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Customization

Adding custom questions to your funnel

Add steps, send answers down different paths, and keep the flow free of dead ends.

4 min read

A funnel's questions are a flow of steps. Each step is one screen. You choose the steps, their words and where each answer leads.

Where to find it

  1. Open Funnels in the rail and choose the funnel.
  2. Go to Set up → Questions.

The editor shows the flow two ways. Switch with View:

  • Steps: a list, top to bottom, with each path laid out under the answer that leads to it.
  • Canvas: boxes and arrows, for seeing the whole flow at once.

Select a step to change it in the Inspector. Its Preview shows the step as a customer sees it. Undo and Redo are at the top. Save with the save bar at the bottom of the screen.

The kinds of step

Press Add a step, or Add a step here between two steps.

StepWhat it is for
Star ratingOne to five stars. It can also ask for contact details on the same screen.
Long textA longer typed answer, such as what went wrong
Yes / NoTwo buttons: Yes and No
Contact detailsName, phone and email, so you can follow up. You choose which are required.
Branching choicePick one; each answer can lead somewhere else
Multiple choicePick any from a list
DropdownPick one from a list
Short textA short typed answer
EmailAn email address
CouponA coupon chosen by the rating they gave
Thank-you screenThe last screen, with your review links
Welcome screenThe first screen: your name and a line of welcome

Any step can be required: turn on An answer is required to continue.

Send answers down different paths

  • Star rating: add conditions such as a rating that "is at least" 4 or "is at most" 3, each leading to its own step. The standard funnel uses this to send happy and unhappy customers different ways. See How a funnel routes customers by rating.
  • Yes / No and Branching choice: each answer can lead to its own step.
  • Other steps lead to the next step you choose.

Review links on the last screen

Each Thank-you screen and Coupon step shows your review links in one of three ways: Show links, Behind a button, or No links. Google's review policy does not allow asking only happy customers for reviews, so keep a way to your links on every path.

Problems the editor finds

The editor checks the flow as you work and lists anything that would trip a customer up, for example:

  • a step no answer leads to, so nobody reaches it;
  • a path that can stop without reaching a thank-you screen;
  • a step that points to a step that no longer exists;
  • a flow with no rating step, so visits are not saved as ratings.

Select a problem to jump to its step. Problems that would break the page stop you from saving until they are fixed.

More than one flow

A funnel can keep several flows, for example one for a season. Exactly one is active: the one your public page runs. Press New flow to make another, and Set active on the one you want customers to see.

Start from a template

Press Use a template in the Questions section to start from a flow made for your kind of business, such as a café, a dental practice or a garage. You choose what it replaces: the questions, the look, the words, or any of them.

Tips

  • Keep it short. Every extra step loses some customers before the end.
  • Ask one thing per step.
  • Ask for contact details only after a low rating, and say why: "May we contact you to make this right?".
  • Try the funnel on your phone after every change. The preview does not save anything; a visit to the real page does.

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Need more help? Use Help → Chat with us in the dashboard, or email support@reprocket.app.