Process Builder

Create funnel definitions in Behavior Intelligence Process Builder: templates, step matching, outcomes, dry-run preview against live events, save and delete.

Opening Process Builder

Access Process Builder from the Funnels page empty state, edit links on process cards, or the main navigation. The builder is a management screen requiring can_manage capability—it does not appear for view-only roles.

Template gallery

Start from templates such as lead capture, ecommerce checkout, or content signup funnels. Templates pre-populate step types and suggested event matchers. Customize names and URLs to match your site, then save as a new process definition.

Templates accelerate setup but never replace verifying tracked components exist on each step URL.

Process metadata

Each process includes:

• Name — Appears on Funnels cards and exports.
• Description — Internal documentation for your team.
• Enabled — Controls whether metrics accrue.

Defining steps and outcomes

Steps match ingested events by type and constraints:

1. Page view steps — URL path or pattern when user loads a page.
2. Click steps — Component UUID from Tracking Plan when user clicks a CTA.
3. Custom event steps — Named custom_event payloads from theme hooks.

Outcomes mark success—often the final thank-you page or a goal event. Without an outcome, completion metrics still measure reaching the last step but not post-funnel conversions.

Dry-run preview

Dry-run evaluates recent stored events against your draft definition without saving. You see matched session counts per step and where matching fails. Always dry-run after changing selectors or URLs.

Saving and maintenance

Save publishes the definition to the processes store. Delete removes configuration but may retain historical aggregates for audit—confirm in your retention policy. Document major edits in Growth Plan linked items so future you knows why completion rates shifted.

Version control mindset

Treat process definitions like code: note change reason in description field, dry-run before save, disable old funnels instead of editing mid-campaign. Large restructures deserve new process IDs so historical trends remain comparable.

Testing checklist

1. Each step URL loads tracked components in Tracking Plan.
2. Custom events fire in browser devtools network panel.
3. Dry-run shows non-zero matches for last 7 days.
4. Manual test session appears in Funnels within one hour.

Additional best practices

Behavior Intelligence works best when tracking coverage, funnel definitions, and team review rituals stay aligned. Revisit this guide after major site changes—new theme, consent plugin, or checkout provider—and confirm Realtime, Data Quality, and Tracking Plan still agree.

Share direct help links from the in-app help panel so teammates read the same canonical definitions. Press Ctrl+K in the help center to jump between related guides quickly.

• Align date ranges before comparing metrics across pages.
• Document segment names when sharing screenshots.
• Verify fixes in Realtime before closing Growth Plan items.
• Keep UTM conventions consistent for Marketing and Traffic.
• Schedule AI analysis after enough post-change data accumulates.

Working with the global toolbar

Every major Behavior Intelligence report page shares a global toolbar controlling date range, comparison mode, saved views, and active segments. Understanding this toolbar prevents the most common reporting mistake: discussing metrics that look contradictory because two pages use different ranges or filters.

Date ranges support presets (last 7, 28, 90 days) and custom intervals. Comparison mirrors the prior period of equal length. When comparison is off, KPI deltas hide—do not assume zero change. Saved views capture all toolbar state; teach teammates to check the view name in the header before screenshotting for leadership.

Connecting insights to action

Analytics value appears when insights change behavior. Behavior Intelligence routes findings through Growth Plan, Anomalies, and AI Intelligence into prioritized work. A metric without an owner becomes wallpaper. Assign DRI (directly responsible individual) per Growth Plan card and set verification dates.

Cross-link investigations: Traffic anomaly → Sessions sample → Journeys path → Tracking Plan coverage → Funnel step fix. This sequence resolves most conversion mysteries without external tools.

Data freshness expectations

Raw events ingest in near real time on Realtime. Daily aggregates power most dashboard KPIs and typically finalize after processor cron completes overnight in site timezone. Intraday numbers on Traffic are directional, not audit-final. Export via Report Builder after period close for finance-adjacent reporting.

Security and access control

Report data stays inside WordPress authenticated admin. REST endpoints require configured capabilities. Do not expose API keys or disable capability checks for convenience. View-only roles should not access Settings, Tracking Plan writes, or AI job triggers unless policy explicitly allows.

Module updates and compatibility

After Imaginit Core or Behavior Intelligence updates, revisit Getting Started verification steps: Realtime test, Data Quality health, one saved report run. Release notes may add event types or metrics—refresh Report Builder definitions if preview validation fails. Theme changes always trigger Tracking Plan re-crawl before trusting click metrics.

Keyboard shortcuts and help search

From any Behavior Intelligence admin page, open in-app help links to jump to the matching guide on the public help center. Within the help site, press Ctrl+K or Cmd+K to open Spotlight search across all articles, headings, and keywords. Search for metric names, page titles, or tasks like "export CSV" to find the right workflow without browsing the sidebar.

Bookmark frequently used guides for your role: content editors often need Content Performance and Organic Search; engineers need Tracking Plan and Data Quality; leadership prefers Overview and Reports email summaries.