How to Set Up a Complete List Building Funnel

In today's video, follow along and watch over my shoulder as I build a complete lead generation funnel from scratch.

And it's not just any old funnel, it's one that's optimized for high conversions and built to give your new subscribers a satisfying and smooth signup process. First impressions count and with this method, you'll make a shining first impression!

More...

The Tools

In the video, I'm using Thrive Architect to create the pages and Active Campaign as an example of how to integrate with an autoresponder system.

The Resources

PDF Guides and Opt-in Offers

To convince visitors to sign up to your email list, you'll need a bribe. This bride is most often a PDF of some sort.

If you're not sure what to include in the PDF, you can follow our free Thrive University course that explains how to create a compelling opt-in bribe in 6 steps.

If making the actual PDF is where you get stuck, take a look at this article on how to create a designer-worthy PDF (even if you have no design sense).

A good image to represent your PDF guide will make the offer more enticing. You can learn how to create one following this article.

And finally if you're looking for something more creative than a simple PDF, check out our article about 13 brilliant opt-in incentive examples you can use in your business.

Connecting Your Email Service

In the video, I show you how to set up the funnel using Active Campaign, but you can use any email provider you like.

We integrate with all major email services and have tutorials on how to connect with API here.

The Funnel: Step by Step

1. The Lead Generation Landing Page

Create a new page on your site, give it a title (for internal use) and open Thrive Architect.

Go to page settings in to bottom menu and click on "change landing page template". This allows you to choose from one of the hundreds of landing page templates.

In the tutorial we use the set Elementary.

Once the landing page template is loaded you can customize the details and save the page.

2. The Confirmation Landing Page

Because we're setting up a funnel with a double (or confirmed) opt-in process, you'll need to send new subscribers (right after they clicked the submit button on your opt-in form) to a page asking them to go to their inbox and confirm their subscription; a confirmation page.

Create a second page on your site call it confirmation page, but this time use the Yoast SEO plugin to put the page to NOINDEX and NOFOLLOW. This will avoid search engines indexing the page.

Open Thrive Architect and load the confirmation page from the set.

Customize and save the page.

3. The Download Landing Page

After your subscriber clicked on the "confirm subscription" link in the email, you want to redirect them to a download page.

Create a new page on your site, call it download page and add a random string of numbers to the URL. This will avoid the URL to be "guessable".

This page too, make sure to NOINDEX and NOFOLLOW with the Yoast SEO plugin so that your download page will not show up in search engines.

Edit the page with Thrive Architect and load the download page template. 

Customize and save the page.

Now you have all the pages you need in the funnel, time to set everything up.

4. Configure Your Email Provider

You'll need to configure your email provider so that a confirmation email is sent and when clicking on the link in the email your subscribers are redirected to the download page.

This is different for every email provider, but a quick Google search should help you out.

5. Connect Your Lead Generation Landing Page With Your Email Provider

Connect your email service through API. You will only need to do this once for the first opt-in form you set up.

You can find tutorials for all major email providers here.

Go to your Lead Generation landing page and click on the opt-in form. In the sidebar, click on "Connect form with service" follow the set up wizard.

You'll be able to configure the fields you want to show (yes or no first name field) and you will also select the action after opt-in.

This action will be redirect to the URL of your confirmation page.

That's it, your whole funnel is set up and working!

Bonus: Download Your Cheat-Sheet!

​I've created a checklist that you can download and use as a reference guide as you build your own conversion boosting email funnel. 


I hope you enjoyed this in-depth tutorial and if you have any question of comments you can leave them below.

Author: Hanne Vervaeck

Hanne knows exactly what companies have ever retargeted her (she keeps an updated file). And when she's not busy discussing high-level funnel design over cocktails with the equally geeky, you'll find her discovering a place for the first time