Sales Funnel Video Tutorial A Step-by-Step Guide

A sales funnel, also known as a digital marketing funnel, is an essential tool for guiding potential customers through the customer journey. With the help of PipelinePRO, you can easily set up a sales funnel to attract and convert leads into loyal customers. In this step-by-step guide, we will walk you through the process of setting up a sales funnel using PipelinePRO.

What is PipelinePRO?

PipelinePRO is an all-in-one sales funnel builder that is used by over 570,000 websites. It is a versatile tool that allows users without coding training to create and manage their sales funnels. In addition to funnel setup, PipelinePRO offers features such as sales tracking, calendar and analytics display, and website creation. The regular price for PipelinePRO is $497, but there is currently a special offer available for $37, with a one-time payment for a lifetime service.

How to Set Up a Funnel with PipelinePRO

Setting up a sales funnel with PipelinePRO is a straightforward process. Here is a step-by-step guide to help you get started:

Step 1: Go to the Dashboard

After logging into PipelinePRO, you will be directed to the Dashboard. On the left-hand side of the Dashboard, you will find a sidebar menu with various options. Click on the “Sites” option to access the menu bar for funnel creation. Under the “Funnels” tab, you can view a list of the sales funnels you have created in the past. If you are setting up a funnel for the first time, click on the “+ New Funnel” button located near the top right-hand side of the page.

Step 2: Name Your Funnel

A popup box will appear, prompting you to name your marketing funnel. You have the option to choose a template or build the funnel from scratch. For the purpose of this guide, we will focus on building a funnel from scratch. Once you have entered the name for your funnel, click on the “Create Funnel Step” button.

Step 3: Set Up Your Funnel

You will be directed to a specialized page with four sections: Steps, Stats, Sales, and Settings. Under the “Steps” section, you will find the Launch Checklist and Funnel Steps. To add a new step to your funnel, click on the “+ Add New Step” button. A popup will appear, asking for details such as the name for the page and the path. Once you have entered the necessary information, click on the “Create Funnel Step” button.

Step 4: Go to the Builder and Start Building

After creating a new step, you will be redirected to the builder, which is a drag-and-drop tool. This tool allows you to customize each page of your funnel according to your preferences. You can change headlines, add buttons or forms, create blog posts, add images and videos, and much more. Take your time to explore the various options and create a funnel that aligns with your marketing goals.

What You’ll Find in the PipelinePRO Funnel Builder

The PipelinePRO funnel builder offers a range of options for customization. Here are some of the key features you will find:

Section Settings

On the left-hand side of the Dashboard, under the “Section Settings” heading, you will find options for general settings such as padding, shadowing, and imagery. There are also advanced options available for further customization.


The “Text” section allows you to change headlines, sub-headlines, paragraphs, and bullet lists. You can customize the text to match your branding and messaging.


The “Form” section allows you to add buttons or forms to your funnel. This is an important feature for capturing leads and collecting customer information.


If you want to create a blog post list within your funnel, the “Blog” section provides the necessary options.


The “Media” section allows you to add images and videos to your funnel. Visual content can significantly increase conversion rates and engage your audience.


The “Custom” section offers options for adding custom JS or HTML, surveys, calendars, maps, and more. This section allows for further customization and integration with other tools or platforms.


You can also create a countdown timer or day timer within your funnel. These features can create a sense of urgency and encourage customers to take action.


Under the “Blocks” section, you will find options for adding a navigation menu, divider, progress bar, and image feature. These elements can enhance the overall design and user experience of your funnel.

Order Elements

The “Order Elements” section includes options for 1- or 2-step orders and order confirmation. This is particularly useful for e-commerce businesses or businesses that require customers to make a purchase.


Setting up a sales funnel with PipelinePRO is a simple and intuitive process. By following the step-by-step guide provided in this article, you can create a powerful sales funnel that will help you attract and convert leads into loyal customers. Take advantage of the features and customization options offered by PipelinePRO to optimize your digital marketing strategies and drive success for your business.

Remember to optimize your funnel for maximum conversion rates and include compelling content and visuals to engage your audience. With PipelinePRO, you have all the tools you need to create a successful sales funnel and boost your digital marketing efforts.

So, what are you waiting for? Start building your sales funnel with PipelinePRO today and watch your business thrive!

Leave a Comment