Manage your funnel

Open any funnel from your funnels list and everything it needs is on one page: its status and URL in the header, tabs for editing each step, and its results.

The header

Across the top you'll find:

  • The funnel's name, with a status dot next to it — green for Live, orange for Draft. Click the dot to jump to the setting that controls it.
  • The public URL — click it to open your live funnel in a new tab.
  • Share — the funnel's link, plus sharing tools.
  • Settings — name, URL path, tracking, and everything else about how the funnel runs.

The step tabs

The row of tabs is the funnel itself:

  • Start — edit the signup page.
  • Form — edit the questions. This tab is labeled Form, Quiz, Workbook, or Challenge depending on the funnel's intake type.
  • Outcome — edit the report your leads receive. With more than one segment it reads Outcomes with a count.

Click a tab (or a preview card in the rail on the right) to open that step in the builder.

Results

The Results tab shows how the funnel is performing, in four tabs: Analytics (traffic and conversion), Leads (who signed up), Answers (what they answered), and Reports (the generated reports they received).

Good to know

  • Changes in the builder affect what new visitors see; results already collected stay as they are.
  • On a phone, the results tabs stay fully browsable; editing the steps needs a bigger screen.

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