The Funnels feature allows you to define rules that automatically assign newly registered users to the correct Segment based on the answers they provided during registration. Rather than manually sorting users after they sign up, you configure logic once and the system handles assignments at the moment of registration.
This article covers the following topics:
2. Managing User Segment Funnels
2.1 Navigating to the Funnels Page
2.2 Understanding the Page Layout
2.2.1 Single Segment Layout (One Segment in Portal)
2.3 Working with the Catch-All Funnel
2.3.1 Changing the Catch-All Segment
2.5 Adding Additional logic to a Funnel
2.7 Funnel Evaluation Order and Priority Rules
1. Pre-Requisites
Before you begin configuring funnels, the following areas of the platform must already be set up. If any of these are missing, funnels will either not function correctly or certain options will be unavailable.
| Area | Why It Matters |
| Segments | Funnels assign users to Segments. You must have at least one Segment created in your portal before the Funnels page is useful. Without more than one Segment, the Add Funnel button and the Catch-All dropdown will both be disabled. |
| Registration Form | Funnel conditions are built from Registration Form fields. The fields available in your funnel conditions (e.g. Country, Dropdown, Multi-dropdown, Radio) are pulled directly from the Registration Form configured for your portal. |
2. Managing User Segment Funnels
2.1 Navigating to the Funnels Page
- Click Settings on your top menu bar
- Then, click Funnels on your left menu bar
2.2 Understanding the Page Layout
The Funnels page has two possible layouts depending on how many Segments exist in your portal. Understanding which layout you are looking at will help you know what actions are available to you.
2.2.1 Single Segment Layout (One Segment in Portal)
When only one Segment exists in the portal, the page displays in a restricted state. This is by design as funnels only make sense when there are multiple Segments to route users into.
2.2.2 Multiple Segment Layout (More Than One Segment in Portal)
When more than one Segment exists, the full page is active. This layout includes the following key elements:
| Header | Description |
| Funnel dropdown | A dropdown that lets you select which Segment all users fall into when no custom funnel condition matches them. |
| Add Funnel button | Creates a new custom funnel. Disabled when only one Segment exists. |
| Save button | Saves all pending changes. Disabled by default; enabled only when unsaved changes exist. |
| Discard Changes button | Reverts the page to its last saved state. Disabled by default; enabled only when unsaved changes exist. |
2.3 Working with the Catch-All Funnel
The Catch-All funnel acts as a safety net. Any user who does not match any custom funnel condition will be assigned to the Segment selected here. By default, this is set to the Default Segment.
2.3.1 Changing the Catch-All Segment
- On the Funnels page, click the Catch-all dropdown (Dropdown with header “Users that don’t match the above criteria will be placed into”). The dropdown will display all Segments currently created in your portal.
- If you have made changes you do not want to keep, click the Discard Changes button
- Click Save. The new selection will be saved, a success message ("Settings saved successfully") will appear.
2.4 Adding a Custom Funnel
Custom funnels allow you to define specific conditions that, when matched at registration, will assign a user to a particular Segment. You can have multiple custom funnels, and they will be evaluated in order from top to bottom.
2.4.1 Creating a New Funnel
- Click the Add Funnel button. A new funnel row will appear on the page.
- You will be prompted to complete the details for each new funnel. All of the details will work together to define one complete routing rule.
| Field | What It Does |
| Form Field selector | This option allows you to select which Registration Form field the condition will evaluate. Supported types are: Country, Dropdown, Multi-dropdown, and Radio. |
| Option selector | Displays the available options for the field selected in the Field selector. The selected value(s) are what will trigger this funnel. For example, if Country is selected, a list of countries will appear. |
| Target Segment (primary) | Selects the Segment to assign the user to if this filtering trigger value matches. Populated from all existing Segments (both preset and created). |
Important: Once a specific option (e.g. Country = Singapore) is assigned in one funnel, it cannot be used in another funnel until it is removed from the original. This prevents the same user profile from matching contradictory funnels.
- Click Save once you have configured the details for your funnel.
2.5 Adding Additional logic to a Funnel
A single funnel can include more than one condition. When multiple conditions are present, the funnel uses AND logic. The user must satisfy all conditions in order to be assigned to that funnel's Segment.
This is useful for more precise targeting, such as routing users who are both from a specific country and belong to a specific company category.
- Within an existing funnel, click +
- A new condition row will appear within the same funnel.
- Select values for Form Field and Values in the new condition row. Once selections are made, the Save and Discard Changes buttons will become enabled.
- Click Save. The additional condition will be saved and a success message — "Settings saved successfully" — will appear.
Example of AND logic in practice:
IF:
Country = Singapore
AND
Company Category = Travel Agency
THEN:
Assign to Segment ID 4
In this example, a user would only be assigned to Segment ID 4 if both conditions are true.
2.6 Deleting a Funnel
You can remove any custom funnel that is no longer needed. Deleting a funnel does not affect users who were already assigned through it — their Segment assignment remains unchanged.
- Within the funnel you wish to delete, click the Trash Icon.
- Click Save
2.7 Funnel Evaluation Order and Priority Rules
Understanding how the system evaluates funnels at registration is essential to setting them up correctly. The evaluation follows a strict sequence:
-
Custom funnels are evaluated first, in the order they appear on the page — top to bottom.
-
First Match Wins: As soon as the user satisfies all conditions of a funnel, they are assigned to that funnel's Segment and evaluation stops. No further funnels are checked, even if the user would also qualify for later ones.
-
First Match Wins: As soon as the user satisfies all conditions of a funnel, they are assigned to that funnel's Segment and evaluation stops. No further funnels are checked, even if the user would also qualify for later ones.
- The Catch-All funnel is evaluated last, only if no custom funnel matches.
2.8 Assignment Lifecycle
2.8.1 One-Time Assignment Rule
Segment assignment happens once, at the point of successful registration. The system does not re-evaluate funnel logic after that point.
This means that even if a user later updates their profile fields in ways that would match a different funnel, their Segment assignment does not change automatically.
2.8.2 Manual Reassignment
If a user needs to be moved to a different Segment after registration, you must manually reassign them. There is no automated re-evaluation mechanism.
3. Troubleshooting
| Issue | Likely Cause | Resolution |
| A user registered but was not assigned to the expected Segment | The funnel conditions may not have matched, or a higher-priority funnel matched first | Review your funnels in order. Check whether a funnel above the intended one also matches the user's registration data. Adjust funnel order or conditions accordingly. |
| The Save and Discard Changes buttons are not becoming active after making changes | The page may not have registered the change, or a required field has not been filled in | Ensure all required fields in the funnel are filled. Both buttons only activate when the current state differs from the last saved state and required fields are present. |
| The Funnels page is inaccessible | The portal's status may be Delete Pending or Deleted | Check the portal status. If the portal is active, verify that you have the correct admin permissions and are using the correct portal URL. |