Sales funnels

What a sales funnel is

In everyday terms, a sales funnel is the path you want strangers to follow from first interest to a concrete outcome—often a lead, a booked call, or a purchase. It is not a single landing page; it is the whole story: which page they land on, what they see next, which emails fire and when, and where the journey stops for people who convert versus those who drop off.

In the product, that story is saved as one funnel record. You describe it on a visual map: boxes are steps (pages, emails, waits, branches, endings), and lines show the order people flow through when automation and tracking are hooked up correctly.

Funnel list

Under Pages → Sales funnels you get a searchable, filterable table with pagination. Each row has a status—draft, active, or completed—and you can bulk-change status or delete many rows at once. New funnel opens the template picker.

Starting from a template or scratch

Lead magnet lays down a straight line: opt-in page, welcome email, wait, another email, sales page, payment page, then end—you swap in real copy, timing, and products.

High ticket is shorter: opt-in, email, appointment page, payment, then end—suited to selling after a conversation.

Start from scratch gives you one Add action node; open it to insert the first real step and keep chaining until the map matches how you actually sell.

How the canvas works

Reading the map left to right matches time: each step has an incoming link on the left and an outgoing link on the right. Add action nodes are empty slots—choose a step type there and the app inserts the node and connects the line.

Drag nodes to rearrange the layout, zoom and pan on large funnels, and rely on automatic saves after structural changes (many panels also save as soon as you confirm settings). When analytics exist for a step, a small contact count can appear on the node.

If the editor allows manual wiring, you can connect handles yourself; lines the system created for you stay protected, while hand-drawn links are usually easier to select and delete.

Node types

Funnel page — A public step edited in the funnel page builder: opt-in, sales, payment, thank-you, appointment, or a linked form. Payment steps attach to Products; creating pages may require legal pages to be filled in first.

Send email — Subject and body with merge-style placeholders. After payment or appointment steps, a receipt- or confirmation-style message may be added and tied to that step; avoid deleting it without restructuring the flow.

Wait — Pauses the sequence for a chosen number of minutes, hours, or days.

Condition — Splits into Yes and No paths. Typical checks include email engagement (open, click, reply, bounce, unsubscribe), page behavior (visit, form submit), appointments (booked, no-show), payments (completed, failed, abandoned), or audience rules (in or out of tags/segments). Each side gets its own add-next-step slot.

Select contacts — Narrows who continues using tags, segments, or explicit contact picks, including match-any versus match-all style rules and optional sync for new matches.

End — Closes the journey with a reason (converted, not interested, unqualified, completed, or custom) and an optional internal note.

Going live

Draft funnels are for editing; traffic should not rely on them until you are ready. Activate becomes available only when at least one required funnel page type (opt-in, sales, payment, or thank-you) is published and, if the map contains email steps, when email sending is connected under Settings.

After activation, use View stats in the toolbar for funnel-level numbers (see below).

Funnel statistics

Open View stats on an active or completed funnel to see a snapshot scoped to that funnel’s pages and tracked activity. Visitors comes from recorded views on website pages tied to the funnel (with a fallback from tracked visits when page totals are empty). Leads counts form submissions through those funnel pages. Sales counts completed orders whose checkout metadata points at a payment page that belongs to this funnel, so numbers stay separate from unrelated checkouts. Revenue is the money total behind those sales (and related conversion events when applicable).

The conversion block adds percentages and economics: visitor-to-lead is leads divided by visitors; lead-to-sale is sales divided by leads when both exist; average order value is revenue divided by sales; revenue per visitor spreads total revenue across all visitors. Together they show whether attention, capture, and monetization are balanced.

Traffic sources lists top referrer hosts from view events (for example social sites or “direct / unknown” when no referrer was stored). Figures depend on tracking and on people actually using funnel URLs; sparse data usually means little traffic yet or pages not published.

What to wire up first

Connect Payments for checkout steps, connect Emails for automations, attach Products to payment pages, and align Appointments when a step is a booking page. Website still supplies default branding for funnel pages unless a page overrides it.