For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/create/funnels/index.md.
  • English

      • Funnels

      A funnel is a sequence of connected pages — capture, offer, checkout, thank you — that walks a visitor down a path to a conversion. In Clickmax you build each step, link one page to the next and publish it all under the same domain.

      Before you start — Funnels sits inside Create and is open to the Owner, Admin, Editor and Collaborator roles. Finance, Guest and Attendant have no access.

      Where funnels live

      Funnels are under Create → Funnels. The My Funnels list holds the funnels from all your projects, and New Funnel opens an empty one to build step by step.

      Each funnel in the list shows a thumbnail of the flow and, on a single line, the project it belongs to, the number of steps, its status (Active or Inactive) and the last activity. To see one project at a time, use the All projects selector in the filter bar and pick the project. This applies to both tabs, Funnels v4 and Funnels.

      Inside a funnel, each step is a page. When you add a step you either create a standalone page or use a sequence template — ready-made models that already bring several connected pages (Upsell, Downsell and Thank you, for example) for you to customise.

      Each funnel holds pages, the connections between them and, optionally, A/B tests to compare variations before publishing.

      In this section

      • Pages — the individual pages that make up each step.
      • Forms — capture leads inside the funnel's pages.
      • Create

      If it didn't work

      • You cannot see the Funnels area: your workspace role may have no access to Create — see no permission.
      • An error creating or publishing a funnel: see the error codes (Portuguese).