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On this page
  • General Overview
  • Creating a New Funnel Step
  • Workspace Management
  • Changing Workspace Scale
  • Share Funnel
  • Publish Funnel
  • Funnel Preview
  1. Workspace

Toolbar

PreviousStep SettingsNextControl Panel

Last updated 7 months ago

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.

  1. Create a new funnel step

  2. Workspace management

  3. Funnel configuration tools

  4. "Share" and "Publish Funnel" buttons

  5. 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:

No.
Icon
Action

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

  1. Share funnel

  2. Funnel link

  3. Share funnel on social networks

  4. 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

  1. To publish the created funnel, click on the "Publish" button.

  2. 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

Actions performed in preview mode will not be recorded in analytics.

Toolbar
Adding a new step
Workspace management buttons
Changing workspace scale
Modal window with funnel sharing settings
"Funnel Published Successfully" modal window
Preview of created funnel