Funnels

A funnel follows people through a sequence of steps — viewing your landing pages, filling in a form, clicking a link, registering for and attending a webinar, placing an order — and shows how many reach each step and where they drop off. Use funnels to run registration campaigns on your own pages, collect leads without a webinar, and measure what happens after a webinar, such as offer clicks and purchases.

Access: everyone on your team can open funnels, their stats and their contact lists. Admins and marketers can create, edit, launch, archive, reset and delete funnels.

How funnels work

A funnel is an ordered list of steps. Each step is a measurement point: the funnel page shows how many people reached each step, from the top of the funnel to the bottom.

Steps count people in one of three ways:

• Entries. When a contact submits the funnel's form, clicks one of its tracked links or is reported by a webhook, they get an entry in that step. A contact enters a step once per session (once overall in a standalone funnel), so doing the same thing again doesn't count twice.
• Visitors. Page steps count unique visitors to a landing page. Most visitors haven't told you who they are yet, so these counts aren't tied to contacts.
• Webinar data. Webinar Metric steps don't record anything themselves. They count contacts straight from the webinar's registration and attendance data.

A funnel is either linked to a webinar or standalone. A webinar funnel registers the people who submit its form for a session of that webinar, and its stats can be filtered by session. A standalone funnel only collects contacts — for example, people who download a free guide.

Every funnel has one of three statuses, shown as a badge in the funnel list:

Status	What it means
Draft	The status of every new funnel. A draft already records entries and page visits. You can still clear its data or delete it.
Live	Set with Go Live. Recording works exactly as in a draft, but the funnel can no longer be reset or deleted — only archived.
Archived	The funnel stops recording new entries, its pages stop counting visitors, and its form rejects new submissions. Archived funnels are hidden from the list until you tick Show archived.

TIP

Draft and Live don't switch tracking on or off. Test your funnel while it's a draft, clear the test data with Reset Entries, then click Go Live to protect the real data.

Step types

In the builder, you add steps from the palette on the left, grouped under Webinar, Pages, Tracking and Conversions.

Step	What it counts	How someone is counted
Webinar Metric	Contacts in the webinar's registration or attendance data	Automatically, from registrations and attendance
Page	Unique visitors to one of your landing pages	Opening the page on your public site
Form	Form submissions	Submitting the funnel's form on one of its pages
Google Sheet	Leads imported from a Google Sheet	A new row in the connected sheet tab, such as a Meta lead form submission
Tracked Link	Link clicks	Clicking the step's link on a funnel page, its destination link in a live session's chat, or the live offer
Webhook	Events reported by your shop or form tool	A delivery to a funnel webhook that carries the contact's email
Manual	Nothing	The dashboard has no way to add contacts to a Manual step, so its count stays at 0

Webinar Metric

Choose what to count in Metric type; the step is named after the metric. The count covers every registration for the funnel's webinar — including people who registered on the webinar's own registration page or in the app and never saw this funnel's pages.

Metric	Counts contacts who
Registered	registered and haven't canceled
No-show	registered but never attended. Contacts are marked as no-shows only after the webinar's last session has closed.
Canceled	canceled their registration
Attended	attended live, on replay or in an evergreen session. People seen only during the pre-show aren't included.
Attended Live	attended the live session
Attended Replay	watched the replay
Attended Pre-show	joined before the session started

If the funnel isn't linked to a webinar, a Webinar Metric step counts across all your webinars.

Page

Choose a landing page in Page, and use Open in page editor to design it (see Landing Pages). Funnel pages are served at webinars.yourdomain.com/p/ followed by the page's slug.

• When you save a funnel, each Page step without a page gets a new blank page named after the step. New pages are drafts: publish them before you share any link, or visitors see a "not found" page.
• A page belongs to one funnel at a time. Pages that another funnel already uses are marked — linked to: followed by that funnel's name. Picking one lets you move it into this funnel.

Visits are counted on the server. Each funnel page loads a one-pixel image from the platform, which records the visitor once per step per day under a one-way hash of their IP address and browser user agent. Bots are filtered out. This runs for every visitor, whatever they choose in the cookie banner, and your team's own visits count too. If the Meta integration is set up with a Conversions API token, each page load is also reported to Meta — see Integrations and Cookie Consent.

