The Tag Funnel template displays the number of contacts in a list of tags and displays them over a given date range.
Search for the Template
To begin, click the “+” icon on your Dashboard and type tag funnel into the search bar. Then select the Tag Funnel template.
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Chart Tab
Miscellaneous
Under Misc Options there are multiple data points that you can include in the chart. I’ll check all of them.
- Show Number of Contacts: This displays the total number of contacts in the funnel in the top right-hand corner of the graph.
- Show Total Funnel Conversion: This shows the total conversion in the funnel from the first tag to the last tag.
- Show Conversion From First Tag: This shows the conversion of a given tag from the first tag in the funnel.
- Show Conversion From Previous Tag: This shows the conversion of a given tag from the tag before it.
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Options Tab
Select Tags
Navigate to the Options tab. Begin adding tags as they occur in your funnel.

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If necessary, you can drag and drop the tags in a different order.
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
Duration (Date Range)
Now set your Duration. I’m going to choose Static Dates and set the dates the contact entered the funnel between January 1st and January 8th of 2016. I will set the funnel to stop measuring on January 22nd to give my contacts plenty of time to progress through the funnel.
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Criteria Builder Tab
For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.
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Once you have your everything set, click Save Preferences on This Widget.
Relevant Articles
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