Welcome To Help Desk

Understanding Funnel Steps

Setting up a funnel in InterFunnels is a straightforward process that can be broken down into several tabs. Each tab serves a specific purpose and provides functionalities to optimize your funnel for business success. Below is an overview of the tabs available within the funnel setup:

Enter the Funnel Editor by clicking on your funnel name or Edit button.

Understanding The Interface

Before we get into details about how to edit your funnel lets understand some basic navigation:

Funnel Options


This section deals with the whole funnel, any changes you make here will effect all the pages you have created inside this funnel.

Page Options


This section is allows you to edit each page individually, meaning whatever changes you are making here will effect on this page only.    

Side Bar

From side bar you can :

  • Change the funnel you want to edit. 
  • Select the page you want to edit.
  • Clone the page to create an exact copy
  • Click and drag up or down to change position of your page. 

1. Pages Tab

The "Pages" tab allows you to manage all the pages within your funnel. This includes:

  • Overview: View the list of funnel pages and manage their design and functionality.
  • Options: Customize the page settings, including SEO and tracking configurations.
  • Autoresponder: Integrate email autoresponders for automated communication.
  • Versions: Manage different versions of your pages for testing or design.
  • Pixel: Add tracking pixels for analytics and ad platforms.
  • Facebook Pixel: Configure Facebook-specific tracking for remarketing.
  • Pop-Up: Design and manage pop-ups on your pages.
  • Spin Wheel: Add gamification elements like spin wheels to engage users.

This is the primary section where you build and design your funnel pages.

To Learn more about page options click here.


2. Stats Tab

The "Stats" tab provides detailed insights into your funnel's performance. Sub-tabs include:

  • Summary: A quick overview of visitors, leads, impressions, sales, and membership data.

  • Visitors: Tracks the number of visitors to your funnel.

  • Leads: Monitors lead generation and conversions.

  • Impressions: Displays the number of times your pages were viewed.

  • Sales: Details the revenue and sales data.

  • Members: Tracks member signups and engagement.

Learn more in detail.


3. Leads Tab

The "Leads" tab is designed to manage all the leads captured through your funnel. Key features include:

  • Advanced Search: Filter leads based on various criteria.

  • Export: Download lead data for offline use.

  • Tag Rules: Assign tags to categorize leads.

  • Add Lead: Manually add new leads.

This tab is essential for nurturingt your prospects and converting them into customers.

Want to learn more "Lead Management" Click Here.


4. Orders Tab

In the Orders tab, you can manage sales generated through your funnel. Key functionalities include:

  • Viewing all sales details, including order IDs, client names, and payment methods.

  • Searching and filtering orders for quick access.

  • Exporting order data for reporting or accounting purposes.

This tab helps you stay on top of your sales performance.

Want to learn more about "Order Management" Click Here


5. Settings Tab

The "Settings" tab centralizes all administrative and configuration options for your funnel. Sub-tabs include:

  • General: Update the funnel name, administrator details, and enable GDPR compliance.

  • Notifications: Configure email and SMS alerts for funnel activity.

  • Webhook: Set up webhook integrations.

  • Payments: Manage payment gateways.

  • Autoresponder: Link autoresponders to your funnel.

  • API: Access API keys for third-party integrations.

  • Pixel: Configure tracking pixels.

  • Publishing: Adjust publishing options for your funnel.

  • Social Proof: Display real-time notifications of user actions on your funnel.

  • Courier: Configure shipping integrations.

Learn more in detail.


6. Membership Tab

The "Membership" tab is for managing membership areas within your funnel. Key features include:

  • General Settings: Configure member login URL and dashboard settings.

  • Members: Manage members, including adding, editing, and removing accounts.

  • Courses: Upload and manage online courses.

  • Trainings: Add training modules for members.

  • Forums: Facilitate community interaction with forums.

  • Comments: Manage comments on membership content.

  • Import/Export: Import or export membership data.

  • Cancel Members: Handle member cancellation requests.

This tab is essential for businesses offering exclusive content or membership-based services.

Learn more in detail.


By understanding the purpose of each tab, you can efficiently set up and manage your funnel for optimal performance. Make sure to explore each section to fully utilize the powerful tools InterFunnels provides.

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