ClickFunnels Tutorial: How to Create a Sales Funnel With ClickFunnels 2.0

By Marius Kiniulis – January 25, 2023

We use affiliate links and may receive a small commission on purchases (at no extra cost to you). Learn more.

ClickFunnels Tutorial - How to Create a Sales FunnelWelcome to my ClickFunnels tutorial!

In this tutorial, I will take you through the process of creating and optimizing a sales funnel using ClickFunnels 2.0.

ClickFunnels 2.0 is a powerful tool that allows any business to easily create, optimize and manage its sales and marketing funnels.

In this tutorial, I will cover everything you need to know to get started with ClickFunnels, including setting up your account, creating and customizing your funnel

Let’s dive in!

What Is ClickFunnels?

ClickFunnels is a web-based software platform that allows users to create and manage online sales funnels.

This software provides a variety of tools for building and customizing sales funnels.

Recently, ClickFunnels released an updated version of the software called ClickFunnels 2.0, which comes with far more features than the previous version, ClickFunnels 1.0.

ClickFunnels 2.0 runs as a separate platform from the already existing ClickFunnels one, and is a much faster and more flexible platform with many new features.

ClickFunnels 2.0 allows users to build their entire website ecosystem in one place.

It has funnel hubs, CRM funnels, an eCommerce site builder, a blog builder, and many more features that the previous version did not have.

ClickFunnels can be used for a wide range of businesses and industries, including e-commerce, digital products, coaching and consulting, network marketing, service-based businesses, and more.

How to Get a ClickFunnels 2.0 Account?

There are two main ways to get ClickFunnels 2.0 account:

  1. Using the main ClickFunnels website (https://www.clickfunnels.com/).
  2. Using the Your First Funnel website (https://www.yourfirstfunnel.com/).

The main difference between these two methods is that when you create an account through the official ClickFunnels website, you get a 14-day free trial. Meanwhile, if you create an account through the Your First Funnel website, then you will get a 30-day ClickFunnels free trial and you will be able to take advantage of other special offers, such as free training, etc.

To get a ClickFunnels account using the main website, you can follow these steps:

  1. Go to the ClickFunnels website (https://www.clickfunnels.com/)
  2. Click on the “Start Your Free Trial” button or the “Pricing” button on the top menu.
    ClickFunnels Tutorial - Get ClickFunnels 2.0 Account
  3. Choose a pricing plan that best suits your needs.
    ClickFunnels Tutorial - Choose Pricing Plan
  4. Fill out the required information to create your account, including your name, email address, and password.
    ClickFunnels Tutorial - Account Signup
  5. Review and accept the terms of service and privacy policy.
  6. Click on the “Create My Account” button to complete the process.

After you have created your account, you will be taken to your ClickFunnels 2.0 dashboard.

To create a ClickFunnels account using the Your First Funnel website follow these steps:

  1. Go to the Your First Funnel website (https://www.yourfirstfunnel.com/)
  2. Click on the green signup button.
    ClickFunnels Tutorial - Your First Funnel Signup Button
  3. In the popup window that opens, enter your email address.
    ClickFunnels Tutorial - Enter Email
  4. On the confirmation page, you will need to fill out the required information to create your account, including your name, email address, and password.
  5. Enter your credit card details.
  6. Click on the “Yes! Let’s Get Started Now AND Start My 30 Day Trial To ClickFunnels 2.0!” button to complete the process.
    ClickFunnels Tutorial - Your First Funnel Complete Registration Button

After you have created your account, you will be taken to your Your First Funnel and ClickFunnels 2.0 dashboards.

An Overview of the ClickFunnels Interface And Its Various Elements

When you log into your ClickFunnels account, you’ll find the following key elements:

  • Dashboard: This is the central hub where you can manage all your funnels, pages, and settings.
  • Settings: This is where you can manage different aspects of your account, including your billing information, integrations, themes, and user permissions.
  • Payment Gateway: ClickFunnels uses Payments.ai as its own integrated payment gateway to process payments without any third-party service.
  • Funnel Builder: This is the main tool for creating and editing funnels. It includes a drag-and-drop editor that allows you to add and customize your pages and their elements.
  • Marketing Tool: This is an email marketing tool that allows you to create and manage automated email sequences and send your marketing emails based on different criteria.
  • Analytics: This is where you can see complete statistics about your page views, opt-ins, orders or sales, and conversion rate.

How to Setup ClickFunnels 2.0?

