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Editing a Funnel Step

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Bytimothy A
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Overview: 

Editing a Funnel Step allows users to modify the settings, content, or configuration of an existing step within a funnel. This helps ensure each step functions correctly and aligns with the desired flow for guiding leads through the funnel.

Follow these steps to edit 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 Edit to proceed.

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

Step 7: You will then be taken to the funnel builder page, where you can further customize your funnel step.

Step 7: You will then be taken to the funnel builder page, where you can further customize your funnel step.

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