How to Build an E-book Funnel
E-books are a powerful lead magnet, they help you convince readers to buy into your business while helping you establish yourself as an expert in your field. Locating them inside a funnel enables you to enhance their attractiveness and collect contact details to grow your mailing or texting lists.
Creating and Adding a Form
The first step in building an e-book funnel is creating a form visitors can fill out to receive your e-book. To do this, navigate to the Forms tab inside the Sites section and click +Add Form.

Choose a template to start with. For an e-book funnel, a simple registration form including fields for the first name and email is sufficient.

To enhance the user experience, you can further customize the form. By making minor changes such as adding your logo or changing the colors of your button you can elevate the form by highlighting your brand.

Save your form with a descriptive name, such as "E-book Registration."

Building Your E-book Funnel
With your form ready, the next step is to integrate it into a funnel that guides the user through signing up for your e-book. Go to the "Funnels" section and click “New Funnel.”

Select a template that suits your e-book funnel needs.

Customize the funnel page by adding a button that users can click to sign up. This button should trigger a pop-up where the form you created will be displayed.

Open the pop-up settings.

Add a row and a column, then insert the form element and choose the "Ebook Registration" form you previously created.

Customize the pop-up to your liking. Once satisfied, click Save.

Configuring the Thank You Page
After users submit their information, they should be directed to a thank you page. In your funnel builder, click the page name from the step selector or add a new page. If you want to offer the e-book at a low cost, add an Order Page.

Edit the page to include a personalized message or offer, such as a discount code as a token of appreciation for signing up. Once satisfied with the overall look of your funnel click Save and Publish at the top right corner.

Once the form has been submitted, you can send the e-book manually or activate a workflow using the “Form Submitted” trigger.
When your funnel is live, test each step to ensure your form, thank you page, and delivery method work as expected, so every new subscriber receives your e-book without any issues. A simple e-book funnel can help you grow your audience, capture valuable leads, and deliver a smooth experience from sign-up to download.
Tips and FAQs
- What if my form isn't showing up in the pop-up? Ensure you've correctly added the form element in the pop-up settings and selected the right form.
- How can I change the look of my form? The form builder offers customization options, including changing button colors and adding images. Experiment with these settings to match your brand.
- Configure the form to redirect users to the thank you page upon submission. This can be done by setting the form's submit action to open a specific URL, which would be your thank you page. Or by selecting “Next Step” on your pop-up's submission settings