To setup ClickFunnels 2.0 you should follow these steps:

  1. Setup Funnel Hub.
  2. Set up your payment gateway.
  3. Create a membership site.
  4. Create your funnels and products.
  5. Set up emails and workflows.

Let’s take a closer look at each of them

1. Set up Your Funnel Hub

The Funnel Hub at ClickFunnels 2.0 is the command center from where you run your websites and sales funnels in one platform.

ClickFunnels Tutorial - Funnel Hub

You will locate your backend navigation there.

1.1. Choose And Customize Your Theme

Here’s how to customize your Workspace with a new Theme.

Using a “Theme,” you can give a page or collection of pages a unique feel.

You’ll need the following before you can begin:

  • A pre-existing theme

The steps for adding a theme to your workspace are as follows:

  1. On the dashboard, go to the “Settings” tab.
    ClickFunnels Tutorial - Settings page
  2. Select “Themes” from the options menu.
    ClickFunnels Tutorial - Themes Menu
  3. Click on “Add new theme”.
    ClickFunnels Tutorial - Add New Theme
  4. Choose a theme from the list that you find appealing.
    ClickFunnels Tutorial - Choose Theme
  5. Select a theme and click “Install Theme”.
  6. At the upper right of the screen, you’ll get a notification confirming the addition to the list of themes or that it already appears there.

You’ll want to make sure you have these things before you begin:

  • A workspace within your account
  • Standard size for a favicon/logo (512×512) pixels

In order to add a favicon and header logo you should follow these steps:

  1. Click the “Site & Funnels” icon on the left side of the workspace dashboard.ClickFunnels Tutorial - Sites And Funnels button
  2. On the next page, use the gear/cog icon in the upper right corner of the overview panel.
    ClickFunnels Tutorial - Gear Cog icon
  3. Under “Site Favicon” and “Site Header Logo” tap the “Select image” button.
    ClickFunnels Tutorial - Select Image
  4. Select a folder on the left side of the window to upload a new image or choose one from a previous upload.
  5. To add a new picture to your chosen folder, click “Upload Image” or drag and drop a picture onto the “Upload Box”. If you click on an uploaded image after returning to “Site Settings”, that image will appear as the site’s favicon or logo.
  6. Then select “Update Site.

Your website now has a favicon and a logo.

1.3. Connect Domain Name

Here is what you’ll need to have ready before starting to connect the domain:

  • An active account with ClickFunnels
  • A pre-existing domain name registered through a third-party registrar

Detailed walkthrough:

  1. To connect an existing domain, go to “Domains” under the “Sites and Funnels” menu.
    ClickFunnels Tutorial - Connect Domain
  2. Choose “Buy Google domain” if you don’t have a domain yet, but want to buy one, or choose “Connect existing domain” if you already have a domain (we will continue this guide by choosing the latter option).
    ClickFunnels Tutorial - Choose Domain
  3. Fill up the blank space with the current domain and press “Continue.
    ClickFunnels Add Existing Domain
    *Keep in mind that you need to start with a subdomain. Subdomains, with “www” are the most popular.
  4. Tap the “Add Domain” button once the domain registrar details have loaded.
    ClickFunnels Tutorial - Add Domain Name
  5. Select the “Begin Domain Setup” option.
    ClickFunnels Tutorial - Start Domain Setup
  6. A prompt will confirm that ClickFunnels configures domains using a third-party program named Entri. Follow the prompts by selecting the “Continue” button.
    ClickFunnels Tutorial - Continue Domain Setup
  7. In the next step, you will need to select your hosting/domain provider.
    ClickFunnels Tutorial - Select Hosting Provider
  8. Once you select the domain registrar where your domain is hosted select the “Authorize” option.
    ClickFunnels Tutorial - Authorize Domain
  9. When the registrar adds the new DNS records, it will display. To proceed, please click the Authorize” button below.
  10. Once you have verified the domain configuration, click the “Done” button.

Successfully linking the domain will now reflect a connected status.

You should know that the “Securing” status occasionally appears in the domain status. In this scenario, the securing step can take up to 48 hours to complete.

Next, we can start to customize our site.

1.4. Customize Your Site

To customize your site’s overall appearance you will need to use the “Overview” menu.

If you do this, you’ll be able to tweak multiple pages on your site.

Also, add personalized content and ads or use cookies and data to tailor the experience.

