> ## Documentation Index
> Fetch the complete documentation index at: https://docs.etho.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Funnels

> Create and publish multi-page marketing funnels with a wizard and visual editor

Funnels lets you build complete, multi-page marketing funnels from your offers. You walk through a 9-step creation wizard, then edit in a visual builder with drag-and-drop sections and one-click publishing.

<Note>
  You need at least one **offer** in [Offers > Care Plans](/modules/offers/careplans) before you can create a funnel.
</Note>

## How to create a funnel

<Steps>
  <Step title="Go to Build > Funnels">
    Open the **Build** module from the sidebar and select **Funnels**.
  </Step>

  <Step title="Click Create Funnels">
    Click the **Create Funnels** button in the top right corner.
  </Step>

  <Step title="Select a funnel type">
    Choose the type of funnel you want to create. Currently available types:

    | Type     | Description                                         |
    | -------- | --------------------------------------------------- |
    | Call     | Guide prospects through a consultation booking flow |
    | Lead Gen | Capture leads with optimized conversion pages       |

    Other types (Quiz, Webinar, Event, SLO) are visible but locked — they'll be available in a future update.
  </Step>

  <Step title="Select an offer">
    Choose the offer this funnel will promote from the offer cards. If you have no offers, click **Create Offer** to create one first.
  </Step>

  <Step title="Choose a visual theme">
    Pick a theme for your funnel's look and feel, or toggle **Use your brand design** to apply your brand's colors and styling automatically.
  </Step>

  <Step title="Add conversion tracking (optional)">
    Add tracking codes for conversion tracking. Click **Add New** to create a tracking code or **Manage** to edit existing ones. You can get your tracking snippet from your ad platform — for example, Google Ads > Tools > Conversions, or Meta Events Manager > Pixel settings.
  </Step>

  <Step title="Select products (optional)">
    Toggle on any brand products you want to feature in the funnel.
  </Step>

  <Step title="Upload media assets">
    Select or upload images and videos for your funnel's media slots. All required slots must be filled before you can proceed.
  </Step>

  <Step title="Connect LeadConnector (optional)">
    Link your GoHighLevel (GHL) forms and calendars to the funnel for lead capture and appointment booking. To find your form or calendar ID, go to your GHL sub-account > Sites > Forms (or Calendars), open the form or calendar, and copy the ID from the URL or embed code. See [LeadConnector Integration](/modules/integrations/leadconnector) for full setup instructions.
  </Step>

  <Step title="Select a domain (optional)">
    Choose a custom domain for this funnel, or skip to use the default subdomain. If the domain is already connected to another funnel, you'll be asked to confirm reassignment. To add a new domain first, see [Build > Domains](/modules/build/domains).
  </Step>

  <Step title="Configure global settings">
    Fill in the site name, practitioner name, support email, and company address. These appear across funnel pages.
  </Step>

  <Step title="Click Create Funnel">
    Click **Create Funnel** to generate your funnel. You'll be redirected to the funnels list where it will show a status badge while processing.
  </Step>
</Steps>

## How to edit a funnel

Once a funnel is completed, click it in the list to open the detail page. From there you have two editing options:

* **Edit** — opens the **Wizard mode** editor (guided, step-by-step)
* **Advanced Edit** — opens the **Advanced mode** editor (full visual builder)

### Wizard mode

A simplified 7-step editor that walks you through the same configuration as creation: Visual Theme, Tracking Codes, Products, Media Assets, LeadConnector, Domain, and Global Settings. Click **Publish** at the bottom when done.

### Advanced mode

A three-panel visual builder for full control over your funnel:

* **Left panel — Section Library:** Browse sections by category (Layout, Content, Media, Conversion, Info). Click a section to add it to the current page. See [Section Types](/modules/build/sections) for the full reference.
* **Center panel — Canvas:** View and interact with your funnel pages. Use the tab bar at the top to switch between pages (e.g., /video, /cal, /nextsteps, /dq). Toggle between desktop and mobile viewport. Drag sections to reorder them.
* **Right panel — Properties:** Edit the selected section's fields (text, colors, media, products). Switch to the **Settings** tab for global funnel settings or the **GHL** tab for LeadConnector mappings.

**Section actions** — hover over any section on the canvas to see:

* **Duplicate** — clone the section below
* **Delete** — remove the section
* **Add Below** — insert a new section after this one
* **Lock/Unlock** — prevent accidental edits

Click **Publish** in the top right to save and deploy your changes.

You can switch between Wizard and Advanced mode at any time using the **Switch to Wizard** / **Switch to Advanced** button in the top bar.

### Keyboard shortcuts

| Shortcut             | Action     |
| -------------------- | ---------- |
| Cmd/Ctrl + Z         | Undo       |
| Cmd/Ctrl + Shift + Z | Redo       |
| Cmd/Ctrl + =         | Zoom in    |
| Cmd/Ctrl + -         | Zoom out   |
| Cmd/Ctrl + 0         | Reset zoom |

## How to manage funnels

From the funnels list page:

* **Search** funnels by name or status
* **View Live** — click **View Live** on the detail page to open the published funnel in a new tab
* **Delete** — click **Delete Build Funnel** on the detail page (confirmation required)

The list auto-refreshes every 15 seconds while funnels are processing.

## Funnel types

| Type     | Pages                         | Description                                                                            |
| -------- | ----------------------------- | -------------------------------------------------------------------------------------- |
| Call     | /video, /cal, /nextsteps, /dq | Consultation booking flow with video, calendar, next steps, and disqualification pages |
| Lead Gen | /video, /cal, /nextsteps, /dq | Lead capture flow with optimized conversion pages                                      |

## Funnel statuses

| Status     | Meaning                                |
| ---------- | -------------------------------------- |
| Live       | Funnel is published and accessible     |
| Staged     | Funnel is ready but not yet live       |
| Draft      | Funnel is saved but not published      |
| Processing | Funnel is being built                  |
| Queued     | Funnel is waiting to be processed      |
| Failed     | Something went wrong during generation |
| Error      | An error occurred after deployment     |

## Tips

* **Start with Wizard mode** for your first funnel — it walks you through every setting. Switch to Advanced mode later for fine-tuning.
* **Use the mobile viewport toggle** in Advanced mode to preview how your funnel looks on phones before publishing.
* **Lock sections you're happy with** to prevent accidental edits while working on other parts of the funnel.

## What to do next

Connect a custom domain in [Build > Domains](/modules/build/domains).