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Funnels are multi-page flows that guide a visitor through a defined sequence — from an initial landing page through opt-in, upsell, and thank-you steps. The HoopAI Platform’s funnel builder lets you create, publish, and connect each step with automated follow-up.

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What is a funnel?

A funnel is a series of web pages linked in a deliberate order. Each page has one goal — capture a lead, present an offer, confirm a purchase — and the visitor moves forward only by completing that goal. Compared to a website, a funnel removes distractions and increases conversion rates for specific campaigns.

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Creating a funnel

1

Navigate to Sites > Funnels

In the left sidebar, click Sites, then select Funnels. You will see a list of all existing funnels in your account.
2

Click + New Funnel

Click the + New Funnel button in the top-right corner. Give the funnel a name and click Create.
3

Add pages

Inside the funnel, click + Add New Step to add pages. Each step becomes a page in the funnel sequence. Common steps include:
  • Landing page (opt-in or sales page)
  • Thank you / confirmation page
  • Upsell / OTO page
  • Order form page
4

Design each page

Click the pencil icon on any step to open the drag-and-drop builder. Use elements, sections, and prebuilt templates to design the page.
5

Configure step settings

For each step you can set:
  • URL path — the slug for this page (e.g. /thank-you)
  • Page title and SEO meta — control how the page appears in search engines
  • Tracking code — add analytics or pixel code per page
6

Publish the funnel

When all steps are ready, click Publish on each page, then connect your custom domain or use the auto-generated subdomain to share the funnel.

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Funnel settings

From the funnel list, click the three-dot menu on any funnel to access:
SettingDescription
EditOpen the funnel step list
DuplicateClone the entire funnel with all pages
ArchiveRemove from the active list without deleting
DeletePermanently remove the funnel
Domain setupConnect a custom domain to the funnel
StatisticsView page views, opt-ins, and conversion rates

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Connecting funnels to automations

After a visitor completes a funnel step (e.g. submits a form), you can trigger an automation:
  1. In Automation, create a new workflow.
  2. Set the trigger to Form Submitted or Page Visited and select the specific funnel form or URL.
  3. Add actions such as sending a confirmation email, adding a tag, or assigning to a pipeline.

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Order forms in funnels

Use the 1-Step Order Form or 2-Step Order Form elements to collect payments directly inside a funnel step. These elements connect to your configured payment integration (Stripe, PayPal, etc.) and can trigger product-based automations on purchase.
Each funnel page must be individually published. Publishing the funnel does not automatically publish unpublished steps.
Duplicate a high-converting funnel as a template before making changes. That way you always have a clean copy to revert to.
Last modified on March 4, 2026