Record a funnel

You can type a funnel's steps in by hand, but it is quicker to walk the path yourself and let Tiny Funnel write them down.

Start recording

You need the tag installed and at least one allowed domain on the funnel. Then, on the funnel's steps card, press Set up by recording. If the funnel runs across more than one domain, pick the one you want to walk first.

Your site opens in a new tab with a small recorder bar on it. The bar is yours alone: it is drawn for this session only and nobody else visiting your site sees it.

Walk the funnel

Pages record themselves. Navigate your site the way a visitor would, and each screen you land on becomes a page step, in the order you reached it.

Clicks are one press away. For a step that is a button rather than a page, press Track a click on the bar, then click the element. The recorder writes the selector for you.

Elements are a check, not a step. Some pages only count when something is on the screen: a paid badge, a confirmation message, no error banner. Press Track an element, click the thing, and it attaches to the page you are standing on as a condition rather than as a step of its own. On the bar you can then switch it from "exists" to "does not exist" or "contains text", which is how you record a check for something that is meant to be absent.

The bar lists what it has captured as you go, so you can reorder steps with the arrows or drop one with the ×. Selectors are editable there too, since the element they point at is right in front of you. Get it wrong and it costs nothing: nothing is saved until you say so.

Save

Press Done, and the steps land on your funnel, which starts tracking straight away. The bar tells you it is saved and you can close the tab.

A setup session lasts 30 minutes. If you leave it longer than that the link expires and the bar will tell you so; start it again from the dashboard and nothing is lost.

Then refine it

Recording gets the shape right. Everything is editable afterwards in the step editor, which is also where the things a recorder cannot guess live:

• How a path is matched. A step can match a URL exactly, by prefix, by a fragment it contains, or by a regular expression, which is how one step covers /docs/anything
• The conditions the bar cannot see. Element checks you recorded are all here to edit, alongside the ones there is nothing on the page to click: the visitor having arrived from a particular source, campaign or country
• Server steps. A step that is reached from your backend rather than the browser. See server events

The first step can never be a server step: a funnel has to open on something a browser did, or there would be no visitor to attach the rest of the journey to.