See how your flow is doing

You've put a question, quiz, or offer on your website. Now you'll see whether people use it and where they stop, so you can decide what to improve or leave alone.

This guide picks up after you've published your first flow and your snippet is receiving real visitor activity. You'll use those visits to make one focused decision, rather than change several things and wonder which one helped.

1. Decide what you'd like visitors to do

Pick the action that matters for this flow. Do you want someone to submit a form, reach their quiz recommendation, or click through to a page?

Our example business, WorkForge (opens in a new tab), asks visitors about their team and offers a planning guide. It wants to know how many people who see the signup form submit it.

Choose the matching measurement. A flow completion counts a recorded ending. A form conversion counts a submission. If you want to measure an action on an existing website page, create a conversion goal for a page view, click, or form submission. None of these automatically confirms a purchase or booked appointment in another system.

If you're measuring updates to your email platform, you'll need a connected integration, a way to identify the contact, and the right field mapping. Check the test contact in your email platform to confirm the answer reached the expected field. Collected answers and successful contact updates are separate measurements.

2. Pick the dates you'll compare

1. Open Dashboard.
2. Under Analytics, choose 7 days, 14 days, or 30 days.
3. Read the dates under each chart and any note about incomplete tracking.

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Analytics with the 7, 14 and 30 days picker, large Opt-ins and Visitors charts, and smaller Form views, Opt-in rate and Campaign reach cards compared with last weekOriginalOriginal

The date selector changes Analytics, the detail card under it, and the Flows & widgets column. The summary line under the ask box and Righty's ideas keep their own dates. The dashboard reference explains the reporting windows if two sections show different numbers.

Jot down the action you're measuring, the flow or form, the covered dates, and any tracking limitation. If you change the setup during that period, note when you changed it too. That gives you a comparison you can repeat later.

3. See how many people take the next step

Find the relevant cards under Analytics. For WorkForge's signup, the large Opt-ins card and the smaller Form views and Opt-in rate cards show it, and Top converting pages below them shows where people signed up. The Flows & widgets column near the top also shows each flow's form views and opt-ins, or how many people started and finished.

Hover over a card's name to see what its rate uses. For a signup form, you want to compare submissions with people who saw the form, not everyone who visited your website.

Quiz completion uses runs, while routing rate compares distinct visitors routed with distinct visitors who started. And don't add daily visitor counts to get a period total. Someone who returns on several days can appear on each day.

If a measurement is unavailable or partial, follow the notice beside it rather than treating it as zero. A notice about improved tracking after your next publish means new activity will be captured from then on. It won't fill in missing history.

4. Find where people stop

1. Open Flows and select your flow.
2. Open Metrics.
3. Compare Views, Starts, and Submissions, then each question's Asks and Completions. Top Drop-off Points lists the steps where the most people stopped.
4. Open Activity and select a recorded run to see the path that visitor took.

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Survey Flow Metrics panel with the date range, heat map and path flow switches, performance totals, how runs ended, key insights and top drop-off pointsOriginalOriginal

If people reach WorkForge's team question but don't continue, we'd look at the wording and the recorded path. If they finish the quiz but never see an offer, we'd check the routing and who can see the offer.

You can also choose Table view in Activity to compare runs and answers. Each row is one run, with a column for each question. Stopped here marks the question where an unfinished run stopped, and Abandoned under Outcome names that step. Select an answer to show only the runs that gave it.

To see which way people went at a Condition, select it on the canvas and open its Activity tab. Each run shows Went down with Yes or No.

A low rate tells you where to look, not which setting is wrong. The flow metrics reference explains the counts and the responses table in more detail.

5. Choose one thing to improve

If a path is broken, fix it before testing new wording. If the path works but people rarely take the next step, choose one question or offer to work on. If there isn't enough activity yet, let the flow collect more data.

For a wording change you want to compare, use question and offer tests. For website personalization, use campaign experiment decisions. A higher conversion rate for one segment isn't the same as a randomized test.

If you make a change, test it before it goes live:

1. Choose Preview on your site in the bar at the bottom of the dashboard. Use Choose preview URL to start on the real page visitors use.
2. Follow the path you changed. Use the debugger docked at the bottom of the page to see what RightMessage knows and why it shows each question or offer.
3. Once you're happy with it, choose Publish and review your changes.
4. Visit your site without the debugger and follow the same path as a visitor.

Testing your changes covers fresh and returning visitors. Use real visitor activity for your report, not your debugger session.

You'll know what to do next when you can point to the step people reach, the action they take, and the dates those numbers cover. Next, review Righty's recommendations for help turning what you've learned into a draft you can review and publish.