Build, Publish, and Optimize Funnels

Open Creator console → Settings → Growth → Funnels. Availability depends on the community's plan and feature policy.

Create the draft

1. Enter a recognizable internal funnel name.
2. Choose a stable public slug.
3. Choose the goal: Membership, Course, or Lead capture.
4. Select Create from template.
5. Open the draft and edit the visible sections, order, headline, body, benefits, proof, and call to action.
6. Verify that the CTA leads to the intended offer and access result.

Keep one audience and one primary action per funnel. Do not reuse a live slug for an unrelated offer.

Review AI proposals

When the composer proposes copy, pricing, a promotion, or nurture content, compare it with the approved offer and source data. Approve or reject each proposal in the review queue. Proposed pricing, codes, or nurture steps are not scheduled or authoritative until the governed publish workflow says so.

Check claims, dates, scarcity, testimonials, translations, consent, accessibility, and legal terms. Never fabricate proof or import private member attributes into buyer-facing copy.

Publish and measure

1. Preview the funnel signed out and on mobile.
2. Test the CTA with a non-admin test account.
3. Confirm plan/course access, currency, promotion, affiliate attribution, and confirmation state.
4. Publish the approved draft.
5. Review the displayed seven-day or 28-day window and stage conversion.

Views and conversions are real-data signals that can lag. Compare the same date window, goal, source, and attribution model before drawing a conclusion.

Run variants and optimization

Use A/B variants only when traffic is sufficient and the difference is meaningful. Change one major hypothesis at a time, define the success metric before launch, and keep the control available.

The optimizer can create reviewable recommendations on its configured cadence. Respect its minimum-data requirement. Pause or resume it deliberately; do not let a low-volume weekly fluctuation rewrite the offer automatically.

Archive an obsolete funnel only after removing campaign links and preserving the result needed for reporting. If conversion is zero, test the public URL, CTA, access result, payment/request flow, and attribution event before changing copy.