Edit a conversion funnel

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Edit conversion funnel data to collect or steps to include in your analysis.

    Before you begin

    Role required: Users with the analytics_viewer, portal_analytics_viewer, mobile_analytics_viewer, core_ui_analytics_viewer, now_experience_analytics_viewer roles can create, edit and delete funnels for the applications they have access to.

    Procedure

    1. Navigate to Platform Analytics > User Experience Analytics.
    2. From the Applications list, select the application with the funnel you want to edit.
    3. Select Analysis > Conversion funnel.
    4. Select the Actions menu Actions menu icon of the funnel you want to edit and choose Edit.
      Conversion funnel module with Actions menu and Edit option highlighted
    5. Change the funnel name or description, and edit or add steps as applicable.
    6. Select Save to update the funnel configuration.