Set up goals and funnels for a SaaS signup flow

The default funnel in the Funnel tab of the Goals card has up to four steps, counted in order (a visitor only counts for a step after the one before it):

So two things make it accurate: a pricing page at a path containing pricing, and a checkout_initiated goal.

For a different flow, click New funnel in the Funnel tab and add 2 to 8 steps: pages (with * wildcards, like /docs/*), goals (optionally matching a property such as plan = pro) or payment. See Custom funnels.

<!-- Signup button -->
<button data-trakily-goal="signup">Create account</button>

<!-- Plan buttons on the pricing page -->
<button data-trakily-goal="checkout_initiated" data-trakily-goal-plan="pro">Upgrade to Pro</button>

For events that happen in your app rather than on a click, call the API once the action succeeds:

// After the account is created
window.trakily?.("signup", { method: "google" });

// When the user reaches their first moment of value
window.trakily?.("activated", { step: "first_project" });

signup and checkout_initiated also get friendly labels in the Goal tab (“Sign up”, “Checkout initiated”).

Once someone has an account, identify them. Their name appears in journeys, realtime and alerts, and their email links payments made later, even outside the original visit:

window.trakily?.("identify", { user_id: user.id, name: user.name, email: user.email });

Only send what you're allowed to; see Identify users.

The Payment step comes from your payment provider. Connect it in Settings → Revenue and pass the visitor id at checkout for reliable attribution (see the Stripe guide or your provider's page).

• The Funnel tab shows the share of visitors reaching each step and the drop-off between steps.
• Filter the dashboard by a channel or referrer to compare funnels between sources.
• The Goal tab shows every goal, including ones outside the funnel like activated.
• Want a message for every signup? Create a goal alert.