CREATING YOUR FIRST FUNNEL

In this guide, you’ll learn how to create your first funnel using Funnel System Pro.

Funnels are designed to guide visitors through an interactive experience that improves:

engagement
lead generation
conversion rates
customer interaction

By the end of this tutorial, you’ll have a fully functional funnel live on your WordPress website.

WHAT WE’RE BUILDING

For this tutorial, we’ll create a simple lead generation funnel.

The funnel will:

Welcome the visitor
Ask a few questions
Collect lead information
Display a result or thank-you screen

This structure works extremely well for:

contractors
agencies
coaches
consultants
local businesses
service providers

STEP 1 — OPEN THE FUNNEL BUILDER

Inside WordPress, go to:

Funnel System Pro → Funnels

Click:

Add New Funnel

This opens the Visual Funnel Builder.

STEP 2 — NAME YOUR FUNNEL

Enter a funnel title.

Example:

Free Home Renovation Estimate

This name is mainly for internal organization and can be changed later.

STEP 3 — CONFIGURE THE WELCOME SCREEN

The Welcome Screen is the first thing visitors see.

Add:

headline
subheadline
button text
background image
optional slideshow images

Example headline:

Get Your Free Project Estimate

Example button text:

Start My Estimate

The goal is to immediately:

grab attention
explain the offer
encourage interaction

STEP 4 — ADD YOUR FIRST FUNNEL STEP

Funnels work by guiding users through multiple steps.

Create your first question.

Example:

What type of project do you need?

Add answer options:

Kitchen Remodel
Bathroom Remodel
Roofing
Flooring

You can customize:

labels
icons
images
descriptions
badges

This creates a more engaging experience than a traditional form.

STEP 5 — ADD MORE STEPS

Now add additional questions.

Example:

Budget Question

What is your estimated budget?

Options:

Under $5,000
$5,000 – $15,000
$15,000 – $50,000
$50,000+

Timeline Question

When would you like to begin?

Options:

Immediately
Within 30 Days
Within 3 Months
Just Researching

Funnels typically perform best when they are:

simple
conversational
easy to complete

STEP 6 — ENABLE THE LEAD FORM

After your funnel steps, enable lead capture.

Inside:

Lead Form Settings

Enable:

Enable Lead Form

This allows visitors to submit:

name
email
phone number
project details

All leads are automatically saved inside the Funnel System Pro CRM.

STEP 7 — CUSTOMIZE THE LEAD FORM

Configure:

field labels
placeholder text
button text
required fields

Example CTA button:

Get My Free Estimate

Strong CTA wording improves conversions.

STEP 8 — CONFIGURE THE RESULT SCREEN

The Result Screen appears after completion.

You can display:

thank-you messages
estimated pricing
recommendations
next steps
consultation offers

Example headline:

Thanks! Your Request Has Been Submitted

Example message:

Our team will contact you shortly with your estimate.

STEP 9 — CUSTOMIZE THE DESIGN

Funnel System Pro allows full visual customization.

You can modify:

colors
typography
buttons
progress bars
spacing
backgrounds
themes

You can create:

modern SaaS funnels
contractor funnels
luxury brand funnels
agency funnels
local business funnels

—all inside WordPress.

STEP 10 — CONFIGURE NOTIFICATIONS

Open:

Funnel Settings → Notifications

Add the email address where new leads should be sent.

Example:

support@yourwebsite.com

When users complete the funnel:

leads are stored in CRM
email notifications are sent automatically

STEP 11 — SAVE YOUR FUNNEL

Click:

Save Funnel

Always save after major edits.

STEP 12 — PUBLISH YOUR FUNNEL

After saving, Funnel System Pro generates a shortcode.

Example:

[funnel_system_pro id="123"]

You can place this shortcode:

inside Gutenberg
inside Elementor
on landing pages
in popups
on homepage sections

This publishes the funnel live on your website.

STEP 13 — TEST THE FUNNEL

Before sending traffic:

complete the funnel yourself
test on mobile
verify notifications
check CRM submissions
test page speed
review spacing and layout

Testing is critical for high-converting funnels.

BEST PRACTICES FOR YOUR FIRST FUNNEL

Keep It Simple

Short funnels usually convert better.

Ask Only Important Questions

Avoid unnecessary fields or steps.

Use Strong Headlines

Explain the value immediately.

Optimize For Mobile

Most visitors will use phones.

Use Clear CTA Buttons

Action-oriented buttons improve completion rates.

EXAMPLE SIMPLE FUNNEL STRUCTURE

Welcome Screen

Get Your Free Estimate

Step 1

Project Type

Step 2

Budget Range

Step 3

Timeline

Lead Form

Name, Email, Phone

Result Screen

Thank-you + next steps

This simple structure works extremely well for many industries.

WHAT HAPPENS AFTER SUBMISSION?

When someone completes your funnel:

the lead is saved in CRM
notifications are sent
analytics are recorded
funnel tracking updates automatically

You can manage leads inside:

Funnel System Pro → CRM

NEXT STEP

Now that your funnel is live, continue with:

Conditional Logic

Learn how to create dynamic funnels that adapt based on user selections and behavior.