Is it possible to track funnels that span across multiple users? For example, in our mental health application, we have Patients and Therapists. A Therapist can assign an assessment to a Patient and the Patient completes the assessment. We would like to track the conversions along that Assessment Completion funnel, which looks roughly like this:
1) Therapist assigns assessment to Patient
2) Therapist delivers assessment to Patient
3) Patient clicks link to start assessment
4) Patient completes assessment
I am not seeing any features that allow us to track this funnel across multiple users. One option is we can track #1 and #2 against both the Therapist and Patient, but that seems a little hacky. Is there a better feature I am missing that would help with this?
Reading through the Funnels Deep Dive article, it would be great if we could choose to hold a property constant (in our case we would hold the unique Assessment ID constant in the funnel above) but not restrict it to the same user.
It seems like this would be a pretty common need for many products.
Best answer by jamesView original