# Overview #### Welcome to Funnelish Help Center. Here you will learn about our tools, features, automations, third-party integrations, and more. They will help you build high-performance sales funnels to grow your eCommerce sales and conversion rate in no time. Each article will guide you through every step of the way while teaching you how to make the most out of our features. You will find our articles organized into the following sections:


Getting started	Get to know our software and launch a new funnel in four easy steps.	/files/9bf9OVALFeSmGEwZjNsj	/pages/h7yPYYDKvkZGNqCn9Deh
Advanced features	Learn about our advanced tools and functionalities to make the most out of your funnels.	/files/OKriAArqsp3vn9KpxMPF	/pages/stB8H2cZmEvUJjIXhqPc
Integrations	Connect your funnels to third party softwares and improve your product management.	/files/TJInSAF9TuyDweRbg0fC	/pages/-MCm-ells_HSPLQogXB3
Apps	Optimize your funnels by enabling payment gateways, collecting data and more!	/files/mGDEqUPsVSkkoXJaYMoL	/pages/-M4GSXju-vvjrmJhPQVE
Automations	Connect with your audience by using triggers, emails, workflow actions and fully customize the customer's experience.	/files/UEYsumcu0wVLKUiFnsGN	/pages/-MSEIsHOg9N9QFrurjZZ
Connect your domain	Connect your Funnelish funnels to your personalized hosted domains.	/files/EVm3ZYQngbtiwyanEww4	/pages/-MaV09RuIvUSxyvozH-f
FAQ	Solve some frequently asked questions or troubleshoot common issues.	/files/r2btQplmLpqlV5f1BC8w	/pages/-M1AmxJitIhmw19jNo3z

# Quick start At Funnelish, we simplify the process of creating and launching new funnels in four easy steps: 1. [**Creating a funnel**
](broken://pages/-Miffc_bc7cjynYbXYSl)Use a template or start from scratch with a new funnel. Learn our steps structure and the different types available. 2. [**Customize design**](/start/funnel-builder)\ Get to know the different elements we offer for your funnel and how to use each one for a better-performing funnel. 3. [**Collecting payments**](/start/collecting-payments)\ Learn about all the different payment methods we offer for your customers and use the ones that adapt better to your needs or preferences. 4. [**Connect your domain** ](/start/connect-your-domain)\ Easily link your funnels to your own domains or take advantage of our free Funnelish subdomain feature. The video below goes over the basics of Funnelish and how to use all of our available features to generate more sales from your funnels! {% embed url="" %} # Creating a funnel Begin your funnel building journey A funnel is designed to guide your customers through a series of steps, from letting them know more about your product, all the way to a thank you for your purchase page.

Layout of how a minimal funnel would typically look like.

You're about to create a Funnelish funnel. It's not difficult, and we'll guide you all the way through with this step-by-step guide. If you want a quick overview of this first step, watch the video below: {% embed url="" %} ## Create a funnel 1. On the header menu, click the **Funnels** tab. 2. Click the **Create new funnel** button in the top right corner of your page. 3. You then have two options: * Use a template * Or start with a blank funnel and create it from scratch.

## Using a template Templates save time by giving you the building blocks of a funnel structure. We call these blocks **steps**. You can quickly customize each step in the funnel with our drag-and-drop tools. 1. Scroll through the list of templates and click an option. 2. Review the template design in the right panel. 3. Click **Create funnel** to use that template.

## Building from scratch Instead of a template, you can start with a blank funnel and then build it yourself with our no-code drag-and-drop tools. 1. On the Add new funnel pop-up window, select the **Build from scratch** option. 2. Click the **Create funnel** button. 3. Watch the intro video. 4. Add your first step. ## Cloning a funnel Once you have created a funnel and would like to use that structure or design again for your next funnel, you can clone it by clicking on this icon:

## Contact us No time to build or customize your funnel? Get in touch with our team using the blue bubble in the bottom right corner of your page and learn how we can assist you. # Funnel steps Customize the customer experience This article will show you how to add steps. Steps are like pages in a sales funnel. They guide the user, one step at a time, along the customer journey to the checkout. ## Before you start * If you selected a template, your funnel comes preloaded with steps. You can add, remove, and edit those steps. * If you started from scratch, you won't see any steps. You're starting with a blank canvas. ## Step types Each step is a page with a specific sales function. The number of steps that you need in your funnel depends on your product and imagination. Our funnel process have six types of steps that are easy to customize. * **Landing page** – Usually the first step your customers will see. Ideal for showcasing your product regardless of whether you collect optins or not. * **Checkout** – Ideal for taking the initial payment from customers through a payment form or a two-step form. * **Upsell** – Allows your customers to buy more of your products without having to provide their payment details again. * **Downsell** – This step is only shown to your customers when they say NO to a previous Upsell offer. * **Thank you page** – Usually the last page your customers will see. Also gives the opportunity to show more of your other products. * **Other** – Any other step type not in the list, can be used for pages such as Terms of Service, Privacy Policy, etc. {% hint style="info" %} Only Checkout, Upsell, and Downsell steps can have products. {% endhint %} ## Adding a step To add a step to your funnel: 1. Open your funnel. 2. On the top header, click the **New step** button.

1. Scroll through the list of pre-made pages. 2. Click an option to preview the page in the right panel, or select Build from scratch. 3. Click **Continue** to choose a page design. 4. Select a step type to use with your new page. 5. Edit the default step name and default path (optional) 6. Choose your [Step type](#step-types)

8. Click **Create step**. 9. Repeat the process for every step you want to add to your funnel. ## Changing Step Types/URL To change the step type or step path url, you can do this by clicking on the step settings:

# Products Display physical goods, subscriptions, and variants You can add new products inside every funnel individually. Remember that they can only be used in Checkout, Upsell, and Downsell steps. Products in Funnelish are virtual, this allows you to set quantities of different products. {% hint style="info" %} Adding a product to a step does not (by itself) display the item in the funnel. They must be used within a [Product list](/start/funnel-builder/product-list) or [Order bump](/start/funnel-builder/order-bump) element. {% endhint %} ## Product types We offer you the ability to assign a product as a **One-time product** or as a **Subscription**. ### One-time product 1. Open a funnel and select a step that allows products. 2. Click the **Add a new product** button. 3. On the pop-up window, select **One-time** and click **Continue**. 4. Give your product the name your customers will see and set the price. 5. (Optional) Switch on the toggle to make this product eligible for the [Order Bump](/start/funnel-builder/order-bump) feature. 6. Click the **Create product** button. {% hint style="info" %} Read the [Edit your product](#edit-your-product) section to learn how to add an image of your product and modify its settings. {% endhint %} Your product will be added to the list with its name, price, and product type.

### Subscriptions * Open a funnel and select a step that allows products. * Click the **Add a new product** button. * On the pop-up window, select **Subscription** and click **Continue**. * Give your product the title your customers will see.

1. **Input the price** your customers will be charged for the subscription. 2. Set **how many times the billing amount will be charged.** 3. **Define the period between charges** for your subscription. 4. Define **the timespan of the period.** 5. (Optional) Toggle on the **Has a trial period** slider if you want to set a trial period with different values in your parameters. 6. If you want to offer a **free trial period**, set the **Billing amount** to **0**. Otherwise, choose any other amount you want. 7. (Optional) Switch on the toggle to make this product eligible for the [Order Bump](/start/funnel-builder/order-bump) feature. 8. Click the **Create product** button. ## Edit your product After you created your products, you can add images to each one of them or edit their settings. * Click any product from the list and a pop-up window will open with all its settings. ### Basic and Price The first two sections are the same as you had when you created your product. With them, you can rename, toggle the [Order bump](/start/funnel-builder/order-bump) feature, change between one-time products or subscriptions, and change the price. ### Product image Click on the product image section to upload a thumbnail of the product from your desktop and use it on your funnel. ### Settings * **Select by default**\ Automatically adds a specific product to cart. Customer can change that afterwards. * **Hide from the product list**\ When you activate this function, your customer will not be able to see this product on the funnel. You can use this feature with the S**elect by default** and create a combo that automatically will charge the user the price of the hidden product. This is especially useful for automatically charging [shipping fee](/faq/how-to-charge-a-shipping-fee)s to every order. * **Highlight** \ This option automatically adds a yellow background to the product tile in your funnel. * **Tags**\ They are also helpful to highlight a product in a more subtle way. You can adjust their background color and text size.

## Variants Variants are a group of products that share the same core quality but come with different attributes (e.g., size and color). They can be added to a previously created product. 1. Click a product to open its settings pop-up window. 2. Scroll down to the **Variants** section. 3. Click on the **Add new variant** button.

4. Enter the variant name (e.g., Size). 5. Enter an option (e.g., Small 250 g). 6. Click the **Add new option** button to add a new input box. 7. Repeat steps until you added all your available variants and options. ### Manage variants The next step is to upload images and configure prices. This is an optional step. If each variant has the same price as the base product, then Funnelish automatically uses the default price for each variant. 1. Click the **Manage variants** button. 2. Upload images. 3. Enter custom prices. 4. Click **Save changes**. This example shows a product on a live funnel page. If a user selects the product, a folder expands and shows the variants. If a user clicks a variant, the price displays on the page.

# Customize design Use drag and drop tools to create and edit your funnel This section shows you all the essential design and editing tools you need to add content, display products, and build your brand. Create beautiful funnels tailored to your offer and your audience! Editing your funnel is a two-step process: * open a funnel * open the editing dashboard ### Opening a funnel 1. Log in to your Funnelish account. 2. Click **Funnels** at the top menu bar.

3\. On the Funnels page, click the funnel you want to edit. ### Opening the editor 1\. On the funnel page, click the step you want to edit. 2\. Click the **Edit page** button.

3. The Editor dashboard displays. 4. You can choose the view, then start dragging elements.

### Get an overview Watch this video to get a comprehensive overview of our editing tools. {% embed url="" %} Overview of Funnelish editing tools {% endembed %} ### What's next Go to the next pages in this section and learn how to use specific editing tools. # General Settings Use the toolbar to access widgets and change display mode ### Content settings After loading a step and clicking the **Edit page** button, the Funnelish Editor page displays. A lot of your content creation work starts in the top left corner of this page. You can see a group of icons. These icons change the tools that display in the left panel. That panel holds the widgets you need to add content and features to a step. There are five important icons.

{% hint style="info" %} **Note** Click **Go back to funnel** to close the editor. Make sure you click **Save changes** before leaving the editor. {% endhint %} #### **1 Add new element** * Show drag and drop components. #### **2 Layout** * Show the elements in the current step. **3 Page Properties** * Show basic (e.g. padding, color, etc.) and advanced (CSS IDs and classes) properties. #### 4 Popups * Show active popups in your account. Click the ellipsis to open the Quick actions menu (edit, duplicate, or delete a popup element). ![Click the ellipsis ](/files/OYnPRq763DF21F9z26W6) #### **5 More actions** * Opens a menu with two options: Settings and Custom codes. ### Display mode In the center of the top toolbar, click an icon to change the display mode (mobile, tablet, or desktop). {% hint style="info" %} **Note** You can create unique elements and define custom properties for each display mode. {% endhint %} ![Choose a display view](/files/ARTTkLWdFtGMl8vmbZ19) ### Save and preview The top right corner of the toolbar has three important display tools. Go here to save changes or preview your work. ![Save and preview](/files/BV09dc44UMN8KJ6CyxCh) #### Save template Save time and create consistency across brands by reusing your page elements and properties. 1. Click **Save as template** on the top toolbar. 2. Give the template a unique name. 3. Click Save template. ![Save a step template](/files/xt4fcVo15yYnqIJ7xJnx) #### Reuse a template 1. Go to the funnel page. 2. Click **Add step**. 3. Go to the **Your saved templates** heading. 4. Click a custom template. ![Locate a custom template](/files/MoATUwyUorcrDlqfbtjl) # Layout Create spaces for content and design effect This article shows you how to use layout tools, the building blocks of your funnel. Use layout tools to create empty spaces in rows and columns on a step. Once you have a structure in place, add containers to hold content elements (e.g. text, images, links) and spacers to create separation between elements. Your layout work should take place inside a **Section widget**. Sections are like boxes. They hold components and design elements. You can have more than one section on a step. To design your funnel step layout, we show you how to add: * [sections](#adding-a-section) * [rows and columns](#adding-rows-and-columns) * [spacers](#adding-a-spacer) ## Adding a section There are two ways to place a Section widget on a step. ### Starting with a blank step If you start with a blank step, Funnelish displays a plus (+) icon. Click the icon to create your first section on the canvas. {% hint style="info" %} **Note** Sections are the foundation of step design. The first element on a step should be a section. All the elements and content go inside the section. {% endhint %} 1. Click the plus (+) icon. 2. Choose full width, wide, or half-width.

3\. Choose the number of columns in the section.

### **Working with an existing step** Use this option if you're editing a template or a step that you already created. 1. Open the step. 2. Decide where to place a section on the canvas. 3. Drag the widget to the canvas.

4\. Release the mouse. * Funnelish places a blank section on the step.

## **Adding rows and columns** Content and elements sit inside rows and columns. When you add a Section widget to the canvas, click the **Add New Row** button to start creating structured space. 1\. Click an image to choose the number of columns for the row. * In this example, we add two columns to the row.

2\. Hover the mouse over the row to see the widget hierarchy. In this example, a row is inside a section. Each widget has a separate toolbar. 3\. Click the icons to edit, clone, or delete the widget. 4\. To add a row, click a blue circle with a plus (+) icon. You can add rows above or below the current row.

{% hint style="info" %} **Note** You can add rows by dragging a Row widget to the canvas. {% endhint %} ### Opening the layout panel 1. Open the Editor page. 2. Make sure the **Add new element** is selected. * The panel displays Layout widgets.

### Adding a Container widget The next step is to place a widget on the canvas. * We show you how to use containers & repeaters and carousels in a separate article. {% hint style="info" %} See [Containers](/start/funnel-builder/containers). See Repeaters. See Carousels. {% endhint %} ## **Adding a spacer** The **Spacer widget** places a line between elements on the canvas. Spacers are fully customizable. You can configure margins, padding, width, color, border style, and more. Like every Funnelish feature, spacers are responsive to phones, tablets, and desktops. If you want to hide an element on a specific device, simply untick that device from the side buttons. To add a Spacer widget: 1. Drag the Spacer widget to the canvas. 2. Customize settings. 3. Click **Save changes**. 4. Preview the step. ![Spacer widget below a heading](/files/gzf8J4XERbzKnnLsY9wJ) # Containers Create complex designs without code The **Container** widget is an essential building block that can help you design responsive funnel steps. Containers, transparent by default, are fully customizable. When used in conjunction with the Box tool ([see below](#adding-boxes)), you can group elements and create intricate presentations, like a pricing table. ## Adding a Container widget The first step is to place a widget on the canvas. In this example, we place one **Container** widget in a row cell. Containers are empty boxes that have many customization features such as padding, margins, background color, borders, and more. Containers can hold other widgets, like text, heading, and images. To place a widget on a blank canvas: 1. Go to the center of the Section and click the plus (+) icon one time. 2. Select the number of columns for the row. 3. Click the plus (+) icon in a row cell. A blue line connects the cell to the side panel. 4. Click a widget. We select **Container** in this example. 5. The editor places the widget inside the cell and displays the settings panel.

### **Adding boxes** Boxes are a feature of the **Container** widget. The Box tool lets you stack (horizontally and vertically) multiple elements and provides incredible design flexibility. Add precise margins and padding, set text or image alignment, define custom widths for side-by-side boxes, and more. Start by placing one or more boxes inside a **Container** widget. 1. Click the **Container** widget on the canvas. 2. On the left panel, click **Add new box**. * Funnelish creates two boxes inside the container cell. By default, the widths are equal. You can change box width on the side panel.

*Inserting and deleting boxes* * To insert another box, click the **Add new box** button. * To delete a box, click the ellipsis next to a box name and then click Delete box. ### **Orientation** You can also set up your boxes orientation from the left side bar.

### Add widgets to boxes The next step is to add a widget to a box. 1. Click a box cell one time. 2. On the side panel, click a widget. 3. Customize widget settings. 4. Repeat for all boxes. 5. Click **Save changes**. 6. Click **Preview**. In this example, we place one element in each box and then customize margins and padding. We also center-align the headline and left-align the button. ![Add elements to boxes](/files/UDfTVA9eQmA1PE1lbOIk) You can also control container size and location by configuring custom margin and padding settings. ![Container margin and padding settings](/files/ge8ueVoRIRLqdTrnrdyJ) Continue to add boxes, elements, and design features. ### Wrap up The screenshot below shows a price table made with containers and boxes. ![Price table made with containers and boxes](/files/ijCOuXVvNTD5Mnua1R2B) # Compositions Add compositions and saved assets to your layout When building or editing your funnel, you can find *Compositions* which are ready to use elements that you can add easily to your layout without having to build it yourself. Here you will find discount banners, reviews containers, shipping details, layouts and more to make your building process faster and easier!

## Adding compositions To add compositions to your canvas, continue with the steps below: 1. Open the funnel you want to edit and edit the page. 2. Hover over your layout and click (+) where you want to add a composition. 3. On the far left column, find ***Compositions**.*

4. Drag the composition to the page.

4. Click *Save changes* at the top right. {% hint style="success" %} You will now see the composition in your layout! {% endhint %} **If you have any other compositions ideas which you'd like us to add, you can let us know at or on our** [**Community**](https://community.funnelish.com/)**.** # Saving assets Save your personalized sets of elements as assets to access them easily and in all your funnels. You can easily **save elements, rows or sections to use across all your funnels.** This is possible with our **Save as asset** feature, that will store and organize the designs you choose.

## Save a design as an asset 1. **Click** once on the **section, row, element or container** that holds your design.

A blue outline will highlight what you are about to save as an asset.

2. Click on the **Save as asset** icon located in the top right corner of the **settings panel**.

2. On the pop-up window, select the folder where you want to save your asset or create a new one by clicking on the plus (+) icon. 3. Give a name to identify your asset, and click **Create asset**.

{% hint style="success" %} Now you **can access your saved assets in any of your funnels using the panel at the left of your canvas.** {% endhint %} # Payment Forms Add a custom fields and payment forms to a step Funnelish includes two widget options that you can use to collect customer information, create gateways, and process payments. These widgets are called [2 Step form](/start/funnel-builder/editor-forms/2-step-form) and [Payment form](/start/funnel-builder/editor-forms/payment-form). In this article, we show you how to configure those widgets on a step. ### Before you start Make sure you place a payment form widget on a **Checkout** step. Payment widgets do not work on other types of steps (e.g. Upsell or Landing). If you need to change the step type of your current page, you can [change it from the step settings.](https://docs.funnelish.com/start/creating-a-funnel/steps#changing-step-types-url) If you are working with a blank step, choose **Checkout** type. If you are working with a template, select the **Order** page.

To test and preview the forms, you must add products to your funnel. * To learn more, see [Add Products](/start/creating-a-funnel/products). ## Forms There are two widget options. Click a link to learn more. * [**2 Step form**](/start/funnel-builder/editor-forms/2-step-form) gives you a template to collect user information and integrate payment gateways. * [**Payment form**](/start/funnel-builder/editor-forms/payment-form) provides a template tool to integrate payment options. ![Form widgets](/files/bgU1I74YGjnPydojAQMt) # 2 Step Form Collect shipping and payment info in one template Choose this form option if you want to quickly add customer information fields, billing options, a purchase summary, and an order bump to the funnel, all with a single template. {% hint style="info" %} **Note** You can place only one **2 Step form** widget (hidden or visible) on a step. {% endhint %} This template has two sections: Shipping and Your Info. The **Shipping** section collects customer information (e.g. name, email, etc.). The **Your Info** section displays product/subscription options and payment gateways. It also has an [order bump](/start/funnel-builder/order-bump) option. {% hint style="success" %} **Note** Click a heading (**Shipping** or **Your Info**) to customize the section name. (optional) {% endhint %}

## Shipping You can edit or delete any field on the Shipping form. You can also add a deleted field. All fields, by default, have a red asterisk which means they are required. *Edit a field* You can't edit a field on the template. Instead, changes in the settings panel. This is where you customize the design (e.g. margins, background color, etc.) by clicking the **Basic** or **Advanced** tabs. 1. Click a field one time. The side panel displays. 2. Make changes. 3. Click **Save changes**. 4. Click **Preview**. You can also: * change field status from Required to Not Required (and vice versa) * edit or remove field labels * edit or remove field placeholder text *Delete a field* To delete a form field: 1. Click the field one time. 2. Click the trash icon.

*Adding a template field* If you delete a form field and want to add it back to the template: 1. Click the plus (+) icon at the top of the form. 2. Select an option on the drop-down menu. Funnelish adds the field to the bottom of the form. 3. Drag the field to your preferred location.

*Field type* Change field design and input requirements by customizing the **Input type**. You can change the input type for template fields and custom fields. 1. Click a field one time. The side panel displays. 2. Click an Input type. The field in the template changes. 3. Click **Save changes**. 4. Click **Preview**.

## Your Info Click number **2** to open the second form. This is where you configure products and billing. You can also customize page design with standard tools (e.g. margins, font, background color, etc.). This form has five key sections that you need to review and customize: * [Product List](#product-list-configuration) * [Payment Form](#payment-form) * [Order Summary](#undefined-1) * [Order Bump](#order-bump) * [CTA button](#cta-button) ### Product List configuration Describe the products or services on offer. You can also customize order quantities. 1. Click the **Product List** field one time. The side panel displays. 2. Click the **Manage Products** button. A new panel displays on the right.

*Editing products* In the new panel, edit current product information or add new products. 1. Click a product name to open the product page. 2. Edit information. (optional) 3. Click Save changes.

*Adding products* 1. Click the **Add a new product** button. 2. Complete the workflow to add a one-time product or subscription. *Customizing order quantities* Next to the **Select type** heading, there are three options to control how much a customer can purchase. * **Single checkout** means a customer can purchase one item of one product or subscription. Bulk purchases are not possible. (e.g. one bag of coffee ***or*** one set of cups). * **Multi-checkout** means a customer can purchase one item of multiple products or subscriptions at one time (e.g. one bag of coffee ***and*** one set of cups). * **Multi-Quantity** means the customer can make bulk (up to 10) purchases of multiple products or subscriptions at one time. ![Multi-Quantity option](/files/y3FtuSl03TQN0EqA4pVk) 1. Go to the **Product List** settings panel. 2. Click the button next to **Selection type**. 3. Choose an option. 4. Click **Save changes**.

### Payment Form This is where you configure payment gateways. We describe the payment form in a different article. * Learn how to set up and configure the [Payment Form](/start/funnel-builder/editor-forms/payment-form). ![Configure payment gateways](/files/UBWmew6EfSNqTKFpC0zc) ### Order Summary This section shows dynamically generated content to the customer. It's not possible to change the internal structure of this field. However, you can customize the design. 1. Click the field one time The side panel displays. 2. Customize settings. (optional) 3. Click **Save changes**. 4. Click **Preview**. ![Dynamically generated customer order summary](/files/PVEiCvbsA00z9qHCluel) ### Order Bump This handy feature promotes a product just before the customer goes to the checkout. The Order Bump feature is built into the **2 Step form**. It's also a standalone widget. We describe how to set up and customize an order bump in a different article. * See [Order Bump](/start/funnel-builder/order-bump). ![Customer view of order bump with image](/files/tmgzgELRb3QKOGRLnDkd) ### CTA button Customize the design of the CTA button at the bottom of the template. You can also edit the button label and text under the button. 1. Click the button field one time. The side panel displays. 2. Click **Heading** to change the button label. (optional). 3. Click **Sub-headline** to add a second line of label text. (optional). 4. Customize label design like color, font, and margins. (optional) ![CTA button](/files/ejyxbZ4gODD1SPw5AacI) *CTA sub-text* The default sentence below the CTA button (100% secure and safe payment) is a separate field. Click the field one time to open the side panel and change the text or add customizations. (optional) # Payment Form Activate payment gateways Set up and activate payment gateways in your funnel. You can add gateways using the standalone **Payment form** widget or the payment form field embedded in the **2 Step form** widget. The steps and payment customization options are similar for both widgets. * Learn about the [2 Step Form](/start/funnel-builder/editor-forms/2-step-form) widget in a different article.

