Map your funnel on the visual flow builder
The flow builder shows your whole funnel on one canvas. Each card is a step: a page, an email, a wait or a decision. Lines between cards decide where a visitor goes next and what runs in the background. Click a card to edit it, drag between the dots on its edges to connect it, and drag cards to rearrange the canvas.
- Plan
- Every plan
- Where
- Funnels, then open any funnel
On this page
The steps you can add
Tap a step in the library to add it, or drag it onto the canvas. Steps come in three groups.
Pages the visitor sees
| Step | Its goal |
|---|---|
| Opt-in / Landing | Capture a lead with a form |
| Sales Page / VSL | Present the offer and send visitors to checkout |
| Checkout & Bump | Take the payment, with optional order bumps |
| 1-Click Upsell (OTO) | Offer an upgrade after the purchase |
| Downsell Offer | Offer a smaller alternative to people who decline |
| Tripwire / Impulse Offer | Make a low-priced first sale |
| Application / Booking | Qualify people and book a call |
| Quiz | Ask one question per screen and score the answers |
| Thank You / Confirmation | Confirm the order and say what happens next |
| External Page | Send visitors to a link outside soFunnels, such as your course platform |
Automations that run in the background
- Email Automation: sends an email to the lead or customer.
- Send data to...: forwards form entries or order details to Zapier, Make, n8n or your CRM.
- Delay / Wait: pauses for a set time, or until a date and time, before the next automation.
Logic that decides the path
- Condition: sends people one way or another based on what they did, such as whether they bought.
- Traffic Split: sends a fixed percentage of visitors down each path, for A/B tests.
Conditions, splits and waits are covered in Branch, A/B test and delay your funnel.
What the lines mean
A line's style tells you what it does, decided by the steps at its two ends:
| Line | Between | Meaning |
|---|---|---|
| Solid | A page and the next page | The visitor goes here next |
| Dashed | Anything and an email, wait or data step | Runs in the background; the visitor is not moved |
| Dotted, labelled "Email button" | An email and a page | The page the email's button opens |
Good to know: an email never moves a visitor. Someone who joins your list goes straight on to the next page while the email is sent in the background.
Add, connect and edit steps
- Add a step by tapping it in the step library, or drag it to where you want it.
- Connect two steps by dragging from the dot on the right edge of one card to the dot on the left edge of the next.
- Choose the first page by selecting it and pressing Set as Start. This is the page your funnel link opens.
- Edit a page by selecting its card and pressing Open in Page Builder.
- Change the step's address in its settings under URL Path Slug. On Free, addresses are created automatically; Basic and Pro let you choose them.
Each step's menu also lets you Duplicate Step in this Funnel, Copy Step to Another Funnel, Save as Reusable Template or Delete Step from Funnel. When you remove a step, its neighbours are reconnected only when the new line would mean the same thing as the old one.
Tip: live visitor counts appear on each card once your funnel is published, so you can see at a glance where people stop.
Saving and drafts
Every change saves automatically as a draft. Your live funnel does not change until you press Review & publish and confirm. If you change your mind, Discard unpublished changes returns the draft to what is live. Publishing guide.
Frequently asked questions
Can a funnel have more than one path?
Yes. Use a Condition to send buyers and non-buyers different ways, or a Traffic Split to test two versions of a page.
How do I send buyers to my course platform after checkout?
Add an External Page step after the checkout or thank-you page and paste the full address of your course platform, starting with https://.
Does the flow builder work on a phone?
Yes. Tap a card to build it, pinch to zoom and drag to move around the canvas.
Describe your offer and get pages, checkout and emails in minutes. No card needed.
Still stuck? Email [email protected] and a person will help. Using an AI assistant? Give it this page as Markdown.