What is Path Finder and which teams benefit most from it?
Path Finder is a powerful feature within the Hoop platform that provides customer journey analytics. It is essentially a sophisticated reporting tool that visualizes the sequence of customer events leading to conversions and revenue. This feature shows exactly how every customer interaction impacts your business goals.
Marketing and commerce teams benefit significantly by using Path Finder. They can analyze customer journey data to pinpoint critical conversion readiness points, ensuring the right touchpoints are placed at the most impactful moments. This optimization accelerates growth and improves the efficiency of both acquisition and retention strategies.
How does Path Finder work to improve conversion rates?
Path Finder maps and measures the entire customer journey across various stages. It tracks contacts, deals, and tickets, measuring conversion rates with high precision. Journey reports reveal where customers engage successfully and, more importantly, where they drop off.
The feature includes tools like Stage Analysis, Top Events, and Conversion Paths to discover conversion drivers. You can use these insights to optimize touchpoints, remove friction, and accelerate lead progress from visits to meetings and closed deals. The beta feature, Pathfinder, uses AI to automatically surface the top paths, speeding up report creation and uncovering hidden patterns without manual setup.
What are the usage limits and pricing plans for Path Finder?
Path Finder is available across the core, pro, and enterprise subscription plans on the Hoop platform. The usage limits are quite generous, supporting comprehensive analysis over long periods. You can analyze up to 5 years of historical data and process up to 20 million unique events for a single report.
When building a report, you have the flexibility to define the scope. Users can include a maximum of 20 stages and 15 unique steps. This allows detailed, multi-step journey mapping for intricate customer processes. The ability to handle large data volumes ensures that your analysis is always based on a complete and accurate picture of customer behavior.
How quickly can new users set up their first customer journey report?
Setting up your first customer journey report with Path Finder is designed to be fast and intuitive. New users can achieve rapid time-to-value by starting with sample templates available in the Hoop platform. These templates provide pre-configured stages and steps, minimizing the initial setup effort.
Alternatively, you can start reports from scratch, choosing the relevant data source and defining stages and steps for granular tracking. AI assistance via the Pathfinder beta feature also speeds up creation by suggesting relevant stages, events, and milestones. The robust framework means that once the initial report parameters are set, data population is swift, allowing you to begin analyzing conversion paths almost immediately.
What specific data sources are compatible with Path Finder analysis?
Path Finder is designed to seamlessly integrate with your core customer data within the Hoop platform. You can build detailed journey reports using three primary data sources, depending on your subscription level. These sources capture different aspects of the customer lifecycle:
- Contacts: Tracking individual person records and their interactions.
- Deals: Monitoring sales opportunities as they move through the pipeline.
- Tickets: Following customer service and support issues from submission to resolution.
Furthermore, Path Finder supports the inclusion of anonymous visitors for steps like website visits and form submissions. The availability of this anonymous data is dynamic and relies on the specific step selected for measurement, ensuring a broad view of all site activity.
How does Path Finder handle data privacy and security for customer journeys?
The Hoop platform prioritizes data privacy and security when processing customer journey information. All data analyzed in Path Finder reports adheres to strict internal compliance standards. The raw data used to generate the reports remains secured within your dedicated instance of the Hoop platform.
When analyzing anonymous visitor data, standard privacy protocols are maintained, focusing on behavioral patterns rather than personal identification. You also control how reports are used and shared, as the feature allows you to set permissions for sharing reports across teams, ensuring sensitive insights are only accessible to authorized personnel. Data can be exported for deeper analysis in compliance with your organization's security policies.