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    Building Your First Funnel Page

    Create a working funnel from a template and customize the first page so it is ready to edit and publish.

    For: Marketing and Admin Users
    Time: 20 minutes

    Before You Begin

    • •Have your logo and any images you want on the page ready to upload.
    • •Know the one action you want visitors to take on this page.

    Instructions

    1

    Open the Funnels Area

    In the left sidebar, click "Sites" then "Funnels". This opens your funnels library where you can create and manage all of your funnels.

    [SCREENSHOT NEEDED: Sites > Funnels list view with Create Funnel button]

    2

    Create a New Funnel

    Click "Create Funnel". Give your funnel a name and choose the type of funnel you want to build — for example, a lead capture funnel or an appointment funnel. The type you choose determines which template options appear next.

    [SCREENSHOT NEEDED: Create Funnel modal with name and funnel type fields]

    3

    Pick a Template

    Browse the template gallery and select a design that fits your offer. Templates are a starting point — everything about them can be changed. Click to preview, then select the one you want to start from.

    [SCREENSHOT NEEDED: Funnel template gallery with preview and select options]

    4

    Open the First Step in the Builder

    Your funnel opens with its first step already created. Click "Edit" on that step to open the drag-and-drop page builder. This is where you replace the template text and images with your own.

    [SCREENSHOT NEEDED: Funnel overview with Edit button on the first step]

    5

    Edit Text and Images

    Click any text block to type your own headline and copy. Click any image to upload your own or replace it. Keep your messaging focused on one clear action.

    [SCREENSHOT NEEDED: Drag-and-drop builder with a text block selected for editing]

    6

    Save Your Progress

    Click "Save" in the top right of the builder regularly as you work. Your changes are not live to visitors until you publish the funnel.

    What Success Looks Like

    • A new funnel exists in your funnels library.
    • The first page has your own headline and at least one image replaced.
    • Your progress is saved.

    Common Mistakes

    • × Choosing a template and leaving the placeholder text and stock images in place.
    • × Forgetting to save before navigating away from the builder.

    Troubleshooting

    If The template gallery is empty or limited:

    Your available options may differ based on your COFFEE CRM plan and user permissions. Some templates require a higher plan tier. You can always start from a blank template instead.

    Last updated: 10/1/2026