Funnels
Build multi-step questionnaires that guide visitors step by step to a lead and an appointment booking.
A funnel guides visitors through a page after another, each with a question or task and a progress bar. It suits appointment requests, quizzes and applications. You find it in the menu under Marketing → Funnels. A page to read and scroll you build as a landing page instead. Not to be confused: the funnel here is not a sales funnel, that is, not the stages of a pipeline.
Creating, AI drafts, default details, legal texts, publishing, versions, custom domain, leads and analysis work just as they do for Landing pages. Read the steps there. This page describes what is different for funnels.
Rights as for landing pages: CRM module, and for creating, editing, publishing and deleting the project lead of the project or an organisation admin. The area is not released for partner access.
Structure
A funnel consists of pages. Each page has a type: start page, step or result. Arrange the pages in the editor on the left. For each page you set:
- the name of the page,
- the type (start page, step, result),
- Then continue to: by default the next page in the order, or a specific other page.
With the switch Show progress you turn the progress bar on or off.
Blocks
In addition to the blocks of the landing page (text, image, button, list, video, counter, rating, divider, section), there are:
- Question: with Answers (at least two, at most ten). You choose whether one answer moves on immediately ("One answer (moves on immediately)") or whether several are possible ("Several answers"). Each answer can point to its own next page. Answer is required makes the question mandatory.
- Form: it creates the lead. You choose the fields (name, email, phone and more, at most ten), mark required fields and set the label of the submit button and a note below it. Without email or phone the lead cannot be reached.
- Appointment booking: see below.
Working in the editor
The editor works as it does for landing pages: full screen, collapsible sidebars, the Add bar with ready-made sections, renaming pages with the pencil or a click, individually selectable buttons with continuous size and rounding, and jump targets with section names. The details are under Landing pages in the section ‘Working in the editor’. When you open a funnel, the section where you were last is already selected.
Rules
On each page you can set under Rules where the visitor goes next, depending on their answers. A rule has one or more conditions (question and answer) and a target. You choose whether all conditions must apply or one is enough. The first matching rule decides the next page. Targets of individual answers take precedence. Rules need at least one question in the funnel.
Appointment booking
The Appointment booking block books an appointment for the lead. Before it, the funnel needs a form, because the form creates the lead the appointment refers to. What the block does depends on the project:
- Booking in the Leadmode calendar: visitors book only at free times. You choose the appointment type. Duration, buffer and working hours are under Settings → Sales → Calendar, and the appointment type must be set to "Bookable" there. The appointments go to the person assigned to the funnel, otherwise they are spread across the project team. The project must have at least one active salesperson assigned, and the calendar must be enabled for the organisation. Otherwise the funnel cannot be published. See Book appointments.
- Booking in the customer's calendar: if the project books in the customer's calendar, for example via Calendly, that calendar opens in a new tab after the form, with name and email address already filled in. The lead is in the project immediately. Leadmode cannot see whether the visitor actually books there. Therefore choose under Thank-you page for the customer's calendar a page that does not claim "appointment booked". You maintain the calendar link in the project settings under "Customer calendar". In the analysis, opened calendars appear separately from booked appointments.
The label of the button changes the text on the button that opens the calendar or books the chosen time.
Quiz with points
By default a quiz scores by Most votes: each answer votes for a result, the most votes win. In the Scoring area you switch to Points. Then each answer brings points (whole numbers, also 0 or negative); with several chosen answers the sum counts. You define result ranges (from, to, result page). They must cover all possible scores, without a gap and without overlap. The editor shows how many points are possible. On the result page you insert the values with Points reached and Maximum score, and rules can also decide by points (“Points are at least …”).
The server recalculates the score on submission. It is stored on the lead, stays unchanged there even if you change the funnel later, and can be filtered in the lead list (Points from, Points to). A funnel scores either by votes or by points, never both.
Answers after the contact details
The lead is created when visitors submit the form. If they then answer further questions, these answers add to the lead. In the funnel's lead list you see the answers and the status Incomplete or Complete. It counts as complete once the last page is reached or an appointment is booked. You can filter by it. If the form comes early in the funnel, more partial answers are kept, because anyone who leaves before giving contact details is unknown: only the anonymous counters exist for them. Messages and autopilot continue to run when the lead is created and not twice. For webhooks there is the event Lead completed.
Opening it from the landing page
A funnel can be opened from a landing page by a button or as a pop-up. It takes over the origin and campaign data. More under Landing pages.
Search
Funnels are blocked for search engines by default. In the Search & AI area of the editor you can release the start page. The steps and the result page always stay blocked. Title, description and image are under Link preview & icon, as with landing pages. More under Landing pages.
Links to other questionnaires
A link or button in the editor can point to another funnel. Leadmode warns you if the target questionnaire no longer exists or is not online, and offers to take over the address if it has changed.