Wix Pipelines: Customizing Your Pipelines
3 min
In this article
- Setting up your pipeline stages
- Customizing your pipeline stages
- Configuring the 'Done' stage settings
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.
Setting up your pipeline stages
Customize your pipeline by adding, reordering, or deleting stages. Managing your stages ensures your process matches the way your team works, making it easier to track progress.
To set up your pipeline stages:
- Go to Pipelines in your site's dashboard.
- Select the relevant pipeline from the drop-down at the top.
- Click Pipeline Settings.
- Choose what you want to do next:
- Add a new stage:
- Click + Add Stage at the bottom of the list.
- Click the new untitled stage.
- Enter a name for the new stage.
- Select the main action button from the list.
- Click + Create Automations and set up your automation.
- Reorder stages: Drag and drop the stages into the desired order using the handle next to each stage name.
- Delete a stage:
- Select the stage you want to remove and click Delete stage.
- Click Delete Stage again to confirm.
Note: Any connected automations won’t work unless you connect them to another stage.
- Add a new stage:
Notes:
- Stages can only be deleted if they are empty. Move or delete all cards before removing the stage.
- The Done stage cannot be deleted.
Customizing your pipeline stages
Personalize each pipeline stage to fit your business needs. You can define the primary action button for kanban 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 stages:
- 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.
Configuring the 'Done' stage settings
Set up your 'Done' stage to help you wrap up each process with clarity. You can require a 'Won' or 'Lost' outcome for every card that reaches the final stage, keeping your data accurate.
To configure the 'Done' stage 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 Done stage to open its settings.
- Enable the "Done" stage logic toggle if you want to force a 'Won' or 'Lost' selection on each card.
Notes:
- The card outcome will be used for analytics.
- The 'Done' stage is required and can’t be deleted.
