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Merchant documentation

Build your first funnel

Publish hosted or Shopify Pages and a reusable Checkout, then save a Funnel with its domain, payment router, offers, and outcomes.

Setup sequence

Funnel setup

Complete in order
  1. 1Pages and Source PagesCreate hosted or Shopify sources and reusable supporting pages.
  2. 2Delivery setupConfigure Source Page zones, options, and authoritative quotes.
  3. 3CheckoutsCreate reusable payment experiences from managed templates.
  4. 4Save and publishKeep drafts private and publish Pages and Checkouts deliberately.
  5. 5MIDs and gatewaysConfigure NMI, Authorize.net, Stripe, and the built-in Dry Run MID.
  6. 6MID poolsGroup MIDs and choose round-robin, weighted, or custom selection.
  7. 7RoutersConnect Funnels and payment flows to ready MID pools.
  8. 8Routing policiesSave, simulate, and publish ordered routing and cascade rules.
  9. 9Create a funnelSelect one Source Page, claim a hostname, and assemble a journey.
  10. 10Funnel domains and pathsVerify the Funnel hostname inherited by every hosted page and checkout.
Popular guides
FunnelsCreate a funnel

Select one Source Page, claim a hostname, and assemble a journey.

FunnelsPage graph and paths

Assemble compatible Pages, Checkout, offers, paths, and outcomes.

CommerceCheckouts

Create reusable payment experiences from managed templates.

FunnelsPre- and post-purchase offers

Build source-compatible bumps, bundles, upsells, and downsells.

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