Wix Pipelines: Customizing Your Pipelines
5 min
In this article
- Customizing your pipeline settings
- Customizing your pipeline cards
Wix Pipelines let you organize each stage of your business process, so you can track deals, tasks, or projects from start to finish. A pipeline is a series of customizable stages such as "New Lead," "In Progress," or "Completed," designed to fit your team’s workflow. Use pipelines to move work forward, automate key actions, and measure results in one place.
Customizing your pipeline settings
Personalize each pipeline stage to fit your business needs. You can define the primary action button for cards and review all automations attached to each stage. This helps your team move cards efficiently and never miss a critical step.
To customize your pipeline settings:
- Go to Pipelines in your site's dashboard.
- Select the relevant pipeline from the drop-down at the top.
- Click Pipeline Settings.
- Click the relevant stage.
- Choose what you want to customize next:
- Stage name: Change the stage name.
- Main action button: Define the main action button. Select an action from the drop-down to be displayed on cards in that stage (e.g., Message contact, Edit card).
- Stage automations: Edit automations connected to the stage. Choose what you want to do next:
- Click the [automation name] toggle to enable or disable the automation.
- Click + Create automation to add another automation.
- Edit an existing automation: Click the More Actions icon
next to the relevant automation and choose what you want to do next:
- Active: Enable or disable the automation.
- Edit: Change the automation’s details.
- Duplicate: Make a copy of the automation.
- Rename: Update the automation’s name.
- View run log: See recent activity for the automation.
- Delete: Remove the automation from this stage.
To edit your pipeline's name:
- Click the pipeline name at the top of the page.
- Enter the new name for your pipeline.
- Press Enter to apply the change.
Customizing your pipeline cards
Customize your cards to keep every lead and deal clear, organized, and up to date. From the card’s edit view, you can adjust details like value, stage, outcome, assignee, due dates, custom fields, linked assets, and tags so each card reflects its real status. This helps you see what is happening at a glance and know exactly what to do next.
To customize your pipeline cards:
- Go to Pipelines in your site's dashboard.
- Select the relevant pipeline from the drop-down at the top.
- Choose what you want to do next:
Perform quick actions on a card
Edit a card's details
Learn more about automating your pipelines to control how cards move and update.
