Funnel templates
Each template starts from sensible defaults for its kind of offer. Everything it fills in can be changed in the wizard, and again later by editing the funnel.
| Template | For | It also asks | Plan |
|---|---|---|---|
| Offer a free resource | A guide, checklist or template people get in exchange for their details | The file to deliver | Lite |
| Grow your email list | A newsletter or updates sign-up | Nothing extra | Lite |
| Capture service enquiries | People asking about your services | Nothing extra | Lite |
| Join a waitlist | Interest before a launch | What people are waiting for | Lite |
| Register webinar attendees | A live or scheduled event | Title, start, length and join link | Lite |
| Book discovery calls | Appointment requests | Your scheduling link | Lite |
| Sell a digital product | A file people pay for | The file, price, optional discount price, currency, payment method | Pro |
Webinar
The title, start time and join link are available in the message people see after registering and in the delivery email:
{webinar_title},{webinar_date},{webinar_time}and{webinar_link}{webinar_calendar_link}, a link that adds the event to Google Calendar
The delivery email is switched on by default for this template because the details are the point. There is no automatic reminder email; with Pro you can enroll registrants in an email sequence.
Waitlist
Use {waitlist_for} in the message or email to repeat what people signed up for.
Book discovery calls
People who submit the form are sent to your scheduling link by default (Calendly or similar). Use {booking_link} in the message or email, or choose a message instead of a redirect. The “notify me” email starts switched on so you see every request.
Sell a digital product
This template is described in Funnel actions and selling a product.