Step-by-Step Guide: Creating and Sending a Funnel Report
yes i need step by step instructions for a funnel report adding into new board and then sending it
yes i need step by step instructions for a funnel report adding into new board and then sending it
Hi Sakir, Please stand by as I search the Mixpanel knowledge base for an AI-powered answer. I normally take about 15 seconds or so. In case AI cannot answer your question, feel free to reach out to Mixpanel support at mixpanel.com/get-support. If you have follow-up questions for this thread, please tag me again with your question: @kapa.ai <follow-up question> 👋
Feel free to ask a follow-up question once I've answered by mentioning me with @kapa.ai
Certainly! Here’s a step-by-step guide to creating a Funnel report in Mixpanel, adding it to a new board, and then sending (sharing) the board: ---
1. Create a Funnel Report
1. Go to Reports: In Mixpanel, navigate to the Reports section and select Funnels. 2. Define Your Funnel Behavior: Add the sequence of events you want to analyze (e.g., “Landing Page” → “Sign Up”). Set the order and time window for conversion. 3. Choose Your Measurement: By default, Mixpanel uses the unique conversion rate, but you can adjust this as needed. 4. Apply Filters (Optional): Add filters to focus on specific user segments (e.g., Platform = iOS). 5. Add Breakdowns (Optional): Segment your funnel by properties like UTM Medium or device type. 6. Select Visualization: Choose how you want to visualize the funnel (Funnel Steps, Line, Bar, or Metric) Funnels Quickstart.---
2. Add the Funnel Report to a New Board
1. Save the Report: Click “Save” at the top right of the report. 2. Create a New Board: In the save dialog, select the option to create a new board. Name your board as desired. 3. Confirm Save: The funnel report will now be added to your new board Saving to a Board.---
3. Send (Share) the Board
Option A: Share with Teammates
- Click “Share”: At the top right of the board, click the “Share” button. - Set Permissions: Choose who can view or edit the board. Enter their email addresses or select from your organization. - Send Link: You can also use the “Copy URL” button to share a direct link with anyone who has access to your Mixpanel project Sharing and Permission.
Option B: Send via Email or Slack (Board Subscription)
1. Click “Subscribe”: At the top right of the board, select “Subscribe.” 2. Create New Subscription: Choose “Create New.” 3. Set Recipients and Frequency: Enter email addresses or Slack channels, and set the sending frequency (daily, weekly, or monthly). 4. Confirm: Click “Subscribe” to schedule board snapshots to be sent automatically Board Subscriptions.---Tip: Only the top 8 reports on a board are included in board subscription emails or Slack messages.---If you need to add more context, you can also add text or media cards to your board for explanations or visuals Step 3: Adding content to Boards.Let me know if you need more details on any step!
kapa.ai is still learning and improving, please let me know how I did by reacting below.
ℹ️ Tip: Mention @kapa.ai in the thread for follow-ups or DM the app for 1-to-1 help.