Master Clickfunnels 2.0 & Start Building Funnels

In this lesson, we’re going to take a look at the site in Clickfunnels 2.0 and create a style guide that you can use for all the site and funnel pages in your workspace to easily keep the look of your pages consistent.

00:00 Intro

00:16 Site overview

01:10 How to access the site editor and all site pages?

02:13 How to create additional site pages?

02:22 How to set up the style guide?

05:20 Pro tip #1: How to find fitting font pairs?

06:12 Pro tip #2: How to find fitting color combinations?

In this lesson, you’ll learn how to create a header and a footer as universal sections so that you can use them on all the site and funnel pages and update them seamlessly.

00:00 Intro

00:29 How to access the site editor?

00:49 What is a universal section in Clickfunnels 2.0 and why is it beneficial to use it for a header and a footer?

01:12 How to create and customize a header?

05:19 How to turn the header into a universal section?

06:13 How to customize the footer that comes with the page template?

07:01 How to build a footer from scratch?

10:39 How to easily create a compliant Privacy policy and a Cookie policy?

11:11 How to add links to the footer?

11:57 How to add social media icons to the footer and link them to the social media profiles?

In this lesson, you’ll learn how to create a header and a footer as universal sections so that you can use them on all the site and funnel pages and update them seamlessly.

00:00 Intro

00:29 How to access the site editor?

00:49 What is a universal section in Clickfunnels 2.0 and why is it beneficial to use it for a header and a footer?

01:12 How to create and customize a header?

05:19 How to turn the header into a universal section?

06:13 How to customize the footer that comes with the page template?

07:01 How to build a footer from scratch?

10:39 How to easily create a compliant Privacy policy and a Cookie policy?

11:11 How to add links to the footer?

11:57 How to add social media icons to the footer and link them to the social media profiles?

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In this lesson, we’ll continue working on your site and customize your homepage.

You’ll also learn all the basics of the Clickfunnels page editor that you’ll use to build your site, funnels, blog posts, course lessons, and pretty much everything that you can create in Clickfunnels.

00:00 Intro

00:29 How to access the site editor?

00:43 Dashboard overview

02:12 Building blocks in the Clickfunnels page editor

02:43 How to access the settings of the section, row, and element?

03:01 What is padding and margin?

03:59 How to change the background to an image?

04:27 How and why to compress images before uploading them to Clickfunnels?

05:38 How to change the background color or add a gradient?

06:13 How to change the button settings and style?

07:31 How to change the text of the button?

07:43 How to add the button action?

08:15 How to edit text elements?

09:33 How to create a link?

10:08 Image settings

11:01 How to add new sections, rows, and elements?

11:58 How to move sections, rows, and elements?

12:28 How to delete sections, rows, and elements?

12:40 How to work with the multiple-column rows?

13:19 How to access the columns settings?

14:26 How to add more columns to a row?

00:00 Intro

00:29 How to access site settings?

00:34 How to change the site information (title, domain, favicon, logo, theme)?

01:32 How to publish and unpublish a site?

01:51 Where to add tracking codes to the site?

02:06 Where to add a MessageHub token?

02:20 Advanced settings for theme override

02:38 SEO and sharing settings for your site

In this lesson, we’ll cover a Community feature that has the potential to replace your Facebook group or your paid community available only for the users who are paying a monthly subscription fee.

00:00 Intro

00:11 How to access the Community feature?

00:41 How to create a new group in the community?

01:11 How to add an open topic in the community?

01:31 Types of topics in the Clickfunnels community?

02:18 How to create a private topic in the community?

02:52 How to create a new post in the community?

03:30 How will the community look for the customers?

04:15 Advantages of hosting your community in Clickfunnels?

So far, you should have set up your Clickfunnels account, created a style guide, and maybe even a site, and now it’s time to build the first funnel.

In this lesson, we’ll start building a lead magnet funnel that you can use to collect email addresses from your leads in exchange for your lead magnet.

This lesson will show you how to build an opt-in page of the lead magnet funnel.

00:00 Intro

00:40 Lead magnet funnel flow

01:20 How to create a lead magnet funnel using a template?

02:32 How to create a lead magnet funnel from scratch?

03:47 How to create an opt-in page in the lead magnet funnel?

05:25 How to change the background for a section?

07:02 How to change the background for the text elements?

07:26 How to add an image to the page?

07:49 How to prepare an image for the upload?

09:09 How to create input fields?

