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Edit Funnels
  • 04 Jun 2025
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Edit Funnels

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Article summary

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:

  1. On the Whatfix Analytics dashboard, click Insights.
    ia_left%20nav_insights

  1. Click the Funnel Insight you want to edit.
    click_funnel

  2. Click Expand setup to view the Funnel setup.
    expand_setup_in_funnel

  3. 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. Position 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.


Note:

You cannot edit the Data source of an existing Funnel Insight. For more information, see Get Analytics Data across CLM Stages.
funnel_edit_data_source.png

  1. Click Save.
    funnel_click_save_button.png
Info:

Click Save as to save the changes made to the existing Insight as a new Insight. For more information, see Copy Funnels.
funnel_click_save_as_button.png

Note:

If you have edited a Funnel Insight that is part of a Dashboard, then the changes are updated in the Dashboard as well.


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