Modifying Funnels

Within the new UI, you can modify the funnel by 3 ways, Edit, Copy, or Delete.

Editing a Funnel

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

1. By clicking on the Edit option within the three dots adjacent to the funnel you want to modify. OR
2. You can directly enter the funnel and modify the section you want.

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

The first option is by clicking on the edit option in the 3 dots adjacent to the funnel you want to modify, which then open to the funnel page where you can modify all the aspects of your funnel, as you want.

The second option to edit funnels is by clicking on the funnel name, which then takes you to the funnels page, where you can edit or modify sections of the funnel.

Copy or 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.

👍

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.

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

A funnel can be duplicated through the following sections;

Click the overflow menu placed on the extreme right and select copy, as shown below.

Delete Funnel

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

This can be done through the following sections;

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

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!