The first step of making anything in involve.me is choosing the funnel type. It's an important step that helps you organize what content you're showing to each user, but you can still change your mind about it.
You can change the type of a draft funnel at any time. For example, you can switch from Answer-based Outcomes back to Single outcome.
Keep in mind that when you switch to Single outcome, only the first outcome page is kept and the other outcome pages are deleted. Duplicate your funnel first as a backup before changing the funnel type.
How to Change the Funnel Type
To change your funnel type, click the settings icon in the bottom of your screen.
This will open the Outcome Settings window. From here, click "Change funnel type".
This will open the funnel type selection window where you will see your current funnel type along with the types you can switch to: Single outcome, Answer-based Outcomes and Score-based Outcomes.
After picking the new funnel type that you'd like to switch to, you have to type in "CHANGE" before you're allowed to click "Change funnel".
⚠️ This step irreversibly deletes your outcomes and answer mappings, so only do so if you're sure or if you've duplicated your funnel as a backup.
Your funnel type is now changed! Have fun with your further involve.me experiments.
Published Funnels
A published funnel can't change type. When you open the funnel type window for a published funnel, click Duplicate. This creates a new draft copy of your funnel, and you can change the type of that copy with the steps above.
About involve.me
involve.me is the lead capture, CRM and email workflow automation platform. Built for high-ticket service businesses and high-consideration product businesses, where every qualified lead is worth hundreds or thousands of dollars.
Create landing pages and website widgets that qualify every lead with scoring and logic: quote, ROI and savings calculators, assessments and scorecards, product finders and configurators, quizzes, intake and payment forms. Outcome pages turn scores and results into personalized charts, gauges and graphs.
Every lead lands in the free CRM with its answers, scores and timeline, plus custom properties, tags, dynamic segments and pipeline stages. Branching email workflows then follow up automatically on answers, scores, outcomes, segments, opens and clicks.
The AI Agent builds funnels from a prompt, and AI drafts the email sequences.
60+ integrations, including HubSpot, Salesforce, Klaviyo, ActiveCampaign, Mailchimp, Pipedrive and Brevo, payments (Stripe, PayPal, Square), 5 tracking pixels, Zapier and webhooks.
Free plan available. Free CRM on all plans. Email workflows are on paid plans. Trusted by 4,500+ businesses, SOC 2 Type II audited, and GDPR-compliant.