Analyze the Step Funnel
See where a sequence loses momentum. WorkOnward Reach’s step funnel is available on individual campaign detail pages so you can inspect performance step by step, not only campaign by campaign.
Before you begin
- Open a launched campaign from Outreach > Campaigns
- Make sure the campaign has sends across multiple steps
Step by step
- Go to Outreach > Campaigns and open the campaign you want to inspect.
- Scroll to the performance area that includes the step funnel.
- Review the sent volume for each step.
- Compare opens, clicks, and replies at each step to spot drop-off.
- Use what you learn to rewrite weak steps, adjust delays, or remove unnecessary follow-ups.
What the funnel helps you answer
- Which step earns the most replies
- Where opens begin to fall off
- Whether follow-ups are still creating clicks
- Which subject lines lose momentum after step one
The current main analytics page does not show the step funnel directly. Use the campaign detail view when you want sequence-level drop-off analysis.
What happens next
Once you identify a weak step, you can edit the sequence, update templates, or duplicate the campaign and test a cleaner follow-up path.
Tips
- Focus first on steps one and two because they drive most of the outcome
- Remove weak follow-ups instead of adding more volume to a poor sequence
- Pair funnel review with campaign metrics so you keep both rate and volume in view
Next step: Inspect contact-level analytics