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.
General Overview
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.
Navbar
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:
Create - Design your funnel in the editor.
Configure - Choose from several funnel settings (remove watermark, send custom emails, etc).
Connect - Integrate your funnel with your favorite apps.
Share & Embed - Share or embed your funnel in a web page, once it has been published.
Responses - Check your funnel's submission data and overall metrics.
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 navigation, funnel timer, hidden fields, global formulas and data tables.
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.
Canvas
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.
Content Elements
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.
Bulk Create Questions with AI
Located below the content elements, the "Bulk Create Questions" option allows you to create your questions in bulk, with or without the aid of AI.
If you already have your set of questions ready, then you can skip the AI help (disable the "Create with AI" option) and paste or type your questions in, one per line. Alternatively, if you don't have your questions set up already, you can enter a prompt of what you wish to have, and AI will generate the questions and answers for you.
Before importing your questions, you'll be able to see what type they are and delete any if necessary. You'll also have the option to either add all questions in the same page, or to have one per page.
ℹ️ Note: Regardless of whether you import the question in bulk with or without the help of AI, the answers will always be generated for you automatically. You can always customize and delete the answers, and you will also have the option to bulk create answers, as shown here:
Funnel Themes
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.
Page Navigation bar
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.
Preview Design/Test Funnel
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.
Publish/Save & Exit
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.