Creating a Funnel from a Template

Step by step

Create your first funnel

Everything starts at the + New Funnel button on your funnel list.

1

Click + New Funnel

Click Search at the top of your screen and type Funnels, then open it and click the + New Funnel button near the top.

2

Choose how to start

Look for From Templates or From Blank. If you are not sure, start from a template.

3

Pick a template

Browse the library and look for a preview option. Choose one close to what you need. It does not have to be perfect.

4

Name it and create it

Type a name you will recognize later, like Free Guide Opt-In. Then click the create button, which may be labeled Create.

5

Check what it built

Look at the Steps list. You will likely see steps like an opt-in and a thank-you. Preview one step before editing.

Compare

Template or blank?

Neither is wrong. One is just faster.

Furnished apartment

Pages and layout are already in place. You swap in your own words and pictures.

Fastest way to start
Sample words and pictures are not yours yet

Empty apartment

You get an empty funnel and build every step yourself.

Most control
Best when you know exactly what you want

Key terms

Definitions

Tap any term to expand it.

A funnel someone already designed, with steps and a layout in place.

A way to start with an empty funnel and build every step yourself.

The title you see in your list, reports, and funnel dropdowns.

A view of a step as a visitor would see it, before you go live.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Click + New Funnel and look at both starting choices.

Create one practice funnel from a template and give it a clear name.

Preview one of its steps and check the headline, layout, and button.

⚡ Tips

Do not publish a template as is, because it comes with sample words and pictures.
Never name a funnel Funnel 1, since you will not know it later.
Template names and the final button label may differ in your account, so confirm on screen.
You can add, delete, and reorder steps after the template builds them.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

You are not sure how to start a new funnel. What is the easiest choice?

Why should you not publish a template as is?

Give your funnel a clear ____ so you can find it in a list later.

Before editing a step, use ____ to see what a visitor would see.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🧩 Choose my template

You are a friendly software guide helping me decide between a template and a blank funnel. My context: - [what the funnel should do] - [how much time I have today] - [how comfortable I am with page design] Give me: - A quick pick between template and blank with reasons - What to look for when I browse templates - Three things to change first after it is created Keep it simple and about using the software only. Finish by asking me: "What do I want my first funnel to do?"

✏️ Write my funnel name

You are a clear-thinking naming helper helping me name a new practice funnel. My context: - [my business] - [the offer or lead magnet] - [other funnels I already have] Give me: - Five funnel name ideas under five words - The one that will be easiest to spot in a list - A short note on what to avoid in a name Use plain words and no codes. Finish by asking me: "Which name sounds most like how I talk?"