnel » as usual.
Before version 5.1.0 of the Funnels plugin
To configure a funnel tied to a goal, click on “Add a new goal” in the bottom left or select a previously created goal. The form will ask you to enter the basic goal information as usual and in the bottom additional form fields will appear that let you configure and validate your funnel. The funnel will be updated when you click on « Add goal » or « Update goal » as usual.
During the whole process of configuring your funnel, Matomo will show you help text explaining what each element means and what to do next. This is especially helpful when you have not used funnels before.
Validating a funnel
When you set up a Funnel, it is critical that you make sure your funnel is configured correctly. That’s why we focussed on making this step as easy as possible for you compared to other tools in the market. You can enter a URL to visually see which steps match a certain URL and we show you which previously tracked URLs matches a step configuration so you know whether your step is configured correctly.
Activating a Funnel
The last step is to activate your funnel (Since Funnels v5.1.0, funnels are automatically activated when saved). Once you have activated a funnel, Matomo will start generating reports for your funnel and a menu item will appear in the reporting UI. If you are later not interested in this funnel anymore, simply deactivate the funnel a later point (Since Funnels v5.1.0, funnels cannot be deactivated but can be deleted).
Once you have activated your funnel, we still recommend to test your funnel manually by going to your website or app and clicking through the path you have configured, and then checking that the funnel report includes your own visit in each step you have entered.