Funnel Stages

Funnel stages let you map streams to phases of a customer journey — from awareness through to purchase. The funnel view gives you a visual pipeline of all your streams organized by stage.

How Funnel Stages Work

Each organization can define its own set of funnel stages. A stream can be assigned to any stage, letting you see at a glance which campaigns target which part of your audience journey.

The Streams page offers two view modes:

• Funnel View (default) — A left sidebar shows your stages; clicking a stage filters streams to that phase.
• List View — A flat list of all streams regardless of stage assignment.

Creating Funnel Stages

1. Click Streams in the left sidebar of your dashboard
2. In the Funnel View sidebar, click Add Stage
3. Enter a stage name (e.g., “Awareness”, “Consideration”, “Purchase”)
4. Optionally choose an icon and color
5. Add a short description to help your team understand the stage’s purpose

You can create as many stages as your workflow requires.

Organizing Stages

Stages can be reordered by dragging them in the sidebar. The order represents your funnel’s progression from top (early awareness) to bottom (conversion/purchase).

Each stage card shows:

• Stream count — How many streams are assigned to this stage
• Total plays — Aggregate play count across all streams in the stage

Filtering by Stage and Status

You can narrow down your streams using two filters:

• Stage filter — Click a stage in the funnel sidebar to show only streams assigned to that stage. Click it again to clear the filter and show all streams.
• Status filter — Use the status tabs (Draft, Scheduled, Active, Paused, Completed, Archived) above the stream list to show only streams in a specific lifecycle state.

Both filters work together — for example, select the “Awareness” stage and the “Active” status tab to see only live streams in your awareness phase.

AI Funnel Wizard

If you’re not sure how to structure your funnel, use the AI Funnel Wizard:

1. Click the wizard button in the funnel sidebar
2. Describe your campaign goal or industry
3. The AI generates a suggested set of funnel stages tailored to your use case

You can accept the suggestions as-is or customize them further.

Use Cases

Funnel Structure	Example Stages
E-commerce promotion	Awareness → Interest → Engagement → Purchase
Event marketing	Pre-event hype → Day-of engagement → Post-event
Product launch	Teaser → Reveal → Trial → Conversion
Loyalty program	Onboarding → Active engagement → Retention → Advocacy