What funnels are and how they work

A funnel is a small public web page with a sign-up form. You share the form link, and a submission creates a contact or matches one already in your account. You can also set up an email follow-up or connect a campaign to the funnel.

Funnels tab with available funnel cards
The Funnels tab shows every funnel you have and lets you grab their share link.

What a visitor sees

When someone opens your form link they see a page with:

  • A header image (you choose it)
  • A title at the top
  • A short description (your body copy)
  • A form for contact details, with text-message consent when they provide a phone number

When they submit the form:

  1. A new contact is created, or an existing contact is matched, in your Contacts list.
  2. If you set a funnel Tag, it is added to that contact.
  3. If you filled in both Email Subject and Email Body, an eligible contact's email follow-up is queued. Delivery depends on the account and contact being ready to receive it.
  4. If you selected a resource and included {{resourceLink}} in Email Body, that token becomes the resource link in the email.
  5. If you selected a Custom or Drip campaign, an eligible signup starts that campaign. A funnel does not send a separate automatic text reply on its own.

Where to find funnels in the app

Tap Funnels at the bottom of the app. The screen explains:

Guide Your Leads from Start to Finish

There are three types of Funnels: Smart, Drip, and Custom.

The three tabs:

  • Smart. Prebuilt landing pages for product topics. Duplicate one to your Custom funnels to customize it, then turn on the copy before sharing.
  • Drip. Pre-built landing pages tied to Life Steps Classes.
  • Custom. Funnels you build yourself from scratch. Empty tab shows "No custom funnels yet. Tap + to create your first custom funnel".

Each funnel's card shows its Opt-ins and Views counts, a Copy Page Link button for its share link, and an Open Page button. Tapping a funnel opens its edit form.

Funnel card showing Opt-ins and Views counts with Copy Page Link and Open Page buttons
Each funnel card shows its opt-in and view counts and a button to copy its share link.

Tap the + in the top corner (tooltip "Add Funnel") to create a new one.

Sharing your funnel

After your funnel is set up, copy the form link from the funnel and paste it anywhere: Instagram bio, in a text message, in your email signature, in a class. The app shows "Form link copied to clipboard" when you copy it.

What funnels are not

  • Not a payment page. Funnels are for capturing leads, not collecting money.
  • Not an ongoing sequence on their own. A funnel can queue an optional email. For a multi-day follow-up, connect a Drip or Custom campaign.
  • Not editable as templates. Smart and Drip funnels are read-only when shipped. To customize, duplicate them first. The app will tell you "Template funnels are prebuilt. To customize, duplicate this funnel to your Custom Funnels."

What to read next

Last updated October 14, 2026Was this helpful?
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