Form

A Form step is the sign-up form visitors fill in on your funnel pages. Put it on a page with the {{funnel.form}} template variable (see Landing Pages). Only the funnel's first Form step can be shown on its pages.

Set the form up in the step's panel:

Section	Setting	What it does
Fields	Email	Always shown and always required.
	Name, Phone	Switch each field on or off and tick Required if it must be filled in.
	Add field	Adds your own field: a Text box or a Select list with Options (comma separated). Your fields can be required too.
	Label, placeholder, hint	Expand a field to change its label, placeholder text and the hint shown below it. Use the arrows to change the order.
Consents	Terms & Privacy	The required consent checkbox. Set its Consent text (use {terms} and {privacy} where the links go), Terms link text, Terms URL, Privacy link text and Privacy URL.
	Email marketing	An optional checkbox for marketing emails. Switch it off to hide it, or change its Checkbox label.
Submit button		The button's text.

Anything you leave empty falls back to your organization's Form Defaults, then to built-in English text — for example Submit on the button and "I accept the {terms} and {privacy}." for the consent.

Set the legal links

If neither the form nor Form Defaults sets Terms URL and Privacy URL, the consent links point to /terms and /privacy, which don't exist on your public site. Its built-in legal pages are at /termeni-si-conditii and /politica-de-confidentialitate.

When a visitor submits the form:

1. If you've set up Turnstile Bot Protection under Settings → Integrations, the form runs Cloudflare's bot check and the submission must pass it.
2. The contact is created, or updated if the email already exists, with the name and phone. When there's no name, one is made from the part of the email before the @.
3. Consents are recorded. The required checkbox records acceptance of the terms and consent to data processing. The marketing checkbox records email marketing consent. A phone number records consent to SMS notifications — and to SMS marketing too if the marketing box was ticked. See GDPR.
4. The submission is saved in the Form step with where the visitor came from (see How funnel registrations are attributed). Answers to your own fields are saved with it, but the dashboard doesn't display them.
5. In a webinar funnel, the contact is registered for a session (see below).
6. The visitor moves on to the first step after the form that is either a Page step — usually your thank-you page — or a Tracked Link step with a destination.

A funnel form registers people for the session named in the page's ?sid= parameter. Without it, the page uses the webinar's current session: the live one, or else the one that's open, or else the next scheduled one, or else one in replay. If the contact is already registered for that session, their existing registration is kept. The registration is an ordinary one, with the same confirmation email and reminders as registrations made elsewhere — see Registration & Attendee Experience.

If the webinar has no session left to register for and Waitlist is on in the webinar's settings, the submission is saved without a session instead: it appears under Without session in the stats and starts automations with the Waitlist form submitted trigger. Every submission also starts automations with the Funnel form submitted trigger. See Automations.

Always follow the form with a page

If neither a Page step nor a Tracked Link step with a destination comes after the Form step, visitors land back on the same page after submitting, with nothing telling them it worked. The same happens when a submission fails — for example, when the bot check fails, the funnel is archived, or a webinar funnel has no session to register for and Waitlist is off. The page shows no error message.

Tracked Link

A Tracked Link step counts clicks on a link. Set its Destination:

• External URL — any address in URL, such as a checkout page, a WhatsApp group or a PDF.
• Funnel Page — one of your landing pages, chosen in Page. If the page's address changes later, the link follows it.

A Tracked Link step without a destination sends visitors to your public site's home page.

Each Tracked Link step gets its own address on your public site (webinars.yourdomain.com/r/ followed by a code). Opening it records the click and forwards the visitor to the destination. Clicks are counted in these places:

Where	How to set it up	Tied to a contact?
Funnel pages	Use {{funnel.link:KEY}} as the link's address, where KEY is the step's Key.	Yes, once the visitor has submitted a funnel form in the same visit — for example, links on your thank-you page. Before that, the click counts as a visitor only.
After the form	Put the Tracked Link step right after the Form step, before any Page step. Visitors go through it when they submit.	Yes
Live session chat	Post the destination URL itself in chat. Clicks by registered attendees on a link with the same address (ignoring anything after ?) are recorded, in sessions the funnel is attached to.	Yes
Live offer	Choose the step as the funnel's Offer link. Clicks on the offer are recorded in this step.	Yes

The dashboard doesn't display the tracked address itself; it appears on the published page wherever you used the variable. You can copy it from there to use elsewhere, but clicks that come from outside your funnel pages count as visitors, not contacts.

