This overview will help you get familiarized with the Funnelytics canvas and how to get started mapping your first funnel!
This article is a part of our legacy installation and does not apply to our Funnelytics 2.0 Performance Platform
In this article, our principal goal is to get you familiarized with the mapping canvas, so you can get to building out your first funnel quickly and easily!
The canvas is where you are going to be spending a lot of your time mapping out your sales funnels, so it's super important that you understand how to navigate it, and all the features of the canvas itself.
One of the first steps to getting started with Funnelytics is creating at least one funnel inside a workspace.
Mapping your first funnel:
Watch this brief video to run you through mapping your first funnel on the canvas!
Here's a recap of what you will find on the Canvas:
Inside the canvas, you will notice there is an icon folder on the left sidebar.
Each tab on the left sidebar corresponds to a different set of icons that can be used to place on the canvas, as follows:
Pages:
The pages tab contains icons that would represent the different pages in your funnel. In each page, you can customize the label, add a URL, generate a thumbnail preview of the page, and various other settings.
To learn more about page settings and how to use them, check out the following article on Page Settings.
Actions:
The actions tab consists of potential actions that a customer may take on your site, from purchases to booking meetings and scrolling! For Pro Users: You can assign a value to these actions by going to Settings and adding it as a KPI, or you can track them separately using Google Tag Manager. Check out this article to learn more!
Traffic:
Traffic icons represent where your traffic comes from. Whether that is Facebook, Google, an Email, or an Affiliate. In the settings, you can also find a place to change the label. For Pro Users: This is where you will input your UTM parameters.
Misc:
The misc tab contains icons that represent the offline interaction that your customers have with you. Anything that happens offline is represented here.
Offline marketing interactions include anything from billboards, signs, and pamphlets, to calls and telemarketing.
Templates & Vault:
Templates allow you to save your completed funnels for use on other workspaces. After saving your funnel as a template, it will appear in the templates folder. Click on the template icon to open up the folder and select the template you want by clicking the 'Add to Canvas +' button.
To learn more about templates and how to use them, check out the following article on Templates - Create, Save & Edit.
In the same menu under Premium Templates - you will find our private collection of "Funnel Hacks" that we provide for you. They are templates that can be imported into your Funnelytics account and quickly put into action! Select from a ton of different industries and purposes to find one that suits your needs, and drop it right into the canvas!
To learn more about accessing and using the Funnelytics Vault, check out our article on The Funnelytics Vault
Pro Features:
At the top of the canvas, you'll see a layers icon. Click the icon to open up the 3 different layers of the canvas -- Numbers, Flow, and Forecast. For our Pro users, you can use these to analyze your funnel!
Numbers:
The Numbers button is used to understand and visualize how people flow through your pages, traffic sources, ads, etc, across your marketing funnels. Once in analyze mode, you can view the people and referrers on a given page to learn and understand better what is happening on that page specifically.
Flow:
Flow Mode displays dots on lines to visually convey how many people are going from step-to-step! You can do this by toggling the Flow button on the top left corner of the canvas.
Forecast:
With Forecasting, you'll be able to predict how well your funnel will perform based on data that you input! This can be used to make better business decisions, set goals, and spot potential problems before they actually happen! To learn more, check out this article!
If you have any questions or need further clarification with the canvas or mapping your funnel, remember to reach out to our support team anytime by emailing us at support@funnelytics.io!