Create your first Funnel

Set up a personalized sales tunnel, create a capture form and link the funnel to a domain.

Written By CrocoTeam

Last updated 2 months ago

Are you ready to turn your visitors into loyal customers? The funnel is the essential tool for capturing leads, selling a product, or offering a discovery call.

Good news: with CrocoClick, creating an effective funnel takes just a few minutes. Follow the guide 👇

1. Create a funnel

  1. Go to Sites > Funnels

  2. Click on + New funnel

  3. Choose from 3 options:

    • Blank funnel (from scratch)

    • AI funnel (automatically generated)

    • From a template (recommended for beginners)

2. Use a funnel template

  1. Click on + New funnel > From a template > Continue

  2. Browse templates in the library (search, filters, previews, etc.)

  3. Select the desired template, then click Continue

  4. The template opens in the funnel editor: customize the colors, text, images, etc.

  5. Click Save

💡 TIP: To learn how to use the CrocoClick page editor, see our article: Introducing the page builder (funnel or website)

3. Add a form to collect contacts

  1. In the editor, open the Form or go directly to Sites > Forms

  2. Click on Create a form

  3. Add the necessary fields (name, email, phone number, etc.)

  4. Customize the design if needed

  5. Click Save

You can then insert this form into a step of your funnel.

Here is a quick tutorial on creating a capture form ⬇️

4. Modify an existing funnel

  1. Go to Sites > Funnels

  2. Click on a funnel you have already created

  3. Click on the page of your choice, then click on edit to make your changes

5. Add a domain name to your funnel

  1. On your funnel, click Settings

  2. In Link Domain, select the domain of your choice

💡 TIP: If you haven't yet connected an email domain to CrocoClick, follow the steps in our articleInstalling and Configuring a New Web Domain or Subdomain

Conclusion

Creating a funnel in CrocoClick means opening an automated channel to turn your visitors into qualified leads. By starting with a template, adding a form, and customizing everything to your liking, you're ready to convert.