### What's the difference? Many business owners with a custom e-commerce platform prefer the standalone **Payment form** widget because it provides maximum design flexibility on their current site. The **2 Step form** widget works well for site owners who want a customizable all-in-one template to collect customer data and process orders. ## Selecting the widget If you're using the standalone **Payment form** widget, drag the widget to the canvas. Click the widget one time to open the settings panel. {% hint style="danger" %} **Note** You can place only one **Payment form** widget (hidden or visible) on a step. **Duplicate payment form can lead to duplicate charges!** {% endhint %} If you are using the **2 Step form:** 1. Drag the widget to the canvas 2. Click the number 2. ![ Click number 2](/files/WodGXMQp6TB8SxhJTHST) 3\. Scroll down the page. 4\. Click the Payment Form field one time to open the settings panel. 5\. Go to the side panel. 6\. Click the **Edit payment options** button. A new panel displays on the right.

## Configuring display options On the new panel: 1. Switch on the Funnelish Pay toggle to activate the payment form. 2. Choose a form theme. The default setting is a white background. 3. Scroll down and click the **Add a new payment method** button. ### Payment options On the next screen, click a payment option and then add the appropriate account credentials.

### Jump to.. Connecting [Credit Card](/start/collecting-payments/card-payments) Connect [PayPal ](/start/collecting-payments/paypal) Connect [Klarna](/start/collecting-payments/klarna) Connect [Airwallex](/start/collecting-payments/card-payments/airwallex) ## Further customization After you set up the payment gateways, Funnelish returns to the panel. 1. Click a circle to set the default payment option. 2. You can pick a theme for your payment form.

3. Click the radio button below to assign a **default payment method.**

4. In some cases, the card fields labels are also customizable, so you can translate them into a different language. *Preview the form* 1. On the main canvas page, click **Save changes** in the top right corner. 2. Click **Preview**. * Funnelish displays the payment form in a new browser tab. The orange circle indicates the default payment method. ![](/files/WLYPZPrrIV51QtnxdL1r) *Previewing the 2 Step form* If you are using the **2 Step form**, complete an extra step to preview the payment gateways: 1. Click **Preview**. 2. In the new browser tab, scroll down and click the **Go to step #2** button. The second page of the template, which includes the payment gateway form, displays. # Express Checkout You can easily add express checkout payment options directly from your page editor. ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments) * **Have a** [**Stripe credit card gateway connected to your funnel.**](/start/collecting-payments/card-payments/stripe) ### Step 1: * Head to your **page editor** and **drag the express checkout element into your page:**

Dragging express checkout into the page.

* From the left sidebar, hit ***Express checkout settings.*** * **Enable Express Checkout.**

{% hint style="info" %} You must first have a Stripe gateway connected to be able to use Express Checkout. See here how to [connect your Stripe gateway](https://docs.funnelish.com/start/collecting-payments/card-payments/stripe). {% endhint %} ### Step 2: * You can force Google/Apple to collect on your behalf email, billing address, and phone number as well if needed.

*The shipping address will be collected by default if you use **shipping options***.

{% hint style="info" %} **What are shipping options?** {% endhint %} * Shipping options can be seen as an extra upsell, because through Express Checkout users will go through a different checkout experience, most likely not noticing the **order bumps** of the page. **You can connect your shipping option to any product or order bump, and push an extra faster delivery fee, or even to a hidden $0 product if needed.**
{% hint style="success" %} You are now all set to use express checkout on your page. {% endhint %}
# Product List Focus customer attention on your offerings Simplify the customer journey and increase conversions by adding a **Product List** to the funnel. A product list shows the items on offer along with prices and images. Customize the list to enable bulk purchases, add side tags, variants, and more. {% hint style="info" %} **Note** You can place only one Product list widget (hidden or visible) on a step. {% endhint %} ![Sample product list](/files/FO0c33AmzSrHf2tuCadB) ### Before you start You can place the **Product List** widget on multiple steps (Checkout, Upsell, and Downsell) in the funnel. To generate a product list, you must first add products to the step. To add products: 1. Open a funnel. 2. Click a step one time. 3. Click the **Add a new product** button.

4\. In the popup window, choose one-time purchase or subscription. 5\. Complete the workflow. 6\. Click **Create product**. ## Adding Customizations You need to customize a product list in two places: * [customize settings at the product level](#customizing-at-the-product-level) * [customize the list as a whole](#customizing-the-list-as-a-whole) We describe each method separately below. ### Customizing at the product level To customize a product: 1. Open a funnel. 2. Click one time on the step that has the products. 3. Click a product to open the **Edit** page.

### Editing options *Basic* 1. Change or update the product name. 2. Switch on the toggle if you want to use this product for an [Order Bump](/start/funnel-builder/order-bump). (optional)

*Price* The default setting is a price for a one-time product purchase.

Switch on the toggle if this is a subscription. Fill in the required fields. You can also create a trial price for a subscription.

Click the square below the Product image heading to upload a thumbnail image (JPG or PNG). (optional)

Configure some or all of these optional settings to control how the item and supporting text display in the product list. 1. Switch on the toggle to make the item a required purchase. The default setting is OFF. 2. Switch on the toggle to hide this item. The default setting is OFF. 3. Switch on the toggle to add a yellow background to the product line. The default setting is OFF. 4. Create a top tag with a short sales pitch. 5. Enter a word to insert a side tag. 6. Set the background color of the top tag. 7. Change the size of the top tag: small or big. 8. Click **Save changes**.

### Preview the display To preview the product list: 1. Click **Save changes** on the step page. 2. Click **Preview**. * Funnelish opens a new browser tab with the product list. ![Customized product line ](/files/68Nc5ABnoa3BCZcDe55x) *Variants* You can add product variants (e.g. size or color options) to the list. You can also add images and unique prices for each variant. 1. Click the **Add new variant** button. 2. Enter a category name (e.g. color). 3. Enter category options (e.g. brown). 4. Click **Add new option** to insert a new line. 5. Repeat steps to add more options. 6. Click **Manage variants** to upload images and add different prices. (optional)

*Variant images and prices* Click the image box to upload a picture for each variant. (optional) By default, Funnelish assigns the default product price to each variant. You can enter a unique price for one or more variants. * In the screenshot below, we create three variants for an espresso cup product. The default price ($11) is set by our original product (white cups). The price for brown cups is the same as the default, so we leave that price field blank. Clear cups cost more, so we add a new value ($13). Click **Save changes**. ![Images and custom prices for product variants](/files/yADtOGMb9XiVm6MMUIiq) *User experience* If a user selects a product with variants, a folder expands and displays the options. The user clicks a variant. The product price changes if it differs from the default value. ![There variants for espresso cups](/files/Edh9CUFwbU8WxDAdjGPf) *Automations* At the bottom of the panel, you can set up third-party integrations to trigger a variety of actions. In the example below, each new purchase of espresso cups automatically adds a row to a specific Google sheet. * We discuss triggers and third-party integrations in [another article](/integrations/integrations-overview).

### Customizing the list as a whole After you customize each product, the next step is to configure the design of the product list as a whole. The side panel has all the standard options, including font, margins, padding, borders, background colors, and more. 1. Open the step with the product list. 2. Click the product list field one time. The side panel displays. 3. Add custom settings as required. 4. Click **Save changes**. 5. Click **Preview** to review the design. ![Review the product list](/files/erTlhFLJp8lcdXo70M9P) *Products* Click the **Manage Products** button to open an edit panel. From here, you can edit product descriptions, change settings, and add new items.

*Selection type* Next to the **Select type** heading, there are three options to control how much a customer can purchase. These settings apply to every item in the product list. * **Single checkout** means a customer can purchase one item of one product or subscription. Bulk purchases are not possible. (e.g. one bag of coffee ***or*** one set of cups). * **Multi-checkout** means a customer can purchase one item of multiple products or subscriptions at one time (e.g. one bag of coffee ***and*** one set of cups). * **Multi-Quantity** means the customer can make bulk (up to 10) purchases of multiple products or subscriptions at one time. # Text Elements Add headlines and paragraphs In this article, you learn how to add text elements to a step. There are two kinds of text: **Headline** and **Paragraph** widgets.

## Customizing text Follow these instructions to add a **Headline** or **Paragraph** widget to the canvas. 1. Drag a widget to a canvas location. 2. Click one time inside the widget to display the text editor. ![Headline editor](/files/Thpj5wt3geLC13Vwdhpm) 3\. Enter text. 4\. Use the editor to style the text (font size, alignment, color, bold, etc.). 5\. Click Save changes. 6\. Click Preview. {% hint style="success" %} **Note** You can quickly edit and style other elements on the canvas at the same time. Click the widget to open the settings panel and make changes. {% endhint %} ### Adding custom settings Click the widget one time to open the **Headline** settings on the left panel. This is where you can style your text (e.g. margins, background, color, etc.). Click the **Style** tab to change the padding, spacing, add text shadow effects etc. Click the **Data** tab to bind data to it. It gives you the power to design **any element as a product**, making your element more interactive. Click the **Interaction** tab to give the headline an action when it's clicked, hovered over or on mouse leave)

# Media Add visual content to a step. Media includes **Image**, **Image slider,** **Before/After slider, Embed Video** and **Video** elements.

## Adding media 1. Drag an element (image, image slider, before/after slider, embed Video or Video) to the canvas. 2. Click the element to display the toolbar and open the left side panel with its corresponding settings ![Image widget inside a Container widget](/files/x2faY1iYwRe5xu55JIvZ) ## Customizing image settings The settings panel has all the standard image editing tools to customize the display and layout, These include responsive property, alignment, margins, alt text, borders, and shadows. We also offer more specialized features, described below. ### Preview selected product Enable this feature to display a preview of a product inside an **Image** or **Image slider** element when your customer selects a product.

### Click action To add a link to images, click on the image, then on the left panel click the **Interaction** tab, then click on the "+" next to **On click** where you can select: * **Submit step**\ Submit customer payment details and move the user to the next step in the flow. * **Go to next step** \ Move the customer along the flow, but do not submit any payment information. * **Go to URL** \ Add a link to an external page. * **Go to section/row** \ Create an anchor link to a different place on the same step. Link to a specific section or row on the step. * **Show popup** \ Choose a popup for the drop-down menu. When a user clicks the image, the popup displays.

### Lazyload Enable this feature to enhance site performance. Lazyload delays media loading until it is needed. The result is a better user experience because other site elements can load faster when needed. ![Enable this feature to improve site performance](/files/QMvxns9dp72pqkBLl3ZJ) ### Changing/Adding images To change or add more images, click on the image element then on the left side panel, click **browse.**

### Image folder When opening the image folder, by default it will open the folder **My Images** where all your images will be saved. You will also find **Pexels** where you can search for high-quality, royalty-free images to add to your pages.

To create a new folder for file management if you plan on uploading lots of content, here is how to do it: 1. Click **+ New folder**. The new folder will be created below. 2. Enter a unique name. 3. Now you can start adding the images into the folder

You can add videos using video links or uploading your own video. ### **Embed Video element** To add your videos embedding a url, add an **embed video element** to your page and on the left panel, paste the video URL into the **Video URL** field. Funnelish automatically loads the video into the element. ## Adding **videos to your page**

Customize the display settings to control video size (width and height) and layout on the step (e.g., margins and borders). ### Customize the Embed Video player You can control video play behavior with three toggles.

* **Autoplay** \ The video plays as soon as it loads on the user's device. If activating this option, the video by default will be muted. * **Loop infinitely**\ The video plays again and again. * **Show controls** \ The visitor can see the Play/Stop button and progress bar. If disabled, the visitor can't stop or start the video. ![Show controls enabled](/files/k9rCE0vf3X2oDbkG3KO8) {% hint style="info" %} Funnelish automatically optimizes media files (images and videos). Even when using multiple images and videos, the average Funnelish page load speed is 0.1 seconds. {% endhint %} ### **Video element** To upload your own videos instead of using a url, add a **video element** to your page and on the left panel click on the video element to upload your video.

We suggest uploading videos with a max size of 200MB per video but keep in mind that depending on the size of the video, the upload may take a bit longer to upload. ### Customize the Video element * **Thumbnail**\ Will allow you to add your own thumbnail for the uploaded video. * **Play button**\ Customize your own play button from different designs to choose from and apply their color. * **Focal point**\ This is where the camera is focused, the side, top left corner, bottom right corner, etc of your video. To see the focal point in action, first a height to the video element. * **Autoplay**\ The video plays as soon as it loads on the user's device. **If activating this option, the video by default will be muted.** * **Loop** \ The video plays again and again. * **Show controls** \ The visitor to see the Play/Stop button and progress bar. If disabled, they won't be able to stop or start the video. * **Can be paused**\ Allows the visitor to pause the video # Loox Reviews Add social proof to your funnels with customer reviews and ratings. This article shows you how to add **Loox Reviews** to your products in a funnel. When you complete these steps, Funnelish can pull reviews and ratings from your Shopify store into the funnel step. {% hint style="info" %} Loox Reviews is a freemium app. You can display star ratings for free but need a paid account to access the other widget functionalities. You can read the [Loox developer document](https://developers.loox.io/article/508-97-integrating-loox-into-pages-hosted-outside-of-shopify) and learn how to enable all the widget functions on your site. {% endhint %} ![Star review placed under a funnel product image.](/files/rkfpfRTNxi4Xf3it5wHp) ## Installing the app on Shopify The first step is to install the Loox app on your Shopify store. 1. Log in to you the [Shopify App Store](https://apps.shopify.com/). 2. Type **Loox Product Reviews** into the search bar. 3. Click the app name. ![Select Loox Product Review in the Shopify App Store.](/files/U0gK6UZmGe01SPXtU5KL) 4\. Log in to your Shopify store (if prompted). 5\. On the next page, **read the terms** and if you agree, click **Install app**. 6\. Click the **Let's get started** button and complete the setup workflow. {% hint style="info" %} Once you finish setting up Loox on Shopify, you can collect and display customer reviews on a product page. {% endhint %} ![Loox reviews displayed on a product page.](/files/Bc0LlNpQRNEUlTGg1AlB) ## Paste a snippet into **Custom codes** The next step is to add some code to your funnel. {% hint style="info" %} You'll need to copy and paste some text in this step. We suggest you open a Notepad file to save code as an in-between step. {% endhint %} ### Copying a product ID Find and copy the **product ID** for the item in your Shopify store. 1. Go to your Shopify store dashboard. 2. Click **Products** on the side menu. 3. Click the product you want to link with Loox on your funnel. 4. Go to the address bar. 5. Copy the product number in the URL. It's the last series of numbers after the slash (/). 6. Paste the product ID into a Notepad file. ![Get the product ID copying the digits at the end of the URL after the slash (/).](/files/5iJuEopjmKj5ldDyvCcH) ### Customizing a snippet 1. Copy this snippet and paste it into a Notepad file. ``` ``` 2. Replace the word **STORE** in the snippet with your store name. {% hint style="warning" %} Make sure there are no spaces after the "=" sign. {% endhint %} ![Example snippet with a sample store name.](/files/CwrtxA8JCmYLO2eJkh9P) ### Pasting the snippet 1. Copy the edited snippet of your Notepad file. (The one with your store name) 2. In Funnelish, go to the **Funnels** tab in your header menu. 3. Open a funnel and go to the step that has the product you want to link to Loox. 4. Click the **Edit page** button. 5. Go to the top left corner and click the **More actions** icon (the three dots <…>). 6. Click **Custom codes**.

On the pop window: 1. Click the **Body HTML** tab at the top of the window. 2. Paste the edited snippet. (The one with your store name)

3. Click **Save changes**. 4. Click the **Save changes** button in the top right corner of your page. ## Add custom HTML The last step is to drag and drop the **Custom HTML** element into your canvas. This element is the one that will display customer reviews and ratings on the step. {% hint style="info" %} You need to decide where to place the Loox information. In this example, we place the star rating under a product image. {% endhint %} {% hint style="success" %} We use a two-column row to hold the Custom HTML component. You could use a different structure. {% endhint %} 1. Place a **Section** component on the canvas under the product image. 2. Select the two-column row option.

3\. Select a cell. 4\. Place the **Custom HTML** component inside the cell. ![Place the Custom HTML component inside the cell.](/files/Pj5anU7o3Pe4xGqp0tWR) 5\. Go to the left panel. 6\. Click the **Edit custom HTML** button. ![Click Edit custom HTML in the settings panel.](/files/Y2E78Kphm5VwTxCsbUqf) 7. A new pop-up window will display. Before adding something, follow the steps below to edit the code for your corresponding product. ### Customizing a snippet Follow the steps below to place customer star ratings in the funnel. ![Showcase of product images with star reviews.](/files/zE0u1qv3ASAWM7w5biee) 1. Paste this code into Notepad. ```

``` 2. Replace the XXXXX in the snippet with the **Shopify product ID** (the ID you saved in Notepad in the previous step). {% hint style="info" %} Make sure there are no spaces between the quotation marks and numbers. {% endhint %} ![Example of the code with a product ID replacing the XXXXX.](/files/JyVwJGaet8IXu9nNI6yV) 3\. Click the **Save changes** button. 4\. Click **Save changes** again on the funnel dashboard. 5\. Click **Preview** to see the funnel step and customer reviews. {% hint style="info" %} If the ratings do not appear in Preview mode, you might need to whitelist your funnel domain. Go to your Shopify store and open the Loox settings page. [Learn more.](https://help.loox.io/article/416-how-do-i-white-list-an-external-domain-to-display-the-loox-iframe) {% endhint %} {% hint style="warning" %} Nothing displays on the funnel step if your Shopify product has no ratings. {% endhint %} ### Another product To quickly add Loox display code to another product: 1. Copy the **Custom HTML** component. 2. Paste the component into a different cell location. 3. Replace the **product ID** with the number corresponding to the new product. 4. Click **Save changes**. ## Other display options The above example showed you how to place star ratings on a funnel step. There are other options available for more customization. ### Full reviews To display full reviews on the funnel step, follow all the steps above but paste **this snippet** into the **Custom HTML** component. {% hint style="info" %} Be sure to replace the XXXXX with the unique **product ID**. {% endhint %} ```

