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Replace an Event in an existing Funnel

Swap the Event contacts register for when they submit your Funnel's opt-in form, without rebuilding the Funnel.

Change which Event your Funnel registers contacts for without rebuilding the Funnel. Delete the existing Event automation on your opt-in page, then add a new one for the replacement Event.

Note: If using a Legacy Webinar Funnel, the Event section is accessed by clicking the blue calendar icon in the Funnel. It does not appear as a separate labeled section in the diagram view.

Remove the existing Event from a Funnel

  1. From the Dashboard, click Marketing, then Funnels.

  2. Select your Funnel to open your Funnel template.

  3. On your opt-in page card, click the automation icon that registers contacts to an Event when your form is submitted.

  4. Click on the event step in the Automation editor and select Remove.

  5. Confirm removal of the automation step.

Add an Event to the Funnel

  1. From the Dashboard, click Marketing, then Funnels.

  2. Select your Funnel to open your Funnel template.

  3. Click the add (+) icon (tooltip: Add Automation) on your opt-in page card.

  4. Select the form for this Event, if your opt-in page has more than one form.

  5. Select the + Then button to add an action.

  6. Scroll down and select Register to an event from the Communication options.

  7. Select your Event from the dropdown menu then click Done.

  8. Click Save.

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