Configure a flow visualization

Flow visualizations help you understand the journey stemming from or leading up to a specific conversion event on your website or your app. It traces a path through your dimensions (and dimension items) or metrics. Flow visualizations let you configure the start or end of the path you are interested in, or analyze all those paths that flow through a dimension or dimension item.

Configuration steps

1. To start creating a flow diagram, add a blank panel to your project and click the visualizations icon in the left rail. Then drag the Flow visualization into the panel. Or drag the Flow visualization into an existing project.

2. Anchor your Flow visualization using one of three options:

   • Starts with (metrics, dimensions, or items), or
   • Contains (dimensions, or items), or
   • Ends with (metrics, dimensions, or items)

   Each of these categories is shown onscreen as a “drop zone.” You can populate the drop zone in 3 ways:

   • Use the drop-down menu to select metrics or dimensions.
   • Drag items from the dimensions or metrics list.
   • Use search to find the dimension or metric that you are looking for.

   For example, let’s assume that you want to trace everything that leads up to a checkout event. You would drag a checkout-related dimension or metric (such as Order exists) into the Ends with drop zone.

3. If you choose a metric, you also need to provide a Pathing Dimension, as shown here, that you will use to build the path. The default is Page.

   

   IMPORTANT

   Calculated metrics cannot be dropped into the Starts with or Ends with drop zones.

4. (Optional) Click Show Advanced Settings to configure Advanced Settings:

   

   Setting	Description
   Wrap labels	Normally, the labels on the Flow elements are truncated to save screen real estate, but you can make the entire label visible by checking this box. Default = unchecked.
   Include repeat instances	Flow visualizations are based on instances of a dimension. This setting gives you the option to include or exclude repeated instances, e.g. Page reloads. However, repeats cannot be removed from Flow visualizations that include multi-valued dimensions, such as listVars, listProps, s.product, merchandising eVars, etc. Default = unchecked.
   Limit to first/last occurrence	Limit paths to those that start/end with the first/last occurrence of a dimension/item/metric. See the section below entitled “Example scenario for ‘limit to first/last occurrence’” for a more detailed explanation.
   Number of Columns	Determines how many columns you want in your Flow diagram.
   Items expanded per Column	How many items you want in each column.
   Flow Container	Visit Visitor Lets you switch between Visit and Visitor to analyze visitor pathing. These settings help you understand visitor engagement at the visitor level (across visits), or constrain the analysis to a single visit.

5. Click Build.

View and change the Flow output

A summary of the Flow configuration appears at the top of the diagram. The paths in the diagram are proportional. Paths with more activity appear thicker.

To drill down further into the data, you have several options:

• The flow diagram is interactive. Mouse over the diagram to change the details that are shown.

• When you click on a node in the diagram, the details for that node appear. Click on the node again to collapse it.

  

• You can filter a column to display only certain results, such as including and excluding, specifying criteria, etc.

• Click the plus sign (+) on the left to expand a column.

• Use the right-click options explained below to further customize the output.

• Click the pencil icon next to the configuration summary to further edit the flow or rebuild it with different options.

• You can also export and further analyze your Flow diagram as part of a project’s .CSV file by going to Project > Download CSV.

Filtering

Above each column, a filter appears when you hover over it. By clicking the filter, you get the same filter dialog that exists in the Freeform table today. This filter works the same as it does in the Freeform table.

• Use advanced settings to include or exclude certain criteria with our list of operators.
• Once you have filtered an item from the list, that specific column will reflect the filtering. (The filter either reduces it to only show the item allowed in the filter, or it removes all items except for the one item you want in the filter.
• All downstream and upstream columns should persist, as long as there is data flowing into the remaining nodes.
• Once applied, the filter icon appears in blue above the column it is filtering.
• To remove a filter, click on the filter icon to open the filter menu. Remove any filters applied and then click Save. The flow should return to its previous, unfiltered state.

Right-click options

Example scenario for ‘limit to first/last occurrence’

When using this option, keep in mind that:

• Limit to first/last occurrence counts only the first/last occurrence in the series. All other occurrences of the Starts with or Ends with criteria are discarded.
• If used with a Starts with flow, only the first occurrence that matches the start criteria is included.
• If used with an Ends with flow, only the last occurrence that matches the end criteria will be included.
• The series used differs based on the container. If using the Visit container, the series of hits will be the session. If using the Visitor container, the series of hits will be all the hits for a given user in the provided date range.
• The Limit to first/last occurrence option can be configured in the advanced settings when using a Metric or Dimension Item in the “Starts with” or “Ends with” fields.

Example series of hits:

Home > Products > Add to cart > Products > Add to Cart > Billing > Order Confirmation

Consider a flow analysis using the following settings:

• Start with Add to cart (Dimension Item)
• Page pathing dimension
• Visit container

If Limit to first/last occurrence is disabled, then this single series of hits counts 2 occurrences of “Add to Cart”.
Expected Flow Output:
“Add to Cart” (2) —> “Products” (1)
-> “Billing” (1)

However, if Limit to first/last occurrence is enabled, only the first occurrence of “Add to cart” is included in the analysis.
Expected Flow Output:
“Add to Cart” (1) —> “Products” (1)

Consider the same series of hits but using the following settings:

• Ends with Add to cart (Dimension Item)
• Page pathing dimension
• Visit container

If Limit to first/last occurrence is disabled, then this single series of hits would count 2 occurrences of “Add to Cart”.
Expected Flow Output:
“Products” (2) <— “Add to cart” (2)

However, if Limit to first/last occurrence is enabled, only the last occurrence of Add to cart would be included in the analysis.
Expected Flow Output:
“Products” (1) <— “Add to cart” (1)

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