The very first step to getting started is understanding projects and the various components of a project.

So, go ahead and create a project! 

Once you've created one, inside each project you have three tabs, as follows:

  1. Funnels Tab

The 'Funnels' tab showcases all of the funnels you have mapped out in your project.

Here you can create new funnels or edit an existing funnel by clicking into it or clicking the gray box in the top left of the funnel.

2. Collaborate Tab

Collaborating allows you to share access to the project with other users. Adding a user to collaborate will send them an email and let them know that they have been added to the project.
Our collaboration feature is explained in more detail here

3. Settings Tab

The settings tab is where you can access other settings such as: 

  • GDPR - Collect personal details on EU users (PRO feature)
  • Analytics Script (PRO feature)
  • IP Blacklist (PRO feature)
  • Reset Statistics (PRO feature)
  • Cross-Domain Whitelist (PRO feature)
  • Delete Project

Related Project Articles:
Create/Edit/Delete Projects
Create/Edit/Delete Funnels
Inviting Clients to edit/view your project

If you have any questions or need further clarification with projects, remember to reach out to our support team anytime by clicking the support icon in the bottom-right corner of your dashboard, we are always ready to assist you!

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