Build sales funnels with the Click Funnels app

05Feb, 2018

Been playing around with Click Funnels for a couple of months, learning how it works and testing out it’s capabilities.


Clickfunnels is web based software for building sales funnels.


What is a Sales Funnel?


A “Sales Funnel“, is where your website visitors can come in the top and sales comes out the bottom.


It can look something like this.


In simple terms, you get your online visitors to go through a “capture page” where you can gather their contact information, usually a name & email and then follow up with them using email with additional Call To Actions to eventually lead to a sale and convert them into a paying customer.


A Sales Funnel process could look something like this.


What is Click Funnels?


ClickFunnels is sales funnel software.


It simplifies the design process for creating sales funnels that include sales pages, landing pages, and integrations for things like email sequence campaigns and process automation.


Basically, it helps you manage your entire sales funnel.


There are over 20 types of sales funnels you can create. Here is a list of 22 that you can use to sell anything.


1) The Sales Letter Funnel


Use a traditional sales letter to sell your products or services.


This funnel uses a long form sales letter to sell the product or service up front. It gets its name because of the script Russell Brunson uses for his sales letters in the DotComSecrets book called “Star, Story, Solution.


The sales letter sells your front end product, and then you have upsells and downsells immediately after the main offer to increase the average cart value.


2) The Squeeze Page Funnel


Use curiosity to generate leads with this simple two-page sales funnel.


The goal of a squeeze page is to get your visitor to give you their email address.


These pages have very few other distractions. Often times, not even a logo on the page or any complicated footers or extra links. The #1 secret to get the highest conversion rate on a squeeze page is to use a curiosity-based headline. Then they have to put in their email address and click “submit” to figure out the answer to the question.


The better the curiosity, the more likely they are to give you their email address. Squeeze pages, are great when you are going after a new audience so you don’t use a lot of branding. Focusing on curiosity to get them to opt-in is the goal. Then, on the next pages in the funnel is when you can start introducing your branding, other content, videos, etc.

Learn more about squeeze page funnels


3) The Membership Funnel


Create a membership site and sell access to it through this funnel.


Membership Funnels were created to sell people into membership sites, paid newsletters and more. There are different ways you could sell a membership site (for example, with a webinar or a sales letter), but in this template we will be using a video sales letter. On the first page, someone will typically signup for some type of trial.


On the Thank You Page they get a link to create their account in the member’s area. Users create their own unique username and password and content unlocks based on the user’s specific purchases.


4) The Survey Funnel


Find out who your visitors are first and then send them into the right funnel.


A survey funnel has two main purposes. The first is to help your visitors engage with you more because they are required to answer questions and make micro commitments. The second is it allows you to figure out who your visitors are, and then you can show them a different sales message based on who they are.


So in the survey I may ask questions like, “Are you a man, or woman.” If they choose man, I would then direct them to a version of my funnel that is setup to sell to a man, but if they tell me that they are a woman, I may have a different sales video or webinar to show them.


5) The Video Sales Letter Funnel


Use video to sell your products or services through a VSL funnel.


A video sales letter funnel has a video that makes the sale for your product or service. Often times people will hide the “Add To Cart” button until after the video has revealed the price. This isn’t necessary, but simple to do inside of ClickFunnels. The video sales letter sells your product, you can include an Order Form Bump on the order form, and then we normally have an upsell and potentially a downsale.


6) The Reverse Squeeze Page Funnel


Give value first, then ask for their email with a reverse squeeze funnel.


Use a Reverse Squeeze Page Funnel to give before you take. Give away some of your best information and items before asking for a visitor to optin. Then, ask customers to “optin for more” after they watch the video.


This is helpful when you need to drop your customer’s walls quickly since you’ve already contributed to your ‘relationship’ with them. Usually, you’ll have a lower conversion rate than a traditional Squeeze Page Funnel, but the quality of the leads will be much higher. The Thank You Page is used to give more information and Share with their friends.


7) The 2-Step Tripwire Funnel


Use a low ticket front end product and then upsell them your others products.


