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#title: How do I add new steps to a funnel? description: Open the Add Step menu on the funnel canvas and pick the type: page, traffic sources, messaging flow, quiz, webchat, calendar, pipeline, A/B test or conditional. mode: how-to owner: 'TODO(assign owner)' lastVerified: '2026-10-15' sourceFiles: [] relatedTickets: []

#How do I add new steps to a funnel?

Inside the funnel, open the Add Step menu in one of these ways:

• Right-click an empty spot on the canvas.
• Click the + in the toolbar at the bottom of the canvas, then click the canvas where the step should go.
• Drag a connection from a step trigger and drop it on empty space. The new step is created already connected.

Then choose the type:

1. Page: you then pick a capture, sales or generic page.
2. Traffic Sources: a set of links that send traffic to the same destination.
3. Messaging Flow: message automations fired by funnel triggers.
4. Quiz: sends the lead to a quiz (see add a quiz to the funnel).
5. Webchat: opens a fullscreen conversation with a WebChat channel (see add a webchat to the funnel).
6. Calendar: sends the lead to a calendar's booking page (see add a calendar to the funnel).
7. Pipeline: puts the lead in a pipeline stage when they go through the connected trigger, with no automation to create (see put the lead in a pipeline from the funnel).
8. A/B Test: compares versions and splits traffic between them (see A/B testing).
9. Conditional: alternative paths based on rules.

Annotations (sticky notes) are not in this menu. Use the note tool in the bottom toolbar and click the canvas where you want the note.

#Related

• Create funnels
• Create a page
• A/B testing in funnels
• Create pages

#If it didn't work

• The Add Step menu doesn't show up: open the funnel from the funnels section before editing its steps.
• An option looks dimmed: it can't start from that connection. Create the step on its own on the canvas and connect it afterwards.
• You don't have permission to edit the funnel: check the permissions.