> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Funnel steps

> Add, configure, reorder, and manage the individual steps (pages) inside a funnel in HoopAI.

Each page in a funnel is called a **step**. Steps appear in a defined sequence, and visitors move through them in order. The Steps tab is where you add, configure, preview, and rearrange every page in your funnel.

## 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

<Steps>
  <Step title="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.
  </Step>

  <Step title="Name the step">
    Enter a descriptive name for the step. This is for internal reference only — visitors do not see it.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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>

  <Step title="Click 'Create'">
    The step is added to the Steps tab. Click **Edit Page** to open the builder and design the step content.
  </Step>
</Steps>

## 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.

<Tip>
  Always place your highest-priority conversion action — an opt-in or order form — as early in the sequence as possible. Visitors who leave before completing a step are lost unless you have a retargeting strategy in place.
</Tip>

## 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.

<Note>
  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`).
</Note>

<Warning>
  Deleting a step is permanent. There is no way to recover a deleted step or its page content. Clone a step before deleting it if you might want to reuse the design later.
</Warning>