Setting up a funnel

The fastest way to get a funnel out into the world is to start with a Smart funnel. Building from scratch with a Custom funnel is also an option when you want full control.

Option 1: Use a Smart funnel

1. Tap Funnels at the bottom of the app, then tap the Smart tab.
2. Browse the list and tap one that fits what you want to share.
3. Tap Duplicate in the top corner. (Smart funnels are read-only as templates. Duplicating gives you your own editable copy.)
4. The screen title becomes Edit Funnel. Customize:
   • The Title (the example placeholder is "Funnel Title * (e.g. Free Wellness Guide)")
   • The Website Body copy (the description on the page)
   • The header image if you want a different one
   • The Tag that gets applied to anyone who signs up
   • The auto-reply text so it sounds like you
   • The email subject and body if you want email follow-up
   • An attached resource if you want to include a download with the email
5. Save. Your funnel is live and ready to share.

Option 2: Build a Custom funnel

1. Tap Funnels → Custom, then tap + (tooltip "Add Funnel").
2. The Create Funnel screen opens.

1. Fill out the Funnel Details section:
   • Title. The big headline at the top of the page. Helper text reads "The Title will show in the app and also on the website funnel page."
   • Website Body. Your description or pitch (placeholder "Describe what this funnel offers...").
   • Tag. A short label that gets added to anyone who signs up (placeholder "Select or type a new tag").
   • Header image. Optional but it makes a big difference.
   • Auto-reply text. Sent the moment someone fills out the form.
   • Email subject (placeholder "Enter email subject line") and email body. Optional, sent if they provided an email.
   • Resource. Optional download attached to the email.
2. Save.

Sharing your funnel

After you save, you'll see an option to copy the form link for your funnel. Share it anywhere: Instagram bio, in a text, in your email signature, in a class.

A few good practices:

• Use a memorable title. It's what people see first.
• Test it yourself. Open your funnel from your own phone, fill it out, and confirm the auto-reply lands and the contact shows up in your account.
• Reinforce the opt-in. A short line in your body copy like "You'll get a text from me with the details" helps people know what to expect.

Pairing with a Drip campaign

A funnel sends one auto-reply. If you want a longer follow-up, a thoughtful sequence over a few days, set up a Drip campaign that uses your funnel as the trigger. Now everyone who signs up walks through your sequence automatically without you lifting a finger per lead.

Editing later

You can edit a Custom funnel any time. Changes show up immediately for new visitors. People who already signed up don't get re-messaged.

What to read next

• What funnels are and how they work
• Smart, Drip, and Custom campaigns