Fullstory: The Fastest Path to Proficiency

Getter Chen
4 min readOct 7, 2024

In my previous article, Fullstory vs Hotjar: Which session recording tool is best for your team?”, I highlighted the advantages of using Fullstory for data tracking. However, its vast array of features and the volume of data it captures can overwhelm beginners, requiring significant time to become familiar with the tool.

When logging into Fullstory with existing data, the Home screen may seem confusing, as key features aren’t immediately obvious.

In this post, I’ll walk you through the fastest path to proficiency by focusing on the most frequently used features in the following order:

Session Replay > Visit > Click > Search > Funnel > Dashboard > Segment

Among these, Visit and Click are filters, while Session Replay shows the filtered results. The other four serve as entry points for viewing data.

Key Approach by Getter:

  1. As a user, I need to filter the user behavior I want to analyze (via Session Replay) using Visit and Click. The filtering interface that organizes these is the Funnel.
  2. By entering Visit or Click keywords into Search, you can quickly add a new funnel or check if a relevant funnel (or other charts) already exists.
  3. Using the Dashboard, you can effectively combine multiple funnels (or other charts), while Segment allows for further grouping of users based on dashboard or funnel data.

Here’s an optimized English translation of the blog post:

Fullstory: The Fastest Path to Proficiency

In my previous article, “Fullstory vs. Hotjar: How to Choose a User Behavior Recording Tool?”, I discussed the unique advantages of using Fullstory for data tracking. However, the sheer volume of features and data it captures can overwhelm beginners, requiring considerable time to get comfortable with the tool.

When you log into Fullstory with existing tracking data, the Home screen can feel confusing, as the most frequently used features aren’t immediately visible.

In this post, I’ll walk you through the fastest path to proficiency by focusing on the most frequently used features in the following order:

Session Replay > Visit > Click > Search > Funnel > Dashboard > Segment

Among these, Visit and Click are filters, while Session Replay shows the filtered results. The other four serve as entry points for viewing data.

Key Approach by Getter:

As a user, I need to filter the user behavior I want to analyze (via Session Replay) using Visit and Click. The filtering interface that organizes these is called a Funnel.
By entering Visit or Click keywords into Search, you can quickly add a new funnel or check if a relevant funnel (or other charts) already exists.

Using the Dashboard, you can effectively combine multiple funnels (or other charts), while Segment allows for further grouping of users based on dashboard or funnel data.

Feature Overview

Session Replay / Visit / Click

When using Fullstory, the most valuable information is often the session replays of users who meet specific behavior criteria and the number of such cases.
Each session replay contains the user’s Visit (URLs they visited) and Click (button clicks, link clicks, etc.). In Fullstory, you can filter sessions by conditions like visiting a specific page or clicking a certain button to see the matching/non-matching session replays.

Funnel / Search

Compared to similar features like segment, metric, or heatmap, Funnel offers the simplest and most flexible multi-step filtering capabilities. I recommend that beginners prioritize learning this feature.
By entering Visit or Click keywords into Search, you can immediately preview whether there are relevant results (based on Fullstory’s collected data), and then decide to create a funnel.

In Search, Fullstory will recommend tracked events based on the keyword as search criteria.

Dashboard / Segment

To analyze data across multiple dimensions simultaneously in Fullstory, use the Dashboard to combine different Funnels or Metrics on the same page.
The Dashboard also lets you batch-switch between various user groups and check their CVR.

The features described above only represent about 20% of Fullstory’s overall capabilities, but they are the core ones I use most frequently.

As you get more comfortable with the tool, you may encounter additional functions, such as:

  • The differences between Funnels, Segments, and Metrics
  • How and why to manually define Visits and Clicks as Pages, Elements, or Events
  • Tracking Watch Events (Render + Impression)
  • How to display multidimensional data in a single chart without overloading dashboards

These are areas I’m still exploring myself, and I plan to share more insights once I’ve gained further expertise.

I hope you find this guide helpful! Thanks for reading.👍

--

--

Getter Chen
Getter Chen

Written by Getter Chen

Getter, a product design expert with 10+ years in SaaS, EC, and Ads. Pre-design lead, now an IC focused on AIGC, data, and no-code to supercharge design impact.

No responses yet