How do I save and reuse specific views in Funnels?

You can save your preferred filters, campaigns, and funnel setups as a Custom View so you can easily return to them anytime.

If you’ve applied filters or built a funnel view you want to return to—such as for a specific campaign—you can save it using Custom Views.

Apply your filters, searches, or ‘View Selected Only’ until you get the view you want to save.
In the top-left corner, click the Custom Views dropdown (Standard View).
Select the + button to Create a Custom View and save your current view, including applied filters, steps, and display settings.
Your saved views will now appear in the dropdown for quick access.
Use the star icon next to a saved view to set it as your default view.

You can also save Custom Views for Lift Analysis, just like you would for the Funnels leaderboard, making it easy to toggle between different funnel groups.

If you’ve applied filters or built a funnel view you want to return to—such as for a specific campaign—you can save it using Custom Views.

Apply your filters, searches, or ‘View Selected Only’ until you get the view you want to save.
In the top-left corner, click the Custom Views dropdown (Standard View).
Select the + button to Create a Custom View and save your current view, including applied filters, steps, and display settings.
Your saved views will now appear in the dropdown for quick access.
Use the star icon next to a saved view to set it as your default view.

You can also save Custom Views for Lift Analysis, just like you would for the Funnels leaderboard, making it easy to toggle between different funnel groups.

Help center

How do I save and reuse specific views in Funnels?

You can save your preferred filters, campaigns, and funnel setups as a Custom View so you can easily return to them anytime.

Help center

How do I save and reuse specific views in Funnels?

You can save your preferred filters, campaigns, and funnel setups as a Custom View so you can easily return to them anytime.