Campaign parameters travel with the click. When a visitor goes through a tracked link, the parameters they arrived with — utm_source, utm_medium, utm_campaign, utm_content, utm_term, the ad click IDs fbclid, gclid, ttclid and li_fat_id, and ref and ref_source — are added to the destination address, so your shop or form tool can see where the visitor came from. Parameters already written into the destination URL are kept as they are. Then, if utm_source, utm_medium or utm_campaign is still missing, it's filled in: utm_source with your public site's domain (for example webinars.yourdomain.com), utm_medium with funnel, and utm_campaign with the funnel's name in lowercase with dashes (Spring Launch becomes spring-launch).

Funnel pages also add the visitor's campaign parameters to other links on the page that lead to another site. Offer and chat clicks during a live session go straight to the destination, without this forwarding.

Google Sheet

A Google Sheet step registers leads that a lead form writes to a Google Sheet, such as a Meta (Facebook or Instagram) instant form connected to Google Sheets. The sheet is checked every 2 minutes. For each new row, the lead becomes a contact, is registered for the webinar's next session (which sends the confirmation email) and is recorded in the step.

1. Share the spreadsheet with the address shown under Spreadsheet link. Viewer access is enough.
2. Paste the spreadsheet link and click Connect.
3. Pick the Tab. If you keep one tab per webinar, give each webinar's funnel its own Google Sheet step. You can rename the tab later in Google Sheets; the step keeps finding it.
4. Check Columns. Common names such as e-mail, prenume, număr_de_telefon, id and utm_source are matched for you. Only Email is required. Map Lead ID to Meta's id column so a lead is never imported twice, even if someone sorts or edits the sheet.
5. Under Rows already in the tab, choose Skip them (the default) or Import them too. Imported rows are registered for the next session and get the confirmation email.
6. Under Consent, confirm that the lead form links your terms and privacy policy, and under Email marketing choose whether the form asks for marketing consent.
7. Save the funnel. On the funnel page, Sync now under the step imports new rows straight away instead of waiting for the next check.

What an imported lead gets:

Contact	Email, name and phone. Meta's p: prefix on phone numbers is removed. A lead with no name gets one from their email address, as on funnel forms.
Consents	Data processing and terms, recorded with the method meta_lead_form. Email marketing depends on Email marketing: with Read the answer from a column, only leads whose answer is one of the values you list (by default da, yes, true, 1, y); with Every lead, all of them. Choose Every lead only if the form's own consent text tells people they'll receive marketing emails. Without it, the lead gets the webinar's emails but isn't synced to Newsman Marketing campaigns. As on funnel forms, a phone number also records consent for SMS notifications, and for SMS marketing when the lead has email marketing consent.
Registration	A live session first, then one open for registration, then the soonest scheduled one. With multiple scheduled sessions, leads go to the one that comes first. Replays never count: with no live, open or scheduled session, the row waits — it's retried on every check and imported as soon as you schedule a session. The webinar's waitlist isn't used, so these leads are registered automatically rather than asked to sign up again.
Attribution	Source, medium and campaign from the mapped UTM columns. When those are empty: source facebook or instagram from Meta's platform column, medium lead_ad, campaign from campaign_name. Click platform is meta.
Other columns	Ad, campaign and custom-question columns are stored on the step entry.

On the funnel page, the line under the step shows the last check, how many leads were imported or skipped, and how many rows fail; click the failing count to see which rows and why. Failing rows are retried on every check, so fixing the cell in the sheet is enough. Test leads created with Meta's Lead Ads Testing Tool (answers like <test lead: dummy data …>) are skipped, and a phone cell that isn't a real phone number is ignored, so it never gets SMS.

WARNING

If the tab is deleted, or a mapped column is renamed or deleted, the step stops importing and shows which column is missing until you map it again. Members-only webinars can't import leads, because members are added by staff.

