ClickFunnels has around 24 apps on its platform, each containing a multitude of features and tools.
I’ve put together this basic demo so you can have a sneak peek at what to expect when you purchase a subscription.
Key Takeaways:
- All ClickFunnels apps are unlimited—use them as much as you want
- Use the ClickFunnels setup guide to configure the platform for your goals
- To prevent feature overwhelm, add each ClickFunnels app as you need it
ClickFunnels Demo: Explaining the Platform Apps
Let’s kick off by explaining how the platform works.
When you first log in, things look a little bare. That’s because your account only comes preloaded with the funnels, products, customers, and learning apps.
When you want to start using the other platform features, you have to add the relevant apps. Don’t worry, these are included with your subscription; you just have to “switch them on,” so to speak.
Do this by clicking the little + sign next to where it says Apps.
Then, pick your app and click Add App.
Some apps require you to complete a few setup steps before adding them, while others don’t. The setup process is pretty straightforward, and ClickFunnels guides you through it.
Which apps do you need? Well, that depends on your goals.
To help with that, ClickFunnels has an overall setup guide for you to follow. So, if you’ve never used the platform, it’s a great way to get started.
Just pick whether you want to:
- Sell digital products
- Sell physical products
- Generate leads
ClickFunnels will then guide you through which apps to use and how to set them up.
ClickFunnels Platform Tour
While this article certainly won’t cover everything on the ClickFunnels platform, it aims to give you a taste of the most-used tools and apps.
Pick a Funnel
Although ClickFunnels has a full website builder, creating a funnel is an easier place to start because it involves fewer web pages.
Plus, if you align the funnel with your goal, you can get your first product up for sale (or start generating leads) pretty quickly.
Click the Funnels tab, browse, and select from the available templates.
The funnel workflow page is actually straightforward. All the steps are laid out in a clear order.
If you click the three dots on each step, you get a range of options, such as adding events, calendars, and products.
Clicking between funnel steps allows you to add new ones, including split conditional paths. This is great because you can create customized paths depending on the action the reader took in the previous step.
Customize a Landing Page
You can edit all of your ClickFunnels pages in the same way.
Simply hover the mouse over an element and click to edit it.
- Text can be edited directly on the screen.
- Drag and drop each element into the desired position.
- Click to add a new element and choose from dozens of options.
- To make customization faster, there are prebuilt page sections (called “assets”).
- Set up the style guide with universal fonts, colors, and other design elements throughout your funnel.
Add a Survey
The surveys app is where you create all your lead forms, polls, quizzes, and questionnaires.
It’s fantastic because it lets you create split paths to really drill down into specific info and get audience insights that are actually useful.
Whether you want to build just a simple form (name and email address) or a detailed quiz, ClickFunnels has the functionality to allow it.
There are a few different question types that you can add, including multiple choice, image-based, and plain text questions.
You can add surveys to any of your pages and build in actions.
So, for example, if a participant says they love your widgets, you can add them to an email campaign for a widget promotion. On the other hand, if they’re not crazy about your widgets, you can send them to a landing page offering an alternative product.
Build a Course and Community
The course builder is just as straightforward to use as the page builder. I love that you have so much flexibility with it since you can make each lesson page stand out with as many elements as you like.
Pick from a ton of prebuilt sections and customize the page to match your brand.
Control the learning path by drip-feeding course modules and keeping content locked until the previous module has been completed.
Add engagement to your course (and even products or services) by setting up a community.
You can arrange your community into access groups, which you can set as open, private, or secret. This allows you to create different access tiers and charge for them accordingly.
The community space has limited customization options; you can do little more than post and respond. However, it provides you with a dedicated space for your audience as opposed to using something more distracting, like a Facebook group.
Set Up E-Commerce
Sales funnels are great if you’re selling just one or two products. However, if you want to build a shop, a funnel isn’t the way to do it.
Thankfully, ClickFunnels now has a full e-commerce tool that’s good for selling physical and digital products.
It has pretty much most of the features you’d expect for an e-commerce store: product listings, collections pages, customizable checkout and cart pages, etc.
