What is a funnel?

A funnel is a way for you to create custom logic within OptiPub that is performed on your subscriptions. For instance, you might want to add an email to a certain segment once a user clicks on a link within an email. You could use a funnel for this that accepts an email clicked event and then performs the add email to segment action.

How do funnels work?

A funnel is broken down into 3 major components; events, conditions and actions.


All funnels begin with an event. An event can be described simply as "something has happened to a subscription." For instance, a subscription was started, a subscription opened an email, a subscription clicked spam, and many other events. An event is the first part of a chain that can fire other conditions or actions.

Events are always orange with a dotted line around the cell.



A condition is a cell that has two possible outcomes; true and false. A condition is used as a way to fork a chain of actions but making a determination of what should happen. For instance, you might want to check if a subscription has ever opened a email before by running a email query condition. If the subscription has opened an email previously, the true connector would fire, otherwise the false one would.

A condition is marked by a light blue cell with an incoming connector and two outgoing connectors. The true connector is marked by a green circle while the false is marked by a red connector.



An action is a type of cell that performs a function on the incoming connector. For instance, you might want to dispatch an email to a subscription. You would do this by using the Send Email action and connecting it via a connector.

An action is marked by a purple cell with a single incoming and outgoing connector. You may chain multiple actions together by connecting them.