title: "Funnels & Pipelines"
Step 1: Choose a goal
- Instruction: Decide the primary outcome for the funnel (lead capture, booked call, or a purchase).
- Expected: The funnel is planned with a single primary conversion goal.
- Why it matters: Clear goals enable focused messaging and accurate measurement.
- Troubleshooting: If you have multiple goals, split them into separate funnels.
Step 2: Create a funnel from a template
- Instruction: Go to Funnels → Create New and pick a template matching your goal.
- Expected: A draft funnel is created with pages and a default form.
- Why it matters: Templates speed up build time with standard tracking and layout.
- Troubleshooting: If a template doesn’t suit you, start with a blank funnel and add pages.
Step 3: Customize the page and CTA
- Instruction: Edit the hero, benefits, and CTA; keep the form short to improve completion.
- Expected: The page shows tailored copy and a single clear CTA.
- Why it matters: Simplicity increases conversion rates.
- Troubleshooting: If conversions are low, test headline and CTA variations.
Step 4: Connect the form to a pipeline
- Instruction: In funnel settings, map form submissions to your CRM pipeline and select the default entry stage.
- Expected: New submissions create contacts in the selected pipeline stage.
- Why it matters: Accurate mapping ensures leads are routed to the correct workflow.
- Troubleshooting: If contacts don’t appear, check form field mappings and CRM integration status.
Step 5: Automate next steps
- Instruction: Add an automation that triggers on form submission to send a welcome email and assign tags or tasks.
- Expected: Automation triggers for new leads and actions execute as configured.
- Why it matters: Automation ensures timely outreach and reduces manual work.
- Troubleshooting: Test automations with a sample contact to confirm behavior.
Step 6: Test and publish
- Instruction: Publish the funnel and submit a test lead; verify the contact appears in the pipeline and automations run.
- Expected: End-to-end flow works: funnel → CRM → automation.
- Why it matters: Testing catches integration and mapping issues early.
- Troubleshooting: Use browser devtools to debug form submissions and network calls.
What success looks like
- A live funnel with working form submissions that create contacts in the pipeline and trigger automations.