Getting Started – Launch A Funnel

By UFFAgency

May 9, 2025

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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.


TABLE OF CONTENTS


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:
    1. From Blank (build your own)
    2. Funnel AI (AI-powered creation)
    3. 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.

Learn More: Template Library Overview & Setup

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.

Learn More: How to Create a Contact Form in HighLevel

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.

Learn More: 

Next step: You’re ready to launch! Share your funnel and watch your leads flow in!

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