Adding and Ordering Funnel Steps

Step by step

Add a new step

A new step needs a name and a path. Both take seconds.

1

Click Add New Step

Open your funnel and click the Add New Step button. A form pops up.

2

Type the step name

This name is just for you. Use something clear, like Thank You.

3

Type the page path

This is the end of the web address. Keep it short, lowercase, and use hyphens instead of spaces.

4

Pick template or blank

Start from a ready-made step template or start blank.

5

Create it

Click the create button, which may say Create Funnel Step. The step lands at the bottom of the list.

6

Drag to reorder

Click and hold a step, drag it to a new spot, and confirm the new order. Read the pop-up first.

Path ideas

Make your links easy to read

A good path tells you what the page is without opening it.

🔤

Short and lowercase

Use thank-you, not Thank You Page!

➖

Hyphens for spaces

Use free-guide instead of free guide.

📁

Nested paths

A path like /offer/checkout groups related pages. It is marked Beta, so confirm it works in your account.

🧪

Practice first

Try clone, move, and delete on a practice funnel, never a live one.

Key terms

Definitions

Tap any term to expand it.

The end of a page's web address, like thank-you after your domain.

A path with a slash in the middle, like /offer/checkout, that groups pages.

Dragging a step to a new spot to change the order visitors see.

The three-dot menu on a step with options like clone, move, and delete.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Open your practice funnel and add a step named Thank You with the path thank-you.

Drag a step to a new spot and read the confirmation pop-up before you confirm.

Open the three-dot menu on a step and look at each option without using delete.

⚡ Tips

Order matters, because it is the path your visitors follow.
Clone a funnel before changing one that is live.
The help center does not list the step menu options, so confirm clone, delete, and move on screen.
Nested paths are Beta, so check them in your account before you rely on them.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

Which path is cleanest for a thank-you page?

Visitors see a thank-you page before the opt-in page. What do you do?

The end of a web address that identifies one step is called the page ____.

A path with a slash in the middle, like /offer/checkout, is a ____ path.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🔗 Write my page paths

You are a link naming helper helping me create short page paths for my funnel steps. My context: - [my funnel and its goal] - [the list of steps I plan to have] - [the order visitors will see them] Give me: - A clean lowercase path for each step - Which steps could share a nested path - Words I should avoid in a path Use only lowercase letters, numbers, and hyphens. Finish by asking me: "Which step do I still need to name?"

🧭 Plan my step order

You are a organized funnel planner helping me put my funnel steps in the right order. My context: - [the pages I have or want] - [what the visitor should do on each] - [the final page I want them to reach] Give me: - A numbered step order - A one-line job for each step - A check that the thank-you page comes after the opt-in Keep it to what to set up in the software. Finish by asking me: "Which step am I unsure belongs where?"