Webhook

A Webhook step records a contact when your shop or form tool reports an event for their email address — an order, a payment, a completed survey. Choose the webhook in Webhook and, for WooCommerce and MerchantPro webhooks, which order statuses count in Status filter. Setup, status lists and troubleshooting are on the Funnel Webhooks page.

Create a funnel

1. Go to Funnels and click New Funnel.
2. Under Choose a template, pick a template. To start from an empty builder instead, pick Custom under Advanced and skip to Create a custom funnel.
3. Fill in the fields the template asks for and click Create Funnel. The new funnel opens.
4. Click Edit Funnel to adjust the steps, choose pages and set destinations, then design and publish the funnel's pages in the page editor.

Templates are built in; you can't save your own. The templates in the Webinar group need a webinar; Lead Magnet, in the Standalone group, doesn't.

Template	Use it to	Starting steps (key)
Registration	Register people for a webinar through your own pages	Landing (Page, landing) → Register (Page, register_page) → Register (Form, register_form) → Thank You (Page, thank_you) → WhatsApp Link (Tracked Link, whatsapp)
Sales	Follow registrants through to a purchase	Registered (Webinar Metric) → Attended Live (Webinar Metric) → Offer Click (Tracked Link, offer_click) → Order Created (Webhook, all statuses) → Purchase (Webhook, processing and completed)
Free Resource	See how many attendees take a giveaway, such as an ebook	Attended Live (Webinar Metric) → Resource Link (Tracked Link, resource_link)
Questionnaire	See how many attendees complete a survey	Attended Live (Webinar Metric) → Form Link (Tracked Link, form_link) → Completed (Webhook)
Lead Ads (Google Sheet)	Register people from a Meta lead form that writes to a Google Sheet	Lead Form (Google Sheet, lead_form) → Attended Live (Webinar Metric)
Lead Magnet	Collect leads without a webinar	Landing (Page, landing) → Register (Page, register_page) → Register (Form, register_form) → Thank You (Page, thank_you) → Resource Link (Tracked Link, resource_link)

What each template asks for when you create it:

Field	Templates	Notes
Name	All	When you pick a webinar, the name is suggested as the template name followed by the webinar title.
Webinar	Registration, Lead Ads, Sales, Free Resource, Questionnaire	Required.
Webhook	Sales, Questionnaire	Required, and used by every Webhook step. Create the webhook first.
Offer	Sales	Optional. The offer the funnel shows during live sessions; the Offer Click step becomes its Offer link.
Offer URL	Sales	Optional, shown once you pick an offer. The Offer Click step's destination.
Resource URL	Free Resource, Lead Magnet	Optional. The Resource Link step's destination.
Form URL	Questionnaire	Required. The Form Link step's destination, such as your survey form.

A template also limits which steps you can add and which you must keep:

Template	Step types you can add	Must keep at least one	Starting KPI cards
Registration	Page, Form, Google Sheet, Tracked Link	Form	Submissions; Conversion from Landing to the Register form
Lead Magnet	Page, Form, Tracked Link	Form	Submissions; Conversion from Landing to the Register form
Lead Ads	Google Sheet, Webinar Metric, Tracked Link	Google Sheet	Leads; Attended; Show-up from Lead Form to Attended Live
Sales	Webinar Metric, Page, Tracked Link, Webhook, Manual	Webinar Metric	Attended; Revenue; Conversion from Registered to Purchase
Free Resource	Webinar Metric, Page, Tracked Link	Webinar Metric	Attended; Clicks; Conversion from Attended Live to Resource Link
Questionnaire	Webinar Metric, Page, Tracked Link, Webhook	Webinar Metric	Attended; Completed; Conversion from Attended Live to Completed
Custom	All	—	None

WARNING

The Registration template's WhatsApp Link step starts without a destination, and so do Offer Click, Resource Link and Form Link if you leave their URL empty. Set a destination before you publish links to them.

Create a custom funnel

1. In Choose a template, click Custom. The builder opens empty ("Start building your funnel").
2. Add steps from the palette and configure each one.
3. Click the empty canvas to open Funnel Settings. Enter a Funnel name and, if it's for a webinar, choose the Webinar.
4. Click Save Funnel. The funnel appears in the list.

