What it is for: building a multi-step journey for people who reach your website: a page that hooks them, then a form, an order or an appointment, and finally a thank-you page. Each funnel tells you how many people come in, how many carry on and how many drop out at each step.
Where to find it: menu Attract customers («Captar clientes») → inside More… («Más…») → Funnels («Embudos»).
Who sees it: the account owner, if the CRM or the Suite is included in their plan. The rest of the team does not see it. If you cannot find it in your menu, ask in Help and contact («Ayuda y contacto»).
What you see first
A list of your funnels. For each one you see the name, how many steps it has, the visitors and the amount collected over the last 30 days, and its status: Draft, Published or Paused. At the top, the + New funnel («+ Nuevo embudo») button.
These are the step types you can combine:
| Step | What it does |
|---|---|
| Page («Página») | Shows one of your landing pages, or a simple page with title, text, image and button |
| Form («Formulario») | Collects details with one of your published forms |
| Order («Pedido») | Charges for a product from your catalogue, with an optional add-on |
| Thank you / upsell («Gracias / upsell») | Says thanks and, if you like, offers a second product |
| Appointment («Cita») | Lets the person pick a time in one of your public calendars |
| Webinar registration («Registro a webinar») | Signs the person up to one of your published webinars |
Step by step
Create a funnel from a template
- Click + New funnel.
- Choose a template: Lead magnet («Captación con regalo», page, form, thank you), Direct sale («Venta directa», page, order, thank you), Appointment («Cita», page, form, appointment), Webinar (registration, thank you) or From scratch («Desde cero»).
- The editor opens with the steps already in place. Change them as you like.
Set up each step with what you already have
- In the Steps («Pasos») tab, each step shows a box with what it needs:
- Page: choose a Landing or leave "Simple page" and fill in the title, text, image and Button text («Texto del botón»).
- Form: choose the Form.
- Order: choose the Product and, if you like, an Optional add-on (order bump) («Añadido opcional (order bump)») with its sentence.
- Thank you / upsell: write the message and, if you like, choose an Upsell (second product).
- Appointment: choose the Calendar.
- Webinar registration: choose the Webinar.
- Each step has its own address (below its box). Once the funnel is saved, you can copy it.
- Click Save («Guardar»).
If a selector is empty, next to it there is a button to go and create what is missing (for example, Create landing or Forms).
To charge with an order step or an upsell you need your business and a way of collecting payments set up. If something is missing, the editor tells you and takes you to Sales › Settings («Ventas › Ajustes»).
Reorder, add or remove steps
- Use ↑ and ↓ to move a step up or down. Use ✕ to remove it.
- To add one, choose its type in the dropdown and click + Add step («+ Añadir paso»).
- Click Save. You can have up to 12 steps.
Publish the funnel
- Check that every step has what it needs.
- Click Publish («Publicar»). If something is missing, it is saved anyway but the panel tells you what is missing, step by step (for example, "choose the form").
- Once published, Open ↗ («Abrir ↗») appears so you can see it as your customer does. The Funnel link («Enlace del embudo») can be copied just above the steps.
To stop it without deleting it, click Pause («Pausar»).
See how well each step converts
- Open the funnel and go to the Analytics («Analítica») tab.
- Choose the period: 7 days, 30 days, 90 days or Always («Siempre»).
- At the top you will see Visitors, Reach the end («Llegan al final»), Total conversion («Conversión total») and Revenue collected («Ingresos cobrados»).
- Below, each step with its views, how many move on to the next, how many drop out and, if it charges, the paid orders.
A visitor counts only once per step, even if they reload the page.
Change the funnel's name, address or language
In the Steps tab, at the top, change the funnel's name, its Address («Dirección», the part of its link) and the Page language («Idioma de la página»). Click Save.
Delete a funnel
Click Delete («Borrar») and confirm. If the funnel already has orders, it is not deleted: it is paused instead, so the record of what was collected is not lost.
If something does not go as expected
| What happens | Why | What to do |
|---|---|---|
| I do not see Funnels in the menu | Only the owner sees it, and it needs the CRM or the Suite | Look inside More…, under Attract customers, or ask in Help and contact |
| "Saved. To publish it you still need: …" | A step is missing something essential (form, product, calendar, webinar or a title) | Complete what it says and click Publish again |
| The forms or webinars selector is empty | Only published ones appear | Publish it first in its own section |
| It says your business must be set up in order to charge | No way of collecting payments is configured | Complete it in Sales › Settings |
| The funnel was not deleted and is now Paused | It already had orders | This is expected; it stays visible so you can check the analytics |
| Analytics shows zero | Nobody has entered yet, or the funnel is still a draft | Publish it and share its link |
Related
- Landings, domains and web traffic: the pages you can put in a step.
- Forms, short links and QR codes: the forms used in steps.
- Product catalogue: what you sell in an order step.
- Appointments and follow-ups: the calendars used in appointment steps.
- Webinars: the webinar registrations.