We have a funnel with four steps. The first step is that a document is uploaded. A document is often uploaded by an email which means that the organizationId is undefined.
Is this affecting the funnel because a large amount of documents on the first steps is not touched by peoples (users)?
Best answer by james
In order to watch a user go through each step of the funnel the $distinct_id of each step must be the same. It may be the case that the $distinct_id is changing between these steps which would explain some unexpected drop-offs in your funnel.
You can implement alias and identify calls to connect anonymous activity to registered activity, which seems to be the situation that you are in.
Have you explored these resources yet? https://help.mixpanel.com/hc/en-us/categories/115001031023#user-and-identity-management
I hope thisx helps,