So, here’s what you should do to customize your site:

  1. Go to your “Workspace Dashboard” and select the “Site and Funnels” icon.
    ClickFunnels Tutorial - Sites And Funnels button
  2. The “Overview” tab should load instantly.
    ClickFunnels Tutorial - Overview
    If you need a general overview, head to the “Overview” tab in the top left.
  3. Select the “Customize” black button to start making changes.
    ClickFunnels Tutorial - Customize Button
  4. When you click on it, it will take you straight to the workspace editor, where you’ll see the theme pages and be able to make changes to your site.
    ClickFunnels Tutorial - Workspace Editor
  5. To save your changes, select “Save” from the page’s menu bar.
    ClickFunnels Tutorial - Workspace Save Button
  6. When you’re done making changes, hit the “Exit Editor” in the top left corner to leave the workspace.
    ClickFunnels Tutorial - Exit Editor

1.5. Create Your Site Pages

Here’s how to create new pages in the ClickFunnels 2.0 dashboard:

  1. On the left of the workspace dashboard select “Site and Funnels”.
    ClickFunnels Tutorial - Sites And Funnels button
  2. Then go to “Pages” in the left menu.
    ClickFunnels Tutorial - Pages
  3. Click on the black “New Page” button.
    ClickFunnels Tutorial - Add New Page
  4. Choose the desired page template, or click on the “Start from blank” button.
    ClickFunnels Tutorial - Choose Page Template
  5. In the next step, give the page a title, description, and other necessary information. Then press the “Create page” button.
    ClickFunnels Tutorial - Create Page
  6. Then the page editor will open, where you can customize your page. When you have made all the desired changes, press the “Save” button.
    ClickFunnels Tutorial - Customize Your Page

That’s all. Your page has been created.

1.6. Create a Blog

Next, we will show you how to create a blog. It is not necessary to have, but it is quite useful for SEO purposes and for providing additional information to your potential users.

Here is a tutorial on creating and customizing a blog:

  1. On the left of the workspace dashboard, select “Site & Funnels”.
    ClickFunnels Tutorial - Sites And Funnels button
  2. Find the “Blog” tab on the site’s upper left.
    ClickFunnels Tutorial - Create Blog
  3. To edit your blog, go to the “Blog” section and select “Customize” from the menu.
    ClickFunnels Tutorial - Customize Blog
  4. As soon as you click on it, you’ll redirect to the workspace editor, where you can make changes and personalizations to your site. Once done customizing, click “Save” at the top right of the page.
    ClickFunnels Tutorial - Save Blog
  5. Now you can add new articles by clicking on the “New Blog Post button.
    ClickFunnels Tutorial - Add New Blog Post
  6. Upload the article, give it a name, arrange all other necessary settings and press the “Create post button.
    ClickFunnels Tutorial - Create Blog Post

That’s all. Your blog is ready.

2. Set up Your Payment Gateway

Payments.ai is a new payment execution and processing system that is used in ClickFunnels 2.0.

It is important to mention that payment gateways such as Stripe or Paypal can be used along with Payments.ai.

Payments.ai will allow you to:

  • Create, manage and edit subscriptions
  • Create, manage and edit trials
  • Create and edit products
  • Create orders
  • Process payments and refunds
  • Send invoices

You can start accepting payments using your Payment.ai account by following these instructions.

Make sure you have copies of your company’s necessary legal and financial records before you begin. Also, don’t forget to get your details prepared if you plan to register as a “Sole Proprietor.

So, in order to set up a payment gateway you will need to follow these steps:

  1. Select “Payments in the left menu bar, at the very bottom.
    ClickFunnels Tutorial - Payments AI
  2. First, choose your country and agree to the terms of Payment AI’s policies and contracts.
    ClickFunnels Tutorial - Accept TOS
  3. Next, fill in your company’s details and press the “Next step” button.
    ClickFunnels Tutorial - Payments AI Business Information
  4. Provide your company’s address.
    ClickFunnels Tutorial - Payments AI Business Address
  5. Add your business owner information.
    ClickFunnels Tutorial - Payments AI Business Owner Information
  6. Fill in your company’s address.
    ClickFunnels Tutorial - Payments AI Business Owner Address
    If your home and workplace addresses are the same, you can use that.
  7. Add your billing info.
    ClickFunnels Tutorial - Payments AI Billing Information
  8. Upload the necessary documents to verify your business details.
    ClickFunnels Tutorial - Documents Verification
    Provide the needed documents by uploading them. You can finish this step later, and it is optional. Full access to your Payments AI account, including the ability to withdraw funds, is contingent upon your verification documents.
  9. Verify your information and agree to the TOC and Privacy Policy.
    ClickFunnels Tutorial - Payments AI Verification

Payment AI will authenticate your data.

This procedure can take a few minutes to finish after which you will receive a confirmation message.

