- 23 Aug 2024
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Edit Funnels
- Updated On 23 Aug 2024
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You may want to add a new step to an existing Funnel if a new step is introduced in the process that you want to track. Instead of creating a new Funnel, Whatfix enables you to edit your existing Funnel, and add a new step and rearrange the step as required.
Use the following steps to edit Funnels:
- On the Whatfix Analytics dashboard, click Insights.
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Click the Funnel Insight you want to edit.
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Click Expand setup icon to expand the Funnel setup.
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Perform the following actions on your Funnels:
- Add new Funnel Steps: Add User Actions or Page View between the Flow steps you have added as part of your Funnels. Add a Funnel step above or below an existing step.
- Rearrange Funnel Steps: Rearrange User Actions and Page View.
Here's a GIF that shows you how to add a new Funnel step and rearrange a Funnel step.
- Click Save.
Click Save as to save the changes made to the existing Insight to a new Insight. For more information, see Copy Funnels.
If you have edited a Funnel Insight that is part of a Dashboard, then the changes are updated in the Dashboard as well.