Editing Funnel Step Names for Clarity in Kapa.ai | Mixpanel Community

Editing Funnel Step Names for Clarity in Kapa.ai

hi kapa.ai In funnel boards, we can change the advanced settings to "any order". But when that happens, Im unable to see the event name when viewing the funnel steps. It's replaced with step 1, step 2.. etc. But i need to share this with a third party, and they need to know what these events are. Its also important for internal use that everything's clear. Is it possible to edit these steps?

5 comments

kapa.ai
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Please stand by Princess W. as I search the knowledge base. I normally take about 15 seconds or so. 👋
Feel free to ask a follow-up question once I've answered by mentioning me with @kapa.ai
kapa.ai
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Yes, you can rename funnel steps in Mixpanel, including when using the "Any Order" setting. To do this, click on the “…” (three dots) icon beside a step and select “Rename.” This allows you to give each step a clear, descriptive name, which will help both internal and external viewers understand what each step represents. However, the knowledge sources do not specify if these custom names will always be displayed in all visualizations or exports when "Any Order" is enabled, so there may still be some limitations in how the step names are shown in certain contexts. If you find that the names are not appearing as expected, this could be a product limitation not fully documented in the available sources.For your use case—sharing with third parties and ensuring clarity internally—renaming steps is the recommended approach. If you continue to experience issues with step names not displaying, you may want to provide an accompanying legend or documentation when sharing the funnel, or reach out to Mixpanel support for further clarification on this specific visualization behavior.Reference: Rename a Step
kapa.ai is still learning and improving, please let me know how I did by reacting below.
ℹ️ Tip: Mention @kapa.ai in the thread for follow-ups or DM the app for 1-to-1 help.
Princess W.
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kapa.ai Yes, the events are appropriately named, but when I visualise using 'funnel steps', the names are replaced with step 1, step 2, step 3...
kapa.ai
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Let me check the knowledge base for you again. One moment! 📚
kapa.ai
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Thank you for clarifying. According to the knowledge sources, you can rename funnel steps by clicking the “…” icon beside a step and selecting “Rename.” This should allow you to give each step a descriptive name, which is helpful for clarity when sharing reports internally or externally.However, the documentation does not specify whether these custom step names will always be displayed in the "Funnel Steps" visualization, especially when the "Any Order" setting is enabled. If you are seeing only "Step 1," "Step 2," etc., instead of your event names or custom step names, this may be a limitation or a specific behavior of the "Any Order" funnel visualization that is not explicitly documented.I'm sorry, but the knowledge sources do not provide enough information to confirm if there is a way to force the display of event or step names in the "Funnel Steps" visualization when using "Any Order." If renaming steps does not resolve the issue, it may be necessary to contact Mixpanel support for further clarification or consider providing a legend alongside your shared report for clarity Rename a Step.
kapa.ai is still learning and improving, please let me know how I did by reacting below.
ℹ️ Tip: Mention @kapa.ai in the thread for follow-ups or DM the app for 1-to-1 help.