Track the customizer funnel and conversion

See how shoppers move from product views to opening the customizer, completing a design, and ordering, and read add-on attach rate and your customer mix.

This guide shows you how to read the customizer funnel, add-on attach rate, and your customer mix in Composerie analytics. It is for merchants who want to find where shoppers drop off and which extras are worth keeping. You will use the Personalization tab and the Customers tab on the Analytics page.

Read the customizer funnel

The Customizer funnel shows the path a shopper takes from seeing a product to placing an order. You can find it in two places: the Personalization tab, or the Customizer funnel card on the Overview tab. Both show the same four stages.

The four stages, top to bottom, are:

  • Product views how many times shoppers viewed a personalizable product.
  • Customizer opened how many of them opened the customizer.
  • Design completed how many finished a design.
  • Orders how many placed an order.

Each stage is a bar. The bar is sized against the largest stage, so the longest bar is the stage with the most activity. Next to each label after the first, a small percent shows the step conversion from the stage right above it. That percent is this stage divided by the one above, so you can see how many shoppers carried on at each step.

These numbers tell you where shoppers fall away. Many views but few opens points to your product page: the call to action may be hard to find. Many opens but few completions points to the design step: shoppers start a design but do not finish.

The stat strip at the top of the Personalization tab repeats the headline numbers. It shows Customizer opens, Completions, and the Completion rate. Completion rate is completions divided by opens, so it is the share of shoppers who finished a design after opening the customizer.

The four funnel stages, each with its count and step conversion from the stage above.

When the funnel and conversion show no data

Product views, opens, and completions come from real activity. Views are recorded on your storefront, and opens and completions are recorded inside the customizer. Composerie records all of these automatically once the customizer is live on your product pages. You do not set anything up by hand.

Until those events arrive, the funnel does not draw a chart. Instead it shows a short message titled “Funnel data is building up”. This is on purpose: an empty funnel is honest, and a faked chart would mislead you. During this window, the Conversion rate on the Overview KPIs can also read low, because it is orders divided by product views, and product views may still be zero.

If the funnel stays empty after shoppers have visited your product pages, the customizer is probably not placed on your theme. Walk through the Shopify integration guides to add it: see make Composerie visible on your store and the customizer theme block. If the block is there but the customizer still does not show, see customizer not appearing.

Orders always show, even before any activity arrives. That stage reads from your real orders, not from the activity stream, so it does not depend on views being recorded.

On a new store, the funnel shows this teaching state until views and customizer activity come in.

Check add-on attach rate and margin

On the Personalization tab, the Add-on performance card shows how well your add-ons sell. Add-ons are the paid extras a shopper can choose during personalization, like gift wrap or a premium finish.

The card shows three numbers and a list:

  • Attach rate the share of order lines that included at least one add-on. A higher rate means more shoppers are taking the extras.
  • Add-on revenue total add-on sales for the range.
  • Add-on margin what you kept on add-ons after provider cost.
  • Top choices the add-on options shoppers picked most often.

Use Top choices to decide what to keep. An add-on that almost no one picks is a candidate to drop or rework. One that many shoppers choose is worth featuring.

Attach rate also appears as the fourth stat in the strip at the top of the Personalization tab, next to Customizer opens, Completions, and Completion rate.

If you sold no add-ons in the selected range, the card shows a short empty message instead of the stats.

Attach rate, revenue, and margin for your add-ons, with the most-chosen options listed.

To set up or price add-ons before you measure them, see add-ons.

See new versus returning customers

The Customers tab shows who is buying: how many are new, how many are coming back, and who spends the most. A customer counts as returning when they placed an order before the start of the range you are viewing. Everyone else in the range counts as new.

Open the Customers tab

On the Analytics page, click the Customers tab. The page loads the customer figures for the date range you have selected.

Read the stat strip

At the top you see Total customers, New customers, Returning customers, and your Repeat rate for the range. Repeat rate is the share of customers who had ordered before.

Read the New vs returning bar

The New vs returning bar splits your customers into two colours, one for new and one for returning. It lets you read the mix at a glance without doing the maths.

The customer stat strip, the new versus returning split, and the top customers table.

Review the Top customers table

The Top customers table lists your highest spenders. For each one you see their order count, total spend, and last order date. Use it to find the buyers worth following up with.

Why is my returning customer count zero?

Returning means a customer ordered before the range started. If your store is new, or your range reaches back to your first order, there is no earlier history, so everyone counts as new.

Does the funnel use orders or activity events?

The first three stages use storefront and customizer activity events. The Orders stage reads from your real orders, so it shows even when the activity events have not arrived yet.

Why does my conversion rate look so low?

Conversion rate is orders divided by product views. If product views are not being recorded because the customizer is not placed on your theme, the rate reads low. Confirm the customizer is live on your product pages.

Next

To see how these tabs fit with the rest of your reports, read the analytics dashboard overview.

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