How to Create Your First Sales Funnel

This is where the magic happens. A funnel is simply a series of web pages designed to guide your visitor toward one specific goal: joining your email list or buying your product.

GetWealthStack makes building funnels incredibly simple. You don't need to link pages together manually or worry about complex coding. We have proven templates ready for you.

Here is how you launch your first funnel in minutes.

Step 1: Create a New Funnel

  • Log in to your GetWealthStack dashboard.

  • Click on Funnels in the main top navigation menu.

  • Click the + Create button in the top right corner.

    A pop-up window will appear. Give your funnel a clear Name (e.g., "Main Coaching Funnel" or "Free Ebook Lead Magnet").

  • Choose your Funnel Domain from the drop-down menu (if you connected your custom domain, select it here).

[📸 Screenshot-instruction:] Capture the 'Create funnel' pop-up window showing the Name, Domain, and Goal options.

Step 2: Choose Your Funnel Goal

In the same pop-up, you need to tell the system what the primary purpose of this funnel is. This helps GetWealthStack pre-load the correct sequence of pages for you.

Choose one of the four options:

  • Build an audience: Perfect for collecting email addresses. It automatically generates a Squeeze Page (Opt-in) and a Thank You page.

  • Sell: Designed to collect payments. It generates an Order Form and a Thank You page.

  • Custom: A blank canvas. Best if you want to build a unique structure from scratch.

  • Run an evergreen webinar: Creates a 3-step funnel (Registration, Thank You, and Webinar Broadcast page) for automated presentations.

Finally, select your Currency (e.g., US Dollar or Euro) and click Save.

Step 3: Select a High-Converting Template

Once you click save, you will be taken inside your new funnel dashboard. On the left side, you see your funnel steps. In the center, you will see dozens of templates.

  • Click on the first step on the left menu (e.g., Squeeze Page).

  • Scroll through the template library. You can click Preview to see how a template looks on a full screen.

  • Once you find a design that fits your brand, click Select.

  • Don't overthink this! You can change colors, images, and text easily in the next step.

[📸 Screenshot-instruction:] Capture the template selection screen with one of the sleek, modern templates highlighted.

Step 4: Customize Your Page (The Editor)

Now it's time to make it yours.

  • In your funnel step dashboard, look for the URL path field. Give your page a clean URL (e.g., /free-guide) and click the green Save step icon.

  • Click the Edit page button (the magic wand icon) on the right side.

  • Welcome to the drag-and-drop editor!

    • Click on any text to rewrite it.

    • Click on images to upload your own.

    • Use the left sidebar to drag new elements (like videos, countdown timers, or buttons) onto your page.

  • When you are happy with the design, click Save changes in the top right corner, and then click the Exit icon to return to the funnel menu.

Repeat this process for the other steps in your funnel (like the Thank You page).

Pro Tip: Mobile View

Over 60% of your traffic will come from a smartphone. While inside the page editor, always click the Mobile icon at the bottom of the screen to ensure your page looks perfect on smaller screens before you launch.

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