TIP

KPI cards and the Template setting are saved only when you edit an existing funnel. Add them after the first save: open the funnel, click Edit Funnel and go to KPI Cards.

Edit a funnel

Open the funnel and click Edit Funnel. The builder has the palette on the left, your steps in order in the middle, and a settings panel on the right. Click Save Changes when you're done; if saving fails, the reason appears next to the button.

• Click a step to configure it. Click the empty canvas to see Funnel Settings.
• Move steps with the up and down arrows. Delete a step with its trash icon.
• A lock icon means the step can't be deleted: it already has entries or page visits, or the template needs at least one step of its type. A Webinar Metric step with data also can't switch to another metric.

Most steps have these two settings:

Setting	What it does
Step name	The name shown in the builder and in the stats.
Key	A short ID made of lowercase letters, digits and underscores, unique within the funnel. Pages use it in {{funnel.page:KEY}} (a link to a Page step's page) and {{funnel.link:KEY}} (a Tracked Link step's tracked address). KPI cards use it to find steps.

Webinar Metric steps have neither: they're named after their metric and get a key automatically.

Keys in template variables

Write the variables exactly as {{funnel.link:KEY}} and {{funnel.page:KEY}}, with a dot after funnel. A variable the published page doesn't recognize is removed, leaving an empty link. If you change a key, update the pages and KPI cards that use it.

Funnel settings

Setting	What it does
Funnel name	The funnel's name.
Template	Which step types you can add and which you must keep (see the table above). Custom (no KPI cards) removes the limits. Changing it doesn't change your KPI cards.
Webinar	The webinar the funnel belongs to, or None (standalone funnel).
Offer / Creative	Webinar funnels only. The offer — a banner and chat announcement — this funnel can show during live sessions. See Offers.
Offer link	Appears once you choose an offer and the funnel has a Tracked Link step. The offer's button opens this step's destination, and clicks on it are recorded in this step. An offer can't be shown during a session until its funnel has an Offer link with a destination.

In an existing funnel, the panel also holds Go Live, Archive, Unarchive, Reset Entries and Delete Funnel — see Go live, archive, reset or delete.

Move a page from another funnel

If you pick a page that another funnel uses, Move page into this funnel opens.

1. In Replacement page for (the other funnel), choose a page that isn't linked to any funnel. If there's none, create a spare page in the page editor first.
2. Click Swap and use here. The other funnel switches to the replacement page straight away.
3. Click Save Changes so this funnel keeps the page.

Connect a funnel to a webinar and its sessions

A webinar can have several funnels — for example, one registration funnel per ad campaign plus a sales funnel for the live offer. The webinar's Funnels tab lists them.

Default Funnel. Open the webinar, click Settings and, on the Settings tab, choose a Default Funnel (the option appears once the webinar has a funnel). This does two things:

• Visitors to webinars.yourdomain.com/webinars/ followed by the webinar's slug are redirected to the funnel's first Page step, with any campaign parameters kept. If the funnel has no Page step, the webinar page shows as usual.
• Registrations made outside funnel forms — on the attendee app's registration page or in the mobile app — are recorded in the default funnel's first Form step, with their attribution. The funnel's stats then include every registration. If the funnel has no Form step, these registrations aren't recorded in it.

WARNING

Publish the default funnel's first page before you select the funnel, or visitors to the webinar page land on a "not found" page.

Sessions. When you create a session, the Funnels list asks which of the webinar's funnels to track for it, and you must tick at least one — so create a funnel for a webinar before you schedule its first session (see Sessions & Lifecycle). Admins and marketers can attach more later from the live control panel's Conversion Funnels card with Add Funnel. Attaching a funnel to a session:

• counts chat clicks on the funnel's tracked-link destinations during that session;
• makes the funnel's offer available to show in that session;
• shows the funnel's stats for that session in the live control panel.

Funnel pages, forms and webhooks don't depend on it — they work for any session of the webinar. Deleting a funnel removes it from every session.

