Modifying Funnels

A step-by-step guide on how to modify funnels in your dashboard

All funnels can be modified through two sections in your dashboard;

  1. List of Funnels, using the overflow menu placed at the right of each funnel
  2. Funnel Analysis, through the icons, placed next to the funnel's title

Here's a brief explanation of how you can access these sections:

List of Funnels

The first section shows up when Funnels is selected in your dashboard (highlighted in magenta). Using the options nested under a funnel's overflow menu, you can choose to Edit, Duplicate or Delete it, as shown below. (Detailed read on list of funnels)

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Funnel Analysis

This section can be accessed by selecting a funnel's name from the List of Funnels section. As shown below, using the icons placed next to the funnel's name, you can Edit, Duplicate or Delete it. (Detailed read on analyzing funnels)

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Now, let’s walk you through the steps involved in making each modification and its implications, starting with editing:

Edit Funnel

Once a funnel goes live, you can edit it anytime to include or remove certain steps and attribute filters.

Step 1: You can do this through the following sections;

List of Funnels: Click the overflow menu placed on the extreme right and select Edit, as shown below.

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Funnel Analysis: Click the Pencil icon placed on the right of the funnel's title, as shown below.

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  • On performing either action, you will be directed to the Update Funnel section. Here you can make all the necessary changes to your funnel by editing its events and their attributes.

Step 2: Once you have made all the changes, hit the Update Funnel button placed on the bottom right, as shown below.

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  • On doing so, you will be directed back to the Funnel Analysis section and will receive a notification on the bottom right, confirming that the funnel has been updated.

Duplicate Funnel

This feature comes in handy when creating funnels to track variations of a predefined path. This variation is usually caused in places where the user can choose between performing two different actions at the same step. Let's demonstrate with an example.

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Use-case: Duplicating funnel for tracking checkout with a different payment options

Let’s consider a checkout flow where the user has an option of selecting two payment methods - Cash on Delivery and Online Payment. While the events performed by all the users will be the same, the event attributes for the step, Checkout - Payment Added will differ as follows;

Checkout funnel 1

Event: Checkout - Payment Added

Event attribute 1: Payment Method equal to Cash on Delivery

Variation in checkout funnel 2

Event: Checkout - Payment Added

Event attribute 2: Payment Method equal to Online Payment

Thus, we can simply create funnel 1 and duplicate it to the accommodate the variation in event attributes of the fifth step; Checkout - Payment Added. This way we will have the following funnels in half the time.

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Similarly, you can duplicate your existing funnels to create more funnels with minor variations. Let's show you how to go about it:

Step 1: A funnel can be duplicated through the following sections;

List of Funnels: Click the overflow menu placed on the extreme right and select Duplicate, as shown below.

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Funnel Analysis: Click the Replicate icon placed second from the funnel's title, as shown below.

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  • On performing either action, you will be prompted with a pop-up, asking you to select the Project you’d like to duplicate the funnel for.

Step 2: Select the Project from the drop-down and hit the Duplicate button, as shown above.

  • On doing so, you will be directed to the Funnels Homepage of the selected Project.

  • A notification confirming that the funnel has been duplicated will pop up on the bottom right.

  • The duplicated funnel's title will be in the following format: Copy of Original Funnel's Title.

You can now proceed with editing the duplicated funnels, as discussed under How to Edit a Funnel.

Delete Funnel

You can also delete a funnel once it has become permanently redundant.

Step 1: This can be done through the following sections;

List of Funnels: Click the overflow menu placed on the extreme right and select Delete, as shown below.

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Funnel Analysis: Click the Bin icon placed third from the funnel's title, as shown below.

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  • On performing either action, you will be prompted with a pop-up, asking you to confirm your decision.

Step 2: Hit the Delete button on the pop-up, as shown above.

  • On doing so, you will receive a notification on the bottom right of the page confirming that the funnel has been deleted.

We hope this gives you a good idea of how you can modify funnels in your dashboard. Please feel free to drop in an email at [email protected] if you'd like some expert assistance. We're always just an email away!


So, what's next?

Please proceed to the Help Center in case you have any further queries.