How to Create a Funnel in Captivation Hub

Creating a funnel in Captivation Hub allows you to guide visitors through a structured sales or lead-generation process. This guide walks you through how to create a funnel from scratch, add sections and elements, and optimize it for conversions.

Step 1: Create a New Funnel

1. Log into Captivation Hub.
2. Navigate to Funnels & Websites > Funnels.
3. Click Create New Funnel.
4. You can either:
   • Start from scratch (Blank Funnel)
   • Use a template (Faster setup)
5. Enter a name for your funnel and click Create Funnel.

Step 2: Add Funnel Steps (Pages)

1. Click Add New Step to create the first page.
2. Name your page (e.g., "Landing Page").
3. Select Blank Page or choose a pre-designed template.
4. Click Create Step.

🔹 Repeat these steps to add additional funnel pages like an order page, thank-you page, or upsell page.

Step 3: Structure Your Funnel Page

Each funnel page is built using sections, rows, and elements:

• Sections: The main container (like the outer walls of a house).
• Rows: Inside sections, rows define layout (like windows and doors).
• Elements: The content inside rows (like headlines, images, and buttons).

How to Add Elements

1. Click Add Section → Select the size (full-width, small, medium, etc.).
2. Inside the section, click Add Row → Choose how many columns you want (e.g., 1, 2, 3, or 4).
3. Click Add Element → Choose an element such as:
   • Headlines (Large, bold text)
   • Images
   • Videos
   • Buttons
   • Forms (For lead capture)
   • Social Media Links

🔹 Tip: You can drag and rearrange elements as needed.

Step 4: Set Up Buttons & Links

Buttons are key for navigating your funnel. You can:

• Link to the next funnel step (e.g., from landing page → order page).
• Redirect to an external website (e.g., affiliate links, Shopify, Amazon).

How to Set a Button Action

1. Click on the button element.
2. Under Settings, choose what happens when clicked:
   • Go to next step in the funnel.
   • Open a URL (e.g., affiliate links).
   • Open a pop-up form (for lead capture).

🔹 Example: If you’re promoting a product on Amazon, enter your Amazon affiliate link in the button settings.

Step 5: Add a Form for Lead Capture

Forms allow you to collect customer information.

How to Add a Form

1. Click Add Element → Select Form.
2. Choose a form template or create a new one.
3. Edit the form fields (e.g., Name, Email, Phone).
4. Click Save.

When visitors submit the form, you can redirect them to the next step in your funnel or send them a confirmation email.

Step 6: Create an Order Page

1. Click Add New Step → Name it Order Page.
2. Add a One-Step Order Form element.
3. Customize the fields:
   • Remove unnecessary fields (e.g., shipping if selling a digital product).
   • Ensure the form is connected to Stripe or PayPal for payments.
4. Click Save.

🔹 Tip: If you are selling digital products, you can disable shipping fields in the Advanced Settings.

Step 7: Add a Thank You Page

1. Click Add New Step → Name it Thank You Page.
2. Use a pre-built template or create one from scratch.
3. Add a message confirming the order or signup.
4. Include a call-to-action (e.g., "Join our Facebook group" or "Download your product").

Step 8: Set Up Your Funnel Domain

Each funnel needs a URL to be accessible.

1. Click Settings (top menu).
2. Select Domain and assign a connected domain.
3. Save the changes.

Now, when visitors go to your funnel link, they’ll be directed to the correct page.

Step 9: Optimize & Track Performance

Captivation Hub provides built-in analytics for tracking funnel performance.

1. Navigate to Funnels & Websites > Funnels.
2. Click on your funnel and go to Stats.
3. Review key metrics:
   • Page Views: How many visitors landed on each step.
   • Opt-ins: How many people submitted a form.
   • Sales: Number of purchases completed.

🔹 Tip: If you need to track specific events (like ad conversions), use the Tracking Code feature to add Google or Facebook Pixel codes.

Step 10: Save Global Sections for Reuse

To save time, you can create Global Sections for commonly used elements (headers, footers, banners).

How to Save a Global Section

1. Select the section you want to reuse.
2. Click Save → Choose Global Section.
3. Give it a name (e.g., "Header" or "Footer").
4. Now, you can add this section to any page without recreating it.

Bonus Features You Can Add to Your Funnel

• Pop-Ups: Create an exit-intent pop-up to capture leads.
• SEO & Meta Tags: Optimize your funnel pages for search engines.
• Custom Code: Add custom HTML, JavaScript, or CSS if needed.
• Countdown Timers: Create urgency for time-limited offers.
• Surveys & Calendars: Enhance engagement and scheduling.

Conclusion

Creating a funnel in Captivation Hub is a simple yet powerful way to generate leads and sales. By following these steps, you can design a customized, high-converting funnel.