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How To Set Up Clickfunnels Quick Guide - Internet Money Kings

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ClickFunnels​ is an online platform that allows you to create better landing pages for less time<br />

and cost. It makes the marketing process easier by providing many different pre-designed<br />

funnels that cater to a wide range of products and services. A typical funnel has more than<br />

one opt-in pages, an email auto responder and multiple order forms, sales pages, additional<br />

content, member’s area and many more. Click here to get a ​14 day free trial<br />

In the past, you were required to have a hosting, a website, landing page software, an<br />

autoresponder service, membership site software, split testing software and host of<br />

programmers and designers to cobble the entire lot together.<br />

ClickFunnels allows you to do all this in a single platform. It allows you to create all your<br />

sales pages, opt in pages, online training courses, membership areas, email sequences and<br />

link them together to create your funnel. It is an all in one, easy to use tool, which makes it<br />

ideal for beginners.<br />

Getting Started With ClickFunnels


● ClickFunnels Dashboard Review<br />

<strong>To</strong> access the ClickFunnels Dashboard, you need to sign up. ClickFunnels has a free 14<br />

Day trial that lets you explore and the test the product yourself to determine if it’s suitable for<br />

you. The sign up process for the free trial is easy. All you have to do is enter your credit<br />

card details when you register for the trial. Note that your card will not be charged until the<br />

trial period is over. You can cancel the subscription any time.<br />

Once you log in to your ClickFunnels account, you will find:<br />

●<br />

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●<br />

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ClickFunnels Game:​ It teaches you how to create your first funnel.<br />

The Dashboard:​ It allows you to view your page views, opt-ins and sales for your<br />

funnels.<br />

Live contact activity:​ It allows you to view real activities of your contacts across all<br />

funnels.<br />

Favorite Funnel​: This module displays quick links of your favorite funnels.<br />

ClickFunnels Menu<br />

This menu allows you to build new funnels, access the marketplace, view sales, view contact<br />

as well as browse your chosen funnels.<br />

Account Profile Menu<br />

This drop down menu allows you to view all your account information, custom domains,<br />

integrations, ClickFunnels Affiliate area and much more.<br />

Help Menu<br />

It is a drop down menu that enables you to access the ClickFunnels contact support and<br />

knowledge base. It contains answers to common questions you may be having about the<br />

software.<br />

The Backpack Menu<br />

This menu allows you to build an affiliate program, manage affiliates, and manage affiliate<br />

commissions as well as payments.<br />

The Actionetics Menu<br />

It is a drop down menu the enables you to view your contacts, create action funnels, create<br />

broadcast emails as well as create email lists.


● <strong>How</strong> to <strong>Set</strong> <strong>Up</strong> Your First ClickFunnels Sales Funnel<br />

A sales funnel is the process of moving traffic from interested to investing your products and<br />

service. A sales funnel has four stages, which include:<br />

● Awareness<br />

Awareness entails using traffic to get the target audience to know you have what they’re<br />

looking for.<br />

● Interest<br />

Interest is all about making your target audience develop the need of finding out more about<br />

your products or service. You can ask your target audience to enter their email address so<br />

you can send them: free webinars, eBooks etc.<br />

● Decision<br />

This entails helping your prospects make positive decisions about your funnel.<br />

● Action<br />

In this final stage, money is exchange for the value, info, products or services you are<br />

recommending.<br />

So, let’s now talk about setting up your first sales funnels.<br />

6 Crucial Steps to Follow When <strong>Set</strong>ting up Your<br />

First Sales Funnels<br />

Step 1: Build Your Funnels<br />

Sign in to your ClickFunnels account. Go to the ClickFunnels drop down menu. Choose<br />

Create Funnel, and then select Sales Funnel on the left. Click on the Green button Create<br />

Funnel.<br />

Step 2: Name Your Funnel<br />

<strong>To</strong> successfully create a funnel, you must give a name for references. It also<br />

recommendable that you add group tags. Group tags help to keep your funnels well<br />

organized.<br />

Step 3: Select Your Preferred Templates


Once you are done creating your first sales funnel, you need to go through all the steps of<br />

the funnel and choose the template you want for all the pages. Note that you can change the<br />

selected template anytime. <strong>How</strong>ever, you will lose any edits that you’ve made.<br />

Step 4:​ Use the Editor to Change the Appearance and Content of All Your Templates<br />

Once you’ve chosen your templates, open each page in the editor to change the content to<br />

fit your sales and message process. It is essential to note some pages, such as Order<br />

Confirmation and Order Form pages are templates that dynamically add contents for certain<br />

page depending on the products you add in the next steps.<br />

Step 5: Go to Your Order Form Page and Start Adding Your Products<br />

Once you’re done setting up your content, click the Order Form page on the left in the<br />

Funnel View. On the Product/ Sales tab, click on Add Product. Next, name your product, set<br />

price and choose your billing integration.<br />

For subscription based products, you need to log into your Stripe account and set up the<br />

subscription. For One Time Payments, you can create the product directly inside your<br />

ClickFunnels.<br />

Step 6: Write a Fulfillment Email<br />

An order fulfillment email is sent to customers immediately after the buy your products.<br />

Ensure you do not delete the “Merge Tag” as it automatically creates a link to your product in<br />

the Thank You page.<br />

Developing More Sophisticated Funnels<br />

With ClickFunnels, you can create any type of funnel you possibly think of. Here are some<br />

other types of funnels you can create with the software:<br />

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Membership sites funnels​: These allow you to create membership sites within the<br />

platform so you can generate a recurring income.<br />

Online courses funnels:​ You can use them to host and sell online courses.<br />

Webinar funnels:​ You can use them to promote and get registrations for your<br />

webinars.<br />

Lead capture funnels:​ These are used to grow your mailing list.<br />

ClickFunnels is very easy to use. The entire platform is well organized and is user friendly.<br />

You do not need any coding skills to create your first landing page. All you have to do is to<br />

drag different elements onto the page and change the appearance and wording to match<br />

your needs.


I hope this helped you how to set up your clickfunnels account. If you need more help to set<br />

up clickfunnels accounts visit our website.<br />

Disclosure:​ I am an independent ClickFunnels Affiliate, not an employee. I<br />

receive referral payments from ClickFunnels. The opinions expressed here are my<br />

own and are not official statements of ClickFunnels or its parent company, Etison<br />

LLC.<br />

This document remains property of ​<strong>Internet</strong> <strong>Money</strong> <strong>Kings</strong>​. You may not modify<br />

this document in any way.

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