Funnels
What outcome funnels are, creating them, and reading their results.
Articles in this collection
- What is an outcome funnel?
An outcome funnel turns a visitor into a lead by trading a short form for a personalized, AI-generated report. Learn the three steps every funnel has.
- How the AI personalizes each outcome
Every AI block on the Outcome step is generated fresh for each lead, using their form answers, your source material, your report prompt, and your workspace context. No two leads get the same report.
- Why one funnel per piece of content works
Instead of one generic funnel for your whole business, make a small funnel for each video, post, or episode. Matched context converts better — and funnels are fast enough to create that volume is realistic.
- How to create a funnel
Create a funnel two ways: paste a link to content you've made and let the AI build around it, or describe what you want. Everything is editable after.
- Manage your funnel
A tour of the funnel overview page: the header with status dot and public URL, the Start/Form/Outcome step tabs, Share and Settings, and Results.
- Read your funnel analytics
The Analytics tab in your funnel's Results: page views, signups, conversion, the performance chart, and the traffic breakdown by referrer, UTM source, or country.
- Live and Test tracking modes
Test mode keeps your own preview clicks out of your live analytics. Learn what each mode does, where to switch, and why you should go Live before sharing your funnel.
- See what leads answered
The Answers tab in your funnel's Results shows every lead's form answers — summarized per question or as a full table per lead.
- See who signed up
The Leads tab in your funnel's Results lists everyone who signed up through this funnel, with a signups chart and a link to each lead's full profile.
- See the reports leads received
The Reports tab in your funnel's Results lists every AI-generated report, one per lead. Open any of them in the View Report drawer to read exactly what that lead saw.
- How to share your funnel
Copy your funnel's public link from the Share page, check how it looks in social previews, and jump to the settings that shape it.
- Auto sign-up links
Create a link with someone's email built in so they skip the signup step and land straight in your funnel — ideal for email broadcasts and people already on your list.
- Funnel settings
A map of the funnel Settings page — name, brand theme, tracking mode, URL path, share settings, source, custom domain, tracking pixels, custom code, and duplicating or deleting a funnel.
- Add tracking pixels to a funnel
Connect Meta, TikTok, Google, and LinkedIn pixels to a single funnel, fall back to workspace defaults, verify everything with the tracking debugger, and add custom head code.
- Edit how your funnel looks when shared
Set the title, site name, description, and image that social platforms show when someone shares your funnel link.
- Change a funnel's brand theme
Switch the theme a funnel uses — colors, fonts, and styling from your Brand area — from funnel Settings or the builder header.
- How connected sources work
The Source card in funnel Settings shows the content your funnel was created from — and that content grounds every AI block when it generates a lead's report.