How funnel registrations are attributed

Every Form entry stores where the person came from:

Data	What's stored
Campaign	utm_source, utm_medium, utm_campaign, utm_content and utm_term from the landing address
Ad click	The click ID and platform: Meta (fbclid), Google (gclid), TikTok (ttclid) or LinkedIn (li_fat_id)
Referral	ref_source, and the share link that brought them — see Share Links & Referrals
Pages	The landing page address and the address they came from
Location and device	Country and city worked out from the IP address, device type, operating system, browser and time zone

The campaign parameters a visitor arrives with are remembered for the rest of their browsing session and carried onto links to other funnel pages and tracked links, so a registration two pages later still gets the right campaign.

A registration made through a funnel form is recorded in that funnel's Form step only. A registration made outside funnel forms is recorded in the webinar's Default Funnel, if you've set one. Tracked Link, Webhook and Webinar Metric steps don't store attribution of their own. For a webinar-wide view of sources, see Webinar Overview & Attribution.

Read the stats

Open a funnel from Funnels, from a webinar's Funnels tab or from a contact's Funnels tab.

Filters. For a webinar funnel, the session picker offers All sessions, Without session (waitlist sign-ups, and visits that couldn't be matched to a session) and each session. The page preselects the session that's live now, or else the one that's open, or else one in replay. The date range starts at Last 30 days. Both filters are kept in the page address, so you can bookmark or share a filtered view. For Webinar Metric steps, the date range filters by registration date.

Entries Over Time

The chart draws one line for each Step Count or Webinar Metric KPI card, in the card's color; without such cards, it draws one line per step. A single day is shown by hour, longer ranges by day, in your browser's time zone. Webinar Metric lines use the time of the event: attendance when people attended, cancellations when they canceled. Page steps count a returning visitor once per day, so the chart's total can be higher than the step counts.

KPI cards

The summary cards below the chart — conversion rates, counts and revenue. You choose them yourself; see Customize KPI cards.

Funnel Steps

Each step appears as a bar with its count:

Step	Number shown
Page	Unique visitors in the date range
Form	Submissions — one per contact per session
Tracked Link	The higher of two numbers: contacts credited with a click, or unique visitors who opened the tracked address
Webhook	Contacts recorded, with the step's revenue below the bar
Webinar Metric	Contacts who match the metric

Between two steps, a red figure shows the drop-off when the next step is lower: the percentage of this step's people lost and the number of drop-offs. When a step is the target of a Conversion % KPI card, the figure below it shows the conversion from the card's starting step instead, marked converted. Under the last step, the first Conversion % card's rate is shown as Conversion.

Conversion is the target step's count divided by the starting step's count, using the numbers above. Rates under 10% have one decimal. A rate can pass 100% when people reach the later step by other paths — Registered, for example, also counts registrations that never went through your landing page.

Page steps have an Open page button. Other steps have a View contacts button once their count is above 0.

Registration Breakdown

For funnels with a Form step, this section shows the top 10 values of Sources, Devices (mobile and desktop visits), Campaigns, Mediums, Countries, Cities, Browsers and Operating Systems among the first Form step's entries, following the filters. Missing values are grouped as Direct / None (sources and mediums), None (campaigns) or Unknown.

Contacts in a step

View contacts opens the step's contact list, 50 per page, with the number of contacts and an Export CSV button.

Column	Shows
Contact	A link to the contact's record
Date	When they entered the step
Status	For Webinar Metric steps, the registration status. For other steps, how they entered: registration, form, google sheet, tracked link or webhook
Source, Medium, Campaign	Their UTM values
Click Platform	The ad platform, with content, term, landing and referrer details
Referral	The referral source and addresses
Device / Geo	Device, browser, operating system, country and city

Things to know:

• The list shows every entry in the step; it ignores the session and date filters.
• For Webinar Metric steps, only Registered and Attended fill the list. Page steps have no list, because visitors aren't contacts, and tracked-link clicks not tied to a contact don't appear.
• The CSV identifies contacts by ID and email hash; it doesn't contain names or email addresses. Use the contact link or Contacts to see who someone is.

A contact's funnels

On a contact's page, the Funnels tab lists every funnel they entered, how many steps they reached ("3 / 5 steps") and the percentage complete. Each entry shows the step, the date, how they entered and their attribution, grouped by session when there are several. Click All steps to see every step of the funnel, reached or not. Webinar Metric and Page steps never show as reached here, because they don't record entries for individual contacts.