You’re free to sell digital and physical products in the same store; plus, connecting a funnel is possible if you want to promote a specific product.
The only thing is that you have to connect with a third-party shipping provider (Shippo or Shiply) as ClickFunnels doesn’t have this capability on its platform.
Send an Email
ClickFunnels is an SMTP provider, so there’s no need to use an external emailing service (although you can use it if you want).
Creating an email broadcast is super straightforward. Select a template and customize it by dragging and dropping the various elements onto the page.
Configure your sending options, and you’re done! One cool feature is that ClickFunnels has a smart sending tool. This will determine the best times and days to send your email, thus increasing the chances of your email being opened and read.
For email campaigns (sequences), you’ll need to use the workflows tool—more on that below.
Automate Everything!
The Automations feature is probably the one that’s going to take you the longest to learn. That said, it’s intuitive, and ClickFunnels walks you through each step of your automation workflow.
First, select your trigger, then pick and configure the subsequent actions.
Everything gets mapped out clearly on the screen so you can see precisely how each path will be followed.
You’re not limited in the number of workflow steps, nor on the number of automated workflows you can have, so you can automate as much of your business as you want!
Throughout the platform’s apps, there are other automations that you can add. These are typically quick, one-step actions. For instance, if someone completes a course, an email containing a certificate may be automatically sent.
As you start using the platform and setting up these mini automations, you can view them in the Quick Actions section of the Automations app.
Using the CRM Features
I’ll just run through the CRM features so you can have a quick look at what you get. All of them are easy to master and use.
The Appointments app lets you set up calendars and schedules for your live sessions. For instance, if you’re running webinars or coaching programs, this is how you can allow customers to book.
Once you’ve created a calendar, you can add it to a sales page. Customers can then browse the available slots and book their preferred date and time.
There are multiple event types that you can create calendars for. The configuration options are slightly different depending on which one you pick.
The Opportunities app is where you build all your sales pipelines. Once you start adding leads, you’ll be able to see at a glance which customers require nurturing or attention.
It’s possible to build automation into these so the lead can move through the customer journey on autopilot.
Next, you have the MessageHub app. It’s great because it pulls all of your text-based convos into one central area.
So, if you use social media messaging, email, chat widgets, and even WhatsApp and Telegram, you can add them all here so everything is in one place.
This removes the need to flip from one platform to another and makes it easy to spot who needs responding to.
As you can probably guess, you can build automated responses into the MessageHub, and there’s a feature called “canned responses” that lets you send a standard response to common queries in one click.
Sales and Payment Tools
Finally, let’s quickly check out the tools you have for selling your products.
One of the main things you’ll need is the PaymentsAI app because without it, you can’t facilitate any sales.
This is ClickFunnels’ payment gateway, so you can opt to use it on its own or connect it to third-party gateways like Stripe and PayPal.
The advantage of this is that it lets you choose which gateway to use to make direct payments. This is helpful when facilitating global sales because it lets you decide which gateway is best for a particular location.
The Discounts app is available if you want to create coupon codes for specific products and promotions.
This is super simple to use, and you can apply the same coupon codes across multiple products if you wish.
Checkouts are configured directly on sales landing pages. They are highly customizable (after all, ClickFunnels is all about making sales!), and you can pick from a one, two, or even three-step order form.
Upsells, downsells, and order bumps are also available if you wish to add them.
Where Can I Find Other ClickFunnels Demos?
While ClickFunnels doesn’t provide a full platform demo, you can access training for all its apps. Just click into any app, and you’ll find the option to get training or learn more at the bottom of the page.
In my opinion, the best way to demo ClickFunnels is to sign up for a free trial.
There’s an extended 30-day trial—all you have to do is head to this page to find it.
Frequently Asked Questions
Can I Include a Demo for My ClickFunnels Products?
Yes! You can include a demo for your ClickFunnels products by adding a video to the sales page. If you’re selling courses, include a free demo lesson; for communities, include a free community space that new members can try.
Does ClickFunnels Offer a Demo?
ClickFunnels does not have a full site demo available. However, each of its features includes a mini demo and walkthrough that teaches you the basics.
