Getting Started: Launch a Funnel

Ready to guide your website visitors toward becoming customers? Creating a sales funnel in your CRM is a straightforward process that helps you capture leads, streamline your marketing, and grow your business. This guide will walk you through the essential steps.

Create a New Funnel

Begin by creating the foundation of your funnel.

1. Navigate to Sites > Funnels.
2. Click the New Funnel button.
3. You will be presented with several creation options:
   • From Blank: Build a funnel completely from scratch.
   • Funnel AI: Use AI assistance to generate a funnel.
   • From Templates: Start with a professionally designed template.

Create a Funnel from a Template

Using a template is an efficient way to launch a high-converting funnel quickly.

1. Go to Sites > Funnels.
2. Click New Funnel and select From Template.
3. Click Continue to open the template library.
4. Browse, search, or filter the available templates.
5. Preview a template you like and click Continue.
6. Customize the template in the Funnel Editor to match your brand.
7. Click Save when you are finished.

Create a Form for Your Funnel

Forms are essential for capturing lead information. You can create one directly within the funnel editor.

1. While editing your funnel, locate the Form Picker tool.
2. Click Add Form.
3. In the Form Editor, customize the fields, design, and styling.
4. Click Save to add the form to your funnel page.

Edit an Existing Funnel

You can easily update your funnels at any time.

1. Go to Sites > Funnels.
2. Find the funnel you wish to edit in the list and click on it.
3. Make your desired changes in the Funnel Editor.
4. Click Save to apply the updates.

Add a Custom Domain to Your Funnel

For a professional appearance, connect your funnel to your own domain name.

1. Navigate to Settings > Domains.
2. Click Connect a Domain.
3. Enter your domain name and click Continue.
4. Follow the provided instructions to update your domain's DNS records with your registrar. The exact steps depend on your domain provider.
5. Return to the CRM and click Verify Records.
6. Once verified, link the domain to your chosen funnel.
7. Click Proceed to Finish to complete the setup.

With these steps completed, your funnel is ready to be shared and start generating leads.