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How to Create a Lead Magnet Funnel

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A Lead Magnet Funnel, also known as a Squeeze Page and Opt-in Funnel, is a simple but powerful way to attract potential customers by offering them something valuable for free, like an ebook or a checklist, in exchange for their contact information. It’s important to include lead funnels in your marketing strategy because they help you grow your email list and turn interested visitors into loyal customers. This guide will show you, step-by-step, how to create your own Lead Magnet Funnel to attract and convert more leads for your business.

Requirements

Section titled “Requirements”
  • An active ClickFunnels account

Lead Magnet Funnel Structure

Section titled “Lead Magnet Funnel Structure”

A Lead Magnet funnel typically consists of two main pages: an opt-in page and a thank-you page.

  • Opt-In Page: This is the first page that visitors land on. It’s designed to capture their attention and persuade them to provide their contact information, usually an email address, in exchange for a valuable offer (such as a free guide, discount, or course). The opt-in page should have a clear and compelling headline, a brief description of the offer, and a form where visitors can enter their details.

  • Thank You Page: After visitors submit their information on the opt-in page, they are redirected to the thank you page. This page confirms that their submission was successful and provides further instructions or access to the promised offer. It can also include additional calls to action, such as inviting them to follow your social media channels, schedule a consultation, or explore other related content.

Lead Funnel Examples

Section titled “Lead Funnel Examples”

  • A digital marketing agency might offer a free social media guide to get new leads.

  • A health and fitness coach might share a free workout plan or nutrition guide to gather new clients.

  • A real estate agent might provide a free home-buying checklist or market report to draw in prospects.

  • A financial advisor could offer a free financial planning guide or retirement calculator to generate interest.

  • A beauty and skincare brand could offer a free skincare routine guide or sample pack to attract new customers.

  • A consulting firm might distribute a free industry report or white paper to collect contact information.

How to Create a Lead Magnet Funnel

Section titled “How to Create a Lead Magnet Funnel”

  1. Go to Funnels and click Create Funnel. The Funnel Templates page opens.

  2. Use Search, or open Filters and pick a Funnel Type (Lead Funnels, Product Funnels, Presentation Funnels, Appointment Funnels or Challenge Funnels), to find a template that fits your Lead Magnet funnel. Click Preview to look through it, then click Use This Template. ClickFunnels installs the funnel and opens it in the funnel editor.

  3. Prefer to build it yourself? Click Start From Scratch, or let Build with AI create the funnel for you.

For the full steps, see How to Create a New Funnel.

Once your funnel opens in the funnel editor, set up the opt-in page:

  1. To edit your page content, hover over the opt-in page and click Edit to open the page editor.
    Hovering over the Optin step card shows the Edit and Preview buttons, with Edit highlighted

  2. You can start editing your page as needed by adding or removing sections, rows, or elements.

  3. An opt-in page needs Two Elements to work as expected:

    1. An Input element with its Input Type set to Email to collect email addresses.
      input element

    2. A Button element that is set to Submit Order/Form.
      Button element

  4. Click Save at the top right of the page editor once you have finished editing your page.

Set Up the Thank You Page

Section titled “Set Up the Thank You Page”

  1. In the funnel editor, find the Thank You Page step, hover over it, and click Edit.

    Hovering over the Thank You Page step card shows the Edit and Preview buttons, with Edit highlighted

  2. Customize the Thank You Page by adding or removing sections, rows, or elements. You can also provide download or access instructions.

Automating Follow-Ups with Workflows

Section titled “Automating Follow-Ups with Workflows”

Workflows help you engage leads after they opt into your Lead Magnet funnel. Instead of manually sending emails or managing follow-ups, you can automate key actions to nurture prospects and move them toward your main offer.

With workflows, you can:

  • Send Lead Magnet Delivery Emails: Automatically email leads with access to their free resource.

  • Tag and Segment New Leads: Organize leads based on their signup source or interests.

  • Send Follow-Up Emails: Guide leads toward your next step with a welcome series or educational content.

  • Offer Limited-Time Promotions: Automate special offers or upsells to convert leads into customers.

  • Trigger SMS or Notifications: Send reminders or updates to keep leads engaged.

To add a workflow to a funnel step:

Click the Lightning Bolt (⚡) icon on the funnel step, then in the Choose a workflow dialog, select an existing workflow or click New Workflow. In the workflow, add steps such as Send Email, Send asset, Enroll contact, or Tag contact, and add a Delay step to space out follow-up actions over time. A workflow runs only while it’s enabled: open the workflow’s Settings, turn on Status, then click Update Workflow. For the full steps, see Adding Workflows to Funnel Steps and How to Create a Workflow.
The Order Form step card with the Lightning Bolt (⚡) icon highlighted, and the Choose a workflow dialog with New Workflow and Select highlighted

Post Funnel Build Checklist

Section titled “Post Funnel Build Checklist”

  1. Review Each Funnel Page:

    • Check for spelling and grammar errors.

    • Ensure all images and videos load correctly.

    • Verify that all links are working.

    • Ensure the correct domains and ending paths are used. For more information, check out the How to Connect a Domain to Your Site and Funnel article.

    • Check that page titles and SEO settings are optimized.

  2. Test Forms and Opt-ins:

    • Submit test entries to ensure forms are capturing data correctly.

    • Verify that thank you pages or confirmation messages display as intended.

  3. Verify Email Integrations:

    • Check workflows are connected to the funnel step. Learn more about how to create a workflow and attach to funnel step in the How to Create a Workflow article.

  4. Mobile Responsiveness:

    • Review each page on mobile devices to ensure they display correctly. Learn more about mobile optimization in the Mobile Optimization Techniques article.

    • Adjust any elements that do not fit or look good on smaller screens.

  5. Test Funnel Flow:

    • Navigate through the entire funnel as a user to ensure the flow is smooth.

    • Check that users are correctly redirected between pages.

  6. Review Legal Pages:

    • Ensure that privacy policy, terms of service, and other legal pages are linked and accessible.

  7. Turn On Live Mode (Payments):

    • If your funnel takes payments, turn on Live Mode (Payments) in the funnel’s settings (⚙) when you’re ready to take real payments, and click Update Funnel. This setting affects payments only. Learn How to Test Funnel Checkout in Test / Sandbox Mode.