Marketing Funnels overview
Design multi-step marketing flows — opt-in, checkout, upsell, thank-you — on a visual node canvas, then publish them live.
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.
Where it lives
Funnels are a workspace of their own, opened from a project:
- Open Project Settings → Modules.
- On the Marketing Funnels card, click Open Funnels.
If the project already has a funnel, that opens directly; otherwise you get the Create dialog.
Creating a funnel
Start from a template or a blank canvas. The 8 starter templates cover the common plays:
| Template | The flow |
|---|---|
| Lead Magnet | Opt-in → thank-you |
| Webinar | Register → confirm → webinar → replay → offer → thank-you |
| Tripwire | Squeeze → offer → order → upsell → thank-you |
| Product Launch | Pre-launch → launch → cart-close → thank-you |
| Application | Form → A/B decision → approved / denied → booking |
| Bridge | Bridge → sales → thank-you |
| Survey | Survey → branch by answer → result A / result B |
| Free + Shipping | Squeeze → shipping → upsell → thank-you |
Pick one and the canvas is pre-wired with the right steps and connections — rename, rearrange, and edit from there.
Managing your funnels
Each funnel shows a status — Draft, 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
How it fits your hub
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.
Where to go next
- The funnel builder — the canvas, node types, connecting steps, A/B & rules.
- Pages & leads — editing steps, capturing and exporting leads.
- Publishing & analytics — go live, the visitor flow, and the numbers.