How to Create Funnels and Manage Them!

Modified on Tue, 15 Jul at 2:19 PM

 

Step 1: Start Your Funnel

From the dashboard, click on "Create Your First Funnel". This will take you to the funnel page.


Step 2: Choose Your Funnel Prescription

Select a funnel prescription as per your funnel goal.

Choose a prescription, name your funnel (at least 6 characters), and click Create.


 

Inside prescription, you will get various funnel templates based on the goal of the prescription chosen.
Take a preview and choose the template that best suits your business requirements.


Step 3: Customize Your Lead Page

Use the left panel to add and customize elements such as:

  • Headlines, Paragraphs, and Images

  • Logos, Icons, and Social Media Links

  • CTA Buttons and Lead Forms

  • Videos, Timers, and Product Boxes

Leverage AI Pal to assist with content creation and refinement.


 

Step 4: Save and Preview

Once edits are complete:

  • Save as Draft

  • Preview your changes

  • Click Publish to make the page live


 

Step 5: Design the Thank You Page

Make similar edits to your thank you page and publish it.

 

Step 6: Publish Your Funnel

Click Publish Funnel to finalize your work. You’ll be redirected to the My Funnel Page, where you can:

  • Edit or Preview your funnel

  • Track funnel performance in the analytics section



Step 7: Analyze Funnel Performance

Monitor metrics like:

  • Visits and Conversions

  • Traffic Location

  • Preferred Audience Technology

  • Goals and Conversion Analytics

 

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