Video tutorial 20 of 24
How to Build a Lead Funnel in Workspace369
To build a lead funnel in Workspace369, open Funnels, under Communications. Funnels are short, mobile-friendly pages that turn visitors into leads. Start from a template, start blank, or let AI draft one for you. Open a funnel, and each step on the left is one screen, while the preview shows it on a phone, the way your visitors will see it. Click any block to change it. For an image, upload your own, choose one from your workspace, or browse stock photos. The form step is where visitors leave their name, email and mobile number. Click Preview to go through the funnel step by step, just like a visitor. Every lead it collects is saved to Requests, where you can turn them into clients. When it's ready, click Publish and share the link.
What you'll learn
- Where to find Funnels, under Communications, and what a funnel is
- How to start from a template, start blank, or let AI draft a funnel for you
- How each step on the left is one screen, shown in a phone preview
- How to change any block, and add an image: upload your own, choose one from your workspace or browse stock photos
- How the form step collects each visitor's name, email and mobile number
- How to go through the funnel like a visitor, then publish it and share the link
FAQ
Common questions
What is a funnel in Workspace369?
A funnel is a short, mobile-friendly page that turns visitors into leads. Each step is one screen, and you'll find your funnels in Funnels, under Communications.
How do I start a new funnel?
In Funnels, start from a template, start blank, or let AI draft one for you. In the video, Apex Auto Spa opens its "Ceramic Coating Consultation" funnel, which has six steps, from a welcome screen to a request-received screen.
How do I edit a funnel?
Each step on the left is one screen, and the preview shows it on a phone, the way your visitors will see it. Click any block to change it. For an image, upload your own, choose one from your workspace, or browse stock photos.
Where do the leads from a funnel go?
The form step is where visitors leave their name, email and mobile number. Every lead the funnel collects is saved to Requests, where you can turn them into clients.
How do I publish a funnel?
First click Preview to go through it step by step, just like a visitor. When it's ready, click Publish, and share the link.
Full transcript
Welcome back. In this video, we'll look at funnels: short, mobile-friendly pages that turn visitors into leads.
Open Funnels, under Communications. Start from a template, start blank, or let AI draft one for you. Let's open the ceramic coating funnel.
Each step on the left is one screen. The preview shows it on a phone, the way your visitors will see it. Click any block to change it. For an image, upload your own, choose one from your workspace, or browse stock photos. This step is the form, where visitors leave their name, email and mobile number.
Click Preview to go through it step by step, just like a visitor. Every lead it collects is saved to Requests, where you can turn them into clients. When it's ready, click Publish, and share the link. And that's funnels. In the next video, we'll automate your follow-ups with workflows.
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