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Marketing Funnels overview

Marketing Funnels is the node-based flow builder in your hub. Instead of one page, you map a whole journey — opt-in → checkout → upsell → thank-you — on a visual canvas, branch it with A/B splits and rules, publish it, and watch where visitors convert and drop off.

Funnels are a workspace of their own, opened from a project:

  1. Open Project Settings → Modules.
  2. On the Marketing Funnels card, click Open Funnels.

If the project already has a funnel, that opens directly; otherwise you get the Create dialog.

Start from a template or a blank canvas. The 8 starter templates cover the common plays:

TemplateThe flow
Lead MagnetOpt-in → thank-you
WebinarRegister → confirm → webinar → replay → offer → thank-you
TripwireSqueeze → offer → order → upsell → thank-you
Product LaunchPre-launch → launch → cart-close → thank-you
ApplicationForm → A/B decision → approved / denied → booking
BridgeBridge → sales → thank-you
SurveySurvey → branch by answer → result A / result B
Free + ShippingSqueeze → shipping → upsell → thank-you

Pick one and the canvas is pre-wired with the right steps and connections — rename, rearrange, and edit from there.

Each funnel shows a statusDraft, Live, or Paused — and from its card or the builder’s menu you can:

  • Duplicate — a full clone with fresh steps
  • Rename / Delete
  • Copy live URL (once published)
  • Funnel settings — General, Tracking, Integrations, Notifications, Privacy
  • Export leads — CSV or JSON, by date range

A funnel step can be its own simple page, or it can point at a real page you built in a Genesis project — so your funnel reuses the sites you’ve already designed. Published funnels go live at genesis.estage.com/f/your-funnel.