Toolbar
General Overview
The toolbar is located at the top of the workspace and is the primary tool for creating a funnel. It allows you to create new steps for your funnel, manage the workspace, configure the funnel, preview, and publish it.
Create a new funnel step
Workspace management
Funnel configuration tools
"Share" and "Publish Funnel" buttons
Funnel preview
Creating a New Funnel Step
Clicking on the icon opens a list with module options for the step. The step itself is added to an empty space in the workspace.
More about modules
Workspace Management
Workspace management is provided by three icons:
1
Select tool
Used to move a step around the workspace and select a step.
2
Move tool
Helps you navigate the workspace
3
Comments
Adds comments to the workspace that will be visible to you and anyone with editing access.
Changing Workspace Scale
Clicking on the scale icon opens a field to adjust the scale and a list of keyboard shortcuts.
Share Funnel
To share your funnel, click on the "Share" button, configure access, distribution options, and click "Publish." Once published, you can share your funnel via link or on social networks.
More about sharing a funnel
Share funnel
Funnel link
Share funnel on social networks
Publish funnel (the funnel must be published before sharing)
If you make changes to a published funnel but don't publish those changes, the funnel will remain in its previous published state.
Publish Funnel
To publish the created funnel, click on the "Publish" button.
After a successful publication, the following modal window will appear.
More about publishing a funnel
Funnel Preview
To view your funnel, click on the preview icon. In preview mode, you can see how your funnel will look on a separate page or as a widget on a website in both mobile and desktop versions.
More about preview mode
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