Jetpack CRM Funnels

This article looks at what Jetpack CRM Funnels is and explains what the displays mean.

Funnel Visualisation

The Jetpack CRM Funnel visualisation looks like this

To set up your funnel visualisation first you need to define which of your contact statuses you want to see on the funnel.

You do that through going to Jetpack CRM > CRM Settings > Field Options

Then scrolling down to the bottom gives you an input box for which Funnel statuses you want to visualise on the chart

You can put as many statuses here as you like and the funnel diagram will reflect those stages. It’s important to be aware however that the funnel is back-filled and applicable to contacts added that period this means that if you have a date range period of 1st Feb 2019 to 28th Feb 2019 it will include all contacts added in that date range, and the first column will be the sum of all the statuses being tracked. So if your contact breakdown for February looks like this

  • 100 Lead status
  • 25 Contacted status
  • 50 Tried Demo status
  • 20 Customer status

Then the funnel numbers will be

  • 195 “Lead”
  • 95 “Contacted”
  • 70 “Tried Demo”
  • 20 “Customers”

That is, it will backfill and assume that all customers tried the demo, and all contacted also tried the demo (even if in reality they may have skipped that step).

It will not include anyone who became a customer in February (but who was added in January)

Analysing Drop Off

In the funnel chart, you can see the drop off percentages underneath the chart. This lets you see where to focus your efforts. If you have a high drop off between “contacted” and “tried demo” for example, then you may want to look at why people aren’t taking that next step.

Conversion Data

The other table of information included in the Jetpack CRM Funnels extension is the table of conversion data. This shows you, over the past 12 months, the total value of your transactions, as well as the “lead time” it has taken for the transaction to happen.

So, for example, in March 2019 you may have had 30 transactions happen, but what this table shows you is that of those, they were made up of

  • 25 transactions from contacts who joined in March 2019
  • 3 from contacts who joined in Feb 2019
  • 1 from someone who joined in December 2018
  • and 1 from someone who joined in November 2018

It lets you see and analyse at which point your contacts make the purchase (compared to when they first joined you as a lead)

Updated on August 16, 2022

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