How do I create a Funnel?

Step-by-step instructions for building a new funnel using the Funnel Builder.

To create a new Funnel:

  1. Click + New Funnel

  2. Give your funnel a name

  3. Add at least 2 steps (required)

  4. For each step, choose a Condition Type (e.g. Page, Tag, Conversion)

  5. Set the Condition Value (e.g. a specific URL or tag name)

  6. (Optional) Add Excludes Rules to filter out certain visitors

  7. Click Save Funnel

Each funnel uses “relaxed” sequence logic—users can perform other actions between steps, but must complete them in order.