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Funnels serve two key purposes—generating sales and capturing leads, making them essential for driving conversions.
  • Easy Creation & Editing – Design visually appealing funnels with intuitive tools.
  • All-in-One Dashboard – Manage, refine, and optimize funnels from a centralized workspace.
  • Step-by-Step Customization – Adjust elements effortlessly to match your business goals.
Let’s dive into the main editor dashboard and explore how you can maximize your funnel’s effectiveness! We can break the dashboard down in to two main areas:
  • Funnel builder
  • Management/Analytics
Your funnels are broken down in to ‘Step’ Each funnel has the flexibility of having UNLIMITED Funnel steps. Funnels steps consist of individual pages, popups, checkouts and more. In the image below we have three steps:
  1. Product launch
  2. Checkout
  3. Order Confirmation

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Funnel step settings

Options within the funnel setting: Within each funnel step there are additional settings.
  • Remove/Add Goal: Adding a goal to a funnel step enables you to collect insights about how a user moves through your funnels steps. For example when a user completes a form or purchases an item we can mark this as a Goal. Goals are identified by a trophy icon to right hand side.
  • Show settings: This option enables you to change the step name, URL, SEO and also step security. For example you may have steps in your funnel that only allows access to certain members. Here is where you set that up.
  • Duplicate: To save time, you can simply duplicate the entire step and use it somewhere else in the funnel.
  • Copy to another funnel: If you want to copy a specific funnel step to an entirely different funnel. Helps speed up your design process.
  • Delete: This will delete the funnel step selected.
Moving your funnel steps: If you need to change the order of any step. Simply hover over the step you want to move up or down and drag to the desired place as shown below:
Note: When moving the funnel steps the numbers will change also. For example in the image below we are moving step one to the position of step two. Once moved the number will change so the numbers remain in sequence.

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Add new funnel step

If you need to add additional steps to your funnel, maybe you have multiple course modules, multi product stores or just need a step separator then select the add new step button. A new window will display:
  • Page: Add a new page and select a pre-made page theme from the library
  • Popup: Commonly used for checkouts and opt in forms. But you can add anything to them
  • Section label: Section label are a great way to make separations between funnel step for example: If you have multiple steps like sales pages, or course modules. Section label help you keep it nice and organised.
Section labels can be moved up and down the funnel to your preferred spot.

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Funnel Analytics

Firstly we will cover the actual funnel step analytics as there are more areas you can view for more funnel data. Once your funnel is live, you can monitor its performance as users navigate through, view sales pages, and make purchases. All the relevant data will be available in one centralized location. Each funnel step has it’s own data, this can be view by tapping the little numbered % icon. once selected it will open a new drop down displaying the funnel step data. Here’s what it would look like when people start moving though your funnel steps: As you can see the number of visitors and conversions this specific step has.
Last modified on September 2, 2026