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Funnels and websites

How to create a multi-step sales funnel

Go to Sites › Funnels, click New Funnel, start from scratch or from a template, name it, and add the steps (opt-in, offer, thank you) in the order visitors should go through them.

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Before you start

  • You need access to Sites in your account. If you don't see this menu, ask an admin.
  • Map out the visitor's path first, for example Opt-in → Offer → Thank you. Each page on that path is a funnel step.
  • Use a funnel when you want to guide visitors through a sequence with one goal (capture leads, sell, book). For a company website with a free-form menu, create a website instead.
Where to find it

Sites › Funnels › New Funnel

Step by step

Create the funnel

  1. In the left menu, open Sites and click the Funnels tab.
  2. Click New Funnel.
  3. Choose From Blank to start with an empty page, or pick a template and preview it before using it.
  4. Enter the funnel name (for example, "Free consultation") and click Create.
  5. The funnel opens on the Steps tab.

Add the steps

  1. On the Steps tab, click Add New Step.
  2. Enter the step name (for example, "Opt-in").
  3. Enter a short path with no spaces (for example, free-consult). It's the part of the address that comes after your domain.
  4. Click Create Funnel Step.
  5. Repeat for the other steps ("Offer", "Thank you"…).
  6. To change the order, drag the steps in the list. The order sets the visitor's path; the URL paths stay the same.

Build each page

  1. On the step, click Edit to open the page builder.
  2. Add sections, rows and elements (text, image, button, form).
  3. Click Save, then Preview to test it.
  4. When it's ready, click Publish. If the funnel has no domain yet, you'll be asked to pick one.

Tips

  • Give steps clear names ("Opt-in", "Offer", "Thank you") so they're easy to find as the funnel grows.
  • You can also add pages without leaving the builder, from the Pages panel with Add New Page.
  • On the opt-in page buttons, set the action to go to the next funnel step.

Common problems

  • Random numbers show up at the end of the step's URL → That path is already used by another page on the same domain. Open the step settings, enter a unique path and save.
  • I reordered the steps and my menu links to the wrong page → Reordering doesn't change paths. Check the menu and button links for each step.
  • A window asks for a domain when I publish → The funnel has no domain yet. Pick a domain already connected to your account, or connect one first in Settings › Domains.
  • I can't see the Sites menu → Your user doesn't have permission for this module. Ask an account admin to turn it on.

Frequently asked questions

What's the difference between a funnel and a website?

A funnel is a sequence of steps with one goal (capture, sell, book) and supports A/B split testing. A website has multiple pages visitors browse freely through the menu.

Can I reuse a form I already have?

Yes. In the builder, drag the Form element onto the page and pick your existing form from the list.

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