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Getting Started

First Funnel Tutorial

10 min read

Follow this step-by-step guide to create your first high-converting funnel from scratch.

1. Choose Your Funnel Goal

First, decide what you want your funnel to achieve:

  • Lead Generation - Collect email addresses
  • Product Sales - Sell digital or physical products
  • Webinar Registration - Get attendees for events
  • Appointments - Book consultation calls

2. Select a Template

Click "Create New Funnel" and browse templates by category. For this tutorial, we'll use the "Lead Magnet" template:

  1. Navigate to Templates → Lead Generation
  2. Click "Lead Magnet Download"
  3. Click "Use This Template"
  4. Give your funnel a name

3. Customize Your Pages

The Lead Magnet template includes 3 pages. Let's customize each one:

Page 1: Landing Page

  • Update headline with your lead magnet title
  • Add benefit bullets that explain the value
  • Upload an image of your lead magnet
  • Customize the CTA button text

Page 2: Opt-in Form

  • Configure form fields (name, email)
  • Set up email service integration
  • Customize the submit button

Page 3: Thank You

  • Add download link for your lead magnet
  • Include next steps or bonus offer
  • Add social sharing buttons

4. Set Up Email Automation

Configure automatic email delivery:

  1. Go to Settings → Integrations
  2. Connect your email service (Mailchimp, ConvertKit, etc.)
  3. Create a "Welcome" email with the download link
  4. Set it to trigger when someone submits the form

5. Publish and Share

When you're ready to go live:

  1. Click "Publish" in the top right
  2. Choose your domain (subdomain or custom)
  3. Copy your funnel URL
  4. Start driving traffic!

🚀 Next Steps

Your first funnel is live! Now learn about advanced automation workflows or track your performance.