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The Visual Funnel Builder
The Visual Funnel Builder

View your campaign with a bird's eye view, drag and drop campaign components and link pages by dragging arrows from one component to another

Claire F avatar
Written by Claire F
Updated over a week ago

The Visual Funnel Builder is a flexible and powerful visual campaign builder that allows you to control every aspect of your campaign by simply dragging and dropping, and moving around elements in your campaign just like you would move magnets on a refrigerator.

Note that the pages you add to either the Dashboard or Visual Funnel Builder will be visible in both tabs.

In this comprehensive guide, you will learn:

Opening the Visual Funnel Builder

To open the Visual Funnel Builder, Click the [Funnels] app and then click on the campaign you're working on.

Click "Visual Funnel Builder"

Adding a Campaign Element / Widget

To add elements, right-click in any open/blank space in the canvas then select from the options. The elements are categorized as follows:

1. New Page

Add a new page to your funnel:

2. Shopping Cart

Insert the shopping cart element or any merchant into your visual funnel builder.

3. Traffic Source

Track where your page visitors come from by adding a tracking element from your different traffic sources.

4. Destinations

An action component that any page can connect to, which, when accessed, will redirect the visitor’s browser to the element of your choosing.


Adjusting the Position of the Widgets

Click on the element or widget you want to add, then drag and drop it to where you want it positioned in the visual funnel builder.

Connecting Your Pages and Campaign Elements

When you connect campaign elements or widgets, that will determine the position of your page and campaign elements.

For example, if you set a button action to go to the next page when clicked, the visitors will be automatically redirected to the next page in the visual funnel builder.

To connect pages, follow these steps:

  1. Hover over the small circle at the side of the page you want the connection to start from. Wait until your cursor changes into a crosshair or [+] icon.

  2. Click on the crosshair.

  3. Then, drag it to the page you want to connect.

Deleting Connections

To delete a connection, click on the line and then press backspace.


Fulfilling Actions to a Page or Widget

When you right-click a widget, you'll see more options or actions.

  • Edit Page - Click this to start working on your page.

  • Rename Page - customize the name of the element/page

  • View Published Page - Preview of your page once published

  • Copy Link to clipboard - Copying link of the element or published page

  • Make this my Homepage - This is the first page the visitors will see when they click your website link.

  • Delete Item - Click this to delete a page or campaign element. You can also delete a widget by clicking it and pressing backspace.
    Note: You can't recover it after deleting it.


Showing or Hiding Campaign Statistics

The Show/Hide Stats option in the visual funnel builder shows the statistics and conversion rates overlayed on the relevant funnel components throughout the funnel.

You may click the "Show Stats" button at the upper-right corner of the tab to show statistics. To hide it, just click "Hide Stats."

Locking the Visual Funnel Builder

Locking the visual funnel builder allows you to move all the elements in the canvas as a group. To do that, click the "lock" icon at the lower-left corner of the visual funnel builder.

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