When opening a new funnel in the Editor for the first time, you can name your funnel and select which type of funnel you'll want to create. The Editor is where you can use your creativity to build all kinds of custom costumer journeys, from quizzes, to forms, to surveys, and much, much more.

Take a moment to get acquainted with involve.me's user interface by checking out the video and article below. This will make it easier for you to know where things are, and what does what.

In the editor you can set up your funnel, add pages, place text, images, videos and questions, put in different content elements and try out your funnel before publishing.
​

On your top left you will find the workspace and name of the funnel you're currently in. The following funnel navigation options are also available to you:

You can alternate between these options/steps as you see fit.

The ? icon is your help section, there you can find tutorials, FAQs or simply hop on a chat with the support team.

Clicking the gear icon will not only allow you to change your funnel type and check your outcome settings, but that is also where you can find the funnel timer and hidden fields.

The eye icon will allow you to either preview the funnel's design (Design Preview) or to try it out so you can test its full functionality. More information on this here.

Lastly, on the right side you'll find your the "Publish" button and your profile image, click on your profile image in order to access your account settings.

This is the main area of the Editor. You can drag content elements onto the canvas, in order to customize and use them in your funnel.

You can rearrange elements by dragging them around, as well as copy and paste content elements from the canvas onto other pages.
​

To the right you will find all available content elements. Content elements are sorted by categories, which are collapsible for ease of use. If you're not sure to which category an element belongs to and don't want to manually look for it, you can simply use the search bar to find it.

Below your content elements you'll find the option to suggest more content elements, if we currently don't offer what you're looking for.

Themes allow you to use predefined designs, as well as save your own design as a theme so you can apply it to other funnels later on. This way you won't need to design everything from scratch every time and can instead just apply your own custom theme. In order to add your own theme, a paid plan is needed.

The page navigation bar on the bottom is where all pages of your funnel are shown.

When hovering over a page, click the 3 dots so you can edit its title, move it left or right, duplicate the page, or just delete it. Bear in mind that the "Thank You" page or the last outcome page can not be deleted.

You can also change the funnel type by clicking the icon with the 3 arrows and gear in the middle.

You can design preview your funnel for desktop and mobile. Here you can click through all your pages.Bear in mind that when you're in "Preview Design", outcomes, piped answers and calculations will not work.

If you want to test the funnel use the "Test funnel" option, this will let you test if the outcomes, calculations, etc. are working as intended.

Make sure that your questions continue to the next page when answered, or that you have placed a Button element that links to the next page. Your participants must be able to complete the funnel (reach the Thank You page or outcome page) in order for their data to be stored.

Once you feel your funnel is ready, you can go ahead and publish it. The Editor will show a warning if it detects that your pages do not link through to the "Thank You" page/Outcome pages and/or if you're using paid features while on the Free plan.

The "Publish" button will change to "Save & Exit" once you have published the funnel.