Lock the report behind email confirmation
Lock via email makes leads confirm their email address before they can see their report. Instead of watching the report generate, the lead lands on a "check your email" page — the report still generates as usual, but the only way to open it is the link in the email they receive. It's the simplest way to guarantee real, reachable addresses.
Turn it on
On the Outcome step, flip the Lock via email switch at the top of the segment rail. The page switcher above the canvas changes from Generating Report to Check Email Page, so you can preview what locked leads will see.
Edit the check-email page
With the Check Email Page selected, two drawers appear in the toolbar (you can also click each section on the canvas):
- Lock Message — the center message: title (defaults to "Go check your email") and the text under it.
- What You'll Get — an optional list under the message, like the benefits list on your start page. Turn on Show List, then set the kicker, list style (Number, Icon, Image, or Checklist), and the items. Use it to remind leads what's waiting in the report.
Edit the email itself
The email that carries the report link is set per segment: select the segment in the rail and click Email. See "Edit the email a segment sends".
Good to know
- The funnel still completes, segments, and generates normally — the lock only changes what the lead sees at the end.
- The emailed link opens the lead's finished report directly.