Help Center

Starting a New Funnel

Click + New Funnel from the Dashboard. A modal will prompt you for two things:

1. Funnel Name — Internal label only, never shown to visitors. Make it descriptive (e.g., "Weight Loss Quiz — US traffic").
2. URL Slug — The public path to your funnel. Auto-generated from your name, but you can customize it. Must be unique across all funnels on the platform.

Naming Best Practices

• Use a name that describes the audience or traffic source
• Slugs are permanent — once a funnel is published and receiving traffic, avoid changing the slug (all existing links will break)
• Slugs support lowercase letters, numbers, and hyphens

After Creating

You'll land in the Builder — where you add questions, configure logic, and set up your completion screen. Your funnel starts in Draft mode. Nothing is live until you publish.

Card2App supports 6 question types. Each is optimized for mobile-first, swipe-friendly interactions.

Type	When to use
Multiple Choice	Best for segmentation. 2–6 options. Each option can branch to a different path. Use for "Which best describes you?" style questions.
Single Select	Like multiple choice but only one answer is allowed and it auto-advances on tap. Great for fast segmentation flows.
Yes / No	Binary decision point. Two large tap targets. Highest completion rate of any question type.
Scale / Slider	Numeric rating (1–10) or spectrum (e.g., Strongly Disagree → Strongly Agree). Good for intensity questions.
Text Input	Free-form entry. Use sparingly — every text field reduces completion rate. Best for email capture at end of funnel.
Info Screen	Not a question — a display-only slide. Use to build anticipation, show social proof, or explain what's coming next. Tap to continue.

How Branching Works

Every answer on a Multiple Choice or Single Select question can route the user to a different question. This is called conditional logic — you show different paths based on what someone picked.

Setting Up a Branch

1. Open the Builder and click any Multiple Choice question.
2. Expand an answer option — you'll see a "Go to" dropdown.
3. Select the question to jump to when that answer is chosen.
4. If no branch is set, the funnel advances to the next question in sequence.

Common Logic Patterns

• Disqualification branch: Route low-intent answers to a soft exit or different offer
• Fast track: Skip irrelevant questions for users who already signaled high intent
• Personalization path: Show different final offer based on segment (e.g., beginner vs. advanced)

What is the Completion Screen?

The last screen a user sees after finishing all questions. It's your highest-intent moment — someone just engaged with your entire funnel. Make the CTA count.

CTA Customization

• Headline — Your main hook (e.g., "Your personalized plan is ready!")
• Body text — Supporting copy, 1–2 sentences max
• Button label — The CTA text (e.g., "Get My Plan", "Start Free Trial")
• Button action — Link to your app store, pricing page, or checkout

Redirect URLs

You can set the completion screen button to redirect to any URL. Common uses:

• App Store / Google Play link
• Stripe Checkout page
• Your marketing site's pricing page
• A Calendly booking link for high-ticket offers

What You Can Customize

The Brand editor (accessible from the funnel Builder → Brand tab) gives you full control over your funnel's visual identity:

• Colors — Primary, background, button, text, and accent colors
• Fonts — Heading and body typefaces (choose from Google Fonts)
• Logo — Upload a PNG/SVG that appears at the top of every question
• Background — Solid color, gradient, or image
• Button style — Rounded, square, pill; filled or outlined

Live Preview

The Brand editor includes a live phone-frame preview on the right side. Every change you make updates the preview in real-time — no need to save before seeing results.

The 3 Extraction Modes

When you use Auto-fill Brand Extraction (Section 07), the system applies one of three modes to interpret your brand:

Mode	Behavior
Strict	Only uses exact colors and fonts found on your website. No creative interpretation. Best for established brands with a defined style guide.
Adaptive	Uses your brand colors as a foundation but adjusts contrast and readability for mobile. Recommended for most users.
Expert	AI has creative latitude to improve your brand's visual hierarchy for conversion. May deviate from your exact palette to optimize funnel performance.

What It Does

Auto-fill Brand Extraction analyzes your website URL and automatically pulls your brand's colors, fonts, and logo — then applies them to your funnel in seconds. No manual hex codes needed.

How to Use It

1. Open the Brand editor for any funnel.
2. Click "Auto-fill from URL" at the top of the Brand panel.
3. Enter your website URL (e.g., https://yourapp.com).
4. Choose an extraction mode: Strict, Adaptive, or Expert.
5. Click Extract — the system fetches your site, parses the CSS, and populates all brand fields.

