Building a sales funnel in ClickFunnels is relatively easy! However, if you haven’t used it before, you may not understand what needs to be completed in order fully take advanced of your funnel. Watch the video above or continue to read this blog as we build a high-converting sales funnel from start to finish.

The set up

Before we build our funnel, lets take care of the back end. Once logged into your ClickFunnels dashboard, hover over the user menu in the top right of your screen and click ‘Account Settings’.

You’ll be greeted on the left by a column of navigation. Everything required to setup next will be under ‘Setup’.

Payment Gateways

Here you can integrate the payment platform that you want your funnel to use. Click ‘Add New Payment Gateway’ and choose from Stripe, PayPal, ClickBank, Infusionsoft, JVZoo, etc. Then simply follow the on-screen instructions.


Add a domain that you already own, or register a new domain. Learn how to get the cheapest domain & 5 free custom emails here.

Once you’ve purchased a domain, go back to Account Settings > Domains > Add New Domain, and click ‘Use an existing domain’. Simply type in your domain’s URL and click ‘add domain’.

In order for your domain to work, we need to point it in your funnels direction. To do this, log into the account where you bought your domain and add a CNAME record that points ‘www‘ at ‘‘. If you’re unsure how to do this, here are some detailed instructions.

Finally, click ‘I’ve done this step’ so that ClickFunnels can verify your domain.

Email Integrations (SMTP)

Simple Mail Transfer Protocols are essentially the internet’s way of sending emails. Think of an SMPT server as your mailman; you put the mail in the box, and someone picks up your mail and sends it off to its recipient. A SMTP is a set instructions that automates the process of sending mail.

You can add one SMTP on the free trial & $97 plan, or three on the $297 (Platinum) plan. More information on SMPT set up.

Note: Skip this step if you’re watching our free video course, alternative funnel automations can be found in video 4.

Choose your building method

In the top navigation bar, go to ‘Click Funnels’ > ‘Funnels’ and click ‘Add New’. We now have two options:

Cookbook Builder Process – A quick way to select what you would like from your funnel in a “cookbook” style process.

Classic Funnel Builder – A step by step process that gives you the basic funnel scaffolding to build from.

Both methods are relatively fast, however the ‘Cookbook Builder’ will present you with pre-done funnels. In the video above we demonstrate how to build a funnel from scratch using the ‘Classic Funnel Builder’.

If you clicked ‘Classic Funnel Builder’, you can choose from a further three options. These are your funnel objectives. Choose one that relates to the reason you are building a funnel:

Collect Emails (Leads) – choose if you want to gather peoples leads and create an email list.

Sell Your Product (Sales) – click to promote a new product for launch, or generate sign-ups to your paid service.

Host Webinar (Event) – select to drive traffic to an online event video such as a live webinar.

In the video tutorial, we show you how to gather email leads by selecting ‘Collect Emails’.

Choose template

There are hundreds of templates too choose from, and it doesn’t matter which one you choose. Hover over a template to preview and install it. Simply click ‘Select Template’ when you find one you like.

Then to the left, you can see your funnel steps. These are the pages in your funnel. You can add more pages by clicking ‘Add New Step’.

Select one of the steps (pages) to customize its template. This will open the funnel builder.

The funnel builder

Let’s take a tour around ClickFunnels. Everything you need to structure your funnel can be done with these 4 starting points. All of which can be found at the top right of your funnel builder at all times:

Section – This is the area you create to place content in. Choose from a full-width, wide, medium or small section.

Row / Column – When adding a row, you get to decide how many columns you want in that row. You’re allowed to add 1-6 columns, and a left or right sidebar. To drag in a column after you’ve created a row, simply use the ‘Columns’ tab.

Element – An element is a piece of content. Once selected, add text, images, video, forms, buttons & more.

The rest of the toolbar is filled with more advanced tools. Here’s what you need to know:

Desktop/Mobile View – Switch between a mobile and desktop view to edit how the funnel operates/looks before its live.

Apps (Applications) – A place to add third party integrations that may suit the cause of your funnel.

Settings – Includes integrations, SEO meta data, tracking codes, typography, background, custom css, as well as general settings.

Pop Up – Create your own pop-ups inside the funnel. No third party pop ups needed.

Undo / Redo – Reverse or forward your editing history.

And finally, DON’T FORGET to keep pressing SAVE when you edit your funnel pages. You already know what that does!


The basic layout of a funnel page will be determined by template you choose, or the elements that you add. However, each page should serve a purpose, be concise, and get straight to the point.

So if your aim is to gather leads, an ‘opt-in page’ should create value and include a variety of opt-in forms. If your aim is to sell a product, the ‘product page’ should inform people why they need it, and also have multiple ways to purchase through the funnel.

Learn more in step 3 about what to add, and where to optimise your pages for high conversions.

Follow along!

Start building your funnel now! Get 14-Day Trial of ClickFunnels and follow our FREE Video Training Guide to start increasing your sales today!