Marketing funnel reports don't have to be locked in once they're running. You can still fine-tune stage names, descriptions, and criteria after a funnel goes live, archive a funnel you no longer need, or copy one to reuse its structure for a new report.
Quick Reference (Advanced Users)
- Edit a running funnel: Reports > Marketing Funnels, hover the funnel, click the green down-arrow, then Edit.
- Editable while running: funnel/stage names, descriptions, stage criteria, stage data fields.
- Not editable while running or archived: contact lists, list prioritization, stage population, stage "applies to" values, and stage order (can't add/delete/reorder stages).
- Changes are not retroactive - they apply from the change date forward only.
- Archive or copy a funnel from the same green down-arrow menu.
Edit a running funnel
- Hover over Reports, click Marketing Funnels.
- Hover over the appropriate funnel, and click the green down-arrow.
- Click Edit.
Keep in mind that any changes you make to stage definitions are not retroactive - they'll only show up in the report from the date of the change onward.
What you can edit in a running funnel
- Funnel and stage names and descriptions
- Stage criteria
- Stage data fields
What you can't edit in a running (or archived) funnel
- Contact lists and list prioritization
- Stage population
- Stage 'applies to' values
- Funnel stages can't be added, deleted, or re-ordered
Archive a funnel
- Hover over Reports, and click Marketing Funnels.
- Hover over the appropriate funnel, click the green down-arrow, and click Archive.
Archived funnels can't be re-initialized or edited, and they stop collecting new data - but they'll still show up in your Funnels listing. From there, you can hover over an archived funnel and select Report to view its data, or Delete to remove it.
Copy a funnel
- Hover over Reports, and click Marketing Funnels.
- Hover over the appropriate funnel, click the green down-arrow, and click Copy.
This creates a new draft funnel with the same attributes as the original - only the name changes, with 'copy' appended to it. The copy starts out with no data, so you're free to edit its definition however you'd like.
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