A Tripwire is a low ticket front end product that is so irresistible people have to purchase it. After they put in their credit card, you can then upsell them your more expensive products through Order Form Bumps and One Click Upsells or Downsells. The ‘Two-Step’ gets its name from the Two-Step Order Form used on the first page of this funnel-type. During Step One, a potential customer is asked for and submits their contact information.


During Step Two, the potential customer selects their product and enters their credit card information. The real power of the two-step comes from the ability to follow-up with a potential customer if they didn’t complete Step Two. Upsells and Downsells follow the first page to increase the Average Cart Value. Typically, the goal of this funnel is to break even on ad-spend, then ascend paying customers to higher-ticket offers on the Thank You Page.


8) The Live Demo Funnel


Demonstrate your product through your own live demo funnel.


The Live Demo Funnel is a great way to show off your product by you simply using it in front of your customers. This gives the entrepreneur a way to answer live questions and demonstrate their product. Do this by hosting a periodic live show that others can also attend live. Remind viewers where they can get the product you’re showing and keep additional episodes below.


The best-known example of this type of funnel is at


9) The Invisible Funnel


Sell access to an event, but charge them after it’s over if they like it.


Invisible Funnels work by giving away a lot of value for free upfront and only charging if the customer liked what they received. It’s like going to a restaurant and only paying if you liked the food. Although it is free to attend, visitors register their seat after a Video Sales Letter on the first page by entering their credit card information even though no money is charged.


An OTO is offered on the second page to increase Average Cart Value with additional products offered on the thank you page. If the customer likes the free training they are told to “do nothing, and your credit card will be billed in two days. If you didn’t like the training, just let me know and we won’t bill you at all.”


10) The Lead Magnet Funnel


Give people an ethical bribe in exchange for their email address.


A lead magnet funnel is similar to the other optin funnels, except you are actually giving away something in exchange for their email address. It may be a report or video, but it’s typically something tangible that they are exchanging for their email address.


11) The Hero Funnel


Let people know who you are and how to connect with you.


Use a Hero Funnel to showcase you as the entrepreneur, your story, and build a list of followers while you do so. This funnel starts by sharing some of your bio, getting people to join your email newsletter, and then asking them to follow you on your social media accounts.


12) The Auto Webinar Funnel


Create auto webinars that automatically sell your products around the clock.


The Auto Webinar Funnel is used after an entrepreneur has proven their offer several times previously in the Webinar Funnel. The major difference in this funnel is that the historically best converting webinar is uploaded online (YouTube, Vimeo, etc) and is embedded in its own “Webinar Broadcast Page.”


Auto webinars can play every hour around the clock selling your products and services automatically for you. Someone registers for the webinar on the registration page, then they are taken to a confirmation page where they can see the date and time for their event. They are then emailed links to indoctrination pages where you can get them excited about the training they either are about to get on, or just completed.


After their presentation time has passed, they are then emailed links to a replay room where they have one last chance to watch the webinar.


13) The Homepage Funnel


A traditional “website” that pushes people into your core sales funnels.


The Home Page Funnel lets the entrepreneur have elements of a traditional “home page” website, but turn it into an actual lead funnel.


The first page tells the story of the business and invites visitors to optin. They can also choose from the most popular products featured below. As opposed to the Hero Funnel, which highlights the entrepreneur, a home page funnel is good at featuring the business’ origins with several popular products.


14) The Webinar Funnel


This funnel will get people to registered and attend your webinar events.


The Webinar Funnel gives the entrepreneur more time to close potential customers at a higher price point, as most webinars are at least one hour long, and gives more time to address the false beliefs of customers.


Webinar Funnels are an “event” and are broken into two phases. During the first phase, visitors register for a seat to attend and hear success stories to increase curiosity. Unlike the Auto Webinar Funnel, this live version is usually hosted on a 3rd party software (Go-To-Webinar, Zoom, etc). During the second phase, visitors attend the live webinar and watch replays while the window to buy begins to close, creating true scarcity and urgency.


