Knowledge BaseGetting StartedLaunching Your First Funnel
    Getting Started

    Launching Your First Funnel

    Getting Started

    Launching Your First Funnel

    Funnels are multi-step landing page sequences designed to guide visitors toward a specific action such as booking an appointment, purchasing a product, or signing up for a service. Lead Fuel CRM includes a drag-and-drop funnel builder to create professional funnels without any coding.

    Creating a New Funnel

    Step 1:Navigate to Sites > Funnels from the left sidebar.
    Step 2:Click "Create New Funnel" to start from scratch, or choose from the template library.
    Step 3:Give your funnel a name that describes its purpose (e.g., "Free Consultation Booking Funnel").
    Step 4:Select a template or start with a blank page.

    Building Your Funnel Pages

    Each funnel consists of one or more pages called "steps." Common funnel structures include:

    • Landing Page: The first page visitors see. Includes your headline, offer, and a call-to-action.
    • Form or Order Page: Where visitors enter their information or complete a purchase.
    • Thank You Page: The confirmation page shown after a visitor takes action.
    • Upsell Page (Optional): An additional offer presented after the initial conversion.

    Using the Page Editor

    The funnel page editor is a visual drag-and-drop builder. You can add and arrange elements without writing code:

    • Add sections and rows to structure your layout.
    • Drag in elements like headlines, text, images, videos, buttons, forms, and timers.
    • Customize colors, fonts, spacing, and sizing for each element.
    • Preview your page on desktop, tablet, and mobile views.
    • Configure forms to create contacts and trigger automations on submission.

    Publishing Your Funnel

    Step 1:Review all pages in your funnel for content and functionality.
    Step 2:Test any forms to make sure they submit correctly and capture data.
    Step 3:Assign a custom domain or use the default URL provided.
    Step 4:Set up tracking and analytics if desired.
    Step 5:Click "Publish" to make your funnel live and accessible.

    Tip: Start with a template and customize it rather than building from scratch. Templates are designed with conversion best practices built in and will save you significant time.

    Need more help? Contact Lead Fuel CRM support for personalized assistance.

    Have a question or want to connect with other Lead Fuel users? Join the Lead Fuel VIP Facebook Group