TrueMetriks documentation: Funnels
https://docs.truemetriks.com/dashboard/funnels/

Generated from the TrueMetriks documentation. Paste the whole of this
file into ChatGPT, Claude, Gemini, Cursor or any other AI.

I use TrueMetriks, a server-side tracking and conversion attribution platform.
It tracks my website visitors, ties every sale back to the ad that produced it,
and sends those conversions back to my ad platforms.

Help me with this specific task: Funnels.
The Funnels page builds multi-step funnels from pages and events, shows conversion and drop-off at each step, and split-tests variants head to head.

HOW TO GUIDE ME

  - This file has three parts: THE GUIDE is today's task, BACKGROUND is a
    prerequisite to confirm with me before you start THE GUIDE, not optional
    reading, and LINK MAP is the only place a real link comes from.
  - Ask me ONE thing at a time and wait for my answer before moving on.
  - At the start of every step, ask me: "do you want the written steps, or the
    video?" If I pick the video, give me the exact link from the LINK MAP at the
    bottom and wait until I tell you I have watched it. If I pick the written
    steps, give them to me from this file.
  - Only ever give me links that appear in the LINK MAP below. Never invent a
    URL, never guess an anchor, and if I ask for something that has no link
    here, say so and point me at https://docs.truemetriks.com/ instead.
  - Never ask me for my password, my API key, my MCP key, or any card details.
    You are reading me the steps; I am the one clicking in my own account.
  - Confirm each step worked before starting the next one.
  - Keep it short. I am doing this while looking at my screen, not reading an
    essay.
  - Everything you need is in this file. You do not need to browse the web.

===============================================================================
THE GUIDE: Funnels
https://docs.truemetriks.com/dashboard/funnels/
===============================================================================

**Video guide**

VIDEO: How to create a funnel in TrueMetriks -> https://docs.truemetriks.com/dashboard/funnels/

## Creating a funnel

A funnel is an ordered list of steps you define yourself. Click **New funnel**, give it a name, and add your steps.


Each step is one of two types - pick it from the dropdown:

- **Path** - a page on your site, matched by its URL (for example `/` or `/checkout/book`).
- **Event** - an [event you send](https://docs.truemetriks.com/dashboard/events/) (for example `Lead` or `Purchase`), matched by name.

A few things matter when you build it:

- **Order is everything.** The steps run top to bottom, and a visitor only counts at a step if they reached every step above it first. Put your steps in the real order people move through them. As the in-app tip says, put the checkout *page* step **before** the purchase *event* step, because the Purchase event only fires after the checkout button is clicked.
- **Mix paths and events freely.** A funnel can go page, then event, then page again - for example Homepage (path) then Lead (event) then /checkout/book (path) then Purchase (event).
- **Wildcards.** Use `*` to match a single path segment (`/blog/*`) or `**` to match many (`/docs/**/intro`), so one step can cover a whole family of URLs.
- Drag the handle to reorder steps, use **+ Add Step** to add more, and click **Save Funnel** when done.

## Reading the funnel

Once saved, the funnel shows three headline numbers and then every step with its conversion.


The top cards summarise the whole funnel:

- **Total Funnel Revenue** - revenue from everyone who completed the funnel, with the order count.
- **AOV** - average order value across those orders (revenue / orders).
- **Revenue per completed-funnel user** - revenue divided by the number of people who made it all the way through.

Then each step shows:

- **Visits or events** and **unique visitors** that reached the step, plus how many **dropped** (in orange) since the previous step.
- A bar with the conversion percentage. The **solid** green bar is the **overall conversion** - the share of people from the very first step who reached here. The lighter **striped** bar is the **conversion from the previous step**. Step one is always 100%, and the gap between steps is your drop-off.
- The Purchase step also surfaces **Revenue** and **AOV** for that step.

Reading it top to bottom tells you exactly where people fall out of the [journey](https://docs.truemetriks.com/dashboard/journeys/) - the steps with the biggest drop are where to focus.

## Split testing a funnel (A/B)

**Video guide**

VIDEO: How to split-test a funnel step (A/B) in TrueMetriks -> https://docs.truemetriks.com/dashboard/funnels/#split-testing-a-funnel-ab

A split test lets you run two (or more) versions of a step - say two landing pages - and compare them inside the same funnel. Turn on **Split test (A/B)** on the step you want to test.


To set it up:

- **Name the split** (for example `split`) and list your **variants** - A and B by default, with an optional label. Add more with **+ Add variant**.
- TrueMetriks generates a small **snippet for each variant**. Paste each variant's snippet into the matching version of the page, alongside your normal TrueMetriks tracker. The snippet tags the visitor with which variant they saw, so the funnel can tell them apart.

### Seeing the split-test results

When a step is split-tested, the funnel breaks that step out per variant, so you can compare them directly.


Each split-tested step shows an **A/B test** badge and a row per variant, with that variant's visits, unique visitors, and conversion - and on the purchase step, its revenue and AOV too. Compare the variants to pick a winner: a variant can win on conversion, on revenue, or both. In the example above, variant B converts better and earns more, so B is the version to keep.

===============================================================================
LINK MAP

Use these exact URLs. Anything ending in a # anchor opens on that section
or that video. Nothing else is a valid link. Never invent a URL and never
guess an anchor.

  Funnels
    The guide ................................... https://docs.truemetriks.com/dashboard/funnels/
    Creating a funnel ........................... https://docs.truemetriks.com/dashboard/funnels/#creating-a-funnel
    Reading the funnel .......................... https://docs.truemetriks.com/dashboard/funnels/#reading-the-funnel
    Split testing a funnel (A/B) ................ https://docs.truemetriks.com/dashboard/funnels/#split-testing-a-funnel-ab
    Seeing the split-test results ............... https://docs.truemetriks.com/dashboard/funnels/#seeing-the-split-test-results
    VIDEO, How to create a funnel in TrueMetriks  https://docs.truemetriks.com/dashboard/funnels/
    VIDEO, How to split-test a funnel step (A/B) in TrueMetriks
      https://docs.truemetriks.com/dashboard/funnels/#split-testing-a-funnel-ab