Building a Funnel

Funnels help you track the customer journey from the first touchpoint to the final conversion.

By creating a funnel, you can clearly identify where customers progress, where they drop off, and where conversions happen. This gives you visibility into the effectiveness of each stage of your journey:

1

Open the Funnel Builder and start with Standard Steps

  • Paid Clicks

  • 1st Message Sent

2

Add Custom Steps

Custom Steps include:

  • 1st Message Replied

  • Link Click

  • Any conversion event you previously defined

3

Use the Date Range Selector to filter results by time period

Custom funnels show you how customers progress through each stage, helping you spot bottlenecks and improve performance.

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