Getting started with Funnels

A funnel is a focused set of pages (called steps) designed to guide a visitor through a specific goal – such as signing up, booking, downloading a freebie, or purchasing. Funnels are typically more conversion-focused than regular website pages and are often used for campaigns, launches, webinars, and lead magnets.

In Recrevio, a funnel can be:

  • Standalone – lives on its own domain
  • Part of a website – lives under a website’s domain and shares the website's overal structure and elements

This overview explains what funnels are, where to find them, how domains work, and how to create, move, preview, and manage funnels.


Where to find funnels in Recrevio

You can access funnels from multiple places, depending on what you want to do:

1) My Websites & Funnels (main overview + management)

This is the central control panel for managing funnels (and websites) inside a project

How to open it:

From anywhere in the platform:

  1. Click My Websites & Funnels (in top-bar to the left)

  2. Use the Funnels tab to see all funnels grouped by domain

2) Web Studio > Funnels (create/edit funnel pages)

In the Web Studio, you can also access all the funnel-related tools from the Funnels control (funnel icon) on the left side in the Web Studio controls panel (useful when you’re actively designing/editing funnel steps).

💡 Note

Funnels can be accessed and created both from My Websites & Funnels or via the Funnels control in Web Studio.

3) Web Studio > Pages panel (direct navigation to funnel steps)

If a funnel is part of a website, you can navigate directly to a funnel step from the Pages panel which you find at the top of the Web Studio Controls panel (it becomes a fast “jump-to-step” navigation area once funnels exist on that domain). Once clicking the pages icon the Pages & popups panel opens, and you can navigate directly to a specific Funnel step:



Funnel types: how to tell if a funnel is standalone or part of a website

In My Websites & Funnels > Funnels tab, funnels are visually marked to make it clear if funnels are Standalone funnels or part of a webiste. This distinction matters because the available actions differ depending on funnel type.

Standalone funnels (own domain)

  • Shown with a solid dark circle using the initial letter of the Funnel name directly in the funnels tab
  • Live on their own domain
  • Fully independent

Funnels that are part of a website

  • Listed under the website’s domain
  • Shown with a folder icon and also showing the total number of funnels under that website/domain
  • Click on the folder icon to navigate to that website's full list of Funnels
    • Funnels under that website/domain are then shown with a solid dark circle using the initial letter of the funnel name
  • Shares everything with the website: domain, header/footer, and the website’s global structure


How domains work for funnels

Standalone funnel domains

When you create a brand-new funnel from scratch, it is created as standalone by default and placed on a new, separate domain.

Funnels inside a website domain

When a funnel is moved into a website, it will:

  • Use the website’s domain
  • Share the website’s header/footer and global website structure
  • Appear as a seamless part of that website

Creating a new funnel (step-by-step)

  1. Open My Websites & Funnels
  2. Go to the Funnels tab
  3. Click Create a Funnel
  4. Choose to start with:
    • a template, or
    • a blank funnel
  5. Give the funnel a name

Important default behavior

  • A new funnel is always created as a standalone funnel
  • It is placed on a new, separate domain

Moving funnels between standalone and website-based

Move a standalone funnel into a website

To make a funnel part of a website:

  1. Open the funnel’s gear icon
  2. Select Move to website in this project
  3. Choose the website

What happens when you move it in:

  • Funnel starts using the website domain
  • Funnel shares header/footer and the website’s global structure
  • Funnel is now listed under the website’s domain (folder icon)

Move a website-based funnel out (make it standalone)

If a funnel is part of a website, the gear menu includes:

  • Move outside the website (detaches the funnel and places it on its own domain)

Use case: You want the funnel to run independently (separate domain, separate structure) without inheriting the website’s shared layout.


What follows (and what changes) when you move a funnel

When moving into a website

Your funnel becomes part of the website’s ecosystem and will inherit shared components:

  • Domain
  • Header/footer
  • Global website structure incl. contacts, subscribers, products etc.

When moving outside a website

Your funnel becomes independent again:

  • It gets moved to a separate domain
  • It no longer shares the website’s header/footer/global structure

Funnel actions (gear icon) + preview (eye icon)

In My Websites & Funnels, each funnel row has:

  • an eye icon (preview in a new tab)
  • a gear icon (actions/settings)

Preview (eye icon)

  • Opens a live preview in a new tab

Gear menu: actions you can see

The funnel gear menu includes these core options:

  1. Show Settings

    Opens Funnel Settings (see the separate Funnel Settings article for details).

  2. Share

    Generates a shareable link.

  3. Duplicate

    Creates a copy of the funnel.

  4. Delete

    Permanently removes the funnel.

  5. Clear analytics

    Resets funnel statistics.

  6. Make active/inactive

    Toggle the funnel to active or inactive.

Extra gear options depending on funnel type

If the funnel is standalone, you also get:

  • Move to website in this project
  • Move to another project

If the funnel is part of a website, you get:

  • Move outside the website

Duplicating is often the fastest way to work when you want multiple similar funnels/campaigns. Duplicating helps you keep structure/design and make quick adjustments like swapping checkout products, changing copy/images, and easily creating campaign variants.

Domain behavior when duplicating

  • Funnel inside a website → duplicate stays inside the same website
  • Standalone funnel → duplicate stays standalone

Practical example

If you already have a high-converting “Sales Funnel” inside a website, duplicate it to create:

  • a new launch version,
  • a seasonal promo variant,
  • or a different product checkout version—without rebuilding layout and design.

Summary

A funnel in Recrevio is a conversion-focused set of steps you can run as a standalone domain or inside a website. You manage funnels primarily from My Websites & Funnels, where you can create, preview, duplicate, move, deactivate, and configure funnels using the eye and gear controls.

If you want the same branding/navigation across your whole site, move funnels into a website. If you want independence (separate domain + structure), move them outside the website.

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