10:26 How to edit buttons?

11:39 How to adapt the page for mobile devices?

15:21 How to add the SEO information for the page?

In this lesson, we’ll build a Thank You page for the lead magnet funnel and test the whole funnel.

00:00 Intro

00:08 What elements do you need on the Thank You page?

01:02 How to create a Thank You page?

04:48 What action do you need to set up for the button on the Thank You page?

05:15 How to add the SEO information for the page?

05.26 Testing the lead magnet funnel

06:16 How to make the funnel live?

06:26 How to remove the “Powered by Clickfunnels” badge?

06:40 Where do you see the contacts that opt in on the funnel?

The last thing you need to do for your lead magnet funnel is to set up the delivery of your lead magnet.

There are two ways how you can do it. You can add a button to the Thank You page and link it to your lead magnet or you can include the link to your lead magnet into a follow-up email that you’re sending to the contact.

This lesson will walk you through the setup of both options.

00:00 Intro

00:14 How to upload a digital file (lead magnet) to Clickfunnels?

00:53 How to give access to the lead magnet on the Thank You page - Method #1

01:39 How to deliver the lead magnet in a follow-up email - Method #2

In this lesson, we start building a sales funnel.

The whole process is split in three parts so you can follow along easier. We'll start by creating a sales page with a video, sales copy, and a checkout element.

You’ll also learn everything you need to know about the checkout element and how to use it on different pages.

​00:00 Intro

00:30 What elements does a sales page need?

01:00 How to create a new sales funnel using a funnel template?

02:09 How to create a sales funnel from scratch?

02:23 How to create a sales page from scratch?

06:20 How to add and format the text on the sales page?

07:16 How to add text with images to the sales page?

08:08 How to add buttons to the funnel page?

09:13 How to add a video to the sales page?

09:58 How to format the elements on the sales page?

12:17 How to add a checkout element to the funnel page?

12:45 How to work with the checkout element?

17:14 How to preview the checkout element in the different states?

17:44 How to set the action for the buttons to scroll to a specific section on the page?

18:35 How to switch to the mobile view of the page?

19:34 How to add the SEO information?

20:02 How to add the products to the page?

20:32 How to add the order bump products to the page?

20:50 How to add a quantity selector to the checkout form?

In this lesson, we'll keep working on the sales funnel and build upsell and downsell pages.

00:00 Intro

00:17 Funnel flow with an upsell and a downsell page

01:42 What elements does an upsell page have?

02:09 How to add an upsell page to the funnel?

02:45 How to create an upsell page?

04:17 How to add a button and a “No-Thank You” link to the upsell page?

07:08 How to add a product to the upsell page?

07:24 How to add the SEO information for the upsell page?

07:53 How to create a downsell page?

08:23 Adding a product to a downsell page?

08:41 Editing the downsell page

This lesson wraps up the creation of our sales funnel. By now, we built a sales page, an upsell and a downsell pages, and in this lesson, we’ll build the last page in this funnel - the order confirmation page. We’ll also link the pages properly and test the whole funnel.

00:00 Intro

00:19 What elements do you need on the order confirmation page?

00:37 How to create an order confirmation page?

04:08 How to add the SEO information for the order confirmation page?

04:24 Updating the link on the upsell page

05:20 Testing the funnel

05:51 How to test purchases on the funnel?

08:27 How to make the funnel live?

08:37 How to remove the “Powered by Clickfunnels” badge?

Originally, it was only possible to add a one-click upsell or downsell in Clickfunnels using the Checkout element. We covered how to do that in the Creating a Sales Funnel - Part 2 lesson. Now, you can also set up one-click upsells/downsells using the Button element. That's what this lesson is about.

Advantages of using the Button element for one-click upsells/downsells:

• Can add multiple upsell products to the same upsell page.

• Can redirect a customer to different pages based on the upsell product they purchased (e.g., directing customers to different downsell or order confirmation pages).

00:00 Intro

00:23 How does the one-click upsell in Clickfunnels work?

00:54 Adding an upsell product to the upsell page

01:17 How to add a one-click upsell using the Button element?

02:04 How does the redirect override for a button work?

02:26 How to add a No-Thank You link on an upsell page?

03:33 Testing a one-click upsell in Clickfunnels

04:52 Important notes about the one-click upsell

05:14 How to add a one-click upsell and downsell using the Button element?

08:17 Testing a one-click upsell and downsell

09:06 How to add multiple one-click upsells to the same page?

