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Deleting a Funnel Step

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Bytimothy A
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Overview: 

Deleting a Funnel Step allows users to remove a specific step from an existing funnel. This helps keep the funnel structure organized by eliminating unnecessary or outdated steps while maintaining the overall workflow.

Follow these steps to delete a funnel step:

Step 1: On your Dashboard, navigate to the Funnels tab under the Marketing section.

Step 1: On your Dashboard, navigate to the Funnels tab under the Marketing section.

Step 2: You will then be taken to the Funnels page.

Step 2: You will then be taken to the Funnels page.

Step 3: Select a funnel, then click the Edit button to proceed.

Step 3: Select a funnel, then click the Edit button to proceed.

Step 4: You will then be taken to the funnel’s overview page.

Step 4: You will then be taken to the funnel’s overview page.

Step 5: Select a funnel step, then click the three-dot menu.

Step 5: Select a funnel step, then click the three-dot menu.

Step 6: From the pop-up menu, click Delete to proceed.

Step 6: From the pop-up menu, click Delete to proceed.

Step 7: A pop-up window will appear, informing you that this action cannot be undone. You can then choose to cancel or click Yes to proceed.

Step 7: A pop-up window will appear, informing you that this action cannot be undone. You can then choose to cancel or click Yes to proceed.

Step 8: You can also click on the selected funnel step to display its overview.

Step 8: You can also click on the selected funnel step to display its overview.

Step 9: Then, click the ‘Delete Funnel Step’ button in the overview section.

Step 9: Then click the ‘Delete Funnel Step’ button in the overview section.

Step 10: The same pop-up will appear, prompting you to delete or cancel the selected funnel step.

Step 10: The same pop-up will appear, prompting you to delete or cancel the selected funnel step.

Step 11: Once deleted, a notification will appear, confirming that the funnel step was successfully deleted.

Step 11: Once deleted, a notification will appear, confirming that the funnel step was successfully deleted.

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