``` ![Showcase of a product image with full Loox reviews. ](/files/zFJtfxrJEWHlrPN7ZLyn) ### All reviews Use this snippet to pull **all reviews** from your Shopify store into the funnel. Follow all the steps described above but paste this snippet into the **Custom HTML** component. ```

``` ![Display all the product reviews.](/files/vQMkiHNj1XwUTm2n2w6Q) ## Other options Loox provides other snippets for widgets that you can place in popups, sidebars, or carousels. [Learn more](https://developers.loox.io/article/508-97-integrating-loox-into-pages-hosted-outside-of-shopify). # CTA Guide users with buttons and links Call to action (CTA) buttons and links are an essential part of your sales funnel. They act like guideposts on the sales journey and provide users will clear directions. **Buy Now**, **Sign Up**, and **Submit** are three common CTA examples. Funnelish has two types of CTA widgets: **Button** and **Link**.

## **Adding CTA buttons** Guide users to your conversion goal with a CTA button. 1. Drag the **Button** widget to the step. 2. Click the widget one time to open the side panel.

3\. Customize the design and label. 4\. Click Save changes. 5\. Preview. 6\. Revise. 7\. Click Save changes. ### Customizing the CTA button Go to the side panel to customize the design and appearance of your CTA button. Click the **Basic** and **Advanced** menu tabs and you'll find all the standard tools here (e.g. alignment, margins, background color). Pay close attention to the following tools that can greatly affect conversion rates: **Text within the button,** and **Click action**. By clicking inside the button you can customize the text and emojis.

*Click action* To add a link to a button (or text), click the button element, then click the **Interaction** tab in the side panel. Then click **On Click** to assign the action. You can select: * **Submit step** Submit customer payment details and move the user to the next step in the flow. * **Go to next step** Move the customer along the flow but do not submit any payment information. * **Go to URL** Add a link to an external page. * **Go to section/row** Create an anchor link to a different place on the same step. Link to a specific section or row on the step. * **Show popup** Choose a popup for the drop-down menu. When a user clicks the image, the popup displays. You can also assign an action when the mouse is placed over the button or when leaving.

*Styling text* Under the **Style** tab you can edit button's appearance. While still having the button clicked, scroll down the settings panel. Here you can customize the alignment, layout, font, background color, line spacing and letter spacing and shadows.

*Hover state* Use this optional feature to change the button's appearance when the user mouse hovers the shape. Click on **Hover** to open the settings and style the background color, change the button text appearance and add shadows.

## **Adding links** A link is a standalone piece of text with an active hyperlink. It works like a button, but it does not have a shape (e.g. oval). Common examples of CTA links include: **Trouble logging in?**, **Forgot your password**, and **Join now**. 1. Drag the **Link widget** to the step. 2. Click the widget one time to open the side panel. ![Default Link widget](/files/QhgS0HxUFsPyBU7xqwqt) 3\. Customise the text and design. 4\. Click Save changes. 5\. Preview. 6\. Revise. 7\. Click Save changes. ### Customizing the link Go to the side panel to customize the link text and design. Click the **Style** tab, and you'll find all the standard tools here (e.g. alignment, margins, background color). *Link text* Enter a word or phrase into the **Link text** field to create a custom message for your users.

Then click on the **Interaction** tab to set up the url for the link.

*Hover and Clicked state* Use this optional feature to change the text's appearance when the user mouse hovers the link or when clicked. Style the text, change the hover color, and add text shadow.

# Order Bump Increase AOV with a last-minute offer An order bump can increase your average order value (AOV) by presenting customers with a last-minute offer on their way to the checkout. Create an order bump using the standalone **Order Bump** widget or the field embedded in the [2 Step form ](/start/funnel-builder/editor-forms/2-step-form)widget. The installation steps and customization options are similar for both widgets. ## Selecting the widget If you use the standalone **Order bump** widget, drag the widget to the canvas. Click the widget one time to open the settings panel. If you use the **2 Step form:** 1. Drag the widget to the canvas. 2. Click the number 2. 3. Scroll down to the Order Bump field. 4. Click the field one time to open the settings panel. ![Default order bump field](/files/4GQtvH8yqLqImn1JLJwf) ## Creating an order bump 1. Enter sales text in the order bump field. 2. Click the **Style** tab on the left hand panel to style the text. (optional) 3. Link the Order Bump product to the order bump widget (see below). 4. If you want to have the order bump product pre-selected by default, enable the **Selected** toggle.

{% hint style="info" %} **Note** The **Selected** toggle controls the checkbox that users see in the order bump field. The user checks the box if they want to add the order bump product to their basket. The default setting is OFF (unchecked box). To change the default to ON, go to **Selected** in the left panel and switch on the toggle. {% endhint %} ### Creating an order bump product You can create a product or subscription just for the order bump. 1. Click the Order Bump field one time. 2. Click **Manage** in the left settings panel. 3. Click the **Add a new product** button in the panel on the right. 4. Choose one-time or subscription. 5. Add a description and price. 6. Switch on the order bump toggle. 7. Click **Create product**.

* Funnelish adds the item to the list with an **OB** (Order Bump) icon.

### Editing an order bump To change order bump information, open the Edit panel. 1. Click the Order Bump field one time. 2. Click **Manage** in the left settings panel. 3. Click the product or subscription name. The editor displays. 4. Edit information. (optional) 5. Click Save changes. ### Adding an image To insert an image into the order bump field: 1. Click on the order bump element. 2. Click the image icon. 3. Upload a file. 4. Click the image. The image displays in the order bump field. 5. Resize the image. 6. Click Save changes.

# Popups Increase conversions Funnel popups can capture users who signal an intent to leave your e-commerce site without hitting any of your on-page conversion objectives. {% hint style="success" %} **Note** You can use the same popup on multiple funnel steps. Any changes you make to the original popup appear in every instance. {% endhint %} ## Creating a popup 1. Open a funnel step. 2. Click the **Edit page** button. 3. Go to the top left corner of the page. 4. Click the **Popups** icon.

5\. Click the **New popup** button. A new panel displays. 6\. Enter a unique name. Funnelish automatically creates the path.

7\. Click the **Create popup** button. * Funnelish displays a default popup window and opens the settings panel. ![Default popup](/files/hAqiDG8oTNaGh4WqxYRI) ### Opening a popup To view and edit an existing popup: 1. Open a funnel step. 2. Click the **Popup** icon in the top left corner. A list of popup names displays. 3. Click a name to open the popup on the canvas. 4. Click the ellipsis to open a menu and select an option (Edit, Duplicate, or Delete).

### Renaming a popup It's not possible to change the name of a popup. If you want to reuse an existing popup and give it a different name, use the **Duplicate** tool. 1. Click the ellipsis. 2. Select **Duplicate**. 3. Enter a new name. 4. Click the **Duplicate popup** button.

## Customizing appearance You can customize the appearance of a popup. Appearance includes the design and content. All the standard design tools are here, including text, colors, borders, margins, and padding. Add content to a popup by inserting rows and containers and then dragging widgets (e.g. Headline and Paragraph) to the popup canvas. If you want to collect email addresses, add a **Form element** widget. To customize appearance: 1. Select a popup. The **Properties** panel displays. 2. Set the width. The default setting is Medium. 3. Add text. 4. Add a form. (optional) 5. Add a CTA button. (optional) 6. Add design elements. 7. Click Save changes. 8. Go on to the next step and customize popup action. ## Customizing action Action controls how the popup behaves in relation to user intent on the funnel step. To customize popup action, open the popup **Page Properties** panel. 1. Click the **Popup.** 2. Click the ellipsis. 3. Select **Page properties**. A new panel displays. 4\. Click the field below **Page popup**. 5\. Click the popup you want to assign. Here you can choose if you want the popup to show on exit intent, when the visitor scrolled down the page, spends x amount on the page or after the customer scrolled down then up.

### Setting popup action #### Exit intent * Available only on desktops, the popup automatically displays when the customer intends to navigate away from the funnel step. #### Visitor scrolls down the page * Show the popup after the visitor scrolls down a percentage of the funnel step. Enter a figure in the field. ![Set a percentage](/files/FIc8V87Q9e20YXP5reNS) **Visitor spends X seconds on the page** * Show the popup after a visitor spends a fixed amount of time on the page. Enter figure (number of seconds) in the field. ![Display popup after a fixed period of time on page](/files/tq8boWOhDnQHHTcYRiGr) **Show after customer scrolls down then up** * This is usually the best indication of exit intent on mobile devices. Display the popup after the user scrolls a percentage of the screen. Enter percentage figures in the fields. ![ Display popup after user scrolls down and up](/files/JzStY6HTsfKvbMNIflje) ### **Displaying a popup on clicks** In addition to the action steps described above, you can display a popup after a user clicks an element (e.g. image, button, or link). #### Click on images and buttons To display a popup after a user clicks an image or button: 1. Select the element (image or button). 2. In the left panel, click the **Interaction** tab. 3. Click **On click** and choose **Show popup.** 4\. Click the field below Show popup. A drop-down menu displays. 5\. Select the popup you want to display. 6\. Click **Save**. 7\. Then click **Save changes** at the top right of your page. 8\. Click **Preview** to see the image in action. 9\. Repeat steps and edit popup as required.

#### Click on links Use this option to display a popup when the user clicks a text link. 1. Click the **Popups** icon. 2. Locate the popup you want to display. 3. Open Notepad (or a similar app) and type the popup path.

4\. Open the canvas and highlight the text which will hold the hyperlink. 5\. Click the Link icon. 6\. Copy the popup path from Notepad (or a similar app). 7\. Paste the path into the **Visit URL** field. 8\. Click Save.

### Previewing the popup 1. Click **Save changes** in the top right corner. 2. Click **Preview**. 3. Edit as required. ![Popup displays on funnel step](/files/LJ4L1xkH0ySSsGtequs9) # Form element Create custom form fields. Add custom form elements to your funnel. Use these elements to build an email list, qualify leads, collect user information, build checklists, and more. ## **Choosing the form element type** There are seven **Input type** options of form elements to choose from. Each one will define what kind of information you want to collect in the field.

## Input type ### Checkbox Use a **checkbox** to collect data or confirm statements. You can also add a red asterisk that indicates filling the checkbox is a requirement.

### **Input** The **Input** form element will allow you to collect customer's personal information such as full name, phone number and shipping information. Use **Input** for a fixed-width (and responsive) field best suited for short text answers. ![Short text answer in an input form element.](/files/MUC7pgLyCdKPNS9g866v) ### **Textarea** The **Textarea** option allows adding a frame that supports text overflow. ![Textarea input type.](/files/yfTasXkkRaPAMIpB1CiZ) ### **Radio** The **Radio** input type allows you to add one or more circles and create a list of options to choose from. If you want to have multiple options: 1. Click the Radio form element in your canvas once to select it. 2. In the top right corner of the blue box that surrounds your element, click Clone FormElement. 3. A new option for your form element will appear. 4. Click on the text to modify it. ![Radio input type.](/files/vwmJyza7ghZs8OmufbHD) ### **Number** When using the **Number** input type, users can enter a number or use the arrows to increase/decrease the value in the field. ![Number input type.](/files/X6diyDct0z9uC4ci9wWk) ### **Select** The **Select** input type creates a drop-down menu that you can customize with a list of options we offer. The “All countries” section will be set as a default for this input type. To customize the form: 1. Scroll down to the **Props** section. 2. Click the **Data type** field and select which kind of data you want to collect with the form. 3. Click the **Options** field and select the options the drop-down will display in your funnel. #### Custom option You can add a custom list of the countries where you offer your product. 1. In the **Options** field, select **Custom**. 2. On the new section below, click **Add option**. 3. Under the **Name** field, input how you will identify the field. 4. Under the **Value** field, input what your customer will see on the drop-down menu.

#### Dynamic provinces/states option This option allows you to have a field that automatically updates the states/provinces of a previously selected country. {% hint style="info" %} To make this option work, you need to accompany it with an **All countries** or **Custom** option. {% endhint %} Once you have set up a select form field with the **All countries** or **Custom** option: 1. Add a new **form element** to your canvas. 2. Click **Select** in the **Input type** section. 3. Scroll down to the **Props** section. 4. In the **Data type** field, select one of the options associated with a state/city. 5. In the **Options** field, select **Dynamic provinces/states**. 6. Click **Save changes** in the top right corner of your page. 7. Click the **Preview** button and try out your forms to verify the Dynamic provinces/states are automatically displayed after selecting a country. ### Double input The **Double input** type creates two input fields in the form, this allows you to organize better the information provided by your customer. * To set it up, scroll down in the **settings panel** to the **Props** section and fill in the **Data type** and **Data type #2** fields with the information type you want to collect.

## Props Every form element offers different settings options, which you can find under the **Props** section in the **settings panel**. ### Toggle switches #### Is required? toggle switch Forces the customer to fill out the form to be able to continue to the next step. #### Show label? toggle switch Most of the forms allow you to have a **Label** that acts as a title to the form or information regarding the field. This switch gives you the option to show or hide these labels.

### Data type Click the **Data type** field to assign the type of information the form will collect from your customers.

### Placeholder Use this optional feature to place helpful text inside the form element and guide your customers on the information they need to input into that specific field.

# Timer Give buyers another reason to take action now Use a countdown timer to create a sense of urgency for time-sensitive opportunities, like special discounts. You can also use the Timer widget to indicate when an offer becomes available. ## Adding a widget To add a timer widget to your funnel: 1. Open a step. 2. Click one time the element (e.g. container, row cell) that will hold the timer widget. 3. Click the **Timer** widget on the left panel. Funnelish displays the timer and left-side settings panel.

## Customizing the timer You can customize the appearance of a timer (e.g. design and time) including text, colors, borders, margins, and padding. To customize the timer, click the widget on the canvas one time. The settings panel displays on the left side of the screen. *Customizing labels and time* Under **Labels** you can change **Hours**, **Minutes**, and **Seconds**. To change a label and time: 1. Go to the settings panel. 2. Locate the **Hours** label. 3. Change the label and time as required. 4. Repeat for **Minutes** and **Seconds**. 5. Click Save changes.

### Customizing action Configure an outcome once the countdown reaches zero. The default setting is **No action**. 1. Go to the left settings panel. 2. Scroll down to the **Expire action** heading. 3. Click the field. 4. Select an option. (see below) 5. Click Save changes.

Trigger an action when the countdown reaches zero

*Go to URL* Funnelish opens a webpage when the timer reaches zero. 1. Enter a URL. 2. Switch on the toggle to open a new browser tab. (optional) 3. Click Save changes. 4. Click Preview.

Open a new webpage when the timer reaches zero

*Hide countdown timer* Removes the timer from the page when the clock reaches zero. # Progress Bar Create guideposts along the customer journey Small tweaks to a site can lead to significant conversion improvements. Take the humble **Progress bar,** for instance. When deployed effectively, this simple graphic can build customer confidence by showing them they're on the right path and that their transaction is almost complete. ## Adding a widget To add a **Progress bar** widget: 1. Open a step. 2. Click one time the element (e.g. container, row cell) that will hold the widget. 3. Click the **Progress bar** widget on the left panel. Funnelish displays the widget and left-side settings panel.

## Customizing the bar You can customize the appearance of a bar (e.g. design and length of the progress bar). All the standard design tools are here, including text, colors, borders, margins, and padding. Click the widget one time on the canvas. The settings panel displays on the left side of the screen. To change bar length and label: 1. Go to the settings panel. 2. Locate the **Value** heading. 3. Change the figure as required. 4. Go to the **Label** heading. 5. Under **Label text** enter a Value figure. 6. Click Save changes. 7. Go to the **Label position** heading. 8. Choose the alignment of the text {% hint style="warning" %} **Note** Make sure you manually input the same figure for the **Value** and **Label text**. {% endhint %}

### Styling the Progress Bar and adding animation Under the Styles tab you can set up the colors and add an animation effect to the progress bar 1. Scroll down to **Styles** heading. 2. Assign the colors as desired. 3. To add a style, choose from the options in the dropdown. 4. To add the animation, switch on the toggle. (optional) 5. Click Save changes. 6. Click Preview.

# Social Network Buttons Help customers share your story Funnelish makes it easy to embed social network icons on any step. Add a **Social** widget, paste URLs to your social media accounts, and voila. We have links to these platforms: Twitter, LinkedIn, Facebook, YouTube, and Instagram. ## Adding a widget To add a Social widget: 1. Open a step. 2. Click one time the element (e.g. container, row cell) that will hold the widget. 3. Click the **Social** widget on the left panel. Funnelish displays the widget and left panel.

## Customizing the icons Change the default color and add a unique hover color. (optional) You can also configure margins, padding, icon alignment, and the widget's background color. ### Adding links By default, all social network toggles are in the ON position. 1. Go to the left settings panel. 2. Switch off a toggle to remove a social network platform from your list of options. 3. For each active platform, paste the URL of your social network page into the field. 4. Click and drag handles to change the order of icons. 5. Click Save changes. 6. Click Preview.

# Order Summary Add an order summary In this article, you learn how to add an order summary to your checkout and thank you page, which will allow the customers to view their order details. ## Adding a widget To add an Order Summary: 1. Open a step. 2. Click one time the element (e.g. container, row cell) that will hold the widget. 3. Click the **Order Summary** widget on the left panel. Funnelish displays the widget and left panel.

## Customizing the order summary Once you added your order summary, you can edit it with the following options: * Show product images within order summary. * Allow discount codes. * Show/Hide header * Show/Hide total * Collapsable. * Is open by default.

{% hint style="success" %} All these options detailed above will work on Thank You Pages as well, except the ability to apply a discount. {% endhint %} # FAQs Display answers in expandable folders FAQs on a funnel step are a great way to anticipate objections and provide lots of detailed information. The problem with many FAQs is that long answers take up a lot of page space, and can sometimes smudge the professional layout of a page.

The solution is expandable FAQs. Display the questions and hide the answers. When a customer clicks the arrow next to a question, the folder opens, and the answer displays. ![](/files/v3CERc2Wufl8EzKHw2JP) ## Adding an FAQ 1. Open a funnel step. 2. Click one time the element that will hold the FAQ widget (e.g. container, row cell). 3. Go to the side panel and scroll down to the **Others** section. 4. Click the **FAQ** element. Funnelish automatically places the widget inside the element.

### Inserting a question Click the **Default title** header and type a question.

### Inserting an answer Click the plus icon (+) inside the widget. Add content to the answer field.

You will likely want to add a text answer. Click the **Paragraph** widget on the side panel and then enter the answer. * You can insert images or video content, too. {% hint style="info" %} **Note** To copy an FAQ, click the Clone icon on the widget toolbar. {% endhint %}

## Customizing the FAQ widget Click the widget and go to the side panel. There is a suite of standard formatting tools, like borders, margins, title fonts, and more. # Repeater Display repeating content dynamically, automatically. The **Repeater** is a powerful tool that allows you to duplicate and display repeating patterns of content effortlessly, ideal for product lists, feature showcases, reviews, blog posts, or any content that appears in multiple similar blocks. Instead of manually creating multiple versions of the same element, the Repeater automatically handles the layout, keeping everything consistent and easy to update. When used with [**data binding**](https://docs.funnelish.com/advanced-features/data-bindings), the Repeater will pull in live data (e.g. products, reviews, posts) so you don’t have to manually update each item. ## Adding a Repeater widget To add a repeater to your canvas, continue with the steps below: 1. Open the funnel you want to edit and edit the page. 2. On the left panel, select the **Repeater** widget 3. Click and drag it in your layout where you want the repeated items to appear.

## Designing the Template Once you added the repeater widget, you will see an empty container box and two boxes. The empty container will hold the template you want to repeat and the two boxes are where the copies will be shown.

1. To add more boxes to the container, click **(+) Add new box**.

2. Now click **(+)** inside each box to add the desired element. {% hint style="info" %} In this example we'll be creating a product list using a Headline, an Image and a Paragraph element. {% endhint %}

{% hint style="info" %} You can add elements such as: Image (for product image), Heading / Text (for product title), Paragraph (for description or details), Video (for product reviews), Price element, Button or Radio Button (for “Add to Cart” or select) etc... {% endhint %} You should now see the elements added and duplicated automatically in the repeater. ## Setting Up the Data Binding ### Binding the Repeater 1. Click the **Repeater** 2. On the left hand panel, click **Data** > **Data Bindings** 3. Click **Products Collection** 4. Assign the **main dataset.** This is (e.g., Products, Order Bumps, Reviews). 5. Click **Save.**

{% hint style="danger" %} The parent container/section/box should *not* be empty because it defines the data context for everything inside. {% endhint %} ### Binding the Elements 1. Click an **Element** 2. Click **Data > Data Binding** 3. Bind each element to the corresponding data. In this example, we'll bind the **headline** element to the **product name,** the **image** to the **product image** and the **paragraph element** to the **displayed price.**

\ For example: * Button / Radio → Product ID * Title / Heading → Product Title or Product Name * Image → Product Image * Paragraph → Product Description * Price → Product Price {% hint style="success" %} Repeat this action for each element {% endhint %} {% hint style="info" %} 👉 Alternative setup: You can bind the **section itself** (the parent) directly to a dataset. Then, add a row or a repeater inside, inherit the dataset, and bind the elements. {% endhint %} ## Styling the template's layout Now you can focus on styling the layout adding spacing, colors, fonts, padding/margins, borders etc. Once you're done, click **Save Changes.** To see it in action, click **Preview.** \ \ In the preview page, you will see the Repeater generating one item per product (or per dataset item), each filled with the correct data.

# Carousel The **Carousel** is a dynamic element that lets you showcase multiple pieces of content in a compact, swipeable format. It’s perfect for highlighting product images, reviews, testimonials, or any content where you want your visitors to browse without overwhelming the page. ## Adding a Carousel widget To add a carousel to your canvas, continue with the steps below: 1. Open the funnel you want to edit and edit the page. 2. On the left panel, select the **Carousel** widget. 3. Click and drag it in your layout.

## Customizing the Carousel Once you added the carousel widget, it will show like the example below.

Click **(+) Add new slide** to add more slides to your carousel.

## Designing the Slides Now we'll add the content inside each slide. 1. Click inside the **(+)** inside the carousel to add the desired element to show in the first slide. In this example, we'll add an image:

2. Click on the **image element** 3. On the left side panel, click **browse** to assign the image.

4. To add content to the next slide, click on the container and on the slide that follows

{% hint style="success" %} Repeat steps 1 to 4 until you've completed creating your carousel's slides. {% endhint %} Once you're happy with your design, click **Save Changes** and click **Preview** to see it in action.

The **Carousel** element in the Funnelish editor lets you showcase multiple pieces of content in a single, swipeable space. It’s perfect for product galleries, testimonials, featured media, or any repeating content you want users to scroll through. ### Adding a Carousel 1. Open your page in the **Funnelish Editor**. 2. From the left-side toolbar, drag the **Carousel** element onto your page. 3. Select the Carousel to open its settings in the left-side panel. ### Managing Slides * In the left-side panel, click **Add new slide** to create new slides. * Each slide works like a blank canvas where you can insert any other Funnelish element.

