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How to create a funnel step by step

< 1 min read

This article walks through creating a funnel from scratch.

Steps #

  1. Go to WP Admin ? Opti-Behavior ? Funnels.
  2. Click to create a new funnel and give it a name.
  3. Add the first step: a name (e.g. Landing Page) and a URL pattern with a match type.
  4. Add each following step in order (e.g. Cart, Checkout, Thank You).
  5. Save the funnel.
Build New Funnel modal showing a three-step purchase funnel with step names, match types, and URL patterns configured

Expected result #

The saved funnel appears in the list and starts reporting drop-off once matching sessions are recorded.

Troubleshooting #

  • Zero conversions – check the match type; an exact rule must match the full URL.

FAQ #

How many steps can a funnel have? #

Add as many ordered steps as your journey needs.

Related articles #

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