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How to Open Settings

You can open the settings in several ways:

  1. From the Workspace (Canvas) – Click on the 'Gear' icon in the top toolbar menu.

Accessing funnel settings from the canvas

  1. From the Home Page (Funnel List Page) – When you click on the "Ellipsis" icon of the selected funnel, a dropdown menu appears. By clicking "Settings," the settings for that funnel will open.

Accessing funnel settings from the home page

  1. Through the “Share” Window

Before “Sharing the Funnel”, a window will open where you can select the “Settings” section (gear icon in the bottom right corner).

Accessing settings via the “Share” section - gear icon in the bottom right corner

How to Save Settings

Important: After making any changes to the settings, remember to save the changes and publish the funnel.

No changes made to settings
If changes were made, you need to save settings or discard changes and exit the settings
Warning window when discarding changes

In some settings sections, there are no save buttons, meaning changes are saved automatically. After making changes in these sections, you need to publish the funnel to apply these changes in the new funnel version.

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