Getting Started with the Funnel Builder

Michele Barard

Last Update één jaar geleden

Overview

The Funnel Builder makes it easy to design and launch high-converting sales funnels with simple drag-and-drop functionality. This guide will walk you through the basics of using the Funnel Builder, including editing pages, adding funnel steps, connecting domains, managing sales, and previewing your funnel.

1. Open the Funnel Builder

  • After choosing your funnel design, you'll be taken to the builder.
  • Use drag and drop to move elements, edit sections, and design your funnel visually.
2. Add Blocks and Widgets

  • Click + Add Block to insert new sections such as:
    • Call-to-action areas
    • Countdown timers
    • Testimonials
  • Use the + Add Widget button to add individual elements like:
    • Buttons
    • Forms
    • Images
    • Text


✨ Tip: You can remove any section or widget by selecting it and clicking delete.

3. Manage Funnel Steps

  • Click the Funnel icon on the left sidebar to view all funnel steps.
  • You can:
    • Reorder steps (e.g., landing page, checkout, upsell, thank you page)
    • Click + Add New Step to insert a new page
    • Add Upsell or Downsell pages with just one click
    • Enable A/B Testing to optimize conversions
4. Customize Each Funnel Page

  • Select a step (like “Checkout”) and start editing it directly.
  • Add or adjust design elements, payment fields, offers, or upsells for that step.
  • All funnel templates are fully responsive and can be customized for mobile view.
5. Access Funnel Settings

  • Click the Settings icon to:
    • Manage funnel settings
    • Connect a custom domain
    • Adjust global styles (colors, fonts, etc.)


🌐 Domains can be connected to individual funnels or shared across projects.

6. View Sales, Orders, and Analytics

  • Use the Dashboard to view:
    • Funnel analytics
    • Orders and products
    • Sales performance, including upsells and downsells
  • Visit the Store tab to:
    • Manage products
    • Create discount codes
    • Track and fulfill orders
7. Manage Leads and Memberships via CRM

  • Under the Engage tab:
    • View all contacts from your funnels
    • Filter leads by tags or behaviors
    • Manage memberships and subscriptions (if applicable)
8. Preview Your Funnel

  • Click the Preview button to see your funnel in action.
  • Toggle between desktop and mobile views to ensure responsive design.
9. Create New Funnels or Websites

  • From your project dashboard, click + New Funnel or + New Website.
  • You can manage multiple funnels and websites under a single project.

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