FIRST FUNNEL TUTORIAL
Welcome to your first funnel build with Funnel System Pro.
In this tutorial, you’ll learn how to:
- Create a new funnel
- Add funnel steps
- Configure lead forms
- Customize the design
- Publish your funnel live
By the end of this guide, you’ll have a fully working funnel running 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 type of funnel works great for:
- Contractors
- Agencies
- Coaches
- Local businesses
- Service providers
- Consultation booking
STEP 1 — CREATE A NEW FUNNEL
Inside WordPress, go to:
Funnel System Pro → FunnelsClick:
Add New FunnelYou’ll now enter the Funnel Builder interface.
STEP 2 — NAME YOUR FUNNEL
Enter a funnel name.
Example:
Home Renovation Estimate FunnelThe name is used internally inside WordPress 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 EstimateExample button text:
Start Your EstimateKeep the messaging:
- clear
- simple
- action-oriented
STEP 4 — ADD FUNNEL STEPS
Now it’s time to create your questions.
Funnels work by guiding visitors through multiple steps.
Example steps:
Step 1
What type of project do you need?Options:
- Kitchen Remodel
- Bathroom Remodel
- Flooring
- Painting
Step 2
What is your estimated budget?Options:
- Under $5,000
- $5,000 – $15,000
- $15,000 – $50,000
- $50,000+
Step 3
When would you like to start?Options:
- Immediately
- Within 30 Days
- Within 3 Months
- Just Researching
STEP 5 — ADD A LEAD FORM
Near the end of the funnel, enable lead capture.
This allows visitors to submit:
- Name
- Phone number
- Project details
Typical lead form fields include:
- Full Name
- Email Address
- Phone Number
- Message
Lead information is automatically stored inside the Funnel System Pro CRM.
STEP 6 — CONFIGURE EMAIL NOTIFICATIONS
Open:
Funnel Settings → NotificationsAdd the email address where leads should be sent.
Example:
you@yourwebsite.comWhen someone completes the funnel:
- the lead is stored in CRM
- email notifications are sent automatically
STEP 7 — CUSTOMIZE THE DESIGN
Open the Design Settings section.
You can customize:
- colors
- typography
- buttons
- spacing
- progress bars
- backgrounds
- visual themes
Funnel System Pro includes multiple visual themes for different styles and industries.
STEP 8 — CONFIGURE THE RESULT SCREEN
The Result Screen appears after completion.
You can:
- display a thank-you message
- show estimated pricing
- offer consultation booking
- redirect users
- display custom recommendations
Example result headline:
Thanks! Your Request Has Been SubmittedExample message:
Our team will contact you shortly with your estimate.STEP 9 — SAVE YOUR FUNNEL
Click:
Save FunnelAlways save after major changes.
STEP 10 — PUBLISH YOUR FUNNEL
After saving, Funnel System Pro generates a shortcode.
Example:
[funnel_system_pro id="123"]You can place this shortcode:
- on pages
- inside Elementor
- inside Gutenberg
- in popups
- on landing pages
STEP 11 — TEST YOUR FUNNEL
Before going live:
- complete the funnel yourself
- test on mobile
- verify emails are sending
- confirm leads appear in CRM
- check button spacing
- review loading speed
Testing is extremely important for conversion-focused funnels.
FUNNEL BEST PRACTICES
Keep Steps Simple
Avoid overwhelming users with too many questions.
Use Clear Headlines
Your messaging should immediately explain the value.
Optimize For Mobile
Most users will visit from mobile devices.
Focus On One Goal
Funnels convert best when focused on a single action.
Reduce Friction
Make forms easy and fast to complete.
NEXT STEP
Now that your first funnel is live, continue with:
Creating Your First Lead Form
This guide will show you how to create higher-converting lead capture forms inside Funnel System Pro.