Accessing Funnel Settings
Click the gear icon on the left hand navigation pane, Funnel Settings is the second card down.
Adding Stages
Source funnel reports are based on the funnel stages added in the funnel settings page.
To add a new stage, type the stage name in the "Define your funnel stages and their triggers" box, then press the "Add Stage" button.
The added stage can be associated with one or more events. Source will report a contact has entered this stage if any of the associated events are triggered.
Associating Your CRM
Source automatically pulls in stages and types from a connect CRM.
To link a stage in your CRM with an funnel stage in Source, click the "+ associate 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 "+ associate with 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 "+ associate with 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 "+ associate with 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.