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Create or Select the Opt-in Funnel

Step. 2 | The Opt-in Funnel

Create or Select the Opt-in Funnel

Learn where to find the Opt-in funnel and then select which one you're going to be using.

Last updated on 23 Oct, 2025

Create or Select the Opt-in Funnel

Watch the video below to learn where to find the Opt-in funnel and then select which one you're going to be using.  We'll also talk about the different funnel templates we give you and how to clone a funnel and specific steps.

 

How to Create or Select the Opt-in Funnel: A Step-by-Step Guide

Choosing Your Template:

Funnel Breezy provides two lead magnet funnel templates:

  • Simple Lead Magnet: A basic opt-in page with minimal information to capture email addresses quickly.

  • Advanced Lead Magnet: A more elaborate page with additional content like testimonials, who you are, and the benefits of the lead magnet.

Steps:

  1. Access Funnels: In Funnel Breezy, navigate to the "Sites" section where all available funnels are displayed.

  2. Select Your Template: Choose either "Simple Lead Magnet" or "Advanced Lead Magnet" based on your preference for a basic or more detailed opt-in page.

  3. Previewing the Template (Optional): Click the "Preview Page" button to see how the chosen template looks before editing.

  4. Using the Advanced Template: If you prefer the "Advanced Lead Magnet" option, it offers sections to showcase:

    • Information about yourself (recommended)

    • Testimonials to build trust

    • Benefits of your lead magnet to incentivize sign-ups

  5. Cloning a Template for Modification (Optional):

    • Click the three dots next to the desired funnel and select "Clone" to create a copy for editing.

Combining Templates (Optional):

  1. Go to the "Pages" section and locate the template with the desired mockup (visual design).

  2. Click "Clone Funnel Step" to create a copy of this page.

  3. In the "Opt-In Page Number" dropdown, select the existing funnel you want to modify (e.g., "Simple Lead Magnet").

  4. Click "Add Step to Selected Funnels" to integrate the new page into your chosen funnel.

  5. You can now see three steps (pages) in your funnel instead of two.

Choosing and Managing Pages:

  • Click on the funnel name (e.g., "Simple Lead Magnet") to see both the original and newly added pages.

  • You can freely choose which page to use by clicking on it.

  • The "X" button allows you to delete any unwanted page.

 

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