Analytics: How to Use Funnel Explorer

Analytics: How to use the Funnel Explorer

This guide will walk you through the process of using Funnel Explorer to better understand the specific sources and sub-categories of your leads, as well as the response rates for each.

1. Navigate to your First Timers dashboard and select HubSpot or MMS (depending on the platform you're using for the specific campaign of interest). In this case, we'll choose an MMS campaign.

2. Click "View Campaign"

3. Click "Funnel Explorer"

4. Now you can explore the number of total leads, the source(s) and sub-source(s) of said leads, and the current status of each.

5. Click the magnifying glass "+" icon if you'd like to increase the size of the funnel map.

6. Click the magnifying glass "- " icon if you'd like to decrease the size of the funnel map.

7. Click this icon if you'd like to enlarge the map to fit your screen.

8. Click here to back out of "full screen mode."

9. Click here to see the core sources of your leads, such as Facebook, your website, your mobile app, etc.

10. Click here to see the specific lead types (inquired about a free class, etc.).

11. Click on a specific substage and it will further show the lead source breakdown attributed to that substage, as well as how many leads whom you've contacted within that substage have replied.