Edit or Modify a Funnel

Update funnel settings, customer experience options, and freebie configuration.

Quick Overview

Navigate to Funnels → Find your funnel
Click the "Edit" button or click on the funnel name
Navigate through the wizard steps to make changes
Update any fields you want to modify
Click "Update Funnel" to save changes

Note: Product assignment and per-product marketplace selection are editable only while a funnel is in Draft. In non-Draft statuses, clone the funnel to create a variation.

What Can Be Edited

Step 1: Funnel Setup

Funnel Name: Change the internal name at any time
Funnel Type: Cannot be changed after creation (create a new funnel for different type)
Products: Editable only in Draft status (Review/Lead funnels: 1-5 products, ARC funnels: exactly 1 product, all selected products must be same type)
Marketplace Selection by Product: Editable only in Draft status, with a maximum of 3 marketplaces per selected product

Step 2: Customer Experience / ARC Configuration / Lead Collection

Rating Options: Change between 5-star and 3-option scales
Minimum Review Length: Adjust the minimum character requirement
Force feedback routing: For platform marketplaces, route ratings below 4 stars to Feedback instead of Review
Engagement Features: Enable/disable WhatsApp collection, recommendation question, marketing consent
ARC Configuration (ARC funnels): Update ARC file, expiration date, reminder days
Custom Questions (Lead funnels): Add, edit, or remove custom questions

Step 3: Freebie & Delivery

Include Freebie: Add or remove freebie from your funnel
Lead Capture Option: Set Marketplace Default, Email Optional, or Email Required (locks to Email Required when freebie is enabled)
Freebie Type: Change between file upload, coupon code, or external URL
Freebie File/Code/URL: Update the freebie content
Delivery Methods: Change instant download and/or email delivery options
Email Template: Select different freebie delivery template (Growth plan)
Email Subject & Body: Customize email content (Growth plan)

Step 4: Launch & Share

Funnel Status: Change between Draft and Active
QR Code Customization: Update logo, colors, text, and download QR code
Funnel Links: Links remain the same but regenerate if products change

Step-by-Step Editing Process

1. Access the Edit Page

Go to Funnels page
Find the funnel you want to edit in the list
Click the "Edit" button (pencil icon) or click on the funnel name
The edit wizard will open with all current settings

2. Navigate Through Steps

Use "Previous" and "Next" buttons to navigate between steps
All current values are pre-filled in the form fields
Make changes to any fields you want to update
You don't need to change every field - only update what you need

3. Review Changes

Use the "Preview" button to see how changes will affect the customer experience
Double-check all modified fields before saving
Ensure required fields are still filled after your changes

4. Save Changes

Click "Update Funnel" button on the final step
Wait for confirmation message
You'll be redirected to the Funnels list page
Changes are immediately applied to the funnel

Important Considerations

Active/Paused Funnels: Product assignment and per-product marketplace selection are locked. Use Clone Funnel to create a variation with different products or marketplaces.
Product Changes: If you change products, the product description shown to customers will update automatically.
Freebie Changes: If you remove a freebie or change the freebie type, existing customers who already received the freebie are not affected.
ARC File Updates: If you update the ARC file, the new file will be used for future downloads. Previous downloads remain valid.
Status Changes: Changing from Active to Draft will immediately stop the funnel from accepting new submissions. Changing from Draft to Active will make it live.
Funnel Links: The main funnel link remains the same, but if you change products significantly, you may want to verify the link still works correctly.

What Cannot Be Changed

Funnel Type: Once created, you cannot change a Review & Lead Funnel to an ARC Funnel or Lead Funnel. You must create a new funnel.
Funnel ID: The unique identifier for your funnel cannot be changed.
Historical Data: Past submissions, leads, and reviews remain linked to the original funnel configuration.