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 which project it belongs to, next to its name. To see one project at a time, use the All projects selector in the filter bar and pick the project — the figures at the top of the list (visits, sign-ups, buyers, revenue and average order value) then cover only that 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).