Step 1: Open Funnels
From your CleverTap dashboard, go to Analytics → Funnels. Click + Create Funnel in the top right corner.
Step 2: Add the first step (Sign Up)
In the funnel setup screen, choose Event 1 and select your event (Sign Up).
This is the first step where users enter your funnel.
Step 3: Add the second step (Trial Started)
Click + Add Step and select the event that shows a user has started their free trial (Trial Started).
This shows how many users moved forward after signing up.
Step 4: Add the third step (Trial Converted)
Add one more step and select the event that marks a successful conversion (Trial Started).
This completes your funnel.
Step 5: Set filters and time range
Choose the time range you want to analyze, like “Last 30 days.”
You can also add filters to look at a specific group of users (for example, country or platform).
Step 6: View the results
Click View Funnel. CleverTap will show how many users completed each step and where they dropped off.
You’ll see the total conversion rate and can switch views between absolute numbers and percentages.
Step 7: Save the funnel
Click Bookmark Funnel, name it clearly (for example, Trial Conversion Funnel), and save it to your dashboard so you can check progress anytime.