What Gets Extracted

• Primary color — Most prominent brand color (usually buttons/links)
• Background color — Page or hero background
• Typography — Heading and body font families
• Logo — SVG or PNG detected from <img> tags or meta tags
• Accent color — Secondary brand color

Mode Behavior (Recap)

See Section 06 for a full breakdown of Strict, Adaptive, and Expert modes and when to use each.

What It Is

The AI Quiz Plan Generator creates a full funnel structure — questions, answer options, logic paths, and a completion screen — from scratch. It's trained on data from thousands of high-converting web-to-app funnels across multiple verticals.

How It Works

1. In the Builder, click "Generate with AI".
2. Describe your product and target audience in 1–2 sentences (e.g., "A fitness app for busy moms who want to lose weight in 15 minutes a day").
3. Select your conversion goal (App install, Subscription, One-time purchase, Lead capture).
4. The AI generates a complete quiz plan, including question types, copy, and branching logic.
5. Review the plan and click Apply to insert it into your Builder, or edit individual questions before applying.

What Makes It Different

Most quiz builders give you blank templates. Card2App's AI uses market data — aggregate performance benchmarks from real funnels in your vertical — to recommend:

• Which question to ask first (highest segmentation signal)
• How many questions to include (completion rate vs. data quality tradeoff)
• Which question types convert best for your goal
• What completion screen copy drives the highest CTR in your vertical

Draft vs. Published

Status	Behavior
Draft	Funnel is not publicly accessible. You can preview it with a special preview URL, but visitors will see a "coming soon" page if they visit the slug directly.
Published	Funnel is live at its public URL and accessible to anyone. Analytics tracking is active.

Your Public Funnel URL

Every published funnel is accessible at:

Share this link in your social media bio, ad campaigns, or email sequences. The URL is permanent — don't change the slug after going live.

How to Publish

1. Open the funnel from your Dashboard.
2. In the Builder, click the Publish button in the top-right corner.
3. A confirmation dialog shows your public URL. Click Confirm & Publish.
4. The funnel status badge changes from Draft to Published.

Unpublishing

You can revert a funnel to Draft at any time from the Builder or the Dashboard ⋯ menu. This immediately takes it offline — in-progress sessions will see an error page.

Stripe Connect

Connect your Stripe account to accept payments directly through your funnel's completion screen. Card2App uses Stripe Connect — you connect your existing Stripe account (or create one), and payments go directly to your Stripe balance.

Setup Steps

1. Go to Integrations in the sidebar.
2. Click Connect Stripe. You'll be redirected to Stripe's OAuth flow.
3. Log in to your Stripe account (or create one) and authorize Card2App.
4. You'll be redirected back. Your Stripe account name will appear with a green Connected badge.

Pricing Plans

Once Stripe is connected, you can create pricing plans to attach to your funnel's completion screen:

• Subscription — Recurring monthly or annual billing (e.g., $9.99/mo)
• One-time payment — Single charge (e.g., $49 lifetime)

Platform Fee

Stripe Webhooks

Card2App automatically configures webhooks on your Stripe account to:

• Track successful payments and attribute them to the originating funnel
• Handle subscription renewals, cancellations, and refunds
• Update your funnel's revenue analytics in real-time

You don't need to manually configure webhooks. They're set up during the Connect flow.

RevenueCat Integration

If your app uses RevenueCat for in-app subscription management, you can connect it to Card2App to sync entitlement data:

1. Go to Integrations and click Connect RevenueCat.
2. Enter your RevenueCat Secret API Key (found in RevenueCat → Project Settings → API Keys).
3. Card2App will sync your products and entitlements automatically.
4. You can then attach RevenueCat entitlements as gating conditions on your funnel completion screen.

Per-Funnel Analytics

Click the chart icon on any funnel card (or open the Builder → Analytics tab) to see detailed performance data for that funnel.

Key Metrics Explained

Metric	Definition
Views	Number of unique sessions that loaded the first question. Refreshing the page counts as a new view.
Completions	Sessions that reached the completion screen (saw the final CTA). Does not require a purchase.
Conversion Rate	Completions ÷ Views × 100. The primary health metric for your funnel.
Drop-off Rate	Per-question: % of users who abandoned the funnel at that specific question. Sorted from highest to lowest to highlight your biggest leak.
Avg. Time to Complete	Median session duration from first question to completion screen.

Question Drop-off Analysis

The Drop-off by Question chart is your most actionable analytics view. It shows which question causes the most abandonment. Use it to:

• Identify questions that feel too personal, too long, or confusing
• Test alternate wording on high-drop-off questions
• Remove questions that don't contribute to segmentation but increase drop-off

Time Range

All analytics default to the last 30 days. You can switch to 7-day, 30-day, or all-time views using the date range selector at the top of the Analytics panel.