Funnel Builder Overview

Video Tutorial:

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 Convertri works on a system of sites, which contain funnels, which contain pages. Funnels can function as collections of pages: useful if you have multiple products or sales processes.

In the Dashboard, log in and you'll see the Funnels screen. Click on the funnel you wish to edit, click the dropdown and filter your funnels by site, or click Create New enter a name for your new funnel and click Create.

The Funnel Builder contains all your pages, and is where you can see and edit your funnel.

Page Cards

These are your pages. They update with any changes you save, so you can see your whole site at a glance.

Conversion Rate

In the bottom left hand corner of the page card is the conversion rate. This will only display if your page is published, and has a form attached (e.g. you are set up to receive signups or product purchases).

Arrows

In the bottom right hand corner of the page card is the arrow button. Click to add a new arrow, and drag it to another page card. This will add this page to a list of suggestions for page redirects, making it easier to link up thank you and upsell pages.

Three Dot Menu

Next to the page title is the three dot menu. Click to expand the options.

Start a Split Test – begins a split test and creates two identical variants of the page, which you can then modify.

Preview – previews the published version of the page.

Conversion Details – displays conversions and lets you choose actions you want to count towards the conversion rate.

Copy Published Link – copies the page's URL to the clipboard, if it is published.

Unpublish – reverts your page to an unpublished or 'draft' version.

Delete – permanently deletes your page. This cannot be undone.

More – click to expand more options, including Clone, Rename or Export, share your page via a share code or URL, move your page to another funnel, or restore a previous version.