Learn how to create your ClickFunnels account, set up your business “homepage,” and create and edit your first products and courses with this set of step-by-step tutorials.
Getting Started with ClickFunnels 2.0
ClickFunnels 2.0 gives users all the tools they need to create their very own thriving online business; but, first, you need to know how to get it set up.
ClickFunnels 2.0 provides all the information and support you need to get set up through the excellent Knowledge Center; however, we’ve put together tutorials on some of the most essential and frequently used parts of ClickFunnels, so that you can start using ClickFunnels with confidence.
Before you can start taking advantage of all the many great features that ClickFunnels provides to its subscribers, you’ll need to create a ClickFunnels account.
Step 1: Go to the ClickFunnels website.
Step 2: Click the blue Start Your Free Trial Today button
Step 3: Enter your Full Name and Email Address in the indicated fields. Then, click Continue.
Step 4: Enter the required information and click on the blue Start My Free Trial button.
Step 5: You’ll receive an email that prompts you to Create a password or View your account dashboard.
Step 6: Once logged in you’ll be taken to your ClickFunnels Account Dashboard.
Create Your FunnelHub
The FunnelHub is your business’s homepage and the first thing that visitors will find when they search for you on the internet. It’s also where everything that you create with ClickFunnels will be featured. It aims to serve two main types of customers:
- Customers who are looking to validate your business, brand, and service
- Visitors who have discovered your business, brand, and service accidentally
Making sure your FunnelHub is set up professionally will go a long way in making sure that your business becomes a success.
Step 1: From your ClickFunnels account dashboard, you’ll see a set of tasks that you need to complete. Select Set up your FunnelHub, followed by Create FunnelHub.
Step 2: You’ll now be asked to choose from 4 different themes. Choose the one you like the most and click on the black Customize Now! button.
Step 3: After a few moments, the customization screen of your FunnelHub Home Page will load. You’re free to change the appearance of any text, images, and elements to your desired preferences.
Step 4: You can view and edit the different pages of your FunnelHub using the menu options at the top (highlighted in green) and on the left (highlighted in red) of the screen.
Create a Product
Every online business needs a product its visitors want to buy, so keep reading for how to create and edit your first ClickFunnels product.
Step 1: Select Products from the menu on the left side of the screen.
Step 2: Click the black Create product button.
Step 3: A new window will appear. Choose whether you wish to create a Digital, Physical, or Bundle product. Enter a Product name and Description. Then, click the black Create product button in the bottom right corner.
Step 4: Now enter pricing information. One-time payment will be selected by default. Enter Amount, Price name, and Product cost, and then click on Create price in the bottom right corner.
For subscription pricing, you need to first click on Subscription at the top of the window. This will display the form shown in the image directly above. Enter Amount per payment, Price name, Product cost, choose how often the charge is applied in the Charge customer every field, and select product has a trial and Setup fee, if appropriate.
Step 5: You will now see the product you have just created. You may make further changes and improvements to the product information.
You can add a product image (highlighted in red), select whether the product is taxable (highlighted in green), add shipping and inventory information (highlighted in blue), and edit SEO & Sharing information (highlighted in purple).
Once you’ve completed updating the product to your desired specifications, click update product in the lower right corner.
Create an Online Course
If you’re a knowledge expert, teacher, or coach, then an online course could turn your expertise into a business. This tutorial explains how to create your first online course, edit it, and publish it.
Step 1: From your ClickFunnels account dashboard, click Sites & Funnels from the menu on the left side of your screen.
Step 2: Select Courses from the submenu (highlighted in red) and then click New Course (highlighted in green) located in the center of your screen.
Step 3: Choose the Course template you wish to use. We’ll use the Basic Course template for this tutorial.
Step 4: Enter a course Title and Description, select a Theme and Thumbnail Image, and then select the black Create Course button in the bottom left or upper right corner.
Step 5: You’ll now see your new course within the course area of the ClickFunnels dashboard. Click on your new course (highlighted in red).
Step 6: To edit the content of the course, you may click Customize in the upper right corner or select the Module, followed by the Module Lesson.
Step 7: You can edit the design and content of the course to meet your desired specifications.
Once you’re finished making changes, click Save in the upper right corner.
Step 8: When you’re happy with your course, select Draft and then click Publish. Your course will now go live and be available for customers to purchase.