Concepts

Short definitions for how the product thinks about your work.

Funnel

A funnel is one campaign or product flow: a sequence of screens visitors move through, from first touch to purchase (and optionally into your app). Each funnel has its own name, slug (used in the link), status, and settings (branding, footer, SEO, optional analytics, webhooks, and more).

The slug only needs to be unique inside your workspace. How it appears in the link depends on your setup:

  • Default domain — the platform link includes the slug plus workspace-safe details so visitors reach the right funnel.
  • Custom domain — branded links stay short. One published funnel per hostname can open at the domain root (/); others use /{slug}. The root funnel is the one published earliest among funnels that share the same hostname in settings.

See Publishing & URLs for examples and DNS setup.

Draft vs published

  • Draft — you can edit freely; visitors cannot open the live funnel URL.
  • Published — the funnel is live at its public address. Always double-check copy and pricing before publishing.

You can switch between draft and published as your workspace allows.

Step

A step is one screen in the funnel, for example:

  • Landing — marketing content and calls to action
  • Quiz — questions (single choice, multi choice, scale, text, etc.)
  • Calculating — short loading screen with optional clarification modals between progress lines
  • Email capture — collect an email (and optionally a name)
  • Score Result — show a personalized score or profile based on previous quiz answers
  • Paywall — section-based offer page with plans, pricing, and optional hero, benefits, reviews, and FAQ
  • Checkout — take payment (Stripe Express checkout and card form, or Paddle checkout frame)
  • Success — confirmation and links to your app

Each step has its own content (what the visitor sees) and can have its own styling where the editor supports it.

Connections (transitions)

Steps are linked by connections. A visitor moves from one step to the next along these links. For quiz steps, you can send people down different paths depending on their answers.

Visitors vs leads vs subscribers

  • Visitors — anyone who opens your published funnel.
  • Audience leads — people who left an email (or other captured data) on an email-capture step.
  • Subscribers — customers with an active or past subscription (or successful one-time payment), once payments are connected for your workspace.

Your workspace

Your workspace is your team's area: funnels, data, and settings belong to it. What you see in Settings (team, billing, integrations) depends on your plan and what is available in the product.

If your access to a workspace is removed, you may be asked to sign in again. You will only see funnels and data for workspaces where you still have access.