How to Set Up a Funnel in GoHighLevel (Step-by-Step Tutorial)

April 19, 2024

How to Set Up a Funnel in GoHighLevel (Step-by-Step Tutorial)

GoHighLevel funnels are the cornerstone of a successful marketing strategy. These automated journeys transform website visitors into paying customers by guiding them through a series of steps designed to capture their interest and convert them into leads or sales. But you already knew that. With all the features GoHighLevel offers, it’s building your first sales funnel that might appear as uncertain territory. Well, don’t fret.
This guide will break down the process of setting up a GoHighLevel funnel into easy-to-follow steps, helping you to construct your own conversion machine.


Understand how GoHighLevel Funnels work:

  • Drag-and-Drop Builder: GoHighLevel boasts a user-friendly drag-and-drop interface. You can easily string together different elements like landing pages, opt-in forms, email sequences, and checkout pages to create your ideal funnel.
  • Pre-Made Templates: Don't want to build from scratch? No problem! GoHighLevel offers a library of pre-made funnel templates for various industries and marketing goals. These templates provide a solid foundation that you can customize to fit your specific needs.
  • Automation Powerhouse: The magic of GoHighLevel funnels lies in automation. You can set up automated triggers and actions based on user behavior. For example, an automated email sequence can be triggered when someone signs up for your newsletter.
  • Landing Pages and Forms: GoHighLevel provides tools to design high-converting landing pages and capture leads with various opt-in forms. These forms can be embedded in your landing pages or website to collect valuable customer information.
  • Analytics and Tracking: Analyze the performance of your funnels with built-in analytics. Track key metrics like conversion rates click-through rates, and identify areas for improvement to optimize your funnels for better results.

Steps to Creating Your GoHighLevel Funnel

Step 1: Define Your Funnel Goal


Before diving into the builder, take a moment to define your desired outcome. What action do you want visitors to take at the end of the funnel? Here are some common funnel goals:

  • Lead capture: Build your email list by encouraging visitors to sign up for a newsletter or download a valuable resource.
  • Appointment booking: Simplify scheduling by allowing potential clients to book appointments directly through your funnel.
  • Sales conversion: Guide visitors towards purchasing a product or service with compelling offers and social proof.

Knowing your goal will determine the type of funnel you build and the elements you include.

Step 2: Select your  Sub-Account

To locate your subaccounts, head to the top left corner of your GoHighLevel Agency dashboard, click on the prompt bar, Click Here to Switch, and select the sub-account for which you want to create the GoHighLevel sales funnel. 

Step 3: Choose Your Funnel Template

GoHighLevel offers a library of pre-built funnel templates for various industries and goals. These templates can be a great time-saver, providing a foundation you can customize to fit your ideals.

Here's how to find and use a template:

  • Navigate to Funnels: In the sub-account launchpad menu, head down to Sites, where you’ll have the Funnels section. 
  • Explore the Library: Click on + New Funnel, and you’ll be given the option of creating a new funnel or using the template library. You'll find a list of pre-made templates categorized by industry and goal in the template library. 
  • Find Your Match: Browse the templates and choose one that aligns with your funnel objective. You can preview the various funnels by clicking on the small eye icon that appears when you click on a template. Then select “Continue” and click on “Get this Template.”

Step 4: Build Your Funnel Pages

Back in your Funnels menu, you’ll find your chosen funnel in a recent list. Click on the funnel's ellipsis (three dots) to reveal an edit button. The core of your funnel consists of interconnected pages, each designed to move visitors closer to your goal. Here's a breakdown of typical GoHighLevel funnel steps:

  • Home Page: This is the first point of contact for most visitors. Create a compelling landing page with a clear value proposition and a solid call to action (CTA), prompting visitors to opt in or learn more.
  •  Appointment Page: If lead capture is your goal, you might need a dedicated opt-in or appointment page where visitors provide their contact information in exchange for a valuable offer.
  • Thank You Page: This page confirms a visitor's action (e.g., signing up for your mailing list) and provides additional information or resources.

You can add more steps to your funnel by clicking the Add New Step button.

Select each step, and you’ll find an Edit button that opens up an editing menu for you to make changes to the page. 

Clicking on the gear icon beside the edit button shows you where you can change the page's name from Appointment to “Opt-in,” for example.

Right beside the Funnel steps title, you’ll find the Settings menu that allows you to make additional changes to your funnel, such as adding a Facebook pixel, a favicon icon URL, or a domain.

In the editor tab, GoHighLevel's drag-and-drop editor makes building these pages effortless. You can customize pre-made sections, add or edit text, colors, logos, images, and videos, integrate forms to capture leads and select the next step for clicking a particular button. You can make changes to any selected element on the page via the Section Settings or Button Settings menu that appears on the left when you click on the gear icon pop-up.

Advanced settings allow you to check for the visibility of your funnel on phone and desktop views. Further customization is possible on every element of the funnel and you can go all out in making it truly represent your brand.

Save the changes to the customized page and repeat your editing for the other pages or funnel steps.

You can preview the funnel you’ve set up so far by clicking the Preview eye icon beside the Save button.

Step 5: Link Your Funnel Pages

Once your pages are built, it's time to connect them and define the visitor journey. Here's how:

  • Navigate to Funnel Steps: In your funnel settings, locate the Steps section. This will display all the pages you've added.
  • Arrange the Sequence: Click and drag the page tiles to arrange them in the desired order (e.g., Home -> Opt-in Page -> Thank You Page).
  • Define Triggers and Actions: You can set triggers and actions for each link between pages. Triggers define what prompts a visitor to move to the next page (e.g., clicking a button). Actions determine what happens when that trigger is met (e.g., redirecting to the next page).

Step 6: Integrate Your Funnel with Workflows (Optional)

GoHighLevel workflows allow you to automate tasks based on user behavior within your funnel.

Here are some examples of how workflows can enhance your funnel:

  • Automatically send a welcome email to new subscribers.
  • Trigger a follow-up email sequence if someone doesn't complete an action.
  • Notify your sales team when a high-value lead opts in.

Step 7: Launch and Analyze Your Funnel

With everything configured, it's time to unleash your funnel on the world! However, the work doesn't stop there. Use GoHighLevel's built-in analytics to monitor your funnel's performance. Track metrics like conversion rates and click-through rates and identify areas for improvement.

Conclusion

Now that you've successfully navigated the initial steps of constructing your GoHighLevel sales funnel keep in mind that marketing is an ongoing conversation. The drag-and-drop interface of GoHighLevel funnel templates makes setting one up easy while allowing enough customization to show your brand identity. Nonetheless, as you launch your funnel and gather data, be prepared to adapt and optimize. Embrace the power of analytics to continuously refine your funnel, transforming it into a conversion machine that delivers exceptional results. With dedication and a data-driven approach, your GoHighLevel funnels will become the cornerstone of your marketing strategy, attracting leads, nurturing prospects, and ultimately driving sales growth for your business.

Now that you've learned how to construct effective GoHighLevel funnels, it's time to take action and optimize your marketing strategy. Whether you're interested in the Pro-SaaS plan, annual special deal, 30-day free trial plan, or the unlimited plan, GoHighLevel has options to suit your needs. Start maximizing your brand visibility and driving conversions today. Upgrade now and unleash the full potential of your marketing efforts with GoHighLevel!

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