To learn more on how to create a webinar that sells, read my book “Expert Secrets” and it shows you slide by slide what to say to sell any product or service. You can get a free copy at


15) The Ask Campaign Funnel


Find out what your customers actually want before you create it for them.


Use an Ask Campaign funnel at all stages of your business to find out what customers actually want. Typically, the open-ended question is phrased, “What’s Your #1 Question/Challenge With XYZ?” Customer responses become the basis of your offers and helps you discover the false-beliefs potential customers will experience before they’ll give you money. You can also offer the product as a gift if they respond to your campaign.


16) The Cancellation Funnel


Create a survey asking people why they are leaving then try to save the sale.


The Cancellation Funnel is used when a customer is trying to either refund, cancel a service, or return a product. Many times they are canceling because they don’t understand something about what you offer.


Doing a quiz first lets you figure out what their specific concern is, and then you can try to save the sale on the next page. This can drastically reduce refunds, cancellations and churn.


17) The Application Funnel


Have people apply to work with you through an application funnel.


Application Funnels work by using a “take away” sale, where the potential client must ‘apply’ to become a client. It lets you qualify people to work with you and is used often in high end coaching and consulting.


18) The Product Launch Funnel


Built anticipation for your new product with our product launch funnels.


The Product Launch Funnel lets an entrepreneur build anticipation before a customer is allowed to buy a product. Small marketing “previews” about the product are sent, usually at least a day apart, to build scarcity and urgency for the final day when the “cart opens” and customers may buy for a limited time.


A defining feature of the Product Launch Funnel is closing the cart after a few days. This concept was pioneered by Jeff Walker and helped thousands of entrepreneurs to launch new companies overnight. You can learn more about what to put in the product launch videos in both the “Dot Com Secrets” book as well as the “Expert Secrets” book.


19) The Daily Deal Funnel


Make an irresistible offer to get new customers (Nickname: Groupon Funnel)


Companies like Living Social and Groupon made the Daily Deal Funnel famous by getting companies to make an irresistible offer to get new clients into the front door. You can quickly create an offer, and run it as an evergreen campaign to consistently get new people into your business. Begin with a Two-Step Order Page where you make the special offer, then on the Thank You Page, encourage your customers to share the same deal with their friends.


20) The Storefront Funnel


A traditional ecommerce “website” that pushes people into your core funnels.


The Storefront Funnel is a small funnel that is similar to window shopping. It’s a single page where all of your products sit together with links to other individual funnels and products. It mimics a more traditional eCommerce website, but each product pushes into a funnel that efficiently sales that product.


21) The Bridge Funnel


Use a Bridge Funnel when you need to connect two different, but related ideas for the customer, or to pre-frame the thing you really want to sell. This is especially helpful for affiliate or network marketers who don’t control the pages they are sending their visitors to when they are ready to signup. This pre-frame bridge page gives you the ability to presell them before sending them into a funnel you don’t control.


22) The Summit Funnel


Summit Funnels are the perfect way for entrepreneurs to provide value and become more of an authority figure in their industry. It happens by putting together an online summit with multiple speakers that you interview. You let people register for the summit for free, and then potentially upsell them on the recordings.


It’s a great way to build a list and brand your authority. On the Sales Letter Page, I’d get a biography of each person and put their headshot on the registration page. My upsell would include offering the recordings of the event, and then on the Share Page I’d get them to invite their friends to the event.


Clickfunnels comes loaded with lots of templates for sales pages, landing pages, member pages, squeeze pages and more.


All the templates are editable which means you have full control on everything ranging from background, to font size, to containers, data fields and more.


Clickfunnels UI


The Clickfunels user interface is pretty easy to understand and to navigate. You don’t have to hire a professional designer to build out pages as there is no need to code anything.


After a while, I started to get pretty quick not using the application.


Everything is configurable and you can do this right in the UI. Even if you have zero designing or programming skills, you can still create professionally looking sales pages with ClickFunnels in no time.



