Create cross-application conversion funnels

task brazil Updated Sep 10, 2026 2 min read create-conversion-funnel-for-cross-application.md
Raw file servicenow.com

Conversion funnels outline a sequence of steps to measure user progression, identify drop-off points, and track the time taken for each transition. The cross-application capability eliminates the requirement for every step to be in the same application.

Before you begin

Role required: none

About this task

Each funnel step has its own application picker, which is what makes a cross-application journey possible. A step can target all applications or one specific application, so consecutive steps can follow a user from one application into another.

The scope of the funnel is set by the first step:

  • Session based

    Counts only users who completed the subsequent steps within the same session. Use this scope to answer questions such as how many users who opened the Service Operations Workspace home page discovered a new feature in that same session.

  • User based

    Counts users who completed the subsequent steps at any time, with no single-session constraint. Use this scope for journeys that span multiple visits, such as how many users completed a training course after visiting the learning portal.

Procedure

  1. Navigate to All > User Experience Analytics

  2. Select All Applications from the application picker dropdown.

  3. In the left navigation, select Conversion funnel.

    The cross-application Overview page opens.

  4. Select the scope of the funnel.

    • To require that all steps occur within one session, select the session-based option.
    • To allow the steps to occur across multiple sessions, select the user-based option.
  5. Create a conversion funnel.

    [Omitted image "usage-create-cross-app-funnel.png"] Alt text: Create a cross-application funnel

    The New Funnel dialog box opens on the Overview step.

  6. Complete the Overview step, and then continue to the Steps step.

  7. In Step Type, select the type of activity that the step represents.

    Available types include Session Start (1st) and Session Start (any) to anchor the journey, and Page View and Event Trigger to capture a specific page or action, including chat events.

  8. Select the page or event for the step.

    [Omitted image "usage-create-croos-funnel-steps.png"] Alt text: Steps to create cross-app funnel

  9. Add the next step, and configure it against a different application.

    For example, if the first step targets the Home page of Service Operations Workspace, set the second step to the Create dashboard page of Platform Analytics Workspace.

  10. Repeat the previous step to add further steps to the journey.

  11. Save the funnel.

Result

The funnel reports the number of users who reached each step and the drop-off between steps, across the applications that the steps target.

Tip

Select Session Start (any) for the first step when you want the funnel to begin from any visit. Then, add Page View or Event Trigger steps to measure what users do next, in one application or across several.

Parent Topic:Create a conversion funnel

Keywords cross application funnel
Search documentation
Search document titles and file paths on the brazil branch