Funnels

A funnel is an ordered series of pages that turns visitors into contacts and customers — for example: an opt-in page that collects an email, a sales page that makes the offer, and a thank-you page that confirms.

Creating a funnel

Open Funnels in the sidebar, type a name, pick a goal, and click Create. The goal builds the whole funnel for you with designed pages — "Collect leads" creates an opt-in page and a thank-you page, ready to customize. Pick "Blank" only if you want to start from scratch. The name becomes the funnel's web address (a "slug") automatically — "Spring Lead Magnet" becomes spring-lead-magnet.

Start from a template

Below the quick create box, Start from a template shows a gallery of 25 fully-designed, multi-step funnels grouped by category — Lead generation (ebook opt-in, checklist, quiz, newsletter, free trial, waitlist, survey), Sales (tripwire, long-form sales letter, product launch, subscription/SaaS plans, physical product, bundle), Webinar (live, evergreen, webinar→offer), Membership (online course, community, coaching), Booking & application (book a call, application, consultation), and Events (registration, 5-day challenge, VIP). Each card shows a real preview of the funnel — every step as a mini-page with its true background, headline and blocks — so you pick by seeing it. Type a name above first to name your funnel; otherwise we use the template's name. Several templates ship with on-brand photo backgrounds (free to use, no attribution) and placeholder copy you swap in one click. Every button is colored by your brand kit with guaranteed-readable text.

Let AI write the copy. At the top of the template gallery there's an optional "describe your offer" box. Fill it in and the button changes to "Use + write copy with AI" — we build the funnel from the template, then AI rewrites the placeholder copy across every step on your brand before opening the editor. Leave it blank to keep the placeholder copy. (AI copy needs an AI key — your own or the platform's freemium quota.)

Adding steps

Select a funnel to see its steps. Give the step a name, pick its type, and click Add step:

optin — collects a visitor's email in exchange for something (a guide, a discount)
sales — presents your offer
upsell — a follow-on offer shown after the first yes
thankyou — confirms and tells the visitor what happens next
webinar — registration for a live or recorded session

Steps run in the order shown. Every step opens as a designed page matched to its type — swap the words, don't build from zero. Deleting a funnel removes all of its pages, so the app asks you to confirm first.

Editing a page

Click Edit page next to any step to open the visual editor. Drag blocks from the left panel onto the canvas — Sections are full-width bands, Columns split content side by side, and Headlines, Text, Images, and Buttons go inside them. Select any block to change its settings in the right panel. The Phone / Tablet / Desktop buttons at the top preview your page at each size; undo is Ctrl+Z.

Inline editing: click straight into a Text block on the canvas and type — a floating toolbar lets you bold, italicise, and add links without leaving the page. Sections offer S/M/L/XL vertical spacing or a Custom (px) option for exact top and bottom padding.

Three buttons worth knowing:

Publish (top right) saves your work — the toolbar confirms with "All changes saved". Until you hit it, changes live only in the editor.
Preview opens a new tab showing the page exactly as a visitor will see it, with no editor around it. Publish first, then refresh the preview tab to see new changes.
Versions → Save version takes a named snapshot ("Before price change"). Restore any version later; the editor snapshots your current page first, so a restore is always undoable.

Reusing your best pages

Built a page you love? Open it in the editor, click Versions → Save as template, and give it a name. From then on it appears in the Start from picker whenever you add a step — in any funnel in your workspace. Your saved templates also show on the Funnels page under Your saved templates, each with a preview thumbnail of its first step (just like your funnel cards) so you can recognize them at a glance. Goals now include Run a webinar (registration + thank-you, with the signup form pre-placed).

Going live

Hit Publish funnel in the editor toolbar and every step goes live on a public link (shown as View live on the Funnels page — share that link anywhere). Publishing again updates the live pages in place.

Custom domains

By default a published funnel lives at a CampaignHQ link. To serve it on your own domain (e.g. go.yourbrand.com), click Domains on the funnel in the Funnels list:

Add the domain — type your subdomain and add it.
Set two DNS records at your registrar (shown on the card): a CNAME pointing your subdomain at our app host, and a TXT verification record.
Click Verify — once we see the TXT record, the domain goes live and your published funnel resolves on it.

A domain only routes traffic after it's verified, and each domain can belong to one funnel. (HTTPS certificates are handled automatically at the platform level.) Remove a domain any time to stop serving the funnel there.

Start with AI: on the Funnels page, describe your offer and who it's for - AI drafts the whole funnel (the right steps, page layouts, and copy) on your brand kit, then you refine it in the builder. Needs an AI key (your own, or the platform's freemium quota).

Custom favicon

In the funnel workspace (Steps tab) the Favicon card sets the little icon shown in the browser tab for that funnel's live pages. Upload a square image (PNG or SVG work best) or paste an image URL, then Save. Each funnel can have its own, so different brands or clients look right. Leave it blank - or click Reset to default - to use the CampaignHQ icon.

Start from a template: when you add a step, "Start from" offers a dozen conversion-structured templates across industries (agency, ecommerce, coach, local business, SaaS, webinar) plus any pages you've saved yourself - so you begin with a designed page, not a blank one.

Brand kit: in Settings → Brand kit, set your colors, fonts and logo once. Every funnel page inherits them - your brand color recolors buttons and accents across all pages (republish a funnel to apply changes).

Stock photos: the Image block has a "Search free stock photos" box - search and click a result to drop it straight in, no uploading or hunting for a URL.

Page background: click an empty part of the canvas (or the page name in the outline) to set a whole-page background - a color, or an image from your Media library. Leave "Background stays put on scroll" on for a parallax-style fixed background that the page scrolls over; turn it off to let it scroll with the content.

