The wizard builds a complete funnel from your PDF in a few minutes: the squeeze page, the download page, the footer pages and the cover. You fill in one step at a time and preview both pages before you save.
Where to find it:
Free Consumer Reports, then Funnel Builder. Or click + Create New on My Custom Funnels.
The six steps show across the top: Basic Info, Upload PDF, Cover Image, Choose Template, Customize, Preview & Save. Use Next and Back at the bottom to move between them. Back to Funnels at the top returns to My Custom Funnels.
Step 1, Basic Info:
- Funnel Title (required): the funnel's name, used on the pages and in the admin.
- URL Slug: fills in from the title, or type your own. It shows the address, for example https://yoursite.com/reports/the-holiday-gift-budget-planner/, and says Available or Already taken.
- Category: one of the 8 report niches or one of your own categories.
To add a category without leaving the wizard, pick + Create New Category at the bottom of the list, type a Category Name, change the Emoji Icon if you like, and click Create Category. It is added and chosen for you.
When you save, the funnel gets the address in URL Slug. If that address is already in use, a number is added to the end, for example -2.
Step 2, Upload PDF:
- Upload PDF: click Choose PDF from Media Library, upload your file or pick one, then click Use this PDF. The file name shows with a Remove button.
- External URL: paste a link in PDF URL. You see Valid PDF URL, a note that the link does not end in .pdf (it may still work), or Invalid URL.
When you save, the add-on copies the PDF into the funnel's own folder on your site. A link must be a direct, public link to the PDF file itself, not a share page.
Step 3, Cover Image:
This step is optional.
- Upload Image: click Choose Cover Image and pick an image. Remove Image clears it.
- External URL: paste a link in Cover Image URL. It must start with http:// or https://. A preview shows below.
The cover shows on the squeeze page and the download page, on the Funnels tab, on your Showcase page and on My Custom Funnels. A 3D report or ebook image, square or portrait, at least 400 by 400 pixels, works well.
Step 4, Choose Template:
Click one of the 9 template cards: Gradient, Clean Card, Dark Professional, Bold Vibrant, Minimal, Modern Glass, Neon Cyber, Warm Sunset or Corporate Blue. The chosen card gets a purple border. Gradient is chosen to start with. Every template works on phones and uses your accent colour.
Step 5, Customize:
- Headline (required): fills in as "FREE: " plus your title. The big text at the top of the squeeze page. Once you change it, your own headline is kept, also when you go Back and return.
- Subheadline: the line under the headline.
- CTA Button Text (required): starts as Get Free Access.
- Popup Headline: the text above the email box in the opt-in popup, for example Get Your FREE Copy (Enter Email):
- Accent Color: the main colour of the page.
- Affiliate Link (optional): this funnel's own offer for the Check Out This Resource button on the download page. Leave it blank to use your Geo Smart Links and Default Affiliate Link from Settings.
- Gradient Start Color and Gradient End Color: these show when you picked the Gradient template.
Step 6, Preview & Save:
- Click Generate Preview. Your squeeze page appears in the box.
- Use the Squeeze Page and Download Page buttons to switch between the two pages.
- Click Save Funnel.
You see "Funnel created successfully!" with the funnel's link and the exact address it was saved under, plus Create Another and View Funnels buttons.
Edit a funnel later:
Click Edit next to the funnel on My Custom Funnels. The wizard opens as Edit Funnel with everything filled in. Change what you like, then click Update Funnel on Step 6.
- The address stays the same, so links you have already shared keep working.
- Steps 2 and 3 keep the current PDF and cover. A note says the funnel already has its PDF. Leave them, or choose a new file to replace them.
- The Created date stays the day you first built the funnel.
A real example:
The owner of yoursite.com built The Smart Shopper Checklist. Step 1: title The Smart Shopper Checklist, category Smart Shopping. Step 2: they uploaded their PDF. Step 3: their blue cover. Step 4: Clean Card. Step 5: headline "FREE: The Smart Shopper Checklist", subheadline "Twelve quick checks that stop you overpaying for anything.", button Get Free Access and a blue accent. Step 6 previewed the page and they clicked Save Funnel. It went live at yoursite.com/reports/the-smart-shopper-checklist/.
Tips:
- Choose the address with care in URL Slug. It stays the same when you edit the funnel later.
- Upload the PDF rather than linking to it when you can. It is the quickest and surest way.
- After saving, click Settings on My Custom Funnels to give the funnel its own list or offer.