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How top Launch a HighLevel Funnel
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Ready to turn your website visitors into loyal customers? Setting up a high-converting funnel is easier than you think! Follow these simple steps to quickly capture leads, enhance your marketing efficiency, and grow your customer base.
Prerequisites
Access to a DTIBM CRM account
A connected custom domain (or one ready to connect)
A clear goal for your funnel (lead capture, appointments, sales, etc.)
Create a Funnel Options
Every great journey starts with the first step, and in this case, it’s creating your funnel. Let's get started:
1. Go to Sites > Funnels.
2. Click New Funnel, then select one of these options:
From Blank (build your own)
Funnel AI (AI-powered creation)
From Templates (use a pre-designed funnel)
Next Step: Ready for more? Dive into customizing your funnel design to match your brand personality!
Create a Funnel From Template
Save time and start strong! Templates provide a professional design that's proven to convert, allowing you to focus on fine-tuning rather than starting from scratch.
1. Navigate to Sites > Funnels
2. Click New Funnel > From Template > Continue
3. Open the Template Library.
4. Search, filter, and sort through the templates.
5. Preview your chosen funnel template.
6. Click Continue.
7. Customize it in the Funnel Editor.
8. Click Save.
Next Step: Take your funnel further—integrate a custom form to collect valuable visitor information.
Create a Form
Forms are the heart of lead generation. Design a form that's engaging and easy to fill out, capturing the right information effortlessly.
1. Navigate to the Form Builder (either through the Form Picker in the Funnel Editor or directly).
2. Click Add Form.
3. Customize fields and branding using the Form Editor.
4. Click Save.
Next Step: Optimize your form further with automations to follow up instantly!
Edit an Existing Funnel
Keep your funnels fresh and relevant. Easily update existing funnels to respond quickly to market changes or new strategies.
1. Navigate to Sites > Funnels.
2. Select and click your funnel from the Funnel List.
3. Make your edits in the Funnel Editor.
4. Click Save.
Next Step: Why not check analytics to see how well your updates are performing?
Add a Domain to a Funnel
Your funnel deserves a memorable domain. Connect your funnel to your own domain to enhance credibility and professionalism.
1. Go to Settings > Domains.
2. Click Connect a Domain.
3. Enter your domain and click Continue.
4. Follow the instructions provided to set up DNS records (varies by registrar).
5. Click Verify Records.
6. Link your domain with the funnel.
7. Click Proceed to Finish.
Next Step: You're ready to launch! Share your funnel and watch your leads flow in!
Common Issues
1. My funnel isn't loading
Verify your custom domain.
Check DNS propagation.
Confirm the funnel is assigned to the domain.
2. My form isn't collecting leads
Ensure a form is added to the page.
Submit a test entry.
Verify workflow or automation (if applicable).
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