Automate goals and funnels

How to do it

1. 1

   Create an API key from Settings > API keys and store it outside the repository.

2. 2

   Send the workspace-scoped goal or funnel definition using the Goals API or Funnels API contract.

3. 3

   List the saved definitions and open Conversions to verify the dashboard result.

4. 4

   Choose Attempts, configure the attempt ID property, and add up to 20 required steps. Send the same ID on each event and keep it across resumed sessions.

5. 5

   An attempt starts when the entire first required step is satisfied. That event starts the conversion window and supplies cohort properties. An unfinished first group is not a started attempt; use separate steps to measure losses within the group.

6. 6

   Use a finite conversion window. Compare pending attempts, confirmed drop-off, and per-step completion, then export all matching cohorts.

What to check

• The definition belongs only to the intended workspace
• Updates preserve stable identifiers and expected step order
• Two incomplete attempts cannot combine into one completion
• Completion, ordering, and coverage checks use retained events, not inferred missing history