#### Examples of what you can add to slides: * **Images or videos** → Create a media gallery (this replaces the old Image Slider). * **Review containers** → Showcase customer testimonials in a rotating layout. * **Product blocks** → Highlight multiple products in one section. * **Text or call-to-actions** → Add headlines, descriptions, or buttons. You can combine elements as needed, since each slide is fully customizable. ### Customizing the Carousel In the left-side settings panel, you can configure: * **Direction** for the slides (horizontal or vertical). * **Autoplay** → Automatically cycle through slides. * **Looping** → Decide whether the carousel repeats continuously. * **Show arrows** → Display navigation arrows on the sides of the carousel. You can customize these further by just clicking on the arrows (from editor) and can change their look from the leftside bar. * **Show pagination** → Display dots or pagination indicators under the carousel. * **Slides per view** → Decide how many slides are visible at once. * **Effect** → Choose between different slide transition effects (e.g., slide, fade). * **Speed** → Adjust how fast the transition happens (in milliseconds). {% hint style="success" %} You can now create advanced carousel displays on your Funnelish pages. {% endhint %} # Collecting payments Payment processing in Funnelish is aggregated through our core app Funnelish Pay. We use **Funnelish Pay** to streamline payments. It's an app that gives your customers multiple payment methods without sacrificing the design and flow of your funnel. Connect PayPal, Stripe, NMI, iDEAL, Cash on Delivery, and other payment options to your sales funnels. {% hint style="success" %} **Funnelish Pay comes with zero extra fees beyond your standard payment processor costs.** {% endhint %} {% hint style="danger" %} Before adding payment gateways, make sure the Funnelish Pay app is enabled inside **Global Apps and Funnel Apps.** {% endhint %} You can activate Funnelish Pay using the [**Apps menu**](#enable-funnelish-pay-from-the-apps-menu) or [**directly from the funnel editor.**](#enable-funnelish-pay-directly-from-your-funnel) ## 1. Enable Funnelish Pay from the apps menu {% embed url="" %} 1. On the header menu, click the [**Global Apps**](https://v2.funnelish.com/apps)[ ](https://v2.funnelish.com/apps)button located at the far right.

2. Inside Funnel Apps page, scroll down to Funnelish Pay and toggle the switch to **enable**.

Toggle the switch to the enabled position.

## **2. Enabling Funnelish Pay directly from the editor** 1. Open the checkout step editor. 2. Place a payment element on the step canvas. You can use the **Payment form** or the **2-Step form**.

3. Click the **payment form** field to display the settings panel on the left. 4. On the settings panel, click the **Edit payment options** button. A new panel will display on the right side of the screen.

5. On the **Edit payment options** panel, switch the toggle to enable the Funnelish Pay app. 6. Choose a theme for the live payment form.

### Using the 2-step form If you use the **2-step form** element, complete an extra action to access the payment form field. 1. Place the **2-step form** element on the canvas. 2. Click the number 2 at the top of the element.

Click the number 2 to display the payment form field.

3. Scroll down to the payment form field. 4. Complete the steps described in the previous subsection. # Payment Methods Supported Below are the current payment gateways that can be added to your funnel. Click on the one you want to add to see the step by step guide.


			/files/ieHz8KYOXZ1DHZCzXR3v	https://docs.funnelish.com/start/collecting-payments/card-payments/stripe
			/files/9SylYRtkMbJXFEGJSsYW	https://docs.funnelish.com/start/collecting-payments/card-payments/checkout.com
			/files/hEttZmAWaNehIc5oeMOi	https://docs.funnelish.com/start/collecting-payments/card-payments/airwallex
			/files/6WQPhxeZnEVg4pHhaKrh	/pages/-MgwGtamjGXO6n5HwqAF
			/files/5pAgaPEJ6fuQ5T7SJNpt	/pages/-M1g7_NPcGDUFX7hGMNV
			/files/GjkNDFB7HVcpDY3E1i5f	/pages/X2p1lNTF1t0vJXEftfdU
			/files/CdqWhhPq5LRWbSiBfCfN	/pages/yHV3S2WPLDxUQ8RdzD4j
			/files/CVwFkAA1WcrGpEjtIUQW	/pages/kDm8UvQrP8YCDu7Fi7zd
			/files/IKIXbmQvXLyLVLAjFTBE	https://docs.funnelish.com/start/collecting-payments/cash-on-delivery
			/files/IKqW8ISckJdTgwACAJ8r	https://docs.funnelish.com/start/collecting-payments/klarna
			/files/sqdzXjZqjuDWJN1FZdiQ	/pages/uQPdhGOFJ1QT3jVzaTsp
			/files/iFVe66fPhfUTESOqV9xv	/pages/TrcRDGC89BgUDCrTMLaH
			/files/1jXD0lkN9BZvALUSdS3a	/pages/9tpG5L9rm0jB52cwRBkn
			/files/DJTFsg4dm0OEdRfaf9xw	/pages/I6suDqYB57x1nZsYAkbp

# Add payment methods We offer a wide range of payment methods via our Funnelish Pay app. Every payment method can be set up within a **Payment form** or a **2-Step form** element. ## Add a new payment method 1. Add a [**Payment form**](/start/funnel-builder/editor-forms/payment-form) or a [**2-step form** ](/start/funnel-builder/editor-forms/2-step-form)element to your canvas. 2. Click on the element to open the settings panel. 3. On the setting panel, click the **Edit payment options** button. 4. On the Edit payment options panel, click on the **Add a new payment method** button.

5. Set up the payment method that best suits your needs. {% hint style="info" %} We show you how to add specific payment methods in different articles. Scroll through the Collecting Payments section in the column at the left of this page to see the options. {% endhint %} ## Editing payment fields You can easily change the text in form fields. This is especially useful for translating the text or personalizing your forms. 1. Be sure you are on the **Edit payment options** panel. 2. Select a payment gateway. 3. Click on the field you want to edit. 4. Type your personalized text in the field. 5. Click the **Save changes** button.

# Card payments Connect with your card payment processor of choice. Funnelish makes it easy to add a credit card processor to your payment gateway. Our easy-to-enable integrations help you manage payments smoothly. Click on any of the options below to learn how.


Stripe	/files/P3Uu7Rar4UGswn3Qy3qF	/pages/-M4GT4hD8KpXtXgESTGZ
NMI	/files/6WQPhxeZnEVg4pHhaKrh	/pages/-MgwGtamjGXO6n5HwqAF
checkout.com	/files/9SylYRtkMbJXFEGJSsYW	/pages/UuCx9gA6ffbWygkdq2zs
Airwallex	/files/WHaKuSLLdQPFQmPQU09M	https://docs.funnelish.com/start/collecting-payments/card-payments/airwallex

# Stripe Add Stripe as a payment processing method to your funnel. Adding [Stripe](https://stripe.com/) as a credit card gateway with the Funnelish Pay app is easy. After you create a gateway one time, you use it again on any number of funnels. {% embed url="" %} Install credit card payment gateway with Stripe {% endembed %} ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click on **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click on **Connect new gateway > Credit Card.** A new window will display, where you can choose **Stripe**.

## Connect On the **New gateway** window: 1. Click the Gateway field. 2. Select [**Stripe**](https://stripe.com/) in the drop-down menu. 3. **Enter a unique Gateway name.** This name is for internal use, it is not visible in the funnel. 4. Click **Connect**. 5. Log in and connect (or create) a new account. 6. **Save your changes!**

# NMI Add NMI as a payment processing method to your funnel. Adding NMI as a credit card gateway with the Funnelish Pay app is easy. After you create a gateway one time, you use it again on any number of funnels. {% embed url="" %} Install an NMI payment gateway {% endembed %} ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click on **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click on **Connect new gateway > Credit Card.** A new window will display, where you can choose **NMI.**

## Connect On the **New gateway** window: 1. Click the Gateway field. 2. Select **NMI** in the drop-down menu. 3. Enter a unique Gateway name. This name is for internal use, it is not visible in the funnel. 4. Copy and paste your **NMI keys** into the fields.

{% hint style="info" %} To find your keys, log in to your NMI account. Click **Settings > Public Security Key / Private Security Key.** {% endhint %} 5. Click **Create**. 6. **Save your changes!** # Checkout.com Add checkout.com as a payment processing method to your funnel. Adding *Checkout.com* as a credit card gateway to Funnelish is easy. After you create a gateway one time, you can use it again on any number of funnels. {% hint style="info" %} This guide assumes you first create an account on the Checkout.com [`sandbox site`](https://www.checkout.com/get-test-account) for testing purposes. Or a [merchant account](https://www.checkout.com/) on the main site and generate live API keys. {% endhint %} ## Before you start * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to your funnel step. {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Locate your keys To enable Checkout.com (sandbox version) on Funnelish, create and copy two API keys. 1. Log in to your [**Checkout.com sandbox**](https://www.checkout.com/get-test-account) account. 2. On the side menu, click ***Developers > Keys***. 3. Click the **Create a new key** button. 4. On the next page, click the radio button next to *Public API Key*. 5. Add a key description. (optional) 6. Scroll down to the *Select processing channels* heading and check the box. (required) 7. Click the **Create key** button.

On the next page, copy the *Public API Key* and then paste it into a file (e.g., Notepad). Click the *Close* button. {% hint style="warning" %} **Do not** copy the ***Key ID** copy the actual **"Key"***. {% endhint %}

### Secret API Key Now it's time to create the second key. 1. Click the **Create a new key** button. 2. On the next page, click the radio button next to *Secret API Key*. 3. Add a key description. (optional) 4. Under the *Scopes* heading, select **"Default"** or **"Select all"** *(nearly all the scopes are needed for the proper functioning of the checkout.com gateway)*. 5. Scroll down to the *Select processing channels* heading and check the box. (required) 6. Click the *Create key* button. On the next page, copy the *Secret API Key* and then paste it into a file (e.g., Notepad). Click the *Close* button. {% hint style="warning" %} **Do not** copy the **Key ID** copy the actual **Secret API Key**. {% endhint %} ## Create a gateway Now you're ready to enable Checkout.com (sandbox version) on a funnel. 1. Open a funnel. 2. Click the payment form field. 3. In the left settings panel, click on **Edit payment options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **Credit Card**. 6. Click **Add New Credit Card Gateway**. A new window will display, where you can pick **checkout.com**.

7. Now copy the sandbox **Secret Key** and **Public Key** from your file (e.g., Notepad). Paste the keys into the fields. {% hint style="info" %} Choose from the following 3D options: {% endhint %} * If **Enable 3DS** is toggled, 3D secure verification will be conducted before processing a payment. * If **Attempt non-3DS when possible** is toggled alongside 3DS, we will avoid 3D secure verification whenever possible to reduce friction.

## Test your gateway 1. Locate the funnel step with the payment form and click the URL. 2. Add a product to the cart. 3. Select the Checkout.com payment option. 4. Enter billing details. 5. Enter the following card details: * Number: `4242 4242 4242 4242` * Expiry date: any future date * CVC: any three numbers 5\. Click the **Buy** button to complete the sandbox purchase. To verify results on the processor end, login to your Checkout.com sandbox account and click **Payments** on the side menu. The test order displays the status of AUTHENTICATION REQUESTED. Your payment gateway is ready to go live. {% hint style="info" %} **Troubleshooting** If the sandbox order does not appear on Checkout.com, verify the API keys. Do not copy the keys with the **ID** in the name. {% endhint %} ## Enable a live gateway If you're happy with the test results and want to start taking payments right away, contact the [**Checkout.com sales team**](https://www.checkout.com/contact-sales) to move to a live merchant account. {% hint style="warning" %} Before you enable a live gateway, make sure you replace the two sandbox API keys in the Funnelish payment gateway with your merchant account API keys. {% endhint %} # Airwallex Airwallex as a payment processing method in your Funnelish funnels. Don't have an Airwalex account yet? [Sign up now ](https://www.airwallex.com/gtmp/payments/integration-partners/funnelish?utm_source=gtm-partner\&utm_medium=partner_referral\&utm_campaign=v01_glbl_multi_ob_dg_prttm_gen_funnelish\&sfcid=701Nn00000SN9YmIAL) to streamline your payments! ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click on **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click on **Connect new gateway > Credit Card.** A new window will display, where you can choose **Airwallex**.

6. Follow the instructions on the Airwallex authentication page. 7. **Save your changes** and you're good to go. ### Test mode on Airwallex Unfortunately **Airwallex** **does not support test mode.** To test your funnel, we recommend that you reduce your product price to **$1** or equivalent amount, and test the payment with a real card, you can refund yourself afterwards. ### Subscriptions through Airwallex We do support subscriptions managed by Airwallex itself, however Airwallex does not offer a dashboard to manage such subscriptions (Cancellation or similar), as such you will have to use a 3rd party software to manage your Airwallex subscriptions as needed. ### Changing your statement descriptor for Airwallex * Your Airwallex account **has to firstly be configured to support Dynamic Descriptor.** * **Merchants will have to request this to be enabled via their Account Manager.** * Once done, you can change your statement descriptor inside **funnel settings:**

# PayPal Add PayPal as a payment processing method to your funnel. Adding PayPal as a payment gateway with the Funnelish Pay app is easy. After you create a gateway one time, you use it again on any number of funnels. {% embed url="" %} Install a PayPal payment gateway {% endembed %} ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click on **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **PayPal**.

6. On the new screen you can pick between PayPal and PayPal (new).

## 1. Connect PayPal new (easier option):

1. You can enter your unique gateway name. This name is for internal use only. 2. Click **Connect to PayPal** and finalise the process on PayPal's end. 3. Create gateway and save changes. ## 2. Connect PayPal (classic connection): On the **New gateway** window: 1. **Enter your unique Gateway name. This name is for internal use, it is not visible in the funnel.**

{% hint style="warning" %} You need to collect two keys from your PayPal account. To find that information, click the link below and log in to your PayPal account. {% endhint %} 2. **Go to:** [**https://developer.paypal.com/dashboard/applications/live**](https://developer.paypal.com/dashboard/applications/live)

3. Scroll down to the **App Name** heading.

### App Name If you see an API called **Default Application:** 1. Click that link to display the API credentials page. 2. Come back to this article and scroll down to the [**API Credentials**](#credentials) section. If you don't see a default application, click the **Create App** button. A new page will display. 1. Enter a unique name for the new API (e.g., Funnelish). 2. Click **Create App**. The API credentials page will display. 3. Come back to this article and scroll down to the [this section.](#now-back-on-funnelish-side) #### Now back on Funnelish side.. On the PayPal API credentials page: 1. Click the **Client ID** field to **copy the key.** 2. **Paste the key into the Client ID field.** 3. Go back to the PayPal page. 4. Click the **Show** link (under the Secret heading) to expand the **Secret** folder. 5. Copy the key and paste it into the **Secret** field. 6. Click create gateway and save your changes!

Copy your client ID and Secret and paste them into Funnelish.

{% hint style="danger" %} Check that you added your PayPal credentials correctly: * If doing **test** purchases: use your **sandbox credentials and enable test mode.** * If doing **live** purchases: use your **real credentials.** In both cases, make sure that you copied the whole client id and secret key and pasted it **without** pressing the *tab* key or adding extra spaces. {% endhint %} {% hint style="warning" %} **UNCLAIMED PAYMENTS** - If you get a notification about unclaimed payments, please make sure your account is verified and you have a valid business account with a verified email. {% endhint %} # Express Checkout (Google & Apple Pay) You can easily add express checkout payment options directly from your page editor. ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments) * **Have a** [**Stripe credit card gateway connected to your funnel.**](/start/collecting-payments/card-payments/stripe) ### Step 1: * Head to your **page editor** and **drag the express checkout element into your page:**

* From the left sidebar, hit ***Express checkout settings.*** * **Enable Express Checkout.**

*The shipping address will be collected by default if you use **shipping options***.


iDeal via Stripe			/pages/-MVR4RSAy8iw48bP267q	/files/ieHz8KYOXZ1DHZCzXR3v
iDeal via Airwallex			/pages/E0E7JdPkzfbTHN3QeS2e	/files/WHaKuSLLdQPFQmPQU09M

# iDEAL through Stripe Add iDEAL as a payment processing method to your funnel. ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. * Have an active Stripe account. {% hint style="warning" %} iDEAL only supports EUR transactions. {% endhint %} {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click on **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **iDEAL through Stripe.**

## Connect On the **New gateway** window: 1. Enter a unique Gateway name. This name is for internal use, it is not visible in the funnel. 2. Click the **Connect** button. The app opens **Stripe** in a new tab. 3. Log in and connect to a Stripe account or create a new one.

4. Click **Save changes**. {% hint style="info" %} You can use iDEAL along with all the other gateways inside the Funnelish Pay app (PayPal, Stripe, Cash on Delivery, and NMI). {% endhint %} ## Updating your Stripe account The final step requires some customizations on your Stripe account. 1. Log in to your **Stripe** account. 2. Click the **Settings** gear in the top right corner. 3. Click **Payment methods** on the Product settings page. 4. Scroll down to **iDEAL**. 5. Click the **Turn On** button. Stripe changes the button to a green checkmark. ![](/files/N8ITbr1o3KHHsiYLqzlW) # iDEAL through Mollie ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. * **Make sure iDEAL is enabled inside your Mollie account.**

{% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Creating the gateway * Go inside your funnel, and find the FUNNEL APPS section, on the bottom bar, then click on Funnelish Pay:

* Click on **Add new payment method,** and select **iDEAL** through **Mollie:**

* Click **connect**, and make sure to also * Once done, click where the arrow below points in order to actually add the gateway to your payment panel:

* **Save your changes** and that's it! # iDEAL through Airwallex This payment method can only process EUR payments from Netherlands. Don't have an Airwalex account yet? [Sign up now ](< https://www.airwallex.com/signup?utm_source=funnelish>)to streamline your payments! ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. * Have an active [Airwallex](https://www.airwallex.com/) account. ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click on **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **iDEAL through Airwallex.**

## Connect On the **New gateway** window: 1. Enter a unique Gateway name. This name is for internal use, it is not visible in the funnel. 2. Click **Connect**. 3. Log in and connect (or create) a new [Airwallex](https://www.airwallex.com/) account.

4. Save your changes and you're good to go! # P24 (Poland) Add P24 as a payment processing method to your funnel. ## Before you start * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. * Have an active Stripe account. {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click on **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **Przelewy24**.

4. Click **Save changes**. ## Updating your Stripe account The final step requires some customizations on your Stripe account. 1. Log in to your **Stripe** account. 2. Click the **Settings** gear in the top right corner. 3. Click **Payment methods** on the Product settings page. 4. Scroll down to **Przelewy24**. 5. Click the **Turn On** button. Stripe changes the button to a green checkmark. # Cash On Delivery Add cash on delivery (COD) as a payment method. If you sell and ship physical products, **Cash on Delivery** is the alternative to electronic payment methods, especially if major payment processors do not support your country. After a customer places an order and chooses the **Cash on Delivery** payment method, you can send the product using a shipping service in your area (e.g., FedEx, UPS, DHL). The shipping service delivers the product and collects the money from the customer. ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click on **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **Cash on Delivery**. 6. In the new window, select **COD (Cash On Delivery)**. 7. Click **Save changes**.

# Buy Now, Pay Later Add Buy Now, Pay Later as a payment processing method to your funnel. Klarna is only available in certain countries and can only process certain currencies based on the country being targeted. Using Geo-funnels to target multiple locations is an excellent opportunity to specify which currency each funnel should use to ensure Klarna works as expected. {% hint style="info" %} Setting up one of the methods is enough for Klarna to work with your funnel. {% endhint %}


Klarna Direct connect with Merchant Account	/files/mxo0UAZnwn84GYjbOZ68	/pages/azy5pvBYo0GpWLchdt8z
Klarna through Stripe	/files/P3Uu7Rar4UGswn3Qy3qF	/pages/sYQAwhmJP5nKabDiOQRY
Klarna through Airwallex	/files/WHaKuSLLdQPFQmPQU09M	/pages/d7Nv0YqvMfOKAZiH6ZwW

# Klarna through merchant account Add Klarna using your merchant account as a payment method to your funnel. ## Before you start: Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. {% hint style="info" %} After you have created a gateway, you can use it again on other funnels. {% endhint %} ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **Buy Now, Pay Later**. 6. Click **Add New Buy Now, Pay Later Gateway** on the new window.

Select Buy Now, Pay Later as payment gateway.

On the **New gateway** window: 1. On the **Gateway** field, select **Klarna** in the drop-down selection.

2. Enter a unique Gateway name. This name is for internal use, it is not visible in the funnel. 3. (If required) Toggle the switch to enable it if you are using a sandbox account (test mode). 4. Input your Username and Password in the corresponding fields. (You can get them from your Merchant Portal)

Get your credentials in the Klarna Merchant Portal.

5. Select your ideal region. 6. Click **Create**.

Example of the New gateway window after filling the fields.

7. After the New gateway window closes, select the newly created payment method on the list.

8. Click **Save changes**. # Klarna through Stripe Add Klarna through Stripe as a payment processing method to your funnel. ## Before you start: Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. * Have an active Stripe account. {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway: 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click on **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **Buy Now, Pay Later > Klarna through Stripe.**

2. Enter a unique Gateway name. This name is for internal use, it is not visible in the funnel. 3. Click the **Connect** button. The app opens **Stripe** in a new tab. 4. Log in to Stripe and connect (or create) a new account.

5. After you have completed the Stripe connection, save your changes and you're good to go. ## Update your Stripe account The final step requires some customization on your Stripe account. 1. Log in to your **Stripe** account. 2. Click the **Settings** gear in the top right corner. 3. Click **Payment methods** on the Product settings page. 4. Scroll down to **Klarna**. 5. Click the **Turn On** button. Stripe changes the button to a green checkmark.

# Klarna through Airwallex Add Klarna through Airwallex as a payment processing method to your funnel. Don't have an Airwalex account yet? [Sign up now](https://www.airwallex.com/signup#utm_source=funnelish\&utm_medium=gtm_partnership\&utm_campaign=gtm_funnelish_partnersignup) to streamline your payments! **NOTE:** > Make sure you have checked Airwallex guidance on [supported currencies and locations for Klarna payments.](https://www.airwallex.com/docs/payments__global__klarna)

## Before you start: Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. * Have an active [Airwallex](https://www.airwallex.com/) account. {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway: 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click on **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **Buy Now, Pay Later**. 6. Click **Add New Buy Now, Pay Later Gateway** on the new window.

7. Enter a unique Gateway name. This name is for internal use, it is not visible in the funnel.

7. Click the **Connect** button. The app opens [**Airwallex**](https://www.airwallex.com/) in a new tab. 8. Log in to [Airwallex](https://www.airwallex.com/) and connect (or create) a new account. 9. After you have completed the [Airwallex](https://www.airwallex.com/) connection, click the newly created payment method on the list. 10. Click **Save changes**. ## # Bancontact payments Funnelish allows you to connect and process Bancontact payments via different gateways. Click on any of the options below to learn more.


Bancontact through Stripe			/files/ieHz8KYOXZ1DHZCzXR3v	/pages/jbrKOeKpiCZwIS4DjFnK
Bancontact through Airwallex			/files/WHaKuSLLdQPFQmPQU09M	/pages/MS5HoeTJ5fZxZAt2ubFc

# Bancontact through Stripe Add Bancontact as a payment processing method to your funnel. ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. * Have an active Stripe account. {% hint style="warning" %} **Bancontact only processes payments in euros.** {% endhint %} {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click on **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **Bancontact,** then select Bancontact through Stripe.

4. Click **Save changes**. ### Updating your Stripe account The final step requires some customizations on your Stripe account. ![](/files/VMXvhrhS3UKHQ5UlCz8K) 1. Log in to your **Stripe** account. 2. Click the **Settings** gear in the top right corner. 3. Click **Payment methods** on the Product settings page. 4. Scroll down to **Bancontact**. 5. 5\. Click the **Turn On** button. Stripe changes the button to a green checkmark. ![](/files/GyImkf0zLLR9SajhGG5g) # Bancontact through Airwallex This payment method can only process EUR payments from Belgium shoppers. Don't have an Airwalex account yet? [Sign up now ](https://www.airwallex.com/signup#utm_source=funnelish\&utm_medium=gtm_partnership\&utm_campaign=gtm_funnelish_partnersignup)to streamline your payments! ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. * Have an active [Airwallex](https://www.airwallex.com/) account. {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click on **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **Bancontact,** and you can select **Bancontact through** [**Airwallex**](https://www.airwallex.com/)**.**

