Funnel and Website Settings 101

Created by PX Marketing, Modified on Tue, 19 Aug at 5:02 PM by PX Marketing

Overview

Managing your funnels and websites effectively inside PXME ensures better organization, accurate tracking, and optimized performance. This guide covers the essentials of creating, editing, and configuring funnel and website settings, along with key performance insights, security options, and customization tools.


Part 1: Creating Your Funnel/Website

  • Access Funnels: Go to Sites > Funnels

  • Access Websites: Go to Sites > Website

From here you can:

  • View all funnels/websites

  • Place them in folders for better organization

  • Create new ones (+New Funnel / +New Website)

  • Manage existing ones by clicking the three dots (options: Edit, Clone, Move to Folder, Delete)


Part 2: Funnel and Website Settings

Steps

View and manage all steps in your funnel/website.

Stats

Track performance at a glance:

  • Page Views:

    • All Page Views = total visits (all IPs)

    • Unique Page Views = only counts unique visitors by IP

  • Opt-ins:

    • All Opt-ins = all opt-in submissions (including test opt-ins)

    • Opt-in Rate = All Opt-ins ÷ Unique Page Views

  • Sales Stats:

    • Orders = total purchases

    • Rate = Sales ÷ Unique Page Views

    • Quantity = total number of products sold

    • Amount = total revenue from sales

    • Avg. Cart Value = Amount ÷ Orders

  • Earnings/Pageview:

    • All = Sales ÷ All Page Views

    • Unique = Sales ÷ Unique Page Views

Note: On v2 funnels, sales data is under Payments > Orders and Transactions.

Security

Add custom security headers to strengthen protection against vulnerabilities.

Events

  • Add Pixel IDs for tracking (Facebook Pixel & Conversion API supported)

  • Choose funnel-wide or page-specific tracking

  • Enable Conversion API with an access token

  • Manage multiple Pixel IDs in a summary table

Settings

Configure key details:

  • Funnel/website name

  • Domain, path, favicon URL

  • Head and body tracking code

  • Payment mode (test/live)

  • Chat widget (on/off)

  • Image & Javascript optimization (on/off)

  • GDPR-Compliant Fonts toggle (disable Google Fonts if needed)


Part 3: Page Editor Bar

The editor bar provides customization tools to design your funnel/website:

  • Elements: Drag-and-drop elements like text, images, forms, etc. Manage rows, sections, global sections, and templates

  • Prebuilt Elements: Ready-made design tools:

    • Buttons

    • Images (royalty-free, drag-and-drop)

    • Social Media Icons (Facebook, Twitter, Instagram, LinkedIn, etc.)

    • Progress Bars (for milestones, loading indicators)

  • Layers: Search and navigate sections/elements quickly

  • Pages: Switch between steps/pages in your funnel

  • Tracking Code: Insert tracking snippets to analyze visitor flow

  • Custom CSS: Add custom styles not included in standard settings

  • Typography: Control global font styles (headlines, text, links)

  • Background: Add a global background image or color

  • Pop-Up: Create exit-intent or timed pop-ups with forms or elements

  • SEO Metadata: Edit page titles and meta keywords for search optimization

  • Preview Custom Code: Preview changes from custom CSS

  • Cookie Consent: Enable GDPR cookie consent banners to control cookie loading

  • Desktop/Mobile Preview: Toggle between desktop and mobile views

  • Versions: Restore a previous version of your page if needed

  • Undo/Redo: Step backward or forward in your edits

  • Settings: Show/hide element settings

  • Preview: See how the page looks before publishing

  • Save & Publish: Save drafts or push changes live


FAQs

Q: How do I create a new funnel or website?
Go to Sites > Funnels or Sites > Website and click +New Funnel / +New Website

Q: What’s the difference between All Page Views and Unique Page Views?
All Page Views count every visit. Unique Page Views only count first-time visitors by IP

Q: How is the Opt-in Rate calculated?
Opt-in Rate = All Opt-ins ÷ Unique Page Views

Q: Where can I find sales data?
On v2 funnels, go to Payments > Orders and Transactions

Q: Can I add tracking or custom code?
Yes, use the Tracking Code or Custom CSS sections in the editor bar

Q: What does the Cookie Consent feature do?
It blocks marketing/analytics cookies until the visitor gives consent, helping with GDPR compliance

Q: Can I preview on desktop and mobile?
Yes, use the Desktop Icon and Mobile Icon in the editor bar

Q: Can I restore a previous version of my page?
Yes, use the Versions feature to roll back changes

Q: How do I publish changes?
Click Publish after editing to update the live version

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