How to Create Funnels and Manage Them!

Modified on Tue, 14 Apr at 1:14 PM


Steps to Create Your First Funnel in DotcomPal

Step 1: Open Checkpoints

From the left-hand side vertical menu, click on the Checkpoints option.



Step 2: Create a New Funnel

Click on the New Funnel button.


Step 3: Choose Funnel Strategy

Select a funnel strategy based on your goal. (Optional) Choose an industry.


Step 4: Select a Template

Browse templates, preview them, and click Use This Template. Or choose to start from scratch.


Step 5: Name Your Funnel

Enter your funnel name and short description. Click on Create Funnel.


Step 6: Review Auto-Generated Setup

The system will automatically generate forms, products, emails, and other elements.


Step 7: Configure Funnel Elements

Add or edit products, connect forms, attach offers, and set up automations. (Optional) Click + icon to add a downsell.


Step 8: Publish Required Items First

Publish all forms and products before publishing the funnel.


Step 9: Edit Funnel Page

Click on Edit Page to open the editor.


Step 10: Customize Your Page

Drag and drop elements like headlines, images, buttons, forms, videos, etc. Use pre-built sections and AI to edit content.


Step 11: Publish Your Funnel

Click on Publish to make your funnel live.


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