[Legacy 1.0] Templates - Create, Save, and Edit

How to create, save, and edit your templates.

This article is a part of our legacy installation and does not apply to our Funnelytics 2.0 Performance Platform

Templates allow you to use a funnel design over and over again without having to start from scratch every time. 

Create a template from a funnel

To save your funnel as a template, click on the 'Save As Template' button located on the left sidebar.

Saving and editing a funnel

If you want to edit a template, navigate to the templates folder in the Dashboard. Select the template you want to edit, make your changes, and then hit save. Make sure you see 'Changes Saved' in the top right corner before leaving the canvas. 

Using a template in your funnel

To use your template in a funnel, open the funnel you want to use or create a new funnel. Navigate to the templates folder on the bottom left and drag the template onto the canvas. 

The entire template will appear on the canvas. 


Want to learn more about duplicating and sharing your funnels with your team? Check out our article on saving time with templates on our Funnelytics Blog.


If you have any questions or need further clarification, remember to reach out to our support team anytime by emailing us at support@funnelytics.io!