Recipes

Real questions, answered step by step. Each recipe uses the controls you will see in the app and links to the guide with the details.

Updated

Event names such as Signed up are examples. Use the names your product sends. Lexicon lists them all. To add the event a question needs, such as a FAQ opened or a form started, see Examples.

What share of sign-ups activate in their first week?

Pick the action that means “got value”, such as creating a first project.

  1. In Funnels, click New funnel and start from the Signup → activation template, or add Signed up then Project created.
  2. Set Conversion window to 7 days and Count to Unique people. Save.
  3. Read Overall conversion and Median time to convert.
  4. Click the drop and open What they did instead to see where the others got stuck.

Then check whether activated people stay: in Retention, set the starting event to Project created and read the weekly curve.

Which campaigns and referrers bring sign-ups?

ClickClacks gives every event in a visit the visit’s referrer and UTM values. So a sign-up three pages after landing still counts toward the campaign that brought the visit.

  1. In Insights, chart Signed up as Unique people.
  2. Click Add breakdown › Event property › UTM campaign, Top 10.
  3. Switch the chart to Bar to rank them over the range. Save it as Sign-ups by campaign.
  4. For untagged traffic, change the breakdown to Referrer.

Need the referrer of one event itself, such as the page that linked to your pricing page mid-visit? Use Referrer (this event) under Show advanced properties. See Referrer and UTM.

Which pages lead to sign-up?

  1. In Flows, choose Signed up as the anchor.
  2. Set the direction to Before and Steps to 3. Keep Pageviews by path on.
  3. Switch to Table and read Top paths.
  4. Click Open as funnel on the top path to measure how many who start it finish.

Where do people drop out of checkout?

  1. Build a checkout funnel: Added to cart → Checkout started → Payment submitted → Order completed, 7-day window.
  2. Read Biggest drop-off and click it.
  3. In the drawer, Where they were shows the page they stopped on.
  4. Open that page in Heatmaps on Mobile and Desktop, and check Friction for findings on it.
  5. Choose Break down by › Device to see whether one device is the problem.

Is anyone using the new feature?

  1. In Events, pick the feature’s event, such as Export created, over Last 30 days.
  2. Read Feature adoption: unique people and uses per person, by week.
  3. Choose Break down by and a property the event carries, such as plan, to see who uses it.
  4. For stickiness, set Retention’s starting and returning events both to Export created with Came back every week since.

What % of new visitors come back in week 1?

  1. In Retention, click Edit definition.
  2. Set the starting event to a pageview and the returning event to Any event, with Came back in that week. Apply.
  3. Read the Week 1 retention card, and the W1 column cohort by cohort.

Why did sign-ups drop on Tuesday?

  1. If you have an alert on sign-up conversion, open the fired alert and read What changed: which segment holds the gap?
  2. If not, chart Signed up in Insights and break it down by UTM source, then Browser, then Country. Look for the one value that fell.
  3. Check each source’s health in Sources. A source that stopped sending looks exactly like a drop.
  4. Look at Friction for anything new that day.
  5. Then set up an alert so you hear about it next time.

Rage-click triage

  1. Open Friction on Happening. Start with Getting worse, then most people affected.
  2. Read What we saw: did people give up afterwards?
  3. Ask the investigator Is this concentrated in a saved segment?
  4. Fix it and Link an outcome to measure the fix, or Mute it if it is expected.

Did the redesign work?

  1. Mark the release date with an annotation so it shows on every line tile.
  2. Open the page in Heatmaps and click Compare periods: the weeks before against the weeks after.
  3. Compare the relevant funnel’s conversion for the same two windows.
  4. Before-and-after shows change, not cause. For a fair answer next time, run an experiment.

Follow visitors from our site into our app

  1. Add the site and the app as sources in one project.
  2. In Identity, turn on Carry identity between these domains.
  3. Call identify in the app after sign-in (see Events and identify).
  4. After a day, check Kept the same ID across a hop is 80% or more. Then build the funnel from pricing page to sign-up.

Count renewals and invoices, not only clicks

  1. Add a Server source in Sources and create a key.
  2. Send Invoice paid from your billing code with the same user ID your app identifies with. See Server-side tracking.
  3. Build a funnel from $pageview on /pricing to Invoice paid, with a 30-day window.

Is my tracking working?

  1. Open Realtime and, in another tab, click around your site. Events should appear within seconds.
  2. For a custom event, pick it in Events, expand a row and read Your properties.
  3. In Sources, each source should say Receiving.

A weekly board for a client

  1. Switch to the client’s project with ⌘J.
  2. Click New board, name it Weekly report, and start from Acquisition.
  3. Add the client’s key funnel from Saved reports, and a Note for your commentary.
  4. Set Last 7 days, turn on Compare, and click Save as default.
  5. Invite the client to the project as a Member, so they can open the board themselves.

More in Boards.

Monday morning across every client

  1. Turn on the Weekly digest in the agency alerts inbox, once.
  2. On Monday, read the email for visitors changes, firing alerts and stopped sources.
  3. Open the agency home and click Needs attention.
  4. Hop between clients with ⌘J. Your date range and filters come along.

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