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Configuring stages

Each funnel is an ordered list of stages (minimum three, maximum five in the current product). Accounts are placed on a stage according to the funnel’s evaluator and each stage’s filter—see Evaluators and Stage conditions.

Opening the stage editor​

From a funnel at /funnels/:funnelId, use View Configuration on the overview when stages are already wired, or stay in the initial Configure Funnel Stages layout after creating a funnel. The editor shows every stage as a column with a preview of its filters.

Stage names and emojis​

Each stage has a label and optional emoji prefix (for example “🚀 Activation”). Names appear wherever funnel stages surface—Accounts, tooltips, and filters—so keep them short and recognizable for revenue and success teams.

Ordering​

Stages are evaluated in definition order from first to last. That order is part of the journey semantics:

  • Timeline evaluator walks history in time while respecting that order.
  • Last match evaluator picks the rightmost stage in order whose filter matches now.

Reorder only when you intend to change what “further along” means for the journey.

Building filters per stage​

Click a stage column to open the Configure Funnel Stage drawer. Add rows with the filter builder, then Save Filters to persist that stage. Repeat until every stage you care about has the right gates.

The filter types available depend on the funnel’s evaluator—see Stage conditions.

Minimum configuration before “overview” mode​

The product expects at least three stages with real filter configuration before treating the funnel as ready for the overview experience (where Funnel Overview and evaluator controls appear alongside a compact summary). Until then, you remain in the full-screen stage manager.

Saving the funnel​

Use Save Funnel in the stage manager header to open the save dialog: set the funnel name, choose whether to activate (when allowed), and persist. Active funnels can still be edited; consider refresh after substantive filter changes—see Managing workspace funnels.

Done and completion semantics​

With the Timeline evaluator, when an account has satisfied every stage in order, FunnelStory treats the account as having completed the journey (Done semantics in evaluation). Last match does not use the same ordered-completion story; see Evaluators.