Funnels: start from a template, plan the revenue, launch ready
The funnel builder ships with eight style collections of ready-made page templates and dozens of complete funnels you can start from in one click. This guide covers templates, the editor, one-click upsells and downsells, step settings, revenue projections, and the funnel map that checks a funnel before launch.
10 min read · Updated for the current release
Page Templates and style collections
Mix and match single pages from one style collection so the whole funnel looks consistent.
The Page Templates browser is a full-height browser with style and page-type navigation, search, and large live previews. It opens on the Ultra Modern collection.
Each collection has matching opt-in, sales, VSL, webinar, checkout, upsell, downsell and thank-you pages, written with real copy. Template pages include marked image placeholders for product mockups, bonus covers and offer stacks, labeled with what belongs there and the right shape, ready for your own images.
- Collections — Ultra Modern, Classic, Minimal, Luxury, Bold, Playful, Glam Editorial and Soft Feminine.
- Section templates — every older section template has been rebuilt in a modern style, with live miniature previews in the picker.
Complete funnels
Multi-step funnels with real sales copy that you can use as-is and swap in your own offer.
Complete funnels include long-form sales letter funnels in six styles, webinar funnels, VSL funnels, 5-day challenges, high-ticket application funnels, an advertorial funnel, a free-plus-shipping book funnel, a quiz funnel and a product launch funnel.
Both the Page Templates browser and the New Funnel window let you switch between whole funnels (grouped by funnel) and individual funnel pages.
Start a new funnel
The New Funnel window on the Funnels page offers Blank or Start from a template.
- 1
Open New Funnel
On the Funnels page, open the New Funnel window and give the funnel a name. You'll see a clear error if the name is missing.
- 2
Choose how to start
Pick Blank, or Start from a template and filter by style and page type.
- 3
Check the numbers first (optional)
Use the See projections link to open the revenue projection drawer while you are still naming the funnel.
Templates in the AI Workspace
When you ask the AI Workspace for a funnel, it first suggests matching templates as cards with page count, style, page order and an emails badge. Use this template builds the funnel with the design intact and rewrites the copy for your offer section by section.
The editor
AI edits for whole sections, cleaner side panels, and finer typography and spacing controls.
- AI edits whole sections — with a section, row or column selected, the AI chat can rewrite every element inside it in one request — or switch to Only what I mention for targeted changes.
- Cleaner panels — solid black or white side panels, a font size slider on the Style tab, one-slider or per-side padding and margin, a color picker with an opacity slider, and settings that match the live preview.
- Workflow — a Desktop/Mobile view switcher, automatic mobile scaling, a page link bar with your live or preview URL, a Pages side sheet to search, reorder and manage pages, easier drag-and-drop, and page thumbnails that save automatically.
- Video player — one Choose video window for your Media Library, your Video Library and YouTube, Vimeo or Wistia links, with poster images, frame shapes, a click-for-sound overlay, a pulsing play button, Full, Click only or No pause controls, and custom player colors.
One-click upsells and downsells
Buyers add an offer after checkout without re-entering their card.
The 1-Click Upsell element in the Commerce section charges the card the buyer saved at a Stripe checkout in the same funnel, with no re-entry. Buyers who paid another way, such as PayPal, can't use the one-click offer. Accepting an upsell skips the downsell that follows it.
Funnel steps and settings
Manage every step of a funnel from the funnel steps page.
Step cards show larger thumbnails and status and can be reordered by drag and drop. The step settings drawer lets you edit the name, URL slug, page type and SEO title and description, and copy the preview and live links. The Products, Publishing, Stats and Settings tabs save and show real data.
Forms and quizzes from templates
When you pick a form or quiz template, choose Use as-is or Tailor with AI for your business, audience, offer and tone — or use Start with AI to describe what you need and let AI pick and tailor the closest template, including your saved ones. AI tailoring uses credits.
Revenue projections
See what a funnel could earn before you spend a dollar on ads.
The Revenue projection button on the funnel steps page estimates buyers, average order value, gross and net revenue, ROAS, cost per customer, break-even cost per acquisition, margins and monthly recurring revenue from the products assigned to your funnel. You can also open it from the step settings drawer without losing unsaved edits.
Projections handle any number of order bumps and upsells, show downsells only to buyers who declined the upsell before them, and count subscription offers toward monthly recurring revenue.
- Scenarios and periods — switch between Conservative, Base and Aggressive assumptions and view results per day, week, month or year, with a suggested ad spend that stops changing once you edit it.
- What-if pricing — adjust each offer's price, traffic, take rates and costs to see the effect instantly. Nothing is saved, so your real products stay unchanged.
- Revenue by offer — bars show how much each offer contributes.
- Warnings — plain-language warnings flag missing prices, low margins, negative profit, high acquisition costs and high churn.
- Offer-first projections — type in a planned main offer (one-time or subscription, including free), up to 4 order bumps and up to 4 upsells, each with an optional downsell, and see projections before the funnel has any products. Each new session from the New Funnel window starts with an empty offer.
Funnel map and readiness checks
Catch a missing main offer or a misplaced step before launch.
The Funnel map button on the funnel steps page shows every step in order with its thumbnail, type, products, prices, issues and a Preview link, plus a readiness score and any products not attached to a step. If products fail to load, the map shows Products unavailable instead of false missing-product warnings, while still checking the steps themselves.
- Offers — a missing main offer, or upsell or downsell steps with no product.
- Structure — a missing checkout step, a downsell with no upsell before it, or steps after the thank-you page.
- Status — draft, paused or archived steps.
Revenue Projection page element
Let your visitors run their own numbers — an interactive lead magnet for your funnel pages.
The Revenue Projection element in the Commerce section of the funnel builder lets visitors type their own offer stack and see a projection. It has a primary button that defaults to the next funnel step and an optional secondary button.
To gate the results, pick a saved form: results unlock after the visitor submits it, and visitors stay on the page even if the form normally redirects. You can save the visitor's offers to their contact record and send them to your automations.
In AI builds and templates
AI-built funnels can include the Revenue Projection element with an email opt-in form created automatically, and a Revenue Projection Optin section template is available in the Optin category.