How to create a capture funnel
Create a board to track a campaign's leads, from arrival to the scheduled meeting or class.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
On this page
The capture funnel is a board of leads. Each person is a card that moves through the stages as they respond, until they become a customer. It's different from the deals board: this is where contacts who are still being warmed up stay.
Where to find it in Cognizy
Step by step
- Step 1:
From the menu, open and click New funnel.
- Step 2:
Enter the Funnel name and, if you'd like, a Description that says who enters it.
- Step 3:
Click Create funnel.
- Step 4:
The funnel opens with four ready-made stages: New Lead, Engaged, Hot, and Meeting Scheduled. Click Add contacts to bring in people who are already registered, choosing them by tags.
How to know it worked
The funnel appears in the Capture Pages list and opens as a board with the four stages.
If something goes wrong
I created the wrong funnel.
In the funnel list, use Delete on the funnel's card. Contacts aren't deleted, they're just removed from the board.
Next step
Adjust the stages and create the funnel's message cadence.
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