Accessing Funnel Settings
Click the gear icon on the left hand navigation pane, and then Funnel from the left hand sub menu.
Adding Stages
Enter a funnel stage name in the "Stage Name" field, then click Add Stage. Once added you will be able to reorder your stages, and associate each stage with one or more event triggers.
Associating Your CRM
Source automatically pulls in stages and types from a connected CRM.
To link a stage in your CRM with an funnel stage in Source, click the "+ CRM stage" button, and select the stage from the drop down menu.
Multiple CRM stages can be associated with your Source funnel, so if you have a Closed Lost, Closed Abandoned, etc, then you can associate them all a single "Closed" Source stage.
Associating a URL
If your users land on a "Thank You" page after signing up, then you can associate that page view with the appropriate stage.
Click the "+ Page view" button and enter the URL into the input box. Source uses a CONTAINS match for this, so if you configure "example.com/paid", then "https://www.example.com/paid/product2" will match.
Pixel Events
You can fire a stage update from your website using the following Javascript:
sourcePixel('event', 'customEvent', {
email: '[email protected]',
stage: 'Subscriber'
});This will tell Source that the contact has entered the stage with a "Subscriber" pixel event configured.
Click the "+ Pixel event" button and enter the stage: value in the input box.
Server Events
You can fire a stage update from your backend servers as well.
curl http://events.source.app/v1/pixel?websiteId={{your website id}}&event=customEvent&eventData={"email": "[email protected]", "stage": "Subscriber"}This uses the same "+ Pixel event" button as the Pixel Events above.
Renaming Stages
Click the stage name and it will convert to an input box with a save button.
Deleting Stages
Click the X button on any stage to delete it. Make sure to Save after.
Saving
Once you've made all of your configuration, click the save button. This kicks off a data pipeline that takes about 60 seconds. A modal will be displayed during this process preventing further configurations.