What You'll Need to Get Started

In order to follow along with the instructions in this article, you will require the following items.

  • A Website or Landing Page
  • A Funnelytics Workspace
  • A Funnel inside the Workspace
  • At least 1 Step in the Funnel

Funnelytics Lingo

Workspace – A Workspace can be thought of as a folder or container that houses one or more funnels. Each workspace has its own tracking script. Therefore all funnels that live in the same workspace share the same tracking script.

Funnel – A Funnel is a series of steps (pages, traffic sources, and actions) mapped on the Funnelytics canvas. A funnel lives inside a workspace and is tracked using the workspace's tracking script.

Step – Steps are the building blocks of a funnel. Whether it is a page, traffic source, or action these are all steps in your funnel.

Link – Links connect all the steps in your funnel. They allow you to see the total number of people and the percentage that flows between each step.

SECTION I - Installing the Script

In this section, we will be showing how to install the script on Shopify.

Step 1 – Copy Funnelytics Workspace Tracking Code

At this point, you should already have created a Workspace and a Funnel with at least 1 page step in your Funnelytics account. If you have not yet done that, go do it now.

To set up Funnelytics tracking, you need to locate the tracking script for your Workspace. There are two places you can find it.

OPTION 1 – Under Workspace Settings

  1. Select your Workspace
  2. Click Settings
  3. Agree to Funnelytics Terms of Use
  4. Select and Copy the Tracking Script

OPTION 2 - Inside your Funnel’s Settings Panel

  1. Open your Funnel
  2. Open the Funnel Setting Panel in the Funnel Canvas
  3. Select and Copy the Tracking Script from the Settings Panel

Step 2 - Paste Funnelytics Code into Shopify

In your Shopify Store Page:

  1. Click Online Store
  2. Click 'Customize'
  3. Select the 'Theme Actions' dropdown, click 'Edit Code'
  4. Select your 'theme.[yourtheme]'

Then paste the tracking script above the last </body> tag and click Save!

Note: As soon as you click 'Save', the tracking script will start collecting data about visitors to your site.

Step 3 - Verify the Script is Loading on Your Site

To verify the code is loading on your pages navigate to any page on your site in Google Chrome.

Click the menu button in the upper-right hand corner of the browser and select More Tools > Developer Tools

You will see a new panel open.

  1. Ensure you have the Elements tab highlighted
  2. Click anywhere in the HTML code (ensure a line is highlighted)
  3. Press CTRL + F on Windows or Command + F on Mac and type window.funnelytics into the search bar that appears

If you see the text window.funnelytics highlighted in yellow, you have successfully installed the script on your site!

SECTION II - Verify Funnelytics Tracking in the Canvas

At this point, you should perform a second check to ensure that Funnelytics is pulling data into the Canvas.

STEP 1 - Open Your Funnel

You need to ensure that you have at least 1 page in your funnel in order to complete this section.

If you haven’t done so yet

  1. Add a Page to your funnel
  2. Open the Page Settings
  3. Set the Page URL to a page on your site.

STEP 2 - Analyze Your Funnel

Next, we will enter the Numbers layer to pull data into our funnel.

  1. Refresh your Analytics if you don’t see a green checkmark
  2. Click Numbers
  3. Ensure the number underneath your page is greater than 0

NOTE: If the number still reads zero, navigate to a page on your website that you have mapped in your canvas and refresh it to generate some data.

Follow the above steps again and the number should read greater than 0.

If you just want a quick rundown of some of our most common questions about the dashboard, check out our Installing & Tracking FAQ or contact the Funnelytics Support team via our chat!

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