How to create a funnel Overview

Alejandra C

 This article will give you an overview of how to create your first funnel.


Prior to getting started, you will need to have the following:

  • A ClickFunnels 2.0 account.

Step by Step Walk Through:

  1. Click on Site and funnels.
    2022-11-04_11-39-37.png
  2. Click on Funnels.
    2022-11-04_11-40-37.png
  3. You will see two options to create a funnel: Recipes that include pre-made funnels or Create a Funnel to build one from scratch.
    2022-11-04_11-40-56.pngFor this example, I selected Create a Funnel.

  4. Add a name for your funnel and edit the path if needed. Click on Create Funnel.
    2022-11-04_11-46-31.png
  5. Click on the + symbol to add your first step.
    2022-11-04_11-48-48.png
  6. Select the Page option.
    2022-11-04_11-49-47.png
  7. Select a template or click on New page if you want to build your page.
    2022-11-04_11-50-23.png
  8. Add a name to your page and edit the Settings if needed. Click on Create page.
    2022-11-04_11-50-49.png
  9. Repeat the previous steps to add more pages to your funnel.

    Important note:
    When adding an order page, make sure to add a product to the page.
    2022-11-04_11-51-54.png
  10. From each page preview, you can:
    2022-11-04_12-06-05.png
    a.  Edit the page (this will open the editor)
    b.  Preview the page
    c.  Add a workflow
    d.  From this menu, you can:
    Start a split test, Add products, Add workflow, Edit the step settings, Edit the page settings and Remove steps.
  11. From the Funnel Settings area, you can:
    2022-11-04_12-08-30.png
    a.  Edit the name of the funnel
    b.  Add a domain to the funnel
    c.  Edit the funnel’s URL
    d.  Enable or disable test mode
    e.  Archive the funnel
  12. From the three dots menu, you can:
    2022-11-04_12-10-30.png 

    a.  Share your funnel
    b.  Enable/disable the analytics area
    c.  Enable/disable the mini-map view
    d.  Enable/disable the page previews

If you have any questions about this, please contact our Support Team by clicking the Submit a Request button at the top right-hand corner of this page and then the Help button at the bottom left of the ClickFunnels Page.