Make it yours: every Section takes a custom background color (full color picker) or a background image — pick one from your Media library or paste any URL, with a lighten/darken overlay so text stays readable. And every element that shows a color has a picker for it: all buttons (standalone, Hero, lead form, checkout, upsell, webinar), headlines, text, bullet markers, countdown digits, FAQ cards, pricing accents, icons, progress bars, dividers, share pills, testimonial quotes, and feature cards. The Video block drops in a YouTube, Vimeo, or direct .mp4 link at 16:9.

Animations: every block has an Animation setting with three kinds of motion - entrances that play once as the block scrolls into view (fade, slide, zoom, blur, bounce, flip), attention loops that run continuously (pulse, bounce, wiggle, shine, shake, heartbeat, float, glow), and hover effects (grow, lift, tilt, shine). Tune the speed, movement size, and delay per block. Motion is respectful of visitors who set "reduce motion" in their system.

Buttons: every button has a full style panel - size (S/M/L/XL), width (auto, half, three-quarter, or full width of its container), corner radius, a two-color gradient with an angle (or solid/outline), shadow (soft, strong, or a colored glow), a subtext line under the label (e.g. "No credit card required"), and uppercase text. Width and size are independent - a Medium button can still stretch to full width.

Conversion blocks: Countdown (fixed deadline, per-session, or Evergreen — a per-person tamper-proof timer anchored server-side that stays consistent across reloads and devices, and hides any block you mark when it hits zero), Calculator (inputs + a formula → a live ROI/savings result), Quiz / assessment (multi-question quiz that scores visitors into result buckets, optionally captures their email before the result, and tags them by answer so they flow into segments + automations), Social proof popups (small "Jamie just bought …" toasts fed by your real recent orders — no fake data), FAQ accordion, Pricing table, Icon row, and a Spacer.

The block palette is grouped into ⭐ Ready-made, ✍️ Text, 🖼️ Media, 🎯 Conversion, 💬 Popups, 📐 Layout and ⚙️ Advanced, with a search box at the top to filter blocks and expand/collapse-all controls.

Order bumps: the Checkout block supports multiple order bumps (each a product + offer text) shown as checkboxes — accepted bumps are added to the order total and grant access to any linked courses.

On live pages everything is wired for you:

Lead forms save the visitor straight into your Contacts (first + last name and email) and send you an in-app notification the moment someone signs up. Set Add new contacts to list in the form's settings to route leads straight into a list — the Webinar signup block has the same option for registrants.
Buttons and hero buttons set to "Next funnel step" carry visitors forward automatically; "A specific step" lets you skip ahead to any step in the funnel; pick "Custom link" to send them anywhere else.
Stats live in the funnel workspace's STATS tab — and they now talk money: total earned, plus views, leads, sales, revenue, conversion %, and drop-off % per step, filterable to the last 7 days, 30 days, or all time. Drop-off shows where visitors leave between steps — your optimization to-do list. The Dashboard home also shows total revenue collected.

Revenue attribution & client reports

Every checkout captures where the buyer came from — the UTM parameters on the link (utm_source, utm_medium, utm_campaign) and the referring site — and records them on the order (last-touch). On the Dashboard, Client reports (white-label) lets you pick sections (revenue total, revenue by source, revenue by funnel) and a date range, then generates a branded, read-only shareable link carrying your brand-kit logo and color. The report page has a Print / Save as PDF button, so the same link doubles as a live client dashboard and a PDF. Disable or delete a report link any time.

A/B split testing

Every step card has a Split test panel. Click Start split test and a Variant B is created as an exact copy of the page — edit it like any page (Edit B), change a headline, a price, an image. After you republish the funnel, visitors split 50/50 between A and B, and each visitor always sees the same version. The scoreboard shows views, actions (leads + purchases), and conversion per variant.

When you have a winner: Promote B makes it the page (your original is snapshotted to Versions first, so it's always restorable), or End test keeps A. Either way the test closes and all traffic goes to the winner.

Popups

Each step card has a Popup panel: write a headline, message, and button, pick when it shows (after a delay, on exit intent, or at scroll depth) and how often (once per visit or every view). Choose what the button does: capture a lead (a form — optionally collecting first & last name and email, which save to Contacts) or send to a link (the button becomes a redirect, e.g. to an offer or coupon page). On a capture popup you can also pick a specific automation to run on submit. Popups go live the moment you save them; no republish needed. Visitor pages stay script-locked — the popup runs on a single platform-signed script, never on page-authored code.

On the Funnels page, Duplicate makes a full copy of a funnel (its steps, pages, and settings) as a new draft. Save as template stores the funnel as a reusable, workspace-private template — it then appears under Your saved templates, where Use template spins up a fresh draft from it (great for agencies reusing a proven structure across clients). Share creates a link you can send to another member — they paste it into Import a shared funnel on their own Funnels page to get a copy in their workspace.

When you create a link you choose what importers get — a snapshot (frozen at share time, so later edits don't reach them) or live (the funnel's current version at import time) — and an optional expiry (e.g. 24 hours, 7 days). Sharing the same funnel again reuses its existing link rather than making a new URL. Manage links under Share settings & links: you can now edit a live link's mode and expiry in place (switch snapshot↔live, or reset the expiry) without deleting and re-creating it, copy the link, or Unshare to revoke it.

What's next

A bigger template gallery, save-your-own sections, AI-written copy, custom domains, and downsell branching are next on the roadmap. A public funnel marketplace builds on the share engine above.