Create a Conversion Funnel

The most impactful way to utilize the events emitted from Transact is to create a conversion funnel. This guide shows you how to create your first funnel using the tools of your choosing, thereby gaining visibility into the journey your customers go on as they move through the Atomic flow.

We'll start by setting up a listener for the interaction events emitted by Transact so that data can be captured in your system.
Then, we'll identify the primary points of the flow which you'll want to capture.
Lastly we'll make some recommendations for best practices when creating a funnel.

There are many analytics platforms on the market so we will refrain from making recommendations with respect to tooling choices.

Set up a listener

If you are utilizing an analytics platform such as Google Analytics , Mixpanel, or Posthog, you will want to ingest all of the events emitted by Transact and use your platform to create the funnel.

Setting up the listener only takes a couple of steps:

Add a listener to your Transact configuration which handles the onInteraction events emitted from Transact.
Create an async function to make an API call to send the interaction events to your analytics platform.

Transact event listener example

This example is simplified for readability. Use this snippet wherever you are launching Transact, along with any additional listeners or configuration parameters.

listener.js


  import { Atomic } from '@atomicfi/transact-javascript'

  Atomic.transact({
    // your Transact config params here...

    onInteraction: async (interaction) => {
      await sendAtomicEventsToAnalyticsPlatform(interaction)
    },

    // the rest of your config params...
  })

Choose your events

There are waypoints along the journey through Transact's UI which you will want to capture, e.g. initializing Transact or viewing the success screen.

For your first funnel, we recommend creating a simple conversion funnel limited to a small subset of events such as:

Initialized Transact
Viewed Login Page
Clicked Button To Start Authentication
Viewed Task Completed Page

This will give you a good overview of the flows users go through as they make their way through the Transact UI:

Launching Transact
Selecting an employer or payroll system
Entering their credentials to start authentication
Successful task creation

For reference, all events emitted by the Transact SDK can be found in the Interaction Events in the Event Listeners section of the Transact reference page.

Events list in the Console Emulator

You can see all the interaction events as you navigate through the SDK in the Emulator .

Screenshot of the Atomic Console Emulator with a highlighted events in the Events List panel.

Create your funnel

Now that you have a listener to capture and forward events to your analytics platform, as well as selected the events you'd like to use to create the funnel, it's time to build the funnel.

Go into your analytics platform and create a new blank funnel. Select the events in the order by which your users will encounter them as they progress through the Atomic flow. This will enable you to see the percentages of users who reach each stage in the journey.

By analyzing this data you can see the percentages of users who achieve each stage in the flow. Using this knowledge you can optimize your usage of Atomic.

Example conversion funnel

Diagram showing a funnel with the 4 events listed for each stage in the funnel.