Find your way around the funnel list, the tabs inside a funnel, and the door into the page builder.
Inside a funnel
Steps on the left, tabs across the top
Click Search at the top of your screen and type Funnels, then open it. You can also find it in your menu, but menus can be renamed, so search is the sure way. Open any funnel with its Edit option. The screen has one list and a few tabs, and that is the map for everything else.
The spine of your funnel
Each step is one page. The order you see on the left is the order visitors move through.
One step equals one page
Top to bottom is the visitor's path
Home base
Look for the Overview tab as your starting view of the funnel.
Click through it before changing anything
Where the things you sell attach
Look for the Products tab when you want a step to take payments. You will use it later.
Not needed for a simple opt-in funnel
Name, domain, icon, and tracking
Look for the funnel name, a domain dropdown, a home step, a favicon, and boxes for tracking code.
Your web address is chosen here
Tracking code goes here too
See how each step performs
Look for views, opt-ins, and sales for each step so you can spot where people drop off.
Why it matters
What one funnel can do
A single page can only show something. A funnel moves people from one page to the next and keeps count.
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Collect leads
An opt-in page asks for a name and email, then a thank-you page confirms it.
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Book calls
Send visitors from a page that explains the call to a page where they pick a time.
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Take payments
Add a checkout step with products attached.
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See the drop-off
Stats show which step loses visitors.
Key terms
Definitions
Tap any term to expand it.
A short chain of pages that walks a visitor from one page to the next.
One page inside a funnel.
The list of pages in a funnel, in the order visitors see them.
The editor where you design a page, with add-ons, the page, and settings.
Help me do it
Things To Do
Finish these before moving to the next lesson. They only take a few minutes.
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β‘ Tips
Name funnels clearly now, because a long list gets hard to scan.
Look in the three-dot menu on a funnel for options like Edit, Clone, Share, and Delete.
Slow down before you use Delete, because it removes the funnel.
Tab names can differ slightly in your account, so look for the closest match.
Check yourself
Quick Knowledge Check
Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.
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What is a funnel?
Which tab would you check to see views and opt-ins for each step?
Each page inside a funnel is called a ____.
Clicking Edit on a step opens the page ____, where you design that page.
Help me apply it
Try This With Your Favorite AI
Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.
π Plan my funnel tour
You are a patient software trainer helping me get comfortable with the funnel screen in my software.
My context:
- [my business and what I offer]
- [how many funnels I already have]
- [what I want my first funnel to do]
Give me:
- A short checklist for touring the funnel list and tabs
- Questions to note about each tab I open
- A tidy way to write down what I find
Use plain words and keep it under 250 words.
Finish by asking me: "Which tab am I least sure about right now?"
ποΈ Name my funnels
You are a organized assistant helping me pick clear funnel names for my list.
My context:
- [the funnels I have or plan to build]
- [who each one is for]
- [whether I use folders]
Give me:
- A simple naming pattern I can repeat
- Five example names using my details
- A folder idea if my list grows
Keep names short and plain, with no software jargon.
Finish by asking me: "Which of my funnels is hardest to name?"
You now have the map. Open one funnel today and click every tab, and the next lessons will feel easy.
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You did it!
You made it through every question. That's the lesson, locked in.