Step. 2 | The Opt-in Funnel

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Opt-in Funnel Checklist

Learn how to use and edit the right funnel for the type of lead magnet you're creating.

Last updated on 23 Oct, 2025

Articles

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.

Edit the Opt-in Funnel Settings

Learn how to edit the main opt-in funnel settings.

Edit the Step Names and Paths

Learn how to edit each of the step names and paths.

Edit the Opt-in Page

Learn how to edit the Opt-in Page within the Funnel Builder. We will be covering four important components to pay attention to.

Edit the Pop-Up (if Applicable)

Learn how to edit the Opt-in form Pop-Up if you need it for the template you're using.

Edit the Thank you Page

Learn how to edit the thank you page so that you can complete the opt-in funnel pages.

Create or Select the Opt-in Funnel