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Viewing the steps tab
Open any funnel from Sites > Funnels to land on the Steps tab. Each step is shown as a card with its name, URL path, and action buttons. Steps are displayed in the order visitors will see them.Adding a new step
Click 'Add New Step or Import'
From the Steps tab, click the Add New Step or Import button at the bottom of the step list.
Name the step
Enter a descriptive name for the step. This is for internal reference only — visitors do not see it.
Set the URL path
Enter a unique URL path for this step (for example,
/opt-in or /order). The path is appended to the funnel’s base URL. Every step must have a unique path — this is required before you can save the step.Choose a template or blank canvas
Select a pre-built step template to start with a ready-made layout, or choose Blank to design from scratch.
Step types
When adding a step, you can choose from common step types that determine the default layout and elements:| Step type | Purpose |
|---|---|
| Landing page | Opening page that introduces the offer and captures attention |
| Opt-in page | Collects visitor contact information via a form |
| Sales page | Presents the offer with copy, video, and social proof |
| Order form | Processes payment for a product or service |
| Upsell / OTO | Presents a one-click additional offer after initial purchase |
| Downsell | Alternative offer shown after an upsell is declined |
| Thank-you page | Confirms a purchase or opt-in and sets next steps |
| Video page | Full-screen video presentation step |
| Webinar registration | Collects registrant details for a live or on-demand webinar |
Reordering steps
Drag any step card up or down to change its position in the sequence. The first step in the list is the step visitors land on when they arrive at the funnel’s base URL.Step actions
Click the three-dot icon on any step card to access:- Edit — open the page in the builder
- Rename — change the internal step name
- Preview — view the step in a browser without affecting analytics
- Clone — duplicate the step within the same funnel
- Delete — permanently remove the step
Step settings
Click the gear icon next to a step to open its publishing settings:| Setting | Description |
|---|---|
| Step name | Internal label for the step |
| URL path | The path appended to the funnel URL for this step |
| Product | Assign a product to this step (for order form steps) |
Importing steps
You can import steps from ClickFunnels by pasting a ClickFunnels page URL into the import field. HoopAI will attempt to recreate the layout using its own elements and styling.Managing products per step
For order form and upsell steps, you can assign products directly from the Steps tab by clicking the Manage Products button on the step card. Products must be created in the Payments > Products section before they can be assigned to a funnel step.URL paths must be unique within a funnel. If two steps share the same path, the funnel will not save correctly. Use descriptive paths that reflect the step’s purpose (for example,
/optin, /order, /upsell-1, /thank-you).