Building a funnel — templates, the question wizard, and the arrows between blocks

How to start a new funnel, what the two outputs of a block with buttons actually do, how to split a funnel into stages with colored areas, and how to select several blocks at once.

Building a funnel#

When you create a new funnel, Craft asks where you want to start. There are three options.

Blank funnel#

An empty canvas with a single message block. Good if you already know how funnels work and want to assemble everything yourself.

Start from a template#

Two templates cover the most common scenario — giving away material in exchange for a subscription:

Lead magnet for a subscription. The person taps a button, the bot checks the subscription to your channel (on Instagram — to your account) and delivers the material. Not subscribed — it asks them to subscribe and checks again once they tap "Check subscription". Anyone who never tapped gets a reminder after 20 minutes.

Lead magnet, no subscription. The shortest path: tap the button, get the material. The reminder for people who did not tap is there too.

After picking a template you can answer a few questions — what you give away, the link to it, the channel to check, the trigger keyword — and the funnel comes out already filled in. Any question can be skipped: press "I will fill it in myself" and the same funnel lands on the canvas with placeholders instead of your data.

A funnel is always created switched off. Nothing reaches your subscribers until you turn it on yourself, so you can review everything calmly.

Describe it — AI will build it#

Tell or dictate what funnel you need. The AI assembles the structure, shows it to you, and only puts it on the canvas after you confirm.

Two arrows on a block with buttons — and the difference#

This is where people get confused most often. A message block with buttons has two different outputs, and they do different things.

The blue dot on a button#

Leads to the step that runs when a person taps that exact button. If you want the "Get the guide" button to lead to the delivery step, drag the arrow from the blue dot on that button's row.

Every button has its own dot and its own branch. A link button has a dot too: on click you can, for example, tag the person.

The dot in the bottom-right corner of the block#

Leads to the step that runs right away, without waiting for a tap. The buttons stay alive: if the person taps later, they still go into that button's branch.

This is exactly how a follow-up for people who did not tap is built:

message with buttons → from the corner of the block → 20-minute delay → reminder

If you want the block to wait for a tap and not move on by itself, tick "Wait for a reply" in the block settings. Then the corner arrow means something else — the branch for when a person writes their own message instead of tapping.

How to check the wiring#

Open the funnel and look at where each arrow starts. If an arrow that was supposed to work "on tap" starts from the corner of the block, the person will get the next step immediately, before tapping anything. Drag it from the blue dot on the button instead.

The first time you open the builder, Craft shows this diagram once as a hint. After that it does not appear again.

Common questions#

The button does not trigger anything. Most likely the arrow starts from the corner of the block rather than from the button. Check where the arrow begins.

The next message arrives too early, before any tap. That is the "runs right away" output doing its job. If you do not need it, delete that arrow (hover over it and press the bin) or tick "Wait for a reply" in the block settings.

The button label got cut off. Instagram limits button labels to 20 characters, Telegram to 64. The character counter is shown on the button itself.

Splitting a funnel into stages: areas#

Once a funnel has lots of blocks, it gets hard to read. Split it into stages with colored areas — like sticky notes on a board: "Welcome", "Warm-up", "Follow-ups", "Payment".

How to add an area#

Press "+" on the right side of the canvas and choose "Add area". The area appears in the middle of the screen named "Stage" — type your own name right away and press Enter.

What you can do with it#

• Move it — drag the strip with the name. Or click an empty spot inside the area — it gets selected — and drag it by any spot. Blocks on the area stay where they are: an area is a frame, not a folder. To move a whole stage, select its blocks (see below) and move them together with the area.
• Resize it — hover over the bottom-right corner, or the right or bottom edge, and drag. You don't need to select the area first. Where an edge runs under a block, the click goes to the block — the area doesn't take it.
• Rename it — double-click the name.
• Change the color or delete it — hover over the name strip: a color dot and a bin appear on the right. A selected area can also be deleted with the Delete key.
• Lock it — in the same place on the right of the name strip, click the lock. A locked area can't be moved, resized or deleted, neither with the mouse nor with the Delete key, so you won't bump it while moving blocks around. A lock icon appears next to the name. You can still rename it and change its color. Click the lock again to unlock it.

Inside an area that isn't selected, the canvas works as usual: you can pan, select blocks and draw connections right on top of it. A selected area moves when you drag anywhere on it — to pan the canvas again, click an empty spot outside the area or press Esc.

If a block's panel is open on the right, the first click on an area only closes the panel. Click again to select the area.

💡 Areas are only visible to you in the builder. They change nothing for your subscribers and do not affect how the funnel runs.

Deleted an area by mistake? Press "Undo" in the pop-up or ⌘Z (Ctrl+Z on Windows).

Selecting several blocks at once#

Handy when you need to move a whole stage or remove extra blocks in one go.

• With a frame. Hold Shift and drag across an empty part of the canvas: every block the frame touches gets selected. You can start on top of an area too.
• One by one. Shift + click on a block adds it to the selection or removes it.

Selected blocks get an orange outline, and a "Selected: N" bar appears at the bottom. The settings panel does not open at this point — it is for a single block.

• Move — drag any of the selected blocks; the rest follow and keep their layout.
• Delete — the "Delete" button on the bar or the Delete key. Everything you removed comes back with a single undo.
• Clear the selection — Esc, the cross on the bar, or a click on an empty spot.

Without Shift everything works as before: dragging an empty spot pans the canvas, clicking a block selects it and opens its settings.