During a live session

The live control panel's Conversion Funnels card shows the KPI cards and step counts of the session's funnels for that session, refreshed every 30 seconds. See Live Control Panel.

Customize KPI cards

Open the funnel, click Edit Funnel and go to the KPI Cards tab. Click Add KPI Card, reorder cards with the arrows and delete them with the trash icon. Each card has a Label, a Type, an Icon and a Color. Click Save Changes when you're done.

Type	Shows	Settings
Conversion %	The To (converted) step's count as a percentage of the From (total) step's count	From (total), To (converted) — both required
Step Count	The count of one step, or the total of all steps of one type	Count by: All steps of type with a Step type, or Specific step with a Step
Webinar Metric	The count of the funnel's Webinar Metric step that uses the chosen Metric. If the funnel has no such step, the card shows 0.	Metric
Revenue	The revenue of the funnel's last Webhook step. The card is hidden if the funnel has no Webhook step.	—

Step Count and Webinar Metric cards also draw the lines in the Entries Over Time chart.

Go live, archive, reset or delete

These actions are for admins and marketers. Go Live is in the funnel's header and in Funnel Settings; the others are at the bottom of Funnel Settings in the builder.

• Go Live — marks a draft funnel as live. After this, the funnel can't be reset or deleted.
• Archive — for live funnels. Stops recording, as described in How funnels work. Unarchive brings it back as a live funnel.
• Reset Entries — for draft funnels with data. Permanently deletes all of the funnel's entries, page visits and stats. Use it to clear test data before you go live.
• Delete Funnel — for draft funnels. Permanently deletes the funnel, its steps, entries and page-visit records, and removes it from its sessions. Its pages stay in your page list, no longer linked to a funnel.

Resetting a webinar funnel with a form deletes registrations

If the funnel is linked to a webinar and has a Form or Google Sheet step, Reset Entries also deletes the webinar registration of everyone with an entry in the funnel, for the sessions they entered on. If the funnel is the webinar's Default Funnel, that includes people who registered on the webinar's own registration page. Those registrations disappear from contact records and reports, and those people stop getting reminders. Only reset a webinar funnel that holds nothing but test data. A Google Sheet step then imports its rows again on the next check, except the rows it skipped when the tab was connected.

WARNING

Deleting a funnel doesn't clear it as a webinar's Default Funnel: the webinar page keeps redirecting to the funnel's old first page. Choose another Default Funnel, or None (show webinar page), before you delete it.

Every change to funnels is recorded in the Audit Log.

Use funnel data elsewhere

• Segments — build segments from the rules Entered Funnel and Reached Funnel Step. See Segments.
• Automations — send messages when someone submits a funnel form, with the Funnel form submitted and Waitlist form submitted triggers. Leads imported by a Google Sheet step fire Funnel form submitted too. See Automations.
• Dashboard — the home page shows recent funnel activity. See Dashboard Home & Schedule.

Troubleshooting

Problem	What to check
A funnel page says "not found"	The page is still a draft. Publish it in the page editor.
After submitting the form, visitors stay on the same page	There's no Page step or Tracked Link step with a destination after the Form step, or the submission failed (see the warning under Form).
A tracked link opens your home page	The Tracked Link step has no destination.
The form's consent links lead to missing pages	Terms URL and Privacy URL aren't set in the form or in Form Defaults.
A step shows a number but its contact list is empty	Page steps and most Webinar Metric steps have no list, and tracked-link clicks aren't tied to a contact until the visitor has submitted a form.
Counts look too low	The date range starts at the last 30 days and a session may be preselected. Widen the range or choose All sessions.
You can't delete a step	It has entries or page visits, or the template needs at least one step of its type.
You can't reset or delete a funnel	The funnel is live. Archive it instead.
A Google Sheet step imports nothing	Look at the line under the step on the funnel page: the sheet isn't shared with the address shown, a mapped column was renamed, the consent box isn't checked, or every row was already in the tab when it was connected.
A Webhook step stays at 0	See Troubleshooting on the Funnel Webhooks page.