The Visual Drag And Drop Canvas Overview

There are 2 benefits of using this visual Drag and Drop Canvas:

i. Makes the Funnel building process much easier using your favorite page builders.

ii. Plan your Funnel Steps, set Conditions, and make major changes – all on a beautiful visual canvas.

This is something you’ve always wanted on a funnel-building tool.

Let’s take a closer look at the Drag and Drop canvas and understand all the features it has.

The Funnels Drag and Drop Canvas #

Watch this video or read the guide below to learn all about the Drag and drop canvas.

For this guide, let’s use a funnel from scratch.

Once you create a funnel from scratch, you will see a blank Drag and Drop Canvas of Funnels.

  • When you import a funnel template, have steps will be added here. But for this guide, we are using a blank canvas to explain all the features you will find here.

The canvas has the following options to make the funnel building experience much easier:

  • Add Step (+ Step)
  • Funnel Steps Mapping
  • Add Condition (+ Condition)
  • Integrations (+ Integrations)
  • Edit Funnel Name
  • Preview Funnel

Let us go over each of the see options.

i. Add Step (+ Step) #

On the top left corner of the canvas, you will see the + Step option.

You may click on this button to add funnel steps and start panning the buyers’ journey.

You will be able to add 5 types of funnel Steps:

  1. Landing
  2. Checkout
  3. Upsell
  4. Downsell
  5. Thank You

ii. Funnel Steps Mapping #

Add the steps and drag them around to decide how you want to organize them and what steps you want to include in your funnel.

Once you add steps, you will be able to move & organize them by clicking and dragging them and connect then connect in the right order easily.

iii. + Condition #

Click on this button to add a conditional node with which you can set the conditional triggers to move from one step to another in a sales funnel.

For example, you can use a condition that if someone rejects an Upsell offer, he will be directed to a Downsell offer. But if he accepts it, he will not see the Downsell offer and proceed to see another Upsell offer.

Here, you can see steps added, and conditions set in between. What you will be doing is you will be visually adding the conditional node and inside its settings, you will set the condition which has to be met to move to the next appropriate step.

iv. Integrations (+ Integrations) #

Click on this button to integrate your funnel with other tools.

For example, you can add integration with CRM and automation tools.

v. Edit Funnel Name #

You may edit the name of your funnel as you want.

vi. Preview #

Clicking on the preview button will let you view the funnel in action. So, after you create a funnel and save it, you may click on the Preview button to get a live version of the funnel.

In this unique Drag and Drop Canvas, you can see the steps or pages of your funnel, choose the path of your funnel, set conditions, and edit funnel structure.

Also, you can click on each step to configure them individually which we will learn in one of the next guides.

For now, let us learn how to Add or Remove a step easily in your funnel mapping canvas.