## Connect On the **New gateway** window: 1. Enter a unique Gateway name. This name is for internal use, it is not visible in the funnel. 2. Click the **Connect** button. The app opens [**Airwallex**](https://www.airwallex.com/) in a new tab. 3. Log in and connect to a [**Airwallex**](https://www.airwallex.com/) account or create a new one. 4. Click **Save changes**.

{% hint style="info" %} **NOTE:** {% endhint %} > Bancontact can only process EUR payments from Belgium Shoppers.

# Bancontact through Mollie ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. * **Make sure Bancontact is enabled inside your Mollie account.**

* Click on **Add new payment method,** and select **Bancontact** through **Mollie:**

* Click **Connect**, and **enable the connection from within your Mollie account as well**. * Once that's done, make sure to click where the below arrow points to, in order to actually add the gateway to your payment panel:

* **Save your changes** and you're done! # SOFORT Add SOFORT as a payment processing method to your funnel. {% hint style="danger" %} Due to an update on Stripe, **Sofort will only be supported until the 29th of November, 2024.** To allow a smooth transition, make sure to remove Sofort by that date. Bank transfers will then be made available through Klarna via merchant. See article for more info: {% endhint %} ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. * Have an active Stripe account. {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click **Edit payment** **options**. 4. Click **Add a new payment method**. 5. In the pop-up window, click **SOFORT**. 6. Click **Add New SOFORT Gateway**. A new window displays. ![](/files/dC2lsq0agz3lJiy8fldt) ## Connect On the **New gateway** window: 1. Enter a unique Gateway name. This name is for internal use, it is not visible in the funnel. 2. Click the **Connect** button. The app opens **Stripe** in a new tab. 3. Log in and connect to a Stripe account or create a new one. ![](/files/8SC7qbbVqWyOB4Ud9nQV) 4. Select the newly created payment method on the list. 5. Click **Save changes**. ## Updating your Stripe account The final step requires some customizations on your Stripe account. 1. Log in to your **Stripe** account. 2. Click the **Settings** gear in the top right corner. 3. Click **Payment methods** on the Product settings page. 4. Scroll down to **SOFORT**. 5. Click the **Turn On** button. Stripe changes the button to a green checkmark. ![](/files/FAIX04LcMR8SP5qdtNCy) {% hint style="info" %} Stripe displays a message about webhooks. **Read the terms** and if you agree, click **Request access** to enable SOFORT. {% endhint %} # SEPA Direct Debit Add SEPA as a payment processing method to your funnel. {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. * Have an active [**Stripe account.**](https://stripe.com/) {% hint style="warning" %} SEPA Direct Debit only processes payments in euros. {% endhint %} {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **SEPA Direct Debit through Stripe.**

## Connect On the New gateway window: 1. Enter a unique Gateway name. This name is for internal use, it is not visible in the funnel. 2. Click the **Connect** button. The app opens **Stripe** in a new tab. 3. Log in and connect to a Stripe account or create a new one.

4. Click **Save changes**. ## Updating your Stripe account The final step requires some customizations on your Stripe account. 1. Log in to your **Stripe** account. 2. Click the **Settings** gear in the top right corner. 3. Click **Payment methods** on the Product settings page. 4. Scroll down to **Bank debits** heading. 5. Locate **SEPA Direct Debit**. 6. Click the **Turn On** button. Stripe changes the button to a green checkmark. ![](/files/c5ZGNKTKWlfpB39LbR0a) * Stripe displays a message about webhooks. **Read the terms** and if you agree, click **Request access** to enable SEPA Direct Debit. ![](/files/is1SbTlN8AvuKZZTbSs1) * Stripe may ask for additional information before enabling the service, such as identity verification. Click the **Provide info** button and follow the steps to activate this payment method. ![](/files/LgrJEUfOZsuczMADYIb7) # RazorPay (India) Add RazorPay as a payment processing method to your funnel. ## Before you start * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Getting your credentials 1. On your **RazorPay account**, go to **Settings**;

2. Go to **API keys**, then regenerate a new one.

3. You will be asked to deactivate the old key: choosing any option won’t make any difference.

3. Copy the **Key ID** and **Key secret**. ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **RazorPay**.

## Connect On the **New gateway** window: 1. Enter a unique Gateway name. This name is for internal use, it is not visible in the funnel. 2. (When required) If you are using a test mode credential, toggle the switch to enable it. 3. Paste your **Key ID** and **Key secret** in the corresponding field. 4. Click **create** & **Save changes**.

# EPS (Austria) Add EPS as a payment processing method to your funnel. ## Before you start Make sure you: * [Enable **Funnelish Pay**](/start/collecting-payments), before you try adding a payment gateway. * Add a [**payment form**](/start/funnel-builder/editor-forms) to a funnel step. * Have an active [**Stripe account.**](https://stripe.com/) {% hint style="info" %} After you have created a gateway, you can use it again on any number of funnels. {% endhint %} ## Create a gateway 1. Open a funnel step. 2. Click the payment form field. 3. In the left settings panel, click **Edit payment** **options**. 4. Click **Connect a new gateway.** 5. In the pop-up window, click **EPS**. 6. Click **Add New EPS Gateway through Stripe.**

5. Click to **create** & **Save changes**. ## Updating your Stripe account The final step requires some customizations on your Stripe account. 1. Log in to your **Stripe** account. 2. Click the **Settings** gear in the top right corner. 3. Click **Payment methods** on the Product settings page. 4. Scroll down to **EPS**. 5. Click the **Turn On** button. Stripe changes the button to a green checkmark. # Connect your domain Easily use your custom domain with Funnelish funnels. RooFunnelish allows you to connect your funnels to your custom domains. Once your funnel is complete and have tested it with your Funnelish subdomain, you can connect your custom domain through the following options: * Root Domain (**sampledomain.com**) * Subdomain (**shop**.sampledomain.com) **or** (\*\*[www.\*\*\sampledomain.com](http://www.**\sampledomain.com)) If your main domain is currently pointing to an existing page, then you will have to use a subdomain. If you bought your domain exclusively for your funnels, you can choose any of the two options. ## **Root domain** Use this method to connect your root domain using an IP address. 1. Go to your domain host and create (or edit) an **A record**. 2. Add the **@** symbol to the **Name field** 3. Copy and paste this IP address “**151.101.2.184**” to the **Points to / Value** field.

## **Subdomain** Use this method to connect your subdomain using a CNAME record. 1. Go to your domain host and create (or edit) a **CNAME record**. 2. Add your subdomain prefix to the **Name** **field.** 3. Copy and paste “**domains.funnelish.com**” to the **Points to / Value** field.

{% hint style="warning" %} Make sure you don't have an **A, AAAA or CNAME** record with the same **Name** or the connection will fail. {% endhint %} {% tabs %} {% tab title="Correct" %}

Type	Name	Point to
A	@	funnelish
A	bmo	other

{% endtab %} {% tab title="Incorrect" %} | Type | Name | Point to | | :-----------: | :------------------------------------------: | :-------: | | A | @ | funnelish | | A | @ | other | | {% endtab %} | | | | {% endtabs %} | | | {% hint style="info" %} It usually takes few minutes for your changes to propagate, but sometimes it might take up to 24 hours. {% endhint %} ## Funnelish subdomain During your trial with Funnelish, you will have a free subdomain so you can test and view your funnels just like if it was on a live page. If you need to make any changes in your testing subdomain: 1. Go to the settings icon in the top right corner of your page and click on **Account settings**. 2. Look for the **Funnelish Subdomain** section and click on it. 3. In the pop-up window, enter a subdomain name and click **Save changes**. {% hint style="warning" %} Changing the subdomain name will affect all funnels currently under that subdomain. {% endhint %} ## SSL (HTTPS) At Funnelish, we automatically generate an SSL certificate for any newly connected domain, sometimes this can take up to five minutes. This feature is included for free with your account. {% hint style="info" %} If you are still seeing an insecure connection error once you have connected your new domain make sure to add this **CAA** record to your DNS settings: Record type: **CAA** Record name: **@** Record value: **certainly.com** {% endhint %} ## More information For more specific instructions on popular domain hosts:


GoDaddy	/files/TsGqYezhDt7zzL5TzHIg	/pages/UA8CU81RJHnw4DF529kv
Namecheap	/files/twBIHw5Nfw8uyCYurZ9W	/pages/PMEUqh6FYIdzukzWTWwV
Shopify	/files/44BwLpocb8eTxUoMbDZF	/pages/Q3vaqa6ahxqQZTeRC4mC
Cloudflare	/files/Iw0l1TDFkTVlTlrRqgst	https://developers.cloudflare.com/dns/manage-dns-records/how-to/create-dns-records

# Introduction Main vs. Subdomains You can connect your custom domain to Funnelish as a **main domain** or as a **subdomain**. But what's the difference between the two? Imagine your domain like a shopping mall with a main entrance: * The main entrance is the **main domain** (e.g., `example.com`) * Inside the mall you can find different stores (e.g. a pet store, a clothing store, a beauty store etc). These stores would be like the **subdomains** (e.g., `petstore.example.com`). Each store will its own purpose, but they’re all part of the same mall. Just like the mall’s main entrance can’t lead to two separate malls at the same time, a main domain can’t point to two completely different IP's at the same time. So if you want to have the main domain for example point to your Shopify Store, you can create a subdomain for Funnelish. | Differences | Main Domain | Subdomain | | ---------------------------------------- | -------------------------------------- | ----------------------------------------------------- | | **Structure example** | example.com | petstore.example.com | | **How does it show in my DNS settings?** | A RECORD | CNAME RECORD | | **Points to an IP or url path?** | Points to an IP Address (23.227.38.65) |

Points to a Url Path
(shops.myshopify.com)

| | **What shows under "Name"** | @ | The prefix of the subdomain for example "petstore" | When you're ready to connect your custom domain to Funnelish, click on your domain provider below to see the step by step guide.


			/files/gijWuLx73LGF1fZUT70e	/pages/UA8CU81RJHnw4DF529kv
			/files/ukKw95Ck1rDY08HytIdK	/pages/PMEUqh6FYIdzukzWTWwV
			/files/zBhN8DWfpuU5zGvzkZtD	/pages/Q3vaqa6ahxqQZTeRC4mC
			/files/8OE6TYorSkpdt2rpD6lz	/pages/3mYs4Bnaz66H48OnRI9c

# GoDaddy In this tutorial, we will be going through the process of linking your domain or subdomain that is hosted by GoDaddy to a Funnelish funnel. ## Before you start * Decide whether you want to use the main domain (***e.g.,** mydomain.com*) or a subdomain (***e.g.,** go.mydomain.com, offers.mydomain.com*). * Know that **[www](http://www).** is also considered a subdomain. * If you are using the main domain (*e.g., myshop.com*) for something else like a Shopify store, then you cannot use the same main domain for your funnels. You'll have to use a subdomain (*e.g., go.myshop.com*). ## **Using a main domain** (aka naked domain) This method is only needed in case you want to use your actual main domain (**e.g., mystore.com**) as the entry URL of your funnel instead of a subdomain. {% hint style="warning" %} Using a main domain for Funnelish will replace anything else being used at that same main domain. {% endhint %} 1. Log in to your GoDaddy [**Domain Control Center**](https://dcc.godaddy.com/domains?showAdvanceListView=true&) and select a domain. 2. Click on **Manage DNS** and then **Add**. 3. In the **Type** field, select **A** and add the **@** symbol to the **Name** field. 4. Copy and paste this IP address “**151.101.2.184**” to the **Value** field. 5. Set the TTL for one hour. 6. Click **Add Record**.

{% hint style="warning" %} Make sure you don't have any other **A RECORDS** in order for the IP changes to propagate properly. {% endhint %} ## **Using a subdomain (e.g., go.mydomain.com)** 1. Log in to your GoDaddy [**Domain Control Center**](https://dcc.godaddy.com/domains?showAdvanceListView=true&) and select a domain. 2. Click on **Manage DNS** and then **Add**. 3. In the **Type** field, select **CNAME.** 4. Input your desire prefix in the **Name** field. 5. Copy and paste “**domains.funnelish.com”** in the **Value** field. 6. Set the TTL for one hour. 7. Click **Add Record**.

{% hint style="warning" %} Make sure you don't have an **CNAME** type with the same **Name** or the connection will fail. {% endhint %} {% tabs %} {% tab title="Correct" %} | Type | Name | Point to | | :----------: | :----------------------------------------------: | :-------: | | A | @ | funnelish | | A | bmo | other | | {% endtab %} | | | {% tab title="Incorrect" %} | Type | Name | Point to | | :-----------: | :------------------------------------------: | :-------: | | A | @ | funnelish | | A | @ | other | | {% endtab %} | | | | {% endtabs %} | | | {% hint style="info" %} It usually takes less than an hour to update, but sometimes it might take up to 24 hours. Once the changes show up, continue with the connection with Funnelish. {% endhint %} ## Connect your domain/subdomain to Funnelish Once the main domain or subdomain is configured as explained above, head back to Funnelish and open a funnel. 1. Select the funnel you will connect, then click the **Funnel Settings** icon. 2. Under the **Funnel Settings** section, click **Connect a new domain** and input your domain/subdomain.

* **If you have connected the subdomain**, then make sure to write it down as it is (*e.g., go.mydomain.com*) * **If you have connected the main domain**, then add the naked domain as it is (*e.g., mydomain.com*) without any www… 3. Click **Connect** and **Verify**. 4. Once verified, **select the newly connected domain/subdomain** from the **Domain** dropdown and click **Save changes**.

{% hint style="success" %} Funnelish will automatically change the domain name for the funnel. {% endhint %}

{% hint style="danger" %} If the verification process fails, try again after a few minutes (it could take up to a few hours in some cases).
If after a few hours the verification process is still failing, make sure your configuration is done properly according to the instructions above… If all seems in order, make sure to contact our customer support for assistance. {% endhint %} # Namecheap In this tutorial, we will be going through the process of linking your domain or subdomain that is hosted by Namecheap to a Funnelish funnel. ## Before you start * Decide whether you want to use the main domain (***e.g.,** mydomain.com*) or a subdomain (***e.g.,** go.mydomain.com, offers.mydomain.com*). * Know that **[www](http://www).** is also considered a subdomain. * If you are using the main domain (*e.g., myshop.com*) for something else like a Shopify store, then you cannot use the same main domain for you r funnels. You'll have to use a subdomain (*e.g., go.myshop.com*). ## **Using a main domain (aka naked domain)** This method is only needed in case you want to use your actual main domain (**e.g., mystore.com**) as the entry URL of your funnel instead of a subdomain. {% hint style="warning" %} Using a main domain for Funnelish will replace anything else being used at that same main domain. {% endhint %} 1. Log in to your [Namecheap](https://www.namecheap.com/) account and click **Domain List** on the side menu. 2. Locate the domain you want to edit and click **Manage**. 3. Click the **Advanced DNS** menu tab and then **Add a new record**. 4. In the **Type** field, select **A Record** and add the **@** symbol to the **Host** field. 5. Copy and paste this IP address “**151.101.2.184**” to the **Value** field. 6. Set the TTL for 60 minutes. 7. Click **Add Record**.

{% hint style="warning" %} Make sure you don't have any other **A RECORDS** in order for the IP changes to propagate properly. {% endhint %} ## **Using a subdomain (e.g., go.mydomain.com)** 1. Log in to your [Namecheap](https://www.namecheap.com/) account and click **Domain List** on the side menu. 2. Locate the domain you want to edit and click **Manage**. 3. Click the **Advanced DNS** menu tab and then **Add a new record**. 4. In the **Type** field, select **CNAME Record**. 5. Input your desire prefix in the **Host** field. 6. Set **Value** to **"domains.funnelish.com"**. 7. Set the TTL for 60 minutes. 8. Click **Add Record**.

{% hint style="warning" %} Make sure you don't have another **CNAME** type with the same **Name** or the connection will fail. {% endhint %} {% tabs %} {% tab title="Correct" %} | Type | Name | Point to | | :----------: | :----------------------------------------------: | :-------: | | A | @ | funnelish | | A | bmo | other | | {% endtab %} | | | {% tab title="Incorrect" %} | Type | Name | Point to | | :-----------: | :------------------------------------------: | :-------: | | A | @ | funnelish | | A | @ | other | | {% endtab %} | | | | {% endtabs %} | | | {% hint style="info" %} It usually takes less than an hour to update, but sometimes it might take up to 24 hours. Once the changes show up, continue with the connection with Funnelish. {% endhint %} ## Connect your domain/subdomain to Funnelish Once the main domain or subdomain is configured as explained above, head back to Funnelish and open a funnel. 1. Select the funnel you will connect, then click the **Funnel Settings** icon. 2. Under the **Funnel Settings** section, click **Connect a new domain** and input your domain/subdomain.

{% hint style="success" %} Funnelish will automatically change the domain name for the funnel. {% endhint %}

{% hint style="danger" %} If the verification process fails, try again after a few minutes (it could take up to a few hours in some cases).
If after a few hours the verification process is still failing, make sure your configuration is done properly according to the instructions above… If all seems in order, make sure to contact our customer support for assistance. {% endhint %} # Shopify In this tutorial, we will be going through the process of linking your domain or subdomain that is hosted by Shopify to a Funnelish funnel. ## Before you start * Decide whether you want to use the main domain (***e.g.,** mydomain.com*) or a subdomain (***e.g.,** go.mydomain.com, offers.mydomain.com*). * Know that **[www](http://www).** is also considered a subdomain. * If you are using the main domain (*e.g., myshop.com*) for something else like a Shopify store, then you cannot use the same main domain for your funnels. You'll instead have to use a subdomain (*e.g., go.myshop.com*). ## Using a main domain (aka naked domain) This method is only needed in case you want to use your actual main domain (**e.g., mystore.com**) as the entry URL of your funnel instead of a subdomain. {% hint style="warning" %} Using a main domain for Funnelish will replace anything else being used at that same main domain. {% endhint %} 1. In your **Shopify admin,** click **Settings** and then **Domains**. 2. On the **Domains** page, **select a domain name** you want to use. 3. Click **Domain settings** in the top corner and select **Edit DNS settings**. 4. You'll most likely notice that there is already an **A Record** with an **“@” Name** pointing to something else like this: {% hint style="info" %} If you don't see an existing **@ A Record**, then create a new one first. {% endhint %} 5. Click **Actions,** then select **Edit** next to the **@ A Record**. 6. Input **@** In the **Name** field. 7. Paste this IP address **“151.101.2.184”** into the **Points to** field. 8. Click **Confirm**.

{% hint style="warning" %} Make sure you don't have any other **A RECORDS** in order for the IP changes to propagate properly. {% endhint %} ## Using a subdomain (e.g., go.mydomain.com) 1. In your **Shopify admin,** click **Settings** and then **Domains**. 2. On the **Domains** page, **select a domain name** you want to use. 3. Click **Domain settings** in the top corner and select **Edit DNS settings**. 4. Click **Add custom record,** then select **CNAME record**.

5. In the **Name** field, put the subdomain name.\ If you want your subdomain to be **“go.mystore.com”** then in the **Name** field you have to put **“go”** only (the *same rule applies to [www.mystore.com](http://www.mystore.com)*). 6. In **Points to** copy and paste “**domains.funnelish.com**”. 7. Click **Confirm**. {% hint style="warning" %} Make sure you don't have another **CNAME** type with the same **Name** or the connection will fail. {% endhint %} {% tabs %} {% tab title="Correct" %} | Type | Name | Point to | | :----------: | :----------------------------------------------: | :-------: | | A | @ | funnelish | | A | bmo | other | | {% endtab %} | | | {% tab title="Incorrect" %} | Type | Name | Point to | | :-----------: | :------------------------------------------: | :-------: | | A | @ | funnelish | | A | @ | other | | {% endtab %} | | | | {% endtabs %} | | | {% hint style="info" %} It usually takes less than an hour to update, but sometimes it might take up to 24 hours. Once the changes show up, continue with the connection with Funnelish. {% endhint %} ## Connect your domain/subdomain to Funnelish Once the main domain or subdomain is configured as explained above, head back to Funnelish and open a funnel. 1. Select the funnel you will connect, then click the **Funnel Settings** icon. 2. Under the **Funnel Settings** section, click **Connect a new domain** and input your domain/subdomain.

{% hint style="success" %} Funnelish will automatically change the domain name for the funnel. {% endhint %}

{% hint style="danger" %} If the verification process fails, try again after a few minutes (it could take up to a few hours in some cases).
If after a few hours the verification process is still failing, make sure your configuration is done properly according to the instructions above… If all seems in order, make sure to contact our customer support for assistance. {% endhint %} # Cloudflare In this tutorial, we will be going through the process of linking your domain or subdomain that is hosted by Cloudflare to a Funnelish funnel. ## Before you start * Decide whether you want to use the main domain (***e.g.,** mydomain.com*) or a subdomain (***e.g.,** go.mydomain.com, offers.mydomain.com*). * Know that **[www](http://www).** is also considered a subdomain. * If you are using the main domain (*e.g., myshop.com*) for something else like a Shopify store, then you cannot use the same main domain for your funnels. You'll instead have to use a subdomain (*e.g., go.myshop.com*). ## Manage DNS records Before being able to connect a Cloudflare domain/subdomain, you need to have a DNS record available. 1. Log in to the [Cloudflare dashboard](https://dash.cloudflare.com/login). Select an account and domain. 2. Go into **DNS** and then into **Records**. 3. Click **Add record**. {% hint style="info" %} The next steps will vary if you are using a main domain or a subdomain. {% endhint %} ## Using a main domain (aka naked domain) This method is only needed in case you want to use your actual main domain (**e.g., mystore.com**) as the entry URL of your funnel instead of a subdomain. {% hint style="warning" %} Using a main domain for Funnelish will replace anything else being used at that same main domain. {% endhint %} 1. In the **Type** field, select **A**. 2. Input the symbol “**@”** in the **Name** field. 3. Copy and paste this IP address “**151.101.2.184**” in the **IPv4 address** field. 4. Make sure the **Proxy status** is set to **OFF**. 5. Set TTL to auto.

{% hint style="warning" %} Make sure you don't have any other **A RECORDS** in order for the IP changes to propagate properly. {% endhint %} ## Using a subdomain (e.g., go.mydomain.com) 1. In the **Type** field, select **CNAME**. 2. Input the desire prefix for your subdomain in the **Name** field. 3. Copy and paste “**domains.funnelish.com”** in the **Target** field. 4. Make sure the **Proxy status** is set to **OFF**. 5. Set TTL to auto.

{% hint style="success" %} Funnelish will automatically change the domain name for the funnel. {% endhint %}

Click the **Add filter** link to open a drop-menu menu of options. Filter chart data based on UTM codes, referrer domains and more. Use the date picker to enter a custom time period for chart data.

## Funnel analytics We collect funnel data for six metrics on each funnel step, including conversion rate, page views, and optin rate. The same page shows data for variants, too. If you're running [A/B tests](/advanced-features/a-b-testing), [geo split tests](broken://pages/aqyVdyHSoBYFzJMtEetj), or [geo-funnels](/advanced-features/geo-funnels), expand the table to show a row for each step variant. ### Open the analytics page 1. Open a funnel. 2. Go to the left sidebar and find **Funnel Analytics.**

### Review the data 1. Go to the top right corner of the page. 2. Set the reporting period for the data (e.g. last 30 days). 3. Scroll down the page to the **Performance breakdown** heading. 4. Locate a funnel. 5. Review data. ![](/files/jJ7B5ME5XJ2UxnkZEXkw) * Click the arrow next to a step name to expand a row. The table shows data for each step variant if you are running spilt tests. ![](/files/ivFUYCioZLpWiWmPGxHr) * Hover the mouse over a figure to see performance changes compared to the previous period. ![](/files/astQHygwXVkwUW4XA1FK) # Send SMS Use automated SMS messages to connect with your audience. This article shows you how to set up SMS automation. Each time a specific event occurs, your funnel sends out an SMS message. It's a three-step process: 1. [**Set a sending number**](#set-a-sending-number) 2. [**Add funds to your SMS budget**](#add-funds-to-your-sms-budget) 3. [**Create an automation**](#create-an-automation) {% hint style="info" %} This feature is available for members with a paid account. Setting up or sending SMS messages with a Funnelish free trial account is impossible. {% endhint %} ## Set a sending number 1. Open a funnel and click the **Funnel settings** icon in the bottom left corner menu of the page. 2. Scroll down the page to the **SMS settings** heading and click the tile. {% hint style="info" %} If this is your first time on this page, you'll notice the balance is zero. See [below](#add-funds-to-your-sms-budget) to learn how to top up your SMS account. {% endhint %} A dynamic number functions based on your location (e.g., a customer in the US gets one number, and a customer in the UK gets a different number). Location-based dynamic numbers are cheaper for our customers (on a cost per SMS sent) and improve your chances of successful message delivery.

### Review sending prices {% hint style="warning" %} Sending SMS messages incurs a fee. {% endhint %} To see a list of **approximate costs** of sending SMS messages by country, click the **SMS sending prices** link.

Link to a list of approximate cost per SMS.

