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Module 2 of 12 · Lead funnels and selling websites · Lesson 1 of 9

Create a lead funnel

Make a quote funnel from the web design template, publish it and try it yourself in test mode.

6 minBeginnerFor: Agency owner or managerLast checked
Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

A lead funnel is a short walkthrough for a visitor: a few questions, then a price, then their name and number. Each finished run becomes a lead in your CRM. A new funnel starts from a ready web design template in English, Bengali and Hindi, so you can share it within minutes.

By the end you can

  • Create a funnel and publish it
  • Recognise the four parts of the funnel page
  • Run the funnel yourself without creating a real lead

Screens used

Steps

  1. 1

    Open Lead funnels

    On: /funnels

    Type "funnels" in Find a page… and choose Lead funnels.

    You should see: The Lead funnels page. With no funnels yet it says "No funnels yet. Create one above".

  2. 2

    Create the funnel

    On: /funnels

    Type a name in the box, for example "Web design quote", and press New funnel (web design template).

    You should see: The funnel's own page opens.

  3. 3

    Read the page from top to bottom

    On: Funnel page

    The page has four parts. Share and embed holds the links you give to people. Offers and prices holds the price shown at the end, separately for India and for other countries. Leads, chat and tracking decides what happens when someone finishes. Recent visitors lists everyone who opened the funnel.

    You should see: You can find all four headings on the page.

  4. 4

    Turn on test mode

    On: Funnel page

    In Leads, chat and tracking tick Test mode (runs are marked test; no contact, chat or email) and press Save settings.

    You should see: "Settings saved" appears.

  5. 5

    Publish it

    On: Funnel page

    Press Publish at the top of the page. A funnel that is not published cannot be opened by visitors.

    You should see: "Published" appears and the button changes to Unpublish.

  6. 6

    Try it as a visitor

    On: Hosted link

    In Share and embed copy the Hosted link and open it in a new tab or on your phone. Answer the questions through to the end.

    You should see: You reach the price at the end of the funnel. Back on the funnel page, your run appears under Recent visitors marked Test.

  7. 7

    Turn test mode off

    On: Funnel page

    Untick Test mode and press Save settings before you share the link with real people.

    You should see: "Settings saved" appears. New runs are no longer marked Test.

Tips

  • Leave test mode on while you are still changing prices. Runs made in test mode create no contact, no chat thread and no email.
  • You can rename the funnel at any time; the links do not change.

Troubleshooting

The hosted link shows a not-found page.
The funnel is not published. Press Publish at the top of the funnel page.

Reference articles on this topic

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