Clickfunnels Features


Almost too many to name, Clickfunnels has all of the features you need to build and manage 100’s of sales funnels.


Clickfunnels Templates


There are different types of funnel templates available to choose from that are all editable.


For instance, you can have free e-book offer on the landing page which can lead visitors to a sales page where they subscribe to your webinar and then they move to a thank you page.


Now, this is just one example. You can create these types of sales funnels with all the pages connected and linked to your email marketing service and billing system.



The process is simple, you choose a funnel template, add your logo, your text content and you’ re all set to publish your funnel and start driving traffic to it.


ClickFunnels Membership Website


If you want to create a membership site, you don’t have to buy another WordPress plugin or other application.


ClickFunnels provides membership opt-in and membership page templates.


Here are some of the Membership Templates


Being an internet marketer, you can imagine how hard it is to create such types of membership funnels from scratch. ClickFunnels makes it easy to create a membership site where you can create and provide your course content behind a user account.


Adding lessons is as easy as clicking a button.


Webinars Funnels

Marketers love webinars, and for good reason. They convert really well.


Internet marketers use webinars to deliver free value to their target audience and then eventually send them to their sales page. You easily can create webinar funnels using ClickFunnels, keeping it easy for you and seamless for your customers.


Clickfunnels Webinar Integration – Clickfunnels lets you create complete webinar-type funnels with auto-replays for the users, their email collection and much more. Currently, ClickFunnels offers webinar integration with WebinarJam Studio, GotoWebinar, and EverWebinar.


Email Integration


There is support for a lot of email providers including; Aweber, GetResponse, Infusionsoft, MailChimp, Active Campaign, GVO Pure Leverage, Ontraport, Constant Contact, MadMimi, iContact, SendGrid, Mandrill and FitPro Newsletters.


Something to note with email, many web hosting companies severely limit SMTP access and may not allow ClickFunnels to connect to it. Because of this, it’s highly recommended you sign up for a dedicated SMTP service such as Send13, Mandrill, SendGrid, or Amazon SES.


Billing & Payment Integration


This is one of my favorite features of ClickFunnels. You can integrate payments processing right within your funnel sales pages. This allows you to start billing customer’s right from inside of your sales funnel on sales pages.


This feature will make your life much easy when it comes to converting visitors into customers as buyers don’t have to leave your website to buy. Instead, all the billing and transactions can take place on your sales page in your funnel.


Right now, the ClickFunnels offers support integration with various payment platform, which includes, Stripe, Ontraport, Clickbank, Paypal, JVzoo, via Infusionsoft, Deal Guardian, Taxamo, and Shopify.


Text Messaging/SMS Integration


Presently, Clickfunnels easily integrate with Twilio and TextOptin for SMS functionality. This allows you to have people subscribe via a phone number or you can send messages back to users based on conditions like “missed webinar”.


Shipping Integration for physical product delivery


If you sell or give away physical products in your sales funnel, Clickfunnels current offers support for Kunaki and Disc Delivered for Shipping Integration.


Up-sell & Down-sell Pages


There’s hardly any product these days that doesn’t come with down-sells and up-sells as part of a sales funnel.


Managing these down-sells and upsells with ClickFunnels is easy. The upsells and down-sells functionality are all part of the funnel so you don’t have to do much of the work. It’s already in there and all you have to do it added to your funnel with a click of a button.


What is Actionetics?


Actionetics is ClickFunnel’s automation platform that can interact with your customers through the web, emails and also SMS using the Twilio integration.


The Actionetics platform makes it possible is that it takes automation to a new level with its roster of features that help you know more about your market, communicate with your market, automate your communication with your market, etc.


Actionetics: Contact Profiles


Your contact profiles page is where you’re able to see everyone who’s opted into your lists across ClickFunnels. This is where you’re able to see how many people join/unsubscribe to your lists and where you can see information about your contacts.

Actionetics: Individual Contact Profile



The individual profile which you can view when you go into one of your subscriber’s or customer’s profiles.