## Add funds to your SMS budget Everybody starts with a zero balance, so you'll need to add funds to your SMS account if you want to send messages. 1. Click the **Top up** button at the top of the SMS settings page. 2. Choose a method to add funds. There are two options: \ — [**Automatic top-up**](#automatic-top-up)\ — [**One-time payment**](#one-time-payment) {% hint style="info" %} When you add funds to an SMS-sending account, Funnelish automatically charges the fees to the payment method in your account (see Account settings > Billing). {% endhint %} ### **Automatic top-up** Automatically add funds when the balance falls below a minimum amount. 1. Activate the **Enable auto top up** toggle slider. 2. Click the fields and select an option to set the **top amount** (e.g., $20) and the **minimum balance** (e.g., $10). 3. To stay within a budget, click the **never exceed** field and select a cap on the drop-down menu to limit monthly spending (e.g., $100).

Activate the **Enable auto top up** toggle slider.

### **One time payment** If you're new to SMS as a digital marketing tool, this might be a good option. Add funds to the SMS account **one time** and start sending messages. When the balance hits zero, your funnel **stops** sending messages, and **no funds are added** to the balance **until you make a new payment** or set up an auto top-up. To make a **one-time payment**, confirm the top-up toggle is switched **OFF** and click the **Make a one-time payment** link. On the next page, select an amount and click **Top up**. ## Create an automation Once the basic settings for SMS are ready, the next step is to create your message and trigger. 1. You can decide between creating a **global automation** that can be used in many funnels or a **funnel automation** that is unique to one specific funnel. * Global automation:\ In your header bar menu, click the **Automations** tab. * Funnel automation:\ Open a funnel and click the **Funnel automations** icon in the bottom left corner of the page. 2. Click the **Create a new automation** button in the top right corner of your page. 3. On the next page, click **Start from scratch** > **Create**. 4. Click the plus (+) icon. 5. On the pop-up window, click **Sending options** and then **Send an SMS**.

Add a new action pop-up window. Select **Sending option** and then **Send an SMS.**

{% hint style="warning" %} When you add a trigger, make sure to select the correct Funnels or Steps you want your that trigger to work with. {% endhint %} ### Enter a message After you click **Send an SMS**, a dialogue box displays. Type your message in the field. You can also add dynamic content, like the person's first name. That's optional. To add dynamic content, click the {···} icon and select a value on the drop-down menu. Once complete, save your message. Finally, add a [trigger](/automations/triggers), and your SMS tool is ready to go. Some recommendations and notes. * Keep your message under 160 characters. This number includes dynamic content or links inside the message. * If your message is more than 160 characters, the delivery system breaks the message into two (or more) separate parts. Try to avoid this situation. It doesn't deliver a good user experience, and you get charged for each separate message. * Add the phrase **STOP** to **opt out** of your message. Some mobile carriers require this option. If this opt-out option is not present, some carriers may not deliver your message. Note that this stop phrase counts towards your 160-character limit. # A/B Testing Test steps based on random traffic splits. Easily test and compare different step designs inside your funnels. With Funnelish A/B Split Tests, you can create, manage, and optimize multiple step variants to see what converts best - all from one place. The results of your AB split test can be seen on the [Funnel analytics](/advanced-features/funnel-analytics) page. {% hint style="info" %} You can also set up variants for different countries (instead of random traffic) with a [Geo split test](#geo-splits). {% endhint %} ## Creating a variant step 1. **Open a funnel** and select the step where you want to run the test. 2. Click on **New Variant**. 3. Choose how to create your variant: * **Start from scratch** – build a brand new version of the step. * **Duplicate main variant** – make a copy of your current step and tweak it. * **Use a saved template** – pick from your saved or Funnelish templates. 💡 Use the **search bar** to quickly find any variant you need. You can also **filter by active or inactive** variants for easier management.

### Managing Variants * **Promote** a variant → Make it your main step if it’s performing better. * **Kill** a variant → Remove underperforming ones without affecting the test flow. * **Edit** → Open and update the design at any time.

### Setting Splits You can switch between [**Random**](#random-splits)**/**[**Geo**](#geo-splits) splits inside Step Settings:

#### Random Splits * Assign a **percentage** of traffic to each variant. * Click the field next to the variant name, choose a percentage, and repeat. * Don’t worry if totals don’t add up to 100% - Funnelish adjusts splits automatically based on relative values. {% hint style="info" %} Tip: Keep it simple with **2–4 variants** for best results. {% endhint %} #### Geo Splits Want to test variants by **country** instead of random traffic? 1. Go to the **Step Settings**. 2. Switch from **Random** to **Geo** and save changes. 3. Assign countries to each variant using the drop-down menu. ### Viewing Results Once your test is live, head to your [**Funnel Analytics page**](/advanced-features/funnel-analytics) to track performance. Compare conversion rates, promote winners, and refine your funnel with data-driven decisions. # Geo-funnels Quickly create a customized funnel for different countries. The **Geo-funnels** tool clones a funnel including steps, products, images, automations, and payment processors. You can quickly create customized funnels for any number of countries. Let's say you want to make a German version of your funnel. Simply clone the funnel and translate the text. Customize the cloned version any way you want, including a locally preferred payment processor and currency. {% hint style="info" %} Geo-funnels run in a unified URL. This means that every variant of the funnel points to the same web address so there's no need to design, configure and manage multiple ad sets or targeted campaigns. The Geo-funnel tool redirects traffic to the correct user experience based on your configurations. {% endhint %} ## Cloning a funnel The first step is to clone a funnel. 1. Go to the **Funnels** tab in the header menu. 2. Click the **Geo-funnels** arrow at the left of your funnel's name. 3. Click the **New Geo-funnel** button.

Click on the **New Geo-funnel** button to clone the funnel.

### Assigning a country 1. Click the box at the left of the newly created Geo-funnel. 2. Assign it a country from the drop-down menu, using the country code.

### New: Managing location / navigating between geo funnels: Once you go inside a funnel you can see here in which geo (location) you are right now, and you can switch between them easily.

* You can also completely change this funnels' geo location from the same place. ### A/B testing on cloned funnels You can also run an[ **A/B Test**](/advanced-features/a-b-testing) on a cloned funnel if you want to compare the conversion rates of that specific funnel with different variants. ## Traffic At this point, you have two funnels: The original funnel and the cloned version assigned to a specific country. All traffic from the country assigned to the cloned funnel is managed by it, while the original receives traffic from all other regions. The same rule applies if you have multiple cloned funnels assigned to different countries. # Responsive design Customize how your funnel displays on different devices. The Funnelish page editor allows you to build responsive web pages for your eCommerce. We offer multiple features that make responsiveness easier to use without complicating the page builder. ## Responsive features #### 1. Hide/Show Elements per Device (Visibility features) You can hide any element, section, or row on a specific device while keeping it visible on others. * Example: Hide a large image on mobile while keeping it visible on desktop.\ ⚠️ Tip: Use this sparingly. Most layouts can be built without duplicating elements. {% hint style="warning" %} We recommend not abusing it often, as most designs can be built without resorting to it. {% endhint %}

#### 2. Responsive Properties (NEW) Now, every element property in Funnelish can have its own **device-specific settings**. \ You’ll see a device toggle icon next to each property: * **All devices** → The value applies to all devices.

* **Desktop only** (or Mobile/Tablet only) → The value is applied only to that device.

This works for **all properties**, including: * Font size & style * Alignment (text, images, containers) * Margins and padding * Background color * Orientation (for containers) * And more. ✅ Real example: Set a headline background to red on desktop and purple on mobile, **without hiding/re-adding the element.**

Setting a different background on mobile/desktop **without** hiding/re-adding the element.

✅Other real example: Let’s say you have an image aligned to the right on desktop. On mobile, that may not look great. 1. Switch to the **mobile view** (top of canvas → phone icon). 2. Select the image. 3. In the side panel, change the alignment to **center**. 4. Save changes. Now the image stays **right-aligned on desktop** but **centered on mobile**. #### How Defaults Work When you first set a responsive property in the **desktop view**, Funnelish copies that value to tablet and mobile. You can then adjust each device individually. ### Creating Device-Specific Layouts (when needed) Some components don’t support property-level responsiveness. In those cases, you can still create **device-specific versions** of the same element using the responsive visibility tool: **Example:** 1. Add your element (e.g. Custom HTML block). The actual HTML can not be different on Desktop/Mobile without hiding & re-adding. Only its alignment and margins can have different values. 2. In the left panel → **Responsive section**, enable/disable which devices it appears on. * Example: Desktop ON, Mobile OFF. 3. Duplicate the element and set the opposite visibility. * Example: Mobile ON, Desktop OFF. 4. Save changes. This way, you can create **completely different layouts per device** if needed. ### Results * **Responsive properties** = tweak settings (font, alignment, spacing, etc.) per device. * **Responsive visibility** = show/hide elements per device when layouts must be different. {% hint style="success" %} Combined, these features let you build truly responsive pages without hacks or workarounds. {% endhint %} # Discounts Add discount codes to your funnel. This article shows you how to add discount codes to your funnel, so your customers can apply them at checkout. {% hint style="info" %} You can share the discount code as part of your page URL (adding**`?discount={your_code}`**) to the URL which will allow you to use it within your marketing emails and SMS messages. {% endhint %}

A “SAVE20” discount code applied to a product at checkout.

## Add discount codes To add discount codes to your funnel: 1. On the header menu, go all the way to the top right and click the **Settings** icon. 2. Select [**Discounts**](mailto:undefined) on the drop-down menu. 3. Click the **Create discount** button in the top right corner of the page.

4. Input a name for the **Discount code**. {% hint style="warning" %} The name you choose is what your customers will input when applying the discount code. {% endhint %} 5. Select between a **Percentage** discount or a **Fixed** discount. {% hint style="info" %} If you choose a **Fixed Type** discount, the currency will adjust automatically to the currency you have on your funnel. {% endhint %} ### Optional settings You can plan ahead a discount code as part of a promotion or marketing strategy. 1. Decide when you want your code to be available under the **Start date** and **Start time** sections. #### Limited-time discount If you are running a limited-time discount: 1. Enable the **Has end date?** toggle slider. 2. Decide when your code will become **unavailable**, setting a date and time with the **End date** and **End time** sections. Once the discount code has been added, your customers can start applying it to their purchases.

Example of a discount code being applied at checkout.

## Edit/ Delete your discount codes {% hint style="info" %} Once you have created a discount code, you will have all of them listed in the **Discounts** section. {% endhint %} To **Deactivate** or **Delete** a discount code, click on the three dots at the left of the code on the list.

# Funnelish Blogs With Funnelish Blogs, you can create and manage content alongside your funnels and store, all using the same powerful Funnelish editor. ### Creating a Blog 1. **Find Blogs** – In your Funnelish dashboard, go to the **Blogs** section.

2. Click on **Create New Blog;** 3. **Choose a Template** – Select one of Funnelish’s ready-made blog templates or start from scratch. 4. **Set Up Blog Details** – Enter the following: * **Blog name** * **Domain** (choose an existing domain or connect a new one) * **URL** (your blog’s unique link) * **Blog path**

### Blog Pages 1. Every blog automatically includes a set of predefined pages: * **Home** * **Blog posts template** * **Category page** * **Contact us** 2. You can edit these pages (or add more) using the **Funnelish page editor**. This is the same advanced editor you’re used to in funnels, giving you full design flexibility.

3. You can access the quick settings of the blog pages here:

**3.1 Edit page** will open up the page editor which is essentially our funnel editor for complex designs. **3.2 Page settings** allows you to change: * Page **name** * Page **path** * Page **type** * SEO **description & title** * **Publish changes**

4. Revisions will show all the page's revisions. 5. You can quickly duplicate or delete a page. **3.3 Page Categories** 1. **Home page** - Ideal for displaying a list of your latest blog posts. 2. **Blog** **post** * Made for publishing individual blog articles, announcements or guides. * Use this to share valuable content, product updates, or stories with your audience. 3. **Category** **page** * This type of page works as a template for categories, and each category can be accessed through this URL: `{blogUrl}/categories/{category.slug}` * You can set the slug when creating a category and retrieve it later in the select options; 4. **Contact us** - Use this page to let readers get in touch, ask questions, or submit inquiries via a contact form. 5. **Other** ### Creating Blog Posts 1. Go to the **Posts** tab inside your blog. 2. Click **Add New Post**. 3. **Pick a Template** – Choose from a post template or start from scratch.

4. You can choose a blog post **thumbnail** inside the post editor. 5. You can quickly **update blog post title, author and publishing date.** 6. **Quick add** paragraphs, headlines, quotes, lists, media or tables from here:

7. **Your changes will be autosaving** instantly. 8. You can use the top bar to **preview or publish your changes, or manage blog post settings.**

Blog post settings allow you to:

* Edit the Name of your blog post. * See the template the post is using. * Copy post URL. * Edit post path. * Select the post category; You can also create a new category at this point:

* SEO **description & title.** {% hint style="success" %} **Publish changes** once you're done. {% endhint %} # Data binding Funnelish V2 now supports **Data Bindings,** a feature that **allows you to connect dynamic data** (such as blog posts, categories, and products) directly to elements on your funnels. This ensures that your content stays synchronized with your datasets without needing manual updates. ### How Data Binding Works Each page type (e.g., blog pages, category pages, funnel pages) provides certain datasets. Each dataset contains fields (text, images etc.). Each field can only be bound to compatible elements: * Text fields → paragraphs, headlines, buttons, links, prices, counters) etc. * Image fields → image elements. * URLs → link targets (buttons, anchor tags, linked images). ### Available Datasets - (Blogs) 1. **Blog Post** **Context:** Available inside a blog\_page when the page type is Blog Post Template. * **Type**: object (can be attached to a section, row, container, or page). * **Fields**: * `name` → Blog post title (text) * `seo_title` → Blog post SEO title (text) * `seo_description` → Blog post SEO description (text) * `author_name` → Blog post author name (text) * `published_by_author_on` → Blog post published at (text) * `thumbnail_url` → Blog post thumbnail (image) * `html` → Blog post content (text/HTML) * `excerpt` → Blog post excerpt (text) * `url` → Blog post URL (text/link) {% hint style="info" %} **Binding examples:** * Title → Headline * Author name → Paragraph * Thumbnail → Image * URL → Button/link target {% endhint %}

2. **All Blog Posts (Collection)** **Context**: Available in any blog\_page. * **Type**: array (use with repeaters). * **Configurable properties:** * showAll: Select between All Blog Posts or Related Blog Posts * category: Select a category from your blog categories * max: Limit how many posts to display * **Fields** per post: * `name`, `author_name`, `published_by_author_on`, `thumbnail_url`, `excerpt`, `url` {% hint style="info" %} Binding examples: Use with a repeater to show blog lists: * Thumbnail → Image * Title → Headline * Excerpt → Paragraph * URL → Button/Link {% endhint %}

#### 3. Blog Page **Context**: Available in any blog\_page. * **Type**: object * **Fields:** * `name` → Blog page title * `thumbnail_url` → Blog page thumbnail (image) * `url` → Blog page URL

4. **Category** **Context:** Available inside a blog\_page with filter type = Category Template. * **Type**: object * **Fields**: * `name` → Category name (text) * `slug` → Category slug (text)

5. **Current Category Posts** **Context:** Available inside blog pages with filter type = category. * **Type**: array (for repeaters). * Configurable properties: * showAll: Current category posts only * max: Limit number of posts * Fields per post: * `name` → Blog post title (text) * `author_name` → Blog post author (text) * `published_by_author_on` → Blog post published at (text) * `thumbnail_url` → Blog post thumbnail (image) * `excerpt` → Blog post excerpt (text) * `url` → Blog post URL (text)

### Available Datasets - (Funnels) 1. #### All Products (Collection) **Context**: Available in store\_funnel\_page or funnel\_page (checkout, upsell, downsell). * **Type**: array (for repeaters). * Configurable **properties**: * showAll: Choose product sets (Order bumps, Hidden products, Subscription products, etc.) * max: Limit number of products to show * **Fields** per product: * `id` → Product ID (text) * `name` → Product name (text) * `title` → Product title (text) * `price` → Price (text) * `display_price` → Displayed price (text) * `image_url` → Product image (image) {% hint style="info" %} Binding examples: * Product image → Image * Product name/title → Headline * Price → Paragraph or label * Displayed price → Paragraph {% endhint %}

2. **Product (Current Product)** Context: Available in checkout, upsell, or downsell pages. * **Type**: object * Configurable **property**: productId: - Select which product from your funnel products. * **Fields**: * `id` → Product ID (text) * `name` → Product name (text) * `title` → Product title (text) * `price` → Price (text) * `display_price` → Displayed price (text) * `image_url` → Product image (image)

{% hint style="warning" %} ### Binding Rules (Quick Reference) * Text fields → Headlines, paragraphs, buttons, links. * Image fields → Image elements only. * URLs → Links, buttons, linked images. * Arrays → Must be used with a repeater element (to loop through each item). * Objects → Can be bound to individual elements or groups. {% endhint %}
## Shared components data binding Unlike page-level data bindings, which are defined by context and page type, **shared components data bindings work globally.** This means a component can be added to any page, and **if the required dataset exists in that context, the binding will render. Otherwise, it will not output anything.** Funnelish V2 uses Liquid behind the scenes for component bindings. This gives you flexibility and access to a wide range of formatting options. ### How It Works * **In components, you can use Liquid syntax to access dataset fields directly.** * If the dataset is available in the current page context, the value will render. * If the dataset does not exist for that page type, the expression will render nothing. #### Example: `{{ blogPage.name }}` * On a blog\_page, this outputs the page title. * On other page types, it outputs nothing. ### Practical Examples 1. **Using Defaults** Provide a fallback value if the field is missing or null: `{{ blogPage.name | default: "No name" }}` 2. #### Formatting Text Uppercase, lowercase, capitalize: `{{ blogPost.author_name | upcase }}` `{{ blogPost.name | downcase }}` `{{ blogPost.seo_title | capitalize }}` 3. #### Numbers and Prices `{{ product.price | prepend: "$" }}` `{{ allProducts[0].display_price | append: " USD" }}` 4. **Working with Arrays** Looping through an array (like blog posts or products): `{% for post in allBlogPosts %}` `

` `

` `{% endfor %}` 5. #### Conditional Rendering Show content only if a value exists: `{% if product.image_url %}` ` {{ product.name }}

` `{% endif %}` 6. #### Combining Filters Chain filters for formatting: `{{ blogPost.published_by_author_on | date: "%B %d, %Y" | upcase }}` ### Supported Datasets in Components All datasets documented earlier (blogPost, allBlogPosts, currentCategoryPosts, blogPage, category, allProducts, product) can be used in components with Liquid syntax.\ Just reference them by their IDs, e.g. : * `{{ blogPost.name }}` * `{{ allProducts[0].title }}` * `{{ category.slug }}`
{% hint style="danger" %} If the dataset isn’t available in the current page, nothing will render. {% endhint %} # Gateway Pools Gateway Pools give you full control over how payments are routed inside Funnelish. Instead of relying on a single processor, **you can group multiple gateways together and set rules to decide which one handles each transaction.** This helps you: * Increase authorization rates * Reduce failed checkouts * Lower processing fees * Protect against risk and limits {% hint style="warning" %} **Note:** At the moment, Gateway Pools are only available for **Credit Card processors**. {% endhint %} ### How Gateway Pools Work When a customer checks out, Funnelish automatically evaluates your conditions and **routes the payment through the most suitable gateway in your pool.** #### Example scenarios: * A declined transaction can be retried automatically through a backup gateway. * High-ticket orders can be sent through a lower-fee processor. * Different currencies can be routed to the most efficient local gateway. * Certain card brands (Visa, Mastercard, Amex) can be tied to specific processors. ### Setting Up Gateway Pools You can set up and manage Gateway Pools either globally (from your account) or directly inside a funnel. #### 1. Connect your gateways Before creating a pool, make sure your preferred gateways are connected. You’ll need at least two gateways available to build a pool. 1. Go to Settings > Payments 2. Click on Connect a new gateway 3. Select Credit Card 4. Choose and connect your preferred Credit Card Gateways. Once added here, these can be added with just one click at funnel level. > → **Quick jump to** [**Credit Card Gateways**](/start/collecting-payments/card-payments) **& how to connect them.** #### 2. Create a gateway pool 1. Go to **Account > Payments** (or create it directly inside a funnel under **Funnel Apps > Funnelish Pay**). 2. Click **Create Gateway Pool**. 3. Select which gateways you want to include in the pool. 4. Choose a **default gateway**. This is the processor Funnelish will try first for every transaction. 5. For the remaining gateways in the pool, add **conditions** to decide when they should be used. #### Conditions you can include: When setting up your pool, you can combine one or more of the following conditions: * **Transaction declined** → Retry with another gateway to save the sale. * **Split-volume** → Spread transactions based on a fixed amount or percentage across processors to manage risk and limits. * **Product type** → Route one-time or subscription products differently. * **Tags** → Apply special handling for high-risk or priority products. * **Card brand** → Assign Visa, Mastercard, Amex, etc. to specific processors. * **Currency** → Process orders in the most efficient local gateway. * **Regions** → Ensure buyers use gateways that work best in their country. * **Amount** → Assign gateways by order value (e.g., high-ticket purchases). #### 3. Adding the gateway pool to a funnel Once your pool is created, you can add it directly inside a specific funnel through **Funnelish Pay**.

4. **Upgrade your pages** {% hint style="danger" %} Your pages should be upgraded to v2 editor for gateway pools to work. {% endhint %} * Please update your checkout & upsell/downsell pages to v2 editor from here:

{% hint style="success" %} Funnelish will automatically re-attempt or direct transactions through your specific conditions. {% endhint %} # Integrations Overview Get connected ### Integrations connect your funnel with different platforms. Integrations are used for multiple reasons: order management, fulfillment, sending funnel orders to different platforms, and more. One advantage of direct integration is sending funnel orders to Shopify, and fulfilling them there with 0% transaction fees. You can also use integrations to manage your orders on platforms such as Google Sheets. Lastly, you can integrate directly with an email sending platform (e.g. Active Campaign. Klaviyo, and Mailchimp) Once a funnel order has been placed, the email platform automatically sends your customer an email message. ## Jump to:

	Cover image
	/files/zBhN8DWfpuU5zGvzkZtD	https://docs.funnelish.com/integrations/shopify/connect
	/files/2QBOOAPQOQSGSao8f57v	/pages/-MCm3F8IgJ2uwUsv1uIs
	/files/YSLwvnPPL4ISWCRrh2IZ	https://docs.funnelish.com/integrations/klaviyo/connect
	/files/KUxJgXbuGeOUJnmYi4qq	https://docs.funnelish.com/integrations/shipstation
	/files/hLl3QrL2zMB5GWzFKOut	/pages/-M1AUpIWQGszOVW_uX06
	/files/hERdh9SA50iuD9EFeNFc	https://docs.funnelish.com/integrations/hyros/connect
	/files/jrNAKj5EtDBjoCpq1K6K	https://docs.funnelish.com/integrations/mailchimp/connect
	/files/vyMjy2Yp3tK40yV5TlLo	https://docs.funnelish.com/integrations/sendgrid
	/files/xXddZaCehGhJTGZxCRuU	https://docs.funnelish.com/integrations/mailgun

	Cover image
	/files/aLq2GNGu66BMVf8z4N33	https://docs.funnelish.com/integrations/zapier

