
Creating a funnel
Navigate to Sites > Funnels
Click Sites in the left sidebar, then select Funnels. You will see a list of all existing funnels and folders.
Click + New Funnel
Click the + New Funnel button. Choose to start From Blank, use Funnel AI, or select From Templates. Name the funnel and click Create.
Add funnel steps
Inside the funnel, click Add New Step or Import to add steps. Each step becomes a page in the sequence. Assign a unique URL path to each step — this is required to save the step. Common steps include:
- Landing / opt-in page
- Order form page
- Upsell / OTO page
- Thank-you / confirmation page
Design each step
Click Edit Page or Edit in a New Tab to open the drag-and-drop builder and design the step content.
Configure step settings
Click the gear icon next to any step to open its publishing settings. Here you can update the step name and URL path.
You can create and edit funnel content without a connected domain. However, a domain must be assigned before the funnel can be published and made publicly accessible.
Funnel steps tab
The Steps tab is the main hub for managing your funnel pages.
- View and rearrange steps via drag-and-drop
- Preview a step in the browser without affecting analytics
- Open the page editor to build or edit a step
- Manage products assigned to each step
- Import steps from ClickFunnels
Funnel settings tab
The Settings tab controls how the funnel behaves globally. Key settings include:
| Setting | Description |
|---|---|
| Funnel Name | Rename the funnel |
| Domain | Assign the domain that hosts the funnel |
| Path | Set the default path prefix for all steps |
| Favicon URL | Add a .png or .ico favicon displayed in browser tabs |
| Head / Body Tracking Code | Insert analytics or ad pixel scripts |
| Chat Widget | Attach a chat widget to every page in the funnel |
| Payment Mode | Toggle off for test payments, on for live transactions |
| Require Credit Card | Force card entry on $0 purchases |
| Image Optimization | Deliver images via CDN for faster load times |
| Optimize Javascript | Lazy-load custom JS and HTML for improved page speed |
| GDPR Compliant Fonts | Use GDPR-friendly fonts instead of Google Fonts |
Funnel sales tab
The Sales tab shows a transaction-level breakdown of purchases made inside the funnel. The table columns are:
| Column | Description |
|---|---|
| Customer | Name of the buyer |
| Buyer’s email address | |
| Product Name | The product purchased |
| Transaction ID | Unique identifier for each transaction |
| Amount | Purchase price |
| Step | The funnel step where the purchase occurred |
| Purchase Date | Date and time of the transaction |
Funnel stats tab
The Stats tab provides conversion analytics for each step in the funnel.
| Metric | Description |
|---|---|
| Page Views — All | Total views including returning visitors |
| Page Views — Uniques | Views from first-time visitors only |
| Opt-ins | Total number of form submissions or conversions |
| Opt-in Rate | Opt-ins divided by unique page views (%) |
| Sales Orders | Number of orders placed |
| Sales Rate | Orders divided by unique page views (%) |
| Revenue | Total revenue generated |
| Earnings / Page View | Revenue per unique and total page view |
Funnel URL paths
Every funnel URL is made up of three configurable parts:- Funnel URL — the main entry point for the funnel; configured in the Settings tab
- Step URL — the path for each individual step; configured in the step’s Publishing tab
- Page URL — the path for A/B test variants; configured via the gear icon next to Edit Page
Funnel actions
From the funnel list, click the three-dot icon on any funnel to access:Edit
Edit
Opens the funnel and takes you to the Steps tab for editing.
Clone
Clone
Duplicates the entire funnel including all steps, pages, and settings. Use this before making major changes to preserve a working version.
Move to Folder
Move to Folder
Moves the funnel into a named folder to keep the Funnels list organized.
Upload to Funnel Templates
Upload to Funnel Templates
Saves the funnel as a reusable template for future use.
Share
Share
Delete
Delete
Permanently removes the funnel. You must type DELETE to confirm. This action is irreversible.