This is the first step of creating a sales funnel.
Watch this video or follow the steps below.
- Go to Dashboard > Funnels and click on the Funnels menu and it will take you to the Funnels overview page.
- Click on the ‘Create Your First Funnel‘ button.
- Here, you will get two options –i. Start creating a funnel from scratchii. Import a funnel template with pre-planned steps and page designs
i. Start creating a funnel from scratch
If you click on Start from Scratch, it will create a new funnel project and take you to a blank funnel planning canvas.
ii. Import a funnel template with pre-planned steps and page designs
You may rather choose to use a pre-made template that matches your industry. Simply hover on the template you like and click on import.
Then a funnel project will be created with the pre-planned steps that the template holds, along with the page designs for all the steps.
There you go. You have started creating a funnel. Now, you may plan your funnel steps on the drag and drop canvas.
Read the next guide to get an overview of the drag and drop canvas.