# Shopify A quick review: how to integrate Shopify with Funnelish! ## Video Walkthrough Seamlessly sync new orders on your funnels to your Shopify store! Our Shopify integration puts your fulfillment on autopilot, supports product variants, and adjusts inventory levels. It also has an order bundling feature to eliminate the constant struggle we see with upsells being added to Shopify as different customers! {% embed url="" %} ## Step 1: Connect the Integration Learn how to [connect your Shopify store to Funnelish](/integrations/shopify/connect). ## Step 2: Set up Product Automation Learn how to [automate orders with Shopify](/integrations/shopify/automate). ### See also Learn how to [set up order bundling](/integrations/shopify/setting-up-order-bundling). Learn how to [set up dynamic variants](/integrations/shopify/set-up-dynamic-variants). Learn how to [set up order notes and attributes](/integrations/shopify/setting-up-order-notes). # Connect Your Shopify Store Sell on your funnel and fulfill on Shopify You can integrate a Funnelish funnel with your Shopify store. When a customer buys a product from your funnel, your Shopify store can automatically fulfill the order. To create automatic fulfillment, you need to complete two steps in this order: 1. install the Funnelish app to your Shopify store, and then 2. create a Funnelish automation This article shows you how to complete Step 1. {% hint style="info" %} [Click here to complete Step 2](/integrations/shipstation/automate). {% endhint %} {% embed url="" %} Install Funnelish app on Shopify {% endembed %} ### Open Funnelish Log in to your Funnelish account and then: 1. Click the **Settings** icon at the top right. 2. Select **Integrations**. 3. Click **Shopify**. A side panel opens.

### Open Shopify 1. Open a new browser tab. 2. Log in to your Shopify store. 3. Go to your settings > Domains and copy the store domain name that has the structure "sample.**myshopify**.com"

4\. Go back to the Funnelish side panel. 5\. Click the toggle and switch it to the On position. 6\. Paste the domain name into the field.

7\. Click **Connect**. Shopify opens on the screen. 8\. On the Shopify page, click the **Install unlisted app** button.

9\. Go back to the Funnelish side panel. 10\. Click **Save changes**. Funnelish and Shopify are now connected. {% hint style="info" %} If the above does not work, you may want to follow our [Shopify Custom App tutorial](/integrations/shopify/connect/custom-app). {% endhint %} ### Step 2 Now complete the next step - order automation. [Learn more](/integrations/shipstation/automate). # Shopify custom app This article will show you how to connect your Shopify store to Funnelish using a Shopify custom app. A [Shopify custom app](https://help.shopify.com/en/manual/apps/custom-apps) can be connected to Funnelish by going through [**Account > Integrations > Shopify**](https://app.funnelish.com/integrations/5) then clicking on **"Connect using a custom app..."**

### Creating a Shopify custom app Now let's head to Shopify to create our custom app and get the credentials needed to connect it to Funnelish. 1. Go to your Shopify store and click on **Apps** > **App and Sales channel settings.**

2\. Click **Develop apps for your store.**

3\. If it's first time creating a custom app, you'll be asked to **allow custom app developments first.** ![](/files/2ell8fbDhAqgZtqlmySk) 4\. Click **Create an app** and give it a name, eg. "Funnelish". ### Assign access scopes Once the app is created we need to assign it certain access scopes for it to have access to your store to create orders and list products. 1. Click **Configure Admin API scopes** inside the app panel. ![](/files/BPogg74d3s7UwMaFnAua) 2\. Assign the following permissions: * `read_products`, `write_products` * `read_orders`, `write_orders` * `read_customers`, `write_customers` * `read_fulfillments`, `write_fulfillments` Once these are selected click **save.** ### Install the custom app Now we are ready to install the app and connect it to Funnelish. 1. Click **Install app.**

2\. You'll be given a token, click **Reveal token once** and then **copy** it.

{% hint style="warning" %} The access token is shown only once, make sure to copy it into Funnelish. Otherwise you'll need to recreate a new custom app. {% endhint %} 3\. Also, copy the **Client ID and Client Secret** from your Shopify custom app into Funnelish. 4\. Make sure to add your store name into Funnelish as well, either as: **storename** or **storename.myshopify.com**, both formats are valid. Once all the details are added to Funnelish, click **Save Changes** and your Shopify store will be connected to your Funnelish account. *If there is a problem connecting to your Shopify custom app, Funnelish will show an error popup with further details.* Now it's time to set the product automations. Click [here](/integrations/shopify/automate) to learn how to do this. # Send Orders to Shopify Create an automation In this article, we show you how to automatically fulfill an order on Shopify. You also learn how to use the [**Override price**](#override-price) feature. When enabled, the funnel pushes a different purchase price into your Shopify store. It's a two-step process: * create an automation * customize the product {% hint style="info" %} To complete these steps, you must first install Funnelish on your Shopify store. We showed you how to do that in a [different article](/integrations/shopify/connect). {% endhint %} ### Creating an automation 1. Log in to your Funnelish account. 2. Open a funnel. 3. Click the step which has your product or products. 4. Click one product. A side panel opens. 5. Scroll down to the bottom and click the **Create new automation** button.

### Automation workflow In this step, link a product on your funnel to the same item on your Shopify store. {% hint style="info" %} Before starting this step, make sure your Shopify store has up-to-date products and product variations. {% endhint %} Follow the guided workflow: 1. Click the **On Purchase** tile. 2. Click **Continue**. 3. Click **Shopify**. 4. Click the product field dropdown and select the Shopify product you want to link to your funnel.

### Customizing the Product {% hint style="info" %} If the product has variants, [first make sure they are correctly set up within Funnelish](/connecting-to-clickfunnels/clickfunnels-apps/fancify/product-variants). {% endhint %} On the **Create new automation** page: 1. Enable the **Update inventory level** feature. (optional, see below) 2. Switch the **Enable bundling** toggle to the On position to allow all products chosen in the purchase go as 1 order to Shopify. ([learn more](/integrations/shopify/setting-up-order-bundling))

### Additional Settings (Optional) Under the additional settings you can choose to update your inventory level in Shopify and override the price once the product syncs. #### Update Inventory level When this option is enabled, Funnelish will automatically decrease the inventory level of the product. To update the inventory level: 1. Click the **Additional settings** folder. 2. Switch the **Update inventory level ?** toggle to the ON position. {% hint style="warning" %} Ensure your product has enough stock, otherwise syncing with Shopify may fail. If bundling is enabled, make sure all products in the bundle have sufficient inventory. {% endhint %}

#### Override price When syncing a product from Funnelish to Shopify we'll send over the same product price you have in your funnel, so we'll override the price from Shopify by default and it's not necessary to enable override price. However, if you need to push a different price of the Funnelish Product for any reason, you can do it using the override price feature. To override the default setting and push a different price to the Shopify store: 1. Click the **Additional settings** folder. 2. Switch the **Override price?** toggle to the ON position. 3. Enter a price.

#### Example The original product in Funnelish was set at 25 but when overriding it, it will override the price to 19.50 when pushing the order to Shopify ![](/files/3qMLhC7LBsNhhEHsOOcB) ### Linking Next, map products. Complete this step if you have a single product or an item with variants. Link the **funnel** product (on the left) with the matching **Shopify** version (on the right).

You can: * click the **Auto-link all variants** to map items, or * drag a funnel product to the Shopify side. Click **Save changes**. Now you're all set! Enable an automation for any product you want to connect to your Shopify store. ### Enabling dynamic states As per Shopify's most recent update, the order won't sync unless dynamic states are collected in your checkout form. Head to your **checkout page editor** > state field and enable dynamic states:

### Other optional features #### Update inventory level If enabled, this feature automatically updates inventory levels in your Shopify store with each new purchase. * Switch on the **Update inventory level** toggle and make sure you have the correct inventory in Shopify. #### Order Bundling Read our article about [Order Bundling for instructions. ](/integrations/shopify/setting-up-order-bundling)We recommend setting this up if you're using upsells or downsells! #### Creating Order Notes Read our article about [Creating Order Notes for more instructions.](/integrations/shopify/setting-up-order-notes) # Set Up Order Bundling Syncing with Shopify is now easier When creating an order automation with Shopify, use the **Enable bundling** feature to add a waiting period before Funnelish sends the order to Shopify. This short delay gives customers a bit of time to review your upsell and downsell pages before completing a purchase. If the customer adds an item to the cart, they can send the entire bundle to Shopify in one go. That extra time improves the customer experience. It's also good for business. ### Enable bundling 1. On the Create a new automation page, switch the **Enable bundling** toggle to the On position. 2. Enter a figure (minutes) in the **Wait at least** field. We suggest a number of between 5-7 minutes. 3. Click **Save changes**. * Read the [next article](/integrations/shopify/setting-up-order-notes) to add notes and attributes to your orders.

# Set Up Dynamic Variants Create a Shopify automation with multiple options Use this feature to display a wide range of product choices and get around Shopify's limitation on variations. When building automations that sell on your funnel and fulfill on your Shopify store, sellers face a limitation: Shopify limits the number of variants to three. If you're selling a product with two or three variations (e.g. a coffee pot that comes in three sizes - small, medium, and large), the limitation is not a problem. But what if you're selling a product with two variables and lots of variations? For instance, you sell a super-cute baby t-shirt with three sizes (small, medium, and large) and three colors (pink, blue, and white). That color-size mix represents nine possible variations. Funnelish has a solution. It's called dynamic variants. It's a three-step process: 1. [create forms](#creating-forms) 2. [customize the automation](#customizing-the-automation) 3. [run a test purchase](#testing-the-fields) ## Creating forms The first step is to create a form on your funnel step. This form will display a drop-down menu for one variant with multiple choices. {% hint style="info" %} In this example, we create variants for a leather travel bag. The bag has three colors and three sizes. {% endhint %} 1. Open a funnel. 2. Open the step with your product. 3. Drag a **Select form element** to the canvas to create a drop-down menu. {% hint style="info" %} To convert any other form element into a **Select form element** on the side navigation, go to the **Input type** heading and click **Select.** {% endhint %}

5\. Scroll down to the **Props** heading. 6\. Click the **Data type** field. 7\. Select **Custom** on the drop-down menu.

#### Configuring the form Now add a Data name and placeholder text. 1. Toggle off the **Show label?** feature. (optional) 2. Click the **Data name** field and enter a unique name. This is for internal use to know what data we're collecting here. The customer does not see this text. In this example, we enter Color. 3. Enter **Placeholder** text (e.g. user instructions). In this example, we enter **Select a color**. 4. Click the **Options** dropdown and choose **Custom**

{% hint style="info" %} Make sure the **Data name** has no spaces or special characters. To use multiple words, separate them with an underscore symbol, for example "**Color\_Pair1**" {% endhint %} #### Adding options Now add options to the drop-down menu. 1. Click the **Add option** button below the **Options** field 2. Enter a name and value. In this example, we enter Blue and Blue. 3. Repeat steps to add more options.

### Adding another variant In the previous steps, we created one dynamic variant called Color. Repeat the steps to add another variant. In this example, we add a variant called Size. {% hint style="success" %} Pro tip: To quickly recreate a form and its settings, hover the mouse on the form element and click the Clone icon. {% endhint %}

#### Results The screenshot below shows the results.

### Previewing the fields You can preview the drop-down menus. 1. Click **Save changes**. 2. Click **Preview**. * The step displays in a new browser tab. Click each drop-down menu to review the options. ![](/files/77d9ackQ2VucWoODR4x1) ## Customizing the automation The next step is to customize the automation for the product and enable dynamic variations. {% hint style="info" %} This step assumes you already have an automation set up for the product. Not sure how to create an automation? [Learn more](/integrations/shopify/automate). {% endhint %} 1. Open the funnel step with the product. 2. Click the product one time. 3. Scroll down and click the product automation.

4\. On the Edit automation panel, click the **Notes & dynamic variants** button. 5\. On the popup window, switch on the **Enable dynamic variants?** toggle. 6\. Click **Add new variant**

7. Go back to the funnel step and copy the **Data name** of one variant. 8. Go back to the Edit automation window and paste the **Data name** into the **Value** field. 9. Enter a variant name. Shopify shows this name on the Order page. ![](/files/NsKshELtXxosrsKStvOY) #### Adding another variant 1. Repeat steps to add more variants. 2. Click **Done**. 3. Click **Save changes** on this panel and the next panel. ![Add multiple dynamic variants](/files/6Ao3PWKZ2G5YjkU1F4nj) ## Testing the fields Now you can test the fields and see how they display on the Shopify admin page. 1. Go to the funnel step and click **Preview**. 2. Select the product. 3. Choose an option for each variant. In this example, we select a Black and Large. 4. Complete the test transaction. (Use [test credit card numbers](https://stripe.com/docs/testing).) ![](/files/Q74FYe6okQs4gomag1bW) ### Go to Shopify 1. Go to your Shopify account. 2. Open the **Orders** page. 3. Open the order. * Shopify shows the product and variants that were selected on the funnel page. ![Priduct and variants](/files/qHYS5Vmz17ILnWsCzd8B) # Set Up Order Notes Send custom text with the order to Shopify Use this feature to send order notes and attributes from your funnel to Shopify. The notes and attributes tool is vital for print-on-demand services that ask the customer to input a custom element (e.g. text or photo) with their purchase. A popular example is customer text printed on mugs, t-shirts, hoodies, or tote bags. It's a three-step process: 1. [create forms](#adding-a-note-form) 2. [enabling notes and attributes](#enabling-notes-and-attributes) 3. [run a test purchase](#test-the-fields) ## Creating forms The first step is to create a form on your funnel step. This form collects custom notes and attributes from the user. 1. Open a funnel. 2. Open the step with your product. 3. Drag a Select form element to the canvas to create a drop-down menu. {% hint style="info" %} To convert any other form element into a **Select form element** on the side navigation, go to the **Input type** heading and click **Select.** {% endhint %} 5. Scroll down to the **Props** heading. 6\. Click the **Data type** field. 7\. Select **Custom** on the drop-down menu.

### Configuring the form Now add a Data name and placeholder text. 1. Toggle off the **Show label?** feature. (optional) 2. Click the **Data name** field and enter a unique name. This is for internal use. The customer does not see this text. {% hint style="info" %} Make sure the **Data name** has no spaces or special characters. For example, PrintOnMug. {% endhint %} 3\. Enter placeholder text (e.g. user instructions).

### Adding other form types You can add other form types (e.g. checkbox) to the funnel to collect a note attribute. Here's how. * In this example, we ask the customer to tell us if they want a left-handed or right-handed mug. (It changes which side of the mug receives the print-on-demand text). We use a checkbox to collect this information. 1. Click the **Add new element** button at the top of the page. 2. Click the **Form element widget** and drag it to the canvas. 3. Click the new element one time. 4. Go to the **Input type** heading and select one option. We select **Checkbox**. ![Select an input type](/files/I9XjL0CGm2HTB6cHZHfq) 5\. On the side navigation, go to the **Input type** heading and make sure **Input** is selected. 6\. On the side navigation, click the **Data type** field. 7\. Select **Custom**. #### Configuring the form 1. Click the form. 2. Replace **Label** with your instructions or question. ![Add a Yes-No question with a checkbox](/files/YcyK5LYlrcHrRde09OQu) {% hint style="info" %} In this example, we ask if the mug user is left-handed. If yes, the user checks the box. If the box is unchecked (default setting), we assume the user is right-handed. {% endhint %} 3\. Click the **Data name** field and enter a unique name. This is for internal use. 4\. Enter True in the **Value** field. If the box is unchecked, the value is false. 5\. For checkboxes, leave the Placeholder field blank. ![](/files/LZDBRNjjh6io7ZHkY1lE) ### Previewing the fields You can preview the note and attribute fields. 1. Click **Save changes**. 2. Click **Preview**. * The step displays in a new browser tab. ![Preview the fields](/files/iTVeItUBwj0jV4X3evDi) ## Enabling notes and attributes The next step is to customize the automation for the product and enable the notes and attributes feature. 1. Open the funnel step with the product. 2. Click the product one time. 3. Scroll down and click the product automation.

Click the automation to add notes and attributes

4\. On the edit automation panel, open the **Additional settings** 5. Click **Notes & dynamic variants** button.

5\. On the popup window, switch on the **Enable sending notes and attributes?** toggle. 6\. Go back to the funnel step and copy the **Data name** of the note. 7\. Go back to the Edit automation window and paste the **Data name** into the **Note** field. ![](/files/py9n86eWRUbP5NCjLeZT) ### Adding an attribute If you created an attribute on the funnel step, add it here. * In our example, we created an attribute that asks the customer to choose a right-handed or left-handed print-on-demand mug. 1. Click the **Add new attribute** button. 2. Go back to the funnel step and copy the **Data name** of the attribute. 3. Go back to the Edit automation popup window and paste the data name into the **Value** field. 4. Click the **Name** field and enter a description. 5. Repeat steps to add more attributes. 6. Click **Done**. 7. Click **Save changes** on this panel and the next panel. ![.](/files/hZEGMnIZL68HAob9eqZP) ## Testing the fields Now you can test the fields and see how they display on the Shopify admin page. 1. Go to the funnel step and click **Preview**. 2. Select the product and add a note and attribute. ![Add note and attribute](/files/tuwKEbXB3JhvsWzeGyS6) 3\. Complete the test transaction. (Use [test credit card numbers](https://stripe.com/docs/testing).) 4\. Go to your Shopify account. 5\. Open the **Orders** page. 6\. Open the order. * You can see the note and attribute. ![Review order on Shopify](/files/zLZM30zOpVwNo8aoSnCz) # ShipStation A quick review: how to integrate ShipStation with Funnelish ## Video Walkthrough Set up and use our ShipStation integration to seamlessly sync new orders on your funnels to your ShipStation account! The ShipStation integration puts your fulfillment on autopilot, supports product variants, and even has an order bundling feature to eliminate the constant struggle we see with upsells being added to as different customers! {% embed url="" %} ## Step 1 Connect the Integration Learn how to [connect your ShipStation account to Funnelish](/integrations/shipstation/connect). ## Step 2 Set up Product Automations Learn how to [automate your orders with ShipStation](/integrations/shipstation/automate). # Connect to ShipStation Sell on your funnel and fulfill on ShipStation Integrate your Funnelish funnel with ShipStation. When a customer buys a product from your funnel, the Funnelish app sends the order to your ShipStation account. To create automatic fulfillment, you need to complete two steps in this order: 1. connect the Funnelish app to your ShipStation account, and then 2. create a Funnelish automation This article shows you how to complete Step 1. {% hint style="info" %} [Click here to complete Step 2](/integrations/shipstation/automate). {% endhint %} ## Open ShipStation Log in to your ShipStation account, and then: 1. Click the gear icon in the top right corner. 2. Click the **Account** menu tab. 3. Click **API Settings**.

#### API keys If your ShipStation account does not have any keys, click the **Generate API Keys** button.

* Once you see this pop up, **do not close it yet.**

### Open Funnelish 1. Open a new browser tab. 2. Log in to your Funnelish account. 3. Click the **Settings** icon at the top right. 4. Select **Integrations**. 5. Click **ShipStation**. A side panel opens.

### Copying and pasting Now move between the two browser tabs. 1. Go to the ShipStation page and copy the **API Key**. 2. Go to the Funnelish side panel and paste the key into the correct field. 3. Repeat steps for the **API Secret** key. 4. On the side panel, confirm the toggle switch at the top of the page is in the On position. 5. Click **Save changes** on the side panel.

That's it! Now go to [Step 2](/integrations/shipstation/automate) to set up automatic order fulfillment with your ShipStation integration! # Send Orders to ShipStation Create product automations In this article, we show you how to automatically fulfill an order on ShipStation. It's a two-step process: * create an automation * customize the product {% hint style="info" %} To complete these steps, you must connect ShipStation to your Funnelish account. We showed you how to do that in a [different article](/integrations/shipstation/connect). {% endhint %} ## Creating an automation Link a product in your funnel to your ShipStation account. 1. Log in to your Funnelish account. 2. Open a funnel. 3. Click the step which has your product or products. 4. Click one product. A side panel opens. 5. Scroll down to the bottom and click the **Create new automation** button.

### Automation workflow Follow the guided workflow: 1. In the popup window, click **On Purchase**. 2. Click **Save changes**. 3. On the next window, click **ShipStation**. {% hint style="info" %} All of our integrations can be triggered based on On Purchase, On Refund, New Subscription, or Subscription Cancelled. For ShipStation, choose OnPurchase because currently we only create orders. {% endhint %} ### Adding details On the next window: 1. Click the Action field and select **Create an order**. 2. Click the Store field and select your store name. 3. Click the Product field. 4. Choose a product. 5. Enable bundling. (optional, see below) 6. Enable customer optin email. (optional, see below) 7. Click **Save changes**. Now you're done. ### Order Bundling (optional) When creating an order automation, use the **Enable bundling** feature to add a waiting period before Funnelish sends the order to ShipStation. This short delay gives customers a bit of time to review your upsell, downsell, or order bump before completing a purchase. If the customer adds an item to the cart, they send the entire bundle in one go. That extra time improves the customer experience. It's also good for business. 1. On the Create a new automation page, switch the **Enable bundling** toggle to the On position. 2. Enter a figure (minutes) in the **Wait at least** field. We suggest a number of between 5-7 minutes. 3. Click **Save changes**. ### Customer Optin Email (optional) You can use the customer's optin email instead of the email address they use to pay. If you have an optin page and want to use that address as their subscriber email in ShipStation, switch this toggle to the On position. If the two emails are the same, no change is made. ![](/files/9dniAH2mpUTHy9IhALpy) Now you're integrated with ShipStation! # Funnelish Apps Overview Grow your business with payment, tracking and social proof apps. ## Funnelish Apps Overview Funnelish Apps let you connect payment processors, track data, add marketing tools, and provide extra value to your customers. There are **two levels of Apps in Funnelish**: ## 1. [Global Apps](https://app.funnelish.com/apps) (Account-wide) * Found in **Top right side header → Apps**.

* This is where you **enable an app for your entire account** (e.g. Funnelish Pay, Facebook Pixel etc.). * **You only need to do this once.** ## 2. Funnel Apps (Per-funnel) * Found inside each **individual funnel → Apps tab**.

* **Even if you have enabled the app globally, you must also activate and configure it at the funnel level for it to work.** * For example: * Enable **Funnelish Pay globally** → **then also enable it inside the funnel you need.** * Enable TikTok Pixel globally → then connect the pixel in Funnel B. *** {% hint style="danger" %} ✅ **Important:**\ To use any app, it must be active in **both places**: {% endhint %} * **Globally (account-wide)**, and * **Within each funnel** where you want it to run. **This two-step setup ensures you have full control over which apps are available in your account and which funnels they apply to.** # Facebook Pixel Track Facebook Pixel events with the Conversion API pixel In this article, we show you how to set up the Facebook Pixel App inside a funnel so you can start tracking events that are important to your company! {% embed url="" %} {% hint style="success" %} The Facebook Pixel App automatically fires and tracks all relevant events within your funnels. {% endhint %} ### Facebook Pixel App Features Funnelish **Facebook Pixel App** tracks all events on auto-pilot without any coding: * **Page View** and **View Content**
* **Lead** and **AddToCart**\ Triggered when a customer opts into your funnel, or when a new lead is detected.
* **AddPaymentInfo** and **InitiateCheckout**\ Triggered when a customer attempts to make a purchase by entering payment details (fires just before processing a charge). Can retarget failed payments and high quality customers.
* **Purchase**\ Triggered for all purchases with accurate purchase value and currency, it tracks order form sales, order bumps, upsells, and downsells.
* **CompleteRegistration**\ Triggered when a customer goes through an entire funnel and lands on the **Thank You Page.**
* **Pixel lazy loading**\ The Facebook Pixel app enables the pixel to lazy load on your pages to reduce fake bot data.
* Supports **two-step order forms** and **standard order forms** automatically. . * Supports OTOs (**Upsells** and **Down-sells**) automatically.
* Supports **order bumps**.
* **Facebook Conversion API fully supported**\ Funnelish triggers all the events (except **PageView**/**ViewContent**) on the server-side in real-time as customers go through your funnel.
* **Multi-Pixel support**\ Funnelish can trigger up to five pixels on a funnel simultaneously, so it is possible to track data on multiple Facebook business managers at the same time.
