title: "Create Your First Funnel"
Create Your First Funnel
Publish a simple landing-page funnel to capture leads and trigger your first outreach.
Step 1: Choose a funnel template
- Instruction: Go to Funnels → Create New and select a template (Lead, Booking, or Offer).
- Expected: A new funnel draft is created with a landing page and default form.
- Why it matters: Templates accelerate setup with common page structure and tracking preconfigured.
- Troubleshooting: If the template fails to load, refresh and try another template or check network permissions.
Step 2: Edit the hero headline and CTA
- Instruction: Open the landing page editor, update the hero headline to communicate the primary benefit, and set a single clear CTA (e.g., Get the guide).
- Expected: The live preview shows the updated headline and CTA.
- Why it matters: A clear offer and CTA improve conversions and reduce visitor confusion.
- Troubleshooting: If the CTA button doesn’t link, verify the button action points to the form submission event.
Step 3: Configure the capture form
- Instruction: Edit the form to collect essential fields (Name, Email) and map the fields to your CRM pipeline.
- Expected: Form submissions create contacts in the selected pipeline stage.
- Why it matters: Proper field mapping ensures leads are actionable and trackable.
- Troubleshooting: If submissions don’t appear, check form field mappings and inbox/spam for test emails.
Step 4: Publish and test
- Instruction: Publish the funnel, open the live link, and submit a test entry to confirm the flow.
- Expected: The published page loads and the test submission appears in CRM and triggers any configured automation.
- Why it matters: End-to-end tests verify tracking, automations, and user experience before driving traffic.
- Troubleshooting: If submissions fail, inspect console errors and network requests in the browser devtools.
Step 5: Add a welcome automation
- Instruction: Create an automation triggered by form submission to send a welcome email and tag new leads.
- Expected: New leads receive the welcome email and are tagged for follow-up.
- Why it matters: Immediate outreach improves engagement and conversion rates.
- Troubleshooting: Test the automation using a test contact and ensure email deliverability settings are configured.
Step 6: Iterate with data
- Instruction: Monitor conversion rates and iterate on headline, CTA, and form fields using A/B testing.
- Expected: Incremental improvements in conversion and lead quality.
- Why it matters: Continuous optimization increases ROI on traffic and campaigns.
- Troubleshooting: Run one test at a time to ensure clear attribution of changes.
What success looks like
- A published funnel with a working form and automation.
- New leads enter the CRM and receive the intended welcome message.
- Measurable conversion improvements after iterative tests.