In this lesson, I’m going to show you how you can create, modify, and manage products in Clickfunnels. The products in Clickfunnels 2.0 are universal which means when you create a product, you can use it for your site, different funnels, and even different funnel pages. You don’t have to recreate the product from scratch all the time.

00:00 Intro

00:23 How to access the Products section?

00:51 How to create a one-time product?

01:27 Product settings overview

02:23 How to set different pricing options for a product?

03:02 How to create a free product?

03:37 How to automatically unlock the access to a digital asset, course, or community when somebody buys a product?

04:35 How to edit a product?

04:43 How to create a subscription product?

05:22 How to add a free or paid trial to your subscription product?

Learn how to create variations of your products, add them and a quantity selector to your order form.

00:00 Intro

00:08 When would you use product variations?

00:22 How to add product variations?

01:55 How to connect a product with variations to a funnel?

02:39 How to add a checkout element to the order form?

03:17 How to add a quantity selector to an order form?

04:05 How do the product variants and quantity selector look on the order form?

In this lesson, we’ll cover the shipping configuration in Clickfunnels 2.0.

You’ll learn how to create different shipping profiles based on the products or shipping locations, set shipping rates, create packages, and manage product shipping for the orders your customers placed on your funnels.

00:00 Intro

00:17 How to access the Shipping settings?

00:33 How to connect a shipping service (e.g. Shippo, ShipStation) to Clickfunnels 2.0?

01:17 How to create shipping profiles?

01:58 How to create shipping zones and rates?

03:26 How to set a live shipping rate?

04:23 How to create packages?

05:16 How to set shipping locations?

In this module, we're going to cover the creation of the course in Clickfunnels 2.0. This lesson shows you step-by-step how to create a course and later, you’ll learn how to customize course templates, add modules and lessons, enroll users, and much more.

00:00 Intro

00:19 How to access the Course feature?

00:32 How to create a course?

01:29 Course dashboard overview

Learn how to customize templates for the course pages to give your course a unified look.

00:00 Intro

00:06 How to access the templates for the course pages?

00:45 How to customize the course home page template?

01:28 How to work with the dynamic elements?

02:48 How to work with the collection elements?

04:02 How to customize the module page template?

04:36 How to customize the lesson template?

04:41 How to add the navigation sidebar?

05:35 Static and dynamic lesson content

In this lesson, you will learn how to add modules, lessons, and content to your course. We’ll also cover how your customers get access to the course and why you need to customize the customer center before you launch your course.

00:00 Intro

00:37 How to add a module?

01:47 How to add a lesson?

02:09 How to change the order of the modules and lessons?

02:35 How to edit a lesson?

02:58 How to add a video or audio to the lesson?

04:10 How to add content to the lesson?

05:06 How to publish lessons, modules, and the course?

06:09 How will customers access the course?

Learn different ways how you can enrol customers into your course.

00:00 Intro

00:05 Method 1: Product purchase

01:03 Method 2: Manual enrolment

01:33 Method 3: Workflow

In this lesson, I’ll show you how to notify users when they get enrolled into your course and share an access link with them, and how to inform them when you publish some new content in your course.

00:00 Intro

00:19 How to access system emails for the course?

00:39 Types of the system email notifications for the course

00:54 How to customize the email notification template?

In this module, we’re going to look closely at the Contacts section in Clickfunnels 2.0 and the ways you can manage your contacts.

We’ll cover how to create new contacts, bulk import the existing ones, use contact tags and segments.

00:00 Intro

00:07 Where can you access the list of contacts?

00:24 Overview of the contacts dashboard

01:23 How to add contacts to Clickfunnels?

01:51 How to see the detailed contact information?

03:13 How to edit the contact information?

Learn how to use contact tags to keep your contacts organized!

00:00 Intro

00:14 How to create a contact tag?

00:41 How to see contacts with a specific tag?

00:51 How to assign a tag to a contact manually?

01:48 How to assign a tag to a contact automatically?

Learn how to segment your contact list to better customize the experience of your contact!

00:00 Intro

00:12 How to add a contact segment?

01:19 How to modify or delete a segment?

01:27 How to see the contacts that belong to a segment?

In this module we’re going to look into the blog feature in Clickfunnels 2.0. We’ll cover how to create templates for your blog pages and how to create and publish blog posts.

00:00 Intro

00:13 Advantage of having a blog in Clickfunnels 2.0

00:28 Blog dashboard overview

01:26 How to access the templates for the blog pages?