### Get Your FB Pixel ID The first step is to copy the pixel ID from your Meta Business Suite (formerly known as Facebook Manager) account. 1. Go to the [Meta Business Suite](https://business.facebook.com/) and log in to your account. 2. On the left menu, click **All tools**. 3. Scroll down and click **Events Manager**. A new browser tab opens. 4. Locate the pixel you want to add to your funnel and copy the ID. ![](/files/kd1W9d0ip211JxWsDabu) #### *Create a new pixel* Don't have a pixel? It is easy to create. On the [Meta Business Suite](https://business.facebook.com/): 1. Click the green plus (+) button on the side menu. 2. In the pop-up window, check the **Web** box. 3. Click **Connect**. 4. Enter a unique name in the next window. 5. Click **Create Pixel**. 6. In the next window, enter a website URL. 7. Click **Check**. 8. After Facebook verifies your site, click **Next**. 9. Choose the **Conversions API** **and Meta Pixel** option. 10. Click **Next**. 11. Read the slides. 12. Choose the **Set up with partner integration** option. 13. Click **Next**. 14. Click **Close**. {% hint style="success" %} Don't close this browser tab. You might need it for the **Conversions API** option. (see below) {% endhint %} ### **Paste the pixel ID into Funnelish** After copying the Facebook pixel ID number, go back to the main Funnelish page. 1. Make sure **Facebook Pixel is enabled inside** [**Global Apps.**](https://docs.funnelish.com/apps/pages/-M1AT7JFeX-fSn4VvoQu#id-1.-global-apps-account-wide) 2. Go to [**Funnel Apps**](https://docs.funnelish.com/apps/pages/-M1AT7JFeX-fSn4VvoQu#id-2.-funnel-apps-per-funnel) **> Facebook Pixel > enable the app.**

3\. Paste the Facebook pixel ID number into the field. 4\. Click **Save changes**. ### Conversions API option You could stop here, but we suggest that you complete one more step. This step helps you collect better data results.
Go back to the [Meta Business Suite](https://business.facebook.com/) page: 1. Click the name of your pixel in the side menu. 2. Click the **Settings** menu tab. 3. Scroll down to the **Conversions API** heading and click the **Generate access token link.** ![](/files/QttWpRTrkOuXactxT0ko) 4\. Click to copy the access token. ![Copy access token](/files/y6O3HlkGpGkGToSbTg8O) #### Paste the access token 1. Go back to the Funnelish. 2. Make sure that **Facebook Pixel app is enabled inside your funnel.** 3. **Paste the access token into the field.** 4. Uncheck events you don't want to track. *(optional)*

{% hint style="info" %} If you have the [Facebook Pixel Helper Chrome extension](https://chrome.google.com/webstore/detail/facebook-pixel-helper/fdgfkebogiimcoedlicjlajpkdmockpc?hl=en), you can test your pixel and events! You can also test it inside Facebook's Event Manager. {% endhint %} ### De-duplicate Pixel and Server Events For optimal accuracy, Funnelish will send your critical events from server-side and pixel-side with proper tracking data to avoid any duplication. {% hint style="danger" %} If you notice any duplications or inaccuracies, please report them to our team through our support channels or [community forum](https://community.funnelish.com/). {% endhint %} ### Installing Custom Events *(not recommended)* {% hint style="info" %} We encourage users to avoid custom events and use default event tracking. Custom events are subject to recent iOS14 limitations and could lead to inaccurate tracking data. {% endhint %} If you want to track a custom event, add some code to your head tracking code. For example, the Facebook Pixel app does not track **Initiate Cart** events. Accurate data collection for that event relies heavily on your own business logic and can usually be replaced by **Leads** or **Add to Carts**. To track this custom event, add code to your head tracking code box. You can trigger the event with a button click or page visit. We recommend the button click option because it delivers more accurate results. Copy one of the snippets below and add it to the head tracking code box inside your funnel. This method can be used for any Facebook event or custom event. #### On button click ``` ``` #### On page load ``` ``` {% hint style="danger" %} Traditional ad blockers block the Facebook Pixel or cause performance issues. We strongly recommend disabling ad blockers when testing your Facebook Pixel. {% endhint %} # Pinterest Tag Track conversions from users who viewed your promoted pin This app works like the Facebook Pixel App. It simplifies setup and automatically tracks significant events. The **Pinterest Tag App** automatically fires add to carts, purchases (with purchase value), leads, page views, and more. You can also enable enhanced matching for more accurate data. {% embed url="" %} ## Get the Pinterest Tag 1. Log in to your Pinterest Business account. 2. Click the **Ads** menu tab. 3. Select **Conversions** on the drop-down menu. 4. Make sure **Tag manager** is selected on the side menu. 5. Copy the Pinterest Tag. 6. Enable **Automatic enhanced match**. (optional) ![](/files/OM3o2gfwIsr4HP7fdcei) ### **Enable the Funnelish app** After copying the Pinterest Tag number, go back to the main Funnelish page. 1. Make sure Pinterest Tag **is enabled inside** [**Global Apps.**](https://docs.funnelish.com/apps/pages/-M1AT7JFeX-fSn4VvoQu#id-1.-global-apps-account-wide)

2\. Paste the Pinterest tag into the field. 3\. Click **Save changes**. {% hint style="warning" %} **This tag becomes the default if you enable Pinterest on a funnel without an ID.** {% endhint %} ### Activate on a funnel The next step is to enable the Pinterest tag on a specific funnel. 1. Open a funnel. 2. Click the[ **Funnel apps**](https://docs.funnelish.com/apps/pages/-M1AT7JFeX-fSn4VvoQu#id-2.-funnel-apps-per-funnel) > **Pinterest Tag.**

3. Paste your tag. 6\. Enable enhanced matching *(optional but recommended).* 7\. Click **Save Changes.** {% hint style="success" %} Now you have the Pinterest Tag app installed on your funnel! If you have the [Pinterest Tag Helper Chrome extension](https://chrome.google.com/webstore/detail/pinterest-tag-helper/gmlcbajhgoaaegmlbaclmmmhpmfdajmp?hl=en), you can test your tag and events! {% endhint %} To troubleshoot common Pinterest Tag errors, check out our [FAQs.](/faq/frequent-questions) # Proofy Build customer confidence with social proof Most people look for some kind of social proof before making an online purchase. They scan product reviews, consider recommendations from trusted people, or check the Amazon comments section if the product is available there. ![](/files/g3SCIH8lSdubhTFOPAqi) Proofy is a conversion tool that can build customer confidence in your brand and products. It displays evidence of purchases and/or opt ins on a funnel step. Proofy is easy to customize and requires no special coding skills or software. ## Enable the widget Activating the widget on your Funnelish account is the first step. 1. Log in to your Funnelish account. 2. Click the [**Global Apps**](https://docs.funnelish.com/apps/pages/-M1AT7JFeX-fSn4VvoQu#id-1.-global-apps-account-wide) **tab** and enable **Proofy**. 3. Choose if you want to show Location *(optional)*. 4. **Save changes.**

{% hint style="info" %} The default theme setting is **Basic**. {% endhint %} {% hint style="info" %} #### Location If enabled, the popup displays the customer's location in the top line. Disable the toggle to show the customer's first name only.

{% endhint %} ## Funnel set up Enabling Proofy on a funnel is the next step. You can also customize display settings. 1. Open a funnel. 2. Click the [**Funnel apps** ](https://docs.funnelish.com/apps/pages/-M1AT7JFeX-fSn4VvoQu#id-2.-funnel-apps-per-funnel)> **enable Proofy inside the funnel as well.**

### Data options Use the next two toggles to configure the data sets. * Enable the first toggle if you want to display activity (e.g. purchases and opt ins) from all your funnels. * Enable the second toggle if you want to display activity from all steps of the current funnel. ### Message 1. Enter a brief caption to display inside the social proof widget. The message describes the action these people took and the action you want the audience to take. 2. Use the drop-down menus to customize the display and location of the widget. The bottom left corner is our suggested location, but that's optional. {% hint style="info" %} Add a snippet like {{productname}} to insert dynamic content into the field. (optional) {% endhint %} ![](/files/ouGZKupwE6H1z3oWQgew) ### Notifications 1. Click the field and select a notification type: purchases, options, or both. 2. Set the delay (the number of seconds between popups). 3. Set the **Show for** time (seconds). 4. Click **Save changes**. ![](/files/fHWXmQNZf1v2BaI51vXC) ### Preview Click the arrow on the side panel to preview the popup and make changes at the same time. ![](/files/m0ZzqHKBDhKmvNL27m4v) {% hint style="success" %} That's it! Your visitors will now see a notification when somebody makes a purchase or opts in. {% endhint %} # Google Analytics Collect funnel data Learn how to track funnel activity with Google Analytics. {% embed url="" %} You can connect Google Analytics (GA4) to Funnelish to track funnel events such as: * **Purchases (with product names, values, and currency)** * **Upsells & downsells** * **Order bumps** * **Leads, add-to-carts, thank-you pages** * **And more funnel interactions** This helps you **measure your visitors, campaigns, and conversions directly in GA4.** ### Copy measurement ID 1. Log in to your **Google Analytics** account. 2. In the left-hand menu, click **Admin**. 3. Under **Property**, select the property you want to use. 4. Go to **Data Streams**. 5. Choose your web data stream. 6. In the top-right corner, copy your **Measurement ID** (looks like `G-XXXXXXXXXX`).

https://ga4.com/find-your-measurement-id-in-google-analytics-4 - Measurement ID

{% hint style="warning" %} ## Full Google Doc guide on finding the measurement ID, [here. ](https://ga4.com/find-your-measurement-id-in-google-analytics-4) {% endhint %} ## Paste your ID Log in to your Funnelish account and **enable Google Analytics** inside [**Global Apps.**](https://docs.funnelish.com/apps/pages/-M1AT7JFeX-fSn4VvoQu#id-1.-global-apps-account-wide) Paste the Measurement ID into the field and then save.

## Enable the funnel app 1. **Enable Google Analytics inside** [**Funnel Apps.**](https://docs.funnelish.com/apps/pages/-M1AT7JFeX-fSn4VvoQu#id-2.-funnel-apps-per-funnel) 2. **Paste your measurement ID again (can be a different one than the default one set up inside Global Apps).** 3. **If no ID is pasted, then the default (Global Apps) one will be used.** 4. **Save changes.** {% hint style="success" %} Your funnel is connected to your Google Analytics account. You can now track your visitors, marketing campaigns, conversions, top content, and more. {% endhint %} {% hint style="info" %} **Note** Buyers using PayPal & Klarna need to be tracked properly throughout the funnel as a single session and track UTM tags of those sales. To do so, please follow this [article](https://support.google.com/analytics/answer/1034842?hl=en#:~:text=Exclude%20a%20single%20referrer\&text=Click%20the%20Select%20filter%20type,you%20would%20like%20to%20exclude.) in order to exclude paypal.com from starting a new session. {% endhint %} # TaxJar Simplify sales tax Connect TaxJar to your funnel and automatically add the correct amount of tax to your products based on location and product type! Here's how. ## Finding TaxJar API key The first step is to find a TaxJar API key. 1. Log in to your TaxJar account. 2. Click **Account** in the top right corner and then **TaxJar API** on the drop-down menu. Copy the API key. ![](/files/kNYhFmKk1eGFCqAikSZI) ## Enable the app 1. Enable **TaxJar** inside[ **Global Apps.**](https://docs.funnelish.com/apps/pages/-M1AT7JFeX-fSn4VvoQu#id-1.-global-apps-account-wide) 2. **Enable TaxJar inside** [**Funnel Apps.**](https://docs.funnelish.com/apps/pages/-M1AT7JFeX-fSn4VvoQu#id-2.-funnel-apps-per-funnel) 3. In the side panel, **paste your API Key into the field.** 4. Save changes! ## **Set up product tax** Now that TaxJar is connected, set tax rates for your products. With the TaxJar app settings open in your funnel, you'll see products under the **Products' tax code** section. Locate a product and click the three dots on your product, and select **Change**. Search for and select a product category. The app automatically assigns the correct tax code for that product. Repeat this step for all products in your funnel. ## Editing address & tax summary (optional step) You can add your business address here or in your TaxJar account. You can also change the sales tax text that your customer sees. The default text displays: **Sales tax (X%)**, where X is a variable number pulled from TaxJar. Add your own text to the Tax summary field but make sure you include ({{RATE}}) to autofill the correct rate. ![](/files/ELa4v1liGgAG26p7tvoM) That's it. TaxJar can charge and collect accurate taxes. # TikTok Pixel Measure the impact of TikTok ads on your funnel In this article, we show you how to set up the TikTok Pixel ID inside a funnel so you can start tracking events. ## **Locate the TikTok Pixel Id** 1. Log in to your [TikTok Ads Manager](https://www.business-tiktok.com/gofulltiktok2/?platform=google\&channel=GB-test-conversion-search--accountlevel-all-Brand-TTAPureBrand---GoFullTikTok2-pc--EN-maxconversion-Mix-WM1--921-WM-20220203\&attr_source=google\&attr_medium=search-ad\&attr_adgroup_id=134199314098\&attr_term=tiktok%20ads%20manager\&attr_agency=wavemaker\&attr_sitesource=\&attr_matchtype=e\&attr_targetid=kwd-820327349643\&attr_adposition=\&attr_retarget=n\&gclid=EAIaIQobChMIksq828KC9gIVcoBQBh3bfwAxEAAYASAAEgI74vD_BwE) account. 2. Click the **Assets** menu tab and select Event. 3. Find the pixel you want to add to Funnelish and **copy the ID.** ## Paste the pixel ID 1. Enable **TikTok** pixel inside [Global Apps. ](https://docs.funnelish.com/apps/pages/-M1AT7JFeX-fSn4VvoQu#id-1.-global-apps-account-wide) 2. Enable **TikTok** pixel inside [Funnel Apps.](https://docs.funnelish.com/apps/pages/-M1AT7JFeX-fSn4VvoQu#id-2.-funnel-apps-per-funnel) 3. **Paste your Pixel ID.** 4. Save changes.

{% hint style="success" %} TikTok Pixel is connected to your funnel! {% endhint %} # Overview Streamline your eCommerce operations and scale your revenue with automated fulfillment processes and followup sequences. Automating your fulfillment process can save you time and increase efficiency, allowing you to focus on scaling your ads and growing your revenue. From product fulfillment through popular platforms like Shopify, Shipstation, and Google Sheets, to advanced workflow automations for tagging, notifying, and sending emails, automation can streamline your operations and free up your resources.

## Automation types We divide our automations into three different layers. Each layer offers a more specific use case. ### Global automations Global automations are the top layer since they work at an account level. They can be set up once and then applied to any of your funnels (or to all of them). This is useful when you want to have a certain action (e.g., purchase confirmation by email) in every funnel without the need for multiple configurations.

### Funnel automations Funnel-level automations are the second layer. They allow you to have more control of the automation associated with a specific funnel. You can set up triggers for specific steps or actions inside a funnel. These automations are individual and will only work in the funnel in which they are generated.

### Product automations Product automation is our lowest layer. They are more specific and exclusive for products, which allows you to have more control over them. They will only trigger when your customer interacts in specific ways with those products (e.g., the product is bought). \

## Set up automations Click on the type of automation you want to set up.


Global automation	/files/pDBIWnuJF4rCcGEPK8EM	/pages/GraF5XF50Eh4wJw9GZs7#global-automations
Funnel automation	/files/HQ5JpjTrv33RqSWuzFZI	/pages/GraF5XF50Eh4wJw9GZs7#funnel-automations
Product automation	/files/1hPw5XOk8hRlXbBFmRwt	/pages/GraF5XF50Eh4wJw9GZs7#product-automations

# Set up automations Learn how to set up the different types of automations Funnelish offers. Remember that each automation can help to solve different situations, use the one that best fits your needs. ## Global automations They can be set up once and then applied to many funnels (or all of them). 1. Click the **Automations** tab in your header menu. 2. On the new page, click the **Create a new automation** button. 3. Select **Start from scratch** and then click **Create**. 4. Build your automation using [triggers](/automations/triggers) and [actions](/automations/actions). {% hint style="info" %} When you select a [Trigger](/automations/triggers), you will be asked to select the funnels in which this automation will be available. {% endhint %}

Funnels selection for global automation.

5. Below your header menu, give your automation a name, save it, and then make sure to change the slider to **Active**.

Save and activate your global automation.

## Funnel automations Funnel automations are specific to the funnel in which they were created. 1. Select the funnel you want to create the automation in. 2. On the bottom of the left panel, click on the **Funnel automations** icon. 3. On the new page, click the **Create a new automation** button. 4. Select between **Start from scratch** or **Abandoned Cart Sequence** and then click **Create**. 5. Build your automation using [triggers](/automations/triggers) and [actions](/automations/actions). 6. Below your header menu, give your automation a name, save it, and then make sure to change the slider to **Active**. \

## Product automations 1. Go to the page where you have your product 2. Click on the product you want to add automation to. 3. The right side panel will open. Scroll down to the **Automations** and click on the **Create new automation** button. \

4. Select the [trigger](/automations/triggers) for your automation and click **Continue**. 5. Select the [integration](/integrations/integrations-overview) you want to use with your automation. 6. Define which action you want the automation to accomplish. (The action list will vary depending on the integration you're using) 7. Click the **Add** button on the pop-up window and then the **Save Changes** button on the bottom of the right panel. # Triggers Let's trigger some automations! When building workflow automations, the first step is to select a trigger. In this article, we will describe the six trigger options we offer, and explain how each of them works. {% embed url="" %} ## Triggers explained After selecting **Start from scratch**, a pop-up window will display six trigger options.

Let's dive in and discover what each trigger means; ### On Purchase This will trigger when a **valid purchase has been completed.** ### Purchase Attempt This trigger is **most commonly used for abandoned cart flows**. It will fire **every time a purchase attempt was made**. Purchase attempts are triggered for example, when a customer filled in all their info, clicked the buy button, and their credit card got declined (due to bank declining the transaction, card failed the 3DS check etc) , or they just dropped off the checkout (e.g. went to PayPal and exited the session). ### Optin This trigger activates when a **visitor enters their email on your landing** **page** (opt-in) **and submits it.**\ \ If you’ve enabled **auto-opt-in** in the email field, the trigger **will also fire when a visitor types their email on any page, even if they don’t click submit,** so the email is captured automatically. {% hint style="info" %} For **abandoned cart flows** we always recommend using both **optin** and **purchase attempt** triggers together. {% endhint %} ### Recurring Payment The new trigger will send any recurring payments made for that subscription. ### Recurring Payment Fails You can also set-up automations to send data to certain integrations when any recurring payments failed. ### On Refund This trigger will get activated **when you have issued a refund from within Funnelish**. This refers mainly to Stripe payments refunds, because PayPal doesn't allow processing refunds from Funnelish at the moment. ### New Subscription This trigger is to be used when selling **Subscription Products**. Every time a new subscription was bought, this event will trigger. This trigger is to be used when sending subscription purchases to different integrations or actions. ### Subscription Canceled This trigger will fire **when a subscription product has been cancelled**. ## Common settings After you select a trigger, there are two configuration options. 1. Switch ON the toggle **if** you want to run that automation **once per customer**, even if they go through your funnel multiple times. 2. Decide on which steps to trigger the automation. Choose between **All Steps** or choose specific steps on the dropdown. After you click **Create,** start [adding actions to your automation](/automations/actions). ![Select if to run the trigger once per customer and in which steps to activate it.](/files/yZBklpv5RnXhxQKtFtIw) # Actions In a [previous article](/automations/triggers), we showed you how to start building an automation by creating a trigger. This group of articles shows you how to complete the next part: add an action that responds to a trigger. In this section, we review the action options and show you how to set them up. You can choose between emails, workflow actions, and integrations to customize a full customer journey. To get started, click the plus (+) button and then select the action you want to happen. ![](/files/t7y1Yaw1pc46quBmLmGW) You can also select an action by dragging it to another spot in your automation. If the action you're moving has actions underneath it, you can decide to move everything or just the single top-level action. Now that you know how to add and move actions, let's start building! # Sending Emails Get your message out there This series of articles shows you how to create emails in Funnelish. You can send a plain text email or create something a little more elaborate with our drag-and-drop template editor. {% hint style="info" %} You can also send out SMS messages! Click [here to learn how](/advanced-features/send-sms). {% endhint %} ## 1 Open an automation Open the automation that will generate notifications. Click the plus **(+)** button.

Select **Sending Options** and click **Send an email.**

## 2 Choose the type of email to send ### [Plain Text Email](/automations/actions/emails/text-only) Choose this option to send simple emails with no design. They look like conversational emails in your inbox. ![](/files/-MW-uwWvFrro5328e5RG) ### [Template Email](/automations/actions/emails/templates) Choose this option to send emails with design elements. Customize the template to capture your brand. ![](/files/-MW-vFg-jRjxovGUwMvG) Let's start building emails! # Text Only Just the basics Let's create a plain text email. {% embed url="" %} ## 1 Open your automation Open the automation that you want to send the plain text email from. Click the plus **(+)** button.

Select **Sending Options** and then **Send an email.**

On the next window, click **Text Only** and click **Continue**.

## 2 Create message Start by adding the **Sender name** of your email. For example, we enter **Funnelish**. Add the Sender email that you used when connecting with your [SMTP provider](broken://pages/-MSEWcRIKC27hg9a5-B4). Enter a subject. ![](/files/-MW0AVb6f8cqbQkCPrtS) Now add body content to your email using the text editor. Add style using different fonts, colors, sizes, and more. You can also add links, images, and personalized fields using the icons at the top of the editor. Choose from a wide variety of fields such as name and order info. ![](/files/-MW0AhfIAh3Ih6Tu6xgr) That's it! While text-only emails don't have the same pizazz as emails designed in the editor, this type of message can sometimes help increase open rates because they resemble emails your customer would get from a friend! Try switching it up and see if you get better responses from plain text emails or branded messages. # Templates Design your messages To send messages with design, use our templates to create fully customizable and reusable emails! {% embed url="" %} ## 1 Open the automation Open the automation that you want to send the plain text email from. Click the plus (+) button.

Select **Sending Options** and then **Send an email.**

On the next window, click **Template** and click **Continue**.

Start by adding the **Sender name** of your email. For example, we enter **Funnelish**. Add the **Sender** email that you used when connecting with your [SMTP provider](broken://pages/-MSEWcRIKC27hg9a5-B4). Enter a subject and click **Continue**.

On the next page, choose a template option: build from scratch or a pre-existing template. ![](/files/qWYIKfF4U3c2sl9qwvii) Now you can use the drag-and-drop editor to design an email to fit your brand! Customize colors, fonts, and basically anything you need to to make the email your own. ## 2 Create an email from scratch **Adding structure** On the canvas, click the plus (+) sign to create a new section. Click again to add a row and select the columns. Now add elements! ![](/files/-MWAucTWDRU_y6iwkcQ-) **Adding elements** Go to the side panel and add one or more elements to the template. Each element comes with customization options, such as image size, font, and color. ![](/files/-MWAuzWAv4HSO-K6o86R) ## **3** Work from a template Choose this time-saving option if you want to customize an existing template. Add your own image, customize the message, and add your own branding with just a few clicks. ![](/files/MFbxalaORcaGla7XrDEA) ## **Previewing the display** Toggle between different device views to see how your email looks on a phone, tablet, and desktop. You can also make elements visible on certain devices by selecting from the Responsive options in the side panel. # Send a Notification Stay informed This article shows you how to send a notification email whenever a significant action (one of six triggers) happens in your funnels! Configure the notifications panel to automatically send out a message to you plus a maximum of four other people. ## 1 Open an automation Open the automation that will generate notifications. Click the plus **(+)** button.

Select Sending Options and click **Send a notification email.** ![](/files/KKKbkn9qHBF7lx2pb3So) ## 2 Enter email address Enter the email for each person you want to receive the notification. You can enter up to five email addresses. Click **Add** to save the addresses. ![](/files/guvfGcTCPTE9lLYLVBby) To edit the list of email addresses, hover the notification box and click the Edit icon. ![](/files/zZMu4De7ASUleVgVBy1y) # Delays Control the timing of actions Sometimes it makes sense to delay an automation action. Maybe, for instance, you want to give the customer time to fully digest landing page content or watch a video before sending out a message with a discount. The **Wait** action causes the automation to pause for a set period of time before performing the next action. This article shows you how to set up the delay. {% embed url="" %} ## 1 Open an automation Open an automation and click the plus (+) button.

Select **Workflow** and choose **Wait.** ![](/files/ISXS7P02bzqP2bBNW65c) ## 2 Set the delay Choose how long you want to wait before performing the next action in the automation. Enter the number and select a period: minutes, hours, days, weeks, or months. ![](/files/-MW5SflSMJtWGyVcpMxf) You can add these delays anywhere inside of your automation. They're commonly used to space out emails to customers. --- [Next Page](/llms-full.txt/1)

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