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How to create a funnel

1 min read

There are two ways to create a funnel: accept a suggested funnel (fastest) or build your own.

Option 1 – From a suggestion #

Suggested Funnels header with 0 new, 10 created, Hide, Re-scan site and detection chips WooCommerce, Courses, Lead generation, Blog
Opti-Behavior detects your site type and proposes ready-made funnels.

Click Create funnel on a card, or Customize to open the builder pre-filled. See Suggested funnels.

Option 2 – Build it #

  1. Go to Opti-Behavior → Funnels and click Build New Funnel.
  2. Give it a clear name and a description (“Purchase – from shop to order received”).
  3. Add each step: a name and a URL rule, for example Cart – URL Contains – /cart/.
  4. Put the steps in the order visitors follow. Two to six steps work best.
  5. Click Save Funnel.
Edit Funnel window with three steps, each with a name, the rule URL Contains and a URL value, a delete button per step and Update Funnel
Each step: name, rule, value.

Check it #

  • Open each step URL in your browser: does it match the rule?
  • Make a test journey in a private window and check the funnel after a few minutes.
  • With Pro, a funnel created from a suggestion is filled immediately from your past sessions.

Expected result #

The funnel appears in the list and starts counting visitors who reach its first step.

FAQ #

My funnel stays at zero. #

The first step’s rule matches no page: check the URL, your language prefixes (/fr/) and translated slugs.

Cached pages still use the old funnel. #

Keep Purge cache after funnel modification on (Danger Zone → Smart Cleanup).

Can I count a button click as a step? #

Funnel steps are pages. To measure a click, use an A/B test goal or Top Clicked Elements.

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