02:09 How to customize the blog home page template?

05:26 How to customize the blog category page template?

05:51 How to customize the blog post template?

In the previous lesson, we created templates for our blog, and in this lesson, we’re going to create the first blog post.

00:00 Intro

00:08 How to create a blog post?

01:13 How to access the blog post settings?

01:20 How to add the text of the blog post?

03:11 How to add an image to the blog post?

03:48 How to add a link to the blog post?

04:38 How to publish a blog post?

In this module, we’ll look into the email marketing features that can replace your current autoresponder.

There are multiple sending options in Clickfunnels 2.0 that you can use, and in this module you’ll learn how to set up all of them.

This lesson shows you how to create an email template that you can use later to create broadcasts and emails in workflows.

00:00 Intro

00:10 What is an automation (aka workflow)?

00:33 What is a broadcast?

00:52 How to create an email template?

01:54 How to add a link to the email template?

02:41 How to add an image to the email template?

02:48 How to add a button to the email template?

03:25 Do I need to add an address and the unsubscribe link to the email template?

Learn how to create broadcasts, one-time emails that you’re sending to your audience.

00:00 Intro

00:10 How to access broadcasts?

00:37 How to create a broadcast?

01:50 Broadcast settings

02:01 What are the broadcast topics in Clickfunnels 2.0?

02:23 How to select the audience for a broadcast?

02:58 What should I do if I don’t see any email addresses in the settings?

03:38 How to test a broadcast?

04:10 How to edit a scheduled broadcast?

04:28 Where can I see the performance of the broadcast?

In this lesson, you’ll learn how to create workflows aka automations.

A workflow in Clickfunnels 2.0 is a sequence of emails and actions that will be triggered by a specific event or when the conditions you set are met. It helps you automate your messaging, contact segmentation and customize customers’ journey.

00:00 Intro

00:23 What is the difference between the workflow and the broadcast?

00:34 How to access workflows in Clickfunnels 2.0?

00:48 How to create a workflow?

05:49 How to activate a workflow?

05:56 How to see the detailed performance of the workflow?

In this lesson, you’ll learn how to create a countdown funnel to add some urgency to your offer.

A countdown funnel consists of different components. You start the setup by creating a countdown event for which your customers can register, then defining the look of the countdown timer. After that, you can add countdown timers to your funnel pages and email follow-ups.

00:00 Intro

00:11 What to do if I don’t see the Countdown Funnels feature on the dashboard?

00:23 How to create a countdown event?

01:13 How to create a countdown timer?

01:59 How to attach the countdown event to the funnel step?

03:00 How to add a countdown timer element to the funnel page?

04:31 How to attach the countdown event to a workflow?

05:05 How to add a countdown timer to an email?

In this module, you’ll learn how to create and manage your own affiliate program directly within CF, so that you can build a network of promoters and boost your sales without paying for yet another software like Tapfiliate or Partner Stack. By the end of this module, you’ll be able to launch your affiliate campaign and start recruiting affiliates.

In this lesson, we cover how to get started with the Affiliate Center app and create commission plans for your affiliate program.

00:00 Intro

00:34 How to add the Affiliate Center app to the dashboard?

01:74 How to create a commission plan with one tier?

02:42 What is a product override in the affiliate commission plan?

03:33 How to create a commission plan with two tiers?

Learn how to create or import a pre-built funnel and a workflow for affiliate registration.

If you use a setup shown in the video, whenever someone opts in on the affiliate registration funnel and provides their contact information, the workflow will be triggered, and Clickfunnels will automatically create an affiliate for this contact. You can then review and approve this affiliate in the Affiliates section of your Affiliate Center.

00:00 Intro

00:16 How to import a pre-created affiliate signup funnel and workflow?

00:47 Editing the affiliate signup funnel

02:25 Editing the affiliate signup workflow

04:06 How to customize system emails that are sent to the affiliates?

05:36 Where do I see the contacts that applied to be my affiliates?

In this lesson, we’ll create an affiliate campaign to define a specific promotion for your affiliates. The affiliate campaigns, as well as the affiliate links to the funnels and promotional resources, will be available to your affiliates in their affiliate dashboard.

00:00 Intro

00:08 How to create an affiliate campaign?

01:35 How to manage commissionable products?​

In this lesson, we’ll cover how to prepare affiliate payouts, handle the payouts via PayPal, and mark payouts as paid.