ClickFunnels Tutorial - Payments AI Account Confirmation

You can begin using the account when the account verification process is complete.

ClickFunnels Tutorial - Payments AI Dashboard

If a mistake occurs or Payment AI denies your application, contact the customer center support staff at contact@paymentsai.com.

2.1. Connect Stripe to Payments.ai

You can use Payments.ai to accept payments using your Stripe account.

Here’s what you should do to connect Stripe to Payments.ai.

  1. Select “Gateways” from your dashboard’s menu bar.
    ClickFunnels Tutorial - Payments AI Gateways
  2. To link your Stripe account, select “Connect Stripe” from the drop-down menu labeled “Other Gateways”.
    ClickFunnels Tutorial - Connect Stripe
  3. Once you click the button, a new tab will appear in your browser, prompting you to sign in with your Stripe credentials. Start by entering your email address.
    ClickFunnels Tutorial - Payments AI Stripe Sign in
  4. After logging in, it will request you to choose an existing Stripe account or create a new one:
    ClickFunnels Tutorial - Connect Stripe Account
  5. After choosing an existing account or creating a new one, it will redirect back to Payments AI, where you’ll see that Stripe is now connected successfully.

2.2. Connect PayPal to Payments.ai

You can accept payments from customers using your PayPal account using Payment AI.

Here’s what you should do to connect PayPal to Payments.ai.

  1. Select “Gateways” from the top navigation bar on your dashboard.
    ClickFunnels Tutorial - Payments AI Gateways
  2. Select “Connect PayPal” from the “Other Gateways” menu.
    ClickFunnels Tutorial - Payments AI Connect PayPal
  3. A login window for your PayPal account will open in a new tab. The first step is to enter your email address.
    ClickFunnels Tutorial - Payments AI PayPal Login
  4. You will then be asked to grant permission to your PayPal account.
    ClickFunnels Tutorial - Payments AI Grant PayPal Permissions
  5. A “Thanks for signing up” message will display after successful login. To complete the connection, you will then click “Go Back”.

Once you have clicked the “Go Back” button, it will redirect back to Payments AI, and you’ll see a successfully connected status for PayPal.

3. Create a Course (Membership Site)

You can use a membership funnel to sell access to your material behind a paywall or to create a private community with members-only features.

Creating a sales funnel using ClickFunnels 2.0 membership site is not necessary (for example, if you are going to sell physical products, eBooks, etc.).

However, if you plan to sell various trainings, then you probably won’t be able to do without a membership site.

Here is a video showing how to create courses using ClickFunnels 2.0:

To create a membership site you will need to do the following:

  1. On the left of the workspace dashboard, select “Site & Funnels”.
    ClickFunnels Tutorial - Sites And Funnels button
  2. Find the “Courses” tab on the site’s upper left.
    ClickFunnels Tutorial - Courses
  3. Click on the black “New Course” button.
    ClickFunnels Tutorial - New Course
  4. On the page that opens, select the type of course you want to create.
    ClickFunnels Tutorial - Select Course Type
  5. In the next window, give your course a name and description, and enter other necessary information and press the “Create Course” button.
    ClickFunnels Tutorial - Course Name and Description
  6. Click on the name of your newly created course.
    ClickFunnels Tutorial - Course Name
  7. On the page that opens, press the “Customize” button.
    ClickFunnels Tutorial - Customize Button
  8. Customize the course design according to your needs. Press the “Save” button.
    ClickFunnels Tutorial - Course Design
  9. Go back to your course dashboard and add Modules and Lessons to your course.
    ClickFunnels Tutorial - Add Modules And Lessons

Once you’ve created and organized your course, you can start creating products and funnels.

4. Create Your Funnels And Products

ClickFunnels 2.0 allows you to create your products once and then use them in multiple funnels.

Here’s what the process should look like.

4.1. Add Your Products

The “Products” dashboard allows you to easily manage all of your goods and services for your website and sales funnels.

One of the great things about the Product Dashboard is that you can use your products on multiple pages throughout your site, not just one specific page or step in a funnel.

Let’s dive in and learn how to make the most of this feature.

  1. On the left of the workspace dashboard, select “Products”.
    ClickFunnels Tutorial - Products
  2. On the next page, click on the “Create product” button.
    ClickFunnels Tutorial - Create product
  3. In the window that opens, select the type of product (digital, physical, bundle), give it a name, and, if necessary, a description.
    ClickFunnels Tutorial - Choose Product Type
  4. Then choose the payment type (one-time payment or subscription) and set the price of the product.
    ClickFunnels Tutorial - Choose Product Pricing
  5. Finally, you will need to provide all other remaining information about the products – SKU numbers, purchase actions, variants, SEO information, etc. When all this is done, press the “Update product” button.
    ClickFunnels Tutorial - Update Product

That’s all. Your product has been successfully created.

