Creating Funnels

Funnels are multi-step journeys that guide visitors toward a specific action. Use them for lead generation, product launches, webinars, and sales processes.

Projects list showing funnels
Funnels appear in your Projects list alongside websites and landing pages

What is a Funnel?

A funnel is a series of connected pages designed to move visitors through a specific journey. Unlike a website with free navigation, funnels have a deliberate flow:

Opt-in Funnel

Capture leads with a compelling offer. Visitors enter their email in exchange for valuable content.

Sales Funnel

Present your offer, address objections, and guide visitors to purchase with a clear path.

Webinar Funnel

Registration page, confirmation, and replay sequence for live or automated webinars.

Launch Funnel

Build anticipation with a sequence of pages leading to a product or service launch.

Creating Your First Funnel

1

Start from Dashboard

Click New Funnel from the Quick Actions section, or go to Funnels in the sidebar and click Create Funnel.

2

Choose a Template or Start Fresh

Browse funnel-specific templates (opt-in, sales, webinar) or start with a blank funnel to build from scratch.

3

Name Your Funnel

Give your funnel a descriptive name like "Free Ebook Opt-in" or "Product Launch Sequence".

4

Add Funnel Steps

Each step is a page in your funnel. Add steps for opt-in, thank you, sales, checkout, and confirmation pages.

Funnel Steps

A funnel consists of multiple steps, each serving a specific purpose in the visitor journey:

Step Type Purpose Common Elements
Opt-in Page Capture visitor information Headline, form, benefit bullets, privacy notice
Thank You Page Confirm submission, deliver content Confirmation message, download link, next steps
Sales Page Present your offer Benefits, testimonials, pricing, guarantee
Checkout Page Collect payment Order summary, payment form, trust badges
Upsell Page Offer additional products One-click upsell, limited time offer
Confirmation Complete the purchase Order confirmation, access instructions

Connecting Funnel Steps

Link your funnel steps together to create a seamless flow:

Automatic Linking Use the funnel editor to visually connect steps. Form submissions and button clicks can automatically advance visitors to the next step.

Inheriting from Parent Website

Funnels can inherit settings from a parent website project. This is useful when you want consistent branding across your main site and funnels:

  • Business Profile - Company name, logo, and contact info
  • Color Scheme - Primary and secondary colors
  • Typography - Font choices and sizes
  • Footer Content - Legal links and copyright
Pro Tip Toggle "Use Workspace Defaults" to quickly switch between your workspace profile and custom client context for agency work.

Funnel Analytics

Track how visitors move through your funnel:

  • Step Views - How many visitors see each step
  • Conversion Rate - Percentage moving to next step
  • Drop-off Points - Where visitors leave the funnel
  • Overall Completion - End-to-end funnel performance
ESC