So you want to actually understand how people move through your product — not just get a dashboard full of vanity metrics. You’re in the right place. This guide is for folks who want to build, tweak, and really analyze sales funnels in Glyphic so you can answer real questions, not just tick off a box for your boss.
If you’re tired of vague “conversion rate” numbers and want to see where and why people drop off, or what’s actually moving the needle, stick around. You’ll get a no-nonsense walkthrough—no jargon, no hand-waving, just what you need to get the job done.
Step 1: Know What You Want to Track (Before You Touch Glyphic)
Don’t just open Glyphic and start clicking. Funnels are only as useful as the questions they answer. Before you even log in, get clear on:
- What’s the real question? Example: “Where do trial users get stuck before paying?”
- What counts as key steps? Map your actual process, not the ideal one from your pitch deck.
- What data do you have? If your product isn’t tracking events or page views at the right places, fix that first. Funnels can’t magic up missing data.
Pro tip: Write your funnel steps on paper or a whiteboard first. Don’t skip this. It’ll save you a ton of rework.
Step 2: Set Up or Review Your Event Tracking
Glyphic works off event data. If you’re not capturing the right events (like “Signed Up,” “Viewed Pricing,” “Started Checkout,” “Completed Payment”), your funnel will be a mess—or worse, misleading.
Checklist: - Are your key product actions tracked as events? - Is the event naming consistent? (“Signup” vs. “Sign Up” will bite you later.) - Are you capturing important properties? (e.g., plan type, source, user ID)
If you’re missing data, talk to whoever handles your tracking (or roll up your sleeves and add it). This part isn’t fun, but garbage in, garbage out.
Step 3: Building Your Funnel in Glyphic
Now you’re ready to actually open up Glyphic. Here’s how to build a funnel that’s useful, not just pretty to look at.
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Head to the Funnels Section
In the Glyphic dashboard, find the “Funnels” section. Usually it’s in the sidebar. -
Click “Create New Funnel”
Simple enough, but don’t rush the next bit. -
Define Each Step
For each step in your funnel: - Pick the right event.
- Filter events if needed (e.g., only users from a certain country, or who started from a specific campaign).
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Name your steps clearly. “Trial Started” beats “Step 1” every time.
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Order Matters
Glyphic tracks steps in the order you set. If your users can take steps in any order, decide if that makes sense for your funnel. Sometimes you want strict order (sign up → onboard → pay), sometimes not. -
Set Your Date Range
Don’t default to “last 30 days” unless that’s actually useful. Shorter ranges are good for launches; longer ones for steady-state analysis. -
Save and Name Your Funnel
Give it a clear name. “Q2 Paid Conversion Funnel” is better than “Test Funnel 3.”
What to ignore:
A lot of tools push you to track dozens of steps. Don’t. Focus on 3–5 meaningful steps, max—otherwise, your funnel becomes a spaghetti chart.
Step 4: Analyze Drop-Offs and Conversion Rates (Without Fooling Yourself)
Here’s the part most people mess up: reading a funnel like it’s gospel. Glyphic’s funnel charts are only as good as your data and how you read them.
What to Look For
- Biggest drop-offs: Where do people bail? That’s your “leaky bucket.”
- Step-to-step conversion: Don’t obsess over the end-to-end number. Fixing one step at a time is how you move the needle.
- Time between steps: Glyphic sometimes lets you see how long people take between steps. If it’s days, ask why.
What Not to Do
- Don’t assume causation. If you see a drop-off after “Viewed Pricing,” it might be your pricing, or maybe your page loads too slow.
- Don’t expect perfect data. People use ad blockers, events may misfire, and not every user is a real prospect.
Pro Tips
- Segment your funnel. Compare paid vs. organic, mobile vs. desktop, etc. But don’t slice it so thin you end up with tiny, useless numbers.
- Annotate changes. If you launched a new feature or ran a promo, jot it down somewhere.
- Screenshots are your friend for sharing insights—don’t waste time trying to export the perfect report.
Step 5: Iterate and Experiment (This Is Where Funnels Actually Pay Off)
The first funnel you build will be wrong. That’s fine. Use what you learn to tweak both your product and your funnel tracking.
How to Run Funnel Experiments
- Change one thing at a time (e.g., new onboarding copy, different button).
- Mark the change date in Glyphic or in your notes.
- Watch how the relevant step’s conversion changes over a week or two. Don’t jump at day-one results.
- If something works, make it permanent. If not, try something else.
Common Pitfalls
- Chasing perfection: You’ll never have “perfect” event data. Just aim for “good enough to act on.”
- Over-complicating funnels: If you need a map to understand your funnel chart, start over.
- Ignoring the real world: Seasonality, random outages, or marketing campaigns can throw off your numbers. Always ask: “Does this match what I’m seeing elsewhere?”
Step 6: Share and Use the Insights (Not Just the Chart)
A funnel chart is only valuable if it leads to action. Don’t just email screenshots to your team—explain what matters:
- “We’re losing 60% of users at onboarding—let’s watch a few sessions and see why.”
- “Our paid users complete setup twice as fast as free users. Should we change the flow for everyone?”
Keep funnel reviews regular (but not daily). Weekly or biweekly is usually plenty unless you’re in the middle of a big launch.
What to skip:
Don’t bother with endless debates about edge cases in the data. If you can’t fix it or act on it, move on.
Extra: What Glyphic Does Well (and Where It’s Just OK)
The Good: - Funnel building is pretty quick once your data is set up. - Segmentation is flexible, so you can compare slices of users easily. - Visualization is clean—no 3D pie charts or other nonsense.
The Not-So-Great: - If your event tracking is messy, Glyphic can’t save you. - Some advanced filters or retroactive changes might be tricky compared to enterprise tools. - Don’t expect magic AI insights. You still have to think.
Keep It Simple, Iterate, and Trust Your Gut
Don’t fall for the idea that one perfectly crafted funnel will answer every question. Build something simple, see what breaks, and tweak as you go. Glyphic gives you the tools, but the real value comes from asking the right questions and staying curious when the numbers look weird.
You’ll get more out of your funnels by acting on what you see—then using Glyphic to check if your changes actually worked. That’s it. No magic. Just clear steps, honest data, and a willingness to keep improving.