4.2. Create a Sales Funnel

A sales funnel area lets you build a website that allows you to curate the experience of your visitors by guiding them through pages tailored to their choices.

You can gather contacts, generate leads, and even make sales.

Here’s a quick video showing how to create a sales funnel using ClickFunnels 2.0

First, let’s look at how to access the Funnels section of your ClickFunnels account.

  1. Click on the “Site and Funnels” button on the left side of the screen.
    ClickFunnels Tutorial - Sites And Funnels button
  2. In the sub-menu, click on the “Funnels” button.
    ClickFunnels Tutorial - Funnels SectionThis will take you to the Funnels dashboard where you can view your existing funnels, get more information about each one, and create new funnels.
  3. To create a new funnel, click on the black “Create Funnel” button (or choose one of the funnel recipes).
    ClickFunnels Tutorial - Create Funnel
  4. Give your funnel a name.
    ClickFunnels Tutorial - Funnel Name
  5. Press the “+” button to add the first step and select “Page” in the right menu bar that opens.
    ClickFunnels Tutorial - Create Funnel Step
  6. Choose a page from your templates or click the black “New Page” button to start with a blank page.
    ClickFunnels Tutorial - Choose Funnel Page
  7. Provide all the necessary page data and press the black “Create page” button.
    ClickFunnels Tutorial - Page Details
  8. You will then be taken to the page editor. Design your page the way you want and press the “Save” button.
    ClickFunnels Tutorial - Design Funnel Page
  9. Depending on how many pages you plan to create for your sales funnel, repeat the process from step 5.

And that’s it! You now know how to access and use the Funnels section of your ClickFunnels 2.0 account.

5. Setup Emails And Workflows

ClickFunnels 2.0’s new Workflow functionality lets you perform various actions in response to account events.

As a result, there are ways to organize your workflows.

  1. To create your first Workflow, navigate to Marketing > Workflows from your dashboard.
    ClickFunnels Tutorial - Email Workflows You will see a list of your workflows, including imported, archived, and active drafts. You can filter your workflows to find what you’re looking for and even sort them.
  2. Click “Add new workflow” to begin.
  3. Doing so will launch the “Workflow Editor” and allow you to make tweaks to your workflow.
    ClickFunnels Tutorial - Workflow Editor
  4. In there, you will find an “Analytics” button.
    ClickFunnels Tutorial - Workflow AnalyticsWhen you click on it, you’ll get workflow analytics and have the option to drill down to specific dates within those statistics.
  5. If you’d like to give your workflow a new name, select “Settings”.
    ClickFunnels Tutorial - Email Workflow Settings
  6. When you’re done making your workflow, click the “Toggle” button to activate it.
    ClickFunnels Tutorial - Email Workflow ToggleUsing the “Toggle” button, you can easily hide your analytics, minimap, and back-populate.
  7. Depending on your “Settings,” you can also prevent your workflows from activating contacts that existed before the workflow’s creation.

But if you want them to be a part of the process, you can always back-populate the workflow.

You can set a date range for each step based on when the contact met the trigger criteria or when you clicked the “Back Populate” button.

It’s important to remember that you must click “Trigger” before the process can begin. You can also click “Add Trigger” to turn it on.

Useful Resources for Troubleshooting And Finding Additional Help

Here are some resources for finding additional help and support for ClickFunnels 2.0:

  • The ClickFunnels Support Center: https://help.myclickfunnels.com/hc/en-us
    This is the official support site for ClickFunnels, which provides documentation, tutorials, and FAQs to help users resolve common issues.
  • The ClickFunnels YouTube Help Center Videos & Tutorials channel: https://www.youtube.com/@Clickfunnels/
    This channel features a variety of videos that cover different aspects of using ClickFunnels, including tutorials and case studies.
  • ClickFunnels Academy: https://academy.myclickfunnels.com/
    This is an online training program provided by ClickFunnels which is designed to help users learn how to use the platform to build and optimize high-converting sales funnels. It includes video tutorials, training materials, and a community of experts to help users develop their sales funnels.
  • ClickFunnels Official Facebook Group: https://www.facebook.com/groups/510495802383466
    This is a group of users and experts that you can use to connect with other ClickFunnels users and get help from experienced professionals.