How to Get Started with Funnelforms

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Getting started with Funnelforms is a pretty straightforward process, especially if you’re familiar with WordPress plugins.

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1. Install the Plugin

  • For the Free Version: Go to the “Plugins” page in your WordPress dashboard, select “Add New,” search for “Funnelforms,” and then activate it.
  • For the Pro Version: You’ll typically download the plugin file after purchasing a license from their website or a platform like AppSumo. Then, you’d upload and activate it manually in your WordPress dashboard.

2. Activate Your License (Pro Version)

If you’ve purchased a Pro license, you’ll need to activate it within the plugin settings. This usually involves entering a license key. For AppSumo deals, you typically activate your license within 60 days of purchase.

3. Explore the Welcome Screen

After activation, Funnelforms often launches a welcome screen or a “First Steps” menu that guides you through the initial setup. This is a great place to get an overview of the plugin.

4. Create Your Questions

Head over to the “Questions” section within the Funnelforms plugin.

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  • Click “Add New Question.”
  • Choose your question type (Single Selection, Multiple Selection, Text Line, Text Area, or more if you have the Pro version).
  • Enter your question title, description, and configure the answers or input fields.
  • Customize display settings, such as mobile and desktop layout, and add icons if desired.
  • Save each question once you’re done.

5. Create Your Contact Forms

Navigate to the “Contact Forms” section.

  • Create new contact forms to collect personal details like name, email, and phone number.
  • Customize the fields and order using drag and drop.
  • Set up your notification email preferences, including the recipient and what information to include in the email body.

6. Build Your Form Flow

This is the exciting part! Go to the “Forms” section. Is Funnelforms Legit?

  • Click to create a new form.
  • You’ll see a drag-and-drop canvas. Start by dragging the “Start” element onto the canvas.
  • Then, drag your created questions, contact forms, and potentially URL redirects (for thank you pages or external links) onto the canvas.
  • Connect these elements by dragging lines from one to another. This is where you implement your conditional logic. For instance, draw a line from an answer option of a question to a specific follow-up question or contact form.
  • Design your form: You can adjust colors, fonts, and overall design settings to match your website’s branding. You can preview your form at any time.
  • Save your form when you’re happy with the flow.

7. Embed Your Form on Your Website

  • Once your form is saved, Funnelforms will provide you with a shortcode for that form.
  • Go to the WordPress page or post where you want the form to appear.
  • Add a “Shortcode” block (or a “Custom HTML” block) in your editor.
  • Paste the Funnelforms shortcode into the block.
  • Publish or update your page, and your interactive form will be live!

By following these steps, you’ll be able to quickly create and deploy powerful multi-step forms that can significantly boost your lead generation efforts.

Read more about Funnelforms Review:
Funnelforms Review & First Look: What Exactly Is It?
How Does Funnelforms Work?
Funnelforms Features: What Does It Offer?
Funnelforms Pricing
Funnelforms Pros & Cons
Funnelforms Alternatives
Is Funnelforms Legit?
What to Expect from Funnelforms

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