The first area of this page which you’ll see is the ‘Action Score’ which is a score assigned to every single person who enters into any of your funnels in ClickFunnels and has to do with a bunch of different variables. The main ones are recency, frequency, monetary value and their social score.


You’ll be able to hover over the different bands within the scoring area and get an insight into what % the contact is sitting at for some of the different variables.


E.g. With a frequency of 1%, this shows you that the customer has not purchased very often from the user.


Under the General Info area of the page, you can also see a lot of valuable data which is pulled for that contact which can help you understand that contacts movements and engagement throughout your sales funnel.


Then you’ve also got multiple tabs on the left-hand side bar which allow you to see the breakdown of:


  • Purchases made by the contact (also if an affiliate sent them to your offer, you can see which affiliate made the sale for you)
  • Memberships the contact is involved in
  • If the contact is in any Actionetics email automation
  • Which pages the contact has visited recently within your sales funnel

Actionetics: Email Lists


Email lists are the core of any online business as you segment and build your contact base with visitors to leads, and leads to customers.


In Actionetics, you’ll be able to see all the different lists that are being used and import your existing lists for other autoresponders (up to 100,000 contacts per account, please contact ClickFunnels support if you require more).

Actionetics: Automated Email Marketing


As you start growing your list, you’re going to want to start communicating with your contacts and begin to build rapport and a relationship. To do this you’re going to need to start sending out email broadcasts to your email list.


You could use MailChimpAweber or ConvertKit but with Actionetics, your email marketing is built right into the same tool as your contact list and your sales funnels.


You can customize the information of the broadcast along with selecting a template to get you started.


One of the most powerful Actionetics pieces of functionality is its email builder. We’ve all been there and used some of the most unfriendly email builders and designers on the market.


And if you’re like me, you’ll really appreciate the new ClickFunnels email builder which emulates the landing page editor and is extremely easy to use. It uses a streamlined version of the landing page editor to build email templates and broadcasts which are formatted perfectly for email clients and on mobile.


Actionetics: Action Funnels


Action funnels are another extremely powerful part of Actionetics which allows you to take internal and external actions on your list.


Through Action Funnels, you can also create custom groups and set them as triggers in order for an action to be done.


There are 7 custom groups in the Action Funnels:

  • Social
  • Contact
  • Funnel
  • Product
  • Broadcasts
  • Lists
  • Email Step


Each of these custom groups can be set as triggers for internal or external actions on your email list.


Internal actions might include removing people from your prospect list if they subscribe to a new list after purchasing a product for people who only are in a particular funnel.


Alternatively, an external action might be sending people with a social following of x an SMS reminder about a webinar coming up.


Action funnels allow you to dig deeper and be as technical as you’d like to be with your email list.

Check out the Actionetics Explainer video for yourself to get the big picture.


It will give you an idea of what Actionetics is and what it can do for your business and your revenue.

What is Backpack?


Backpack is ClickFunnels Affiliate Management application. If an affiliate sent you traffic that converted into $100, would you give them $50 back?


If an affiliate sent you traffic that converted into $100, would you give them $50 back? Of course, you would! That adds up!


With ClickFunnels’ Backpack you can build a team of commission based salespeople to help you promote and sell your products.


Check out this quick explainer video on the CLick Funnels Backpack Affiliate management application.


Summary of ClickFunnels Software


As you can see, ClickFunnels is a very powerful piece of software. Again, the details I described below are included in the base level subscription of the software.


I’ve used Hubspot and many other marketing platforms and Clickfunnels with both Actionetics and Backpack added in to make for a very powerful sales marketing and shopping cart platform.


If you are selling or thinking of selling physical or info products online, I highly recommend you take a look at ClickFunnels.


It’s everything you get for less than $100/month. If you want a 14-day trial, click here

About The Author
Craig is one of Marketing Stream's co-founders. He's spent 15+ years working with companies to develop and implement digital products & growth strategies. Craig also blogs about online business on his personal blog at can also find and follow him on these social sites.