You're getting started with Perspective and want to customize your funnels to perfectly match your brand, preferences, and ideas? Then this is the perfect guide for you.
Understanding the Structure of Perspective
Your Dashboard
Here you’ll find your workspaces, funnels, and settings. You can also create new funnels. These elements are available here:
Your workspaces for different projects
The menu for all funnels, overall funnel performance, and your referrals
The button to create new funnels from scratch or using our templates
The Academy to educate yourself in funnels and marketing
Your profile settings – here you can also adjust your billing address
Your funnels
Your support chat
Funnel Interface
Here, you can customize everything related to a specific funnel. On the left, you'll find the funnel steps, message flows, and the design section.
Left side: Funnel steps, message flows, and design
Top menu: Funnel overview, metrics, CRM with your contacts, and apps for integrations and tracking
Top right: Funnel preview, funnel settings, and the publish button
Middle: Funnel builder to edit your funnel
Bottom right: Switch between mobile and desktop view and access support chat
Customizing Your Funnel
How to Quickly and Easily Build Your Funnel
We recommend selecting and customizing one of our many funnel templates. This way, you can quickly create a beautiful funnel that fits your brand’s design – without building everything from scratch. You can find the funnel templates here:
Click the button in the top right corner of your dashboard#
A list of all available funnel templates will open. Choose the one that suits you best.
How to Customize the Design
You’ve selected a funnel template – now it’s time to customize it. Here’s how to quickly adapt the colors and fonts to match your brand:
In the funnel interface, click “Design” in the top left corner to access the themes.
Scroll down to see all the pre-made themes. Click through them to preview and pick your favorite.
To create your own theme, click the plus sign next to "Your Themes."
This opens the theme editor where you can customize: The theme name, Font, Colors, Element corner radius & Page transition animations. When you're done, click on the empty grey area between the theme editor and the funnel editor.
Your custom theme will now appear at the top of the list. To activate it: Click on the theme. A pop-up will appear. Choose whether to apply it to the entire funnel or only to unstyled blocks. Click “Change Theme” to confirm.
Note: The second option is helpful when using a funnel template for many clients, but only want to change selected blocks to match the client’s colors.
That’s it – all funnel steps are now updated with your new design. You can also use this template for future funnels.
How to Add and Edit Blocks
To further customize the template, click on an element in the funnel to open a menu on the right. Click the plus (+) to open the element library.
On the left, you’ll see a variety of block types and pre-built sections you can add:
Basic Blocks: Images, text, lists, videos, buttons, etc.
Interactive Blocks: Forms, answer boxes, multiple choice, etc.
Sections: Pre-designed full sections to speed up funnel building
After selecting a block, it will appear as a preview in your funnel. You can then customize it fully.
Where to Add Integrations & Tracking
In the top right menu of the funnel interface, click on “Apps.” Here, you’ll find direct integrations with: Meta, Google Tag Manager, HubSpot, Make, Google Sheets… and many more. Click on the app for setup instructions.
Note: Don’t forget to complete the integration setup and re-publish your funnel afterward, or your changes might not be applied.
If you have more questions, visit our Helpdesk for additional guides about everything you will need.
Where to Adjust Funnel Settings
In the top right next to the menu, click the gear icon to access settings for this funnel. You can:
Customize the social media/sharing preview
Change the funnel favicon
Change the funnel language
Toggle the cookie banner on/off
Toggle the progress bar on/off
Add an email sender address
Show/hide the affiliate banner
Share your funnel as a template for others (Earn a 30% lifetime affiliate commission for new signups)
How to Edit Funnels Without Affecting Metrics
For more informations about the funnel preview, please read this article.
Next to the funnel settings, click the eye icon:
A new tab opens showing your funnel as visitors will see it in the live version. You can test the funnel and interact with it (entries will not be saved to CRM or trigger emails)
You can leave internal comments to discuss changes before going live
(Especially useful when collaborating with a team)
How to Set Up Email Message Flows
In the funnel interface, go to “Messages” on the left to manage email workflows. In the center, you'll find the email editor – it works just like the funnel builder. More info about automated Messages you will find here in this article.
You can:
Add more messages on the left
Set sender, recipient, and subject at the top center
Make sure to mark the email as “Live” and re-publish the funnel afterward to activate it.
Tip: For each Kanban status in your Perspective CRM, you can create a dedicated email and assign that status as a trigger.
Learn more about the CRM here in this article.
More information on related topics in our help center: