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How to Set Up a Funnel on AMPLY: A Step-by-Step Guide

March 06, 20254 min read

Funnels are the backbone of a successful marketing strategy, automating the process of turning visitors into leads and eventually paying customers. If you’re using AMPLY, you’re in luck because it offers a streamlined approach to building high-converting sales funnels. This guide will walk you through the process of setting up a funnel on AMPLY, so you can start generating leads and sales with ease.

Understanding How AMPLY Funnels Work

AMPLY is designed to simplify the process of building marketing funnels with powerful automation features. Here’s what you need to know:

  • Drag-and-Drop Builder: AMPLY’s intuitive interface lets you easily assemble landing pages, opt-in forms, email sequences, and checkout pages.

  • Pre-Made Templates: Save time with a library of ready-made funnel templates that can be customised to fit your brand and marketing goals.

  • Automation Capabilities: Set up triggers and automated actions, like follow-up emails or appointment reminders, to engage leads effectively.

  • Landing Pages & Forms: Create high-converting landing pages and lead capture forms to collect valuable customer data.

  • Analytics & Tracking: Monitor the performance of your funnel with built-in analytics, helping you optimise for better conversions.

Now, let’s dive into the step-by-step process of creating your first funnel in AMPLY.


Step 1: Define Your Funnel Goal

Before jumping into the builder, clarify your funnel’s purpose. Some common goals include:

  • Lead Capture: Build your email list by offering a freebie, like an eBook or webinar registration.

  • Appointment Booking: Allow potential clients to schedule a consultation directly through your funnel.

  • Sales Conversion: Guide visitors toward purchasing a product or service with compelling offers and testimonials.

Knowing your goal will help determine the funnel type and the elements you need to include.


Step 2: Select Your AMPLY Sub-Account

If you’re managing multiple businesses or clients, you need to select the right sub-account before creating a funnel. Here’s how:

  1. Log into your AMPLY dashboard.

  2. Navigate to the top-left corner and select the sub-account where you want to build the funnel.


Step 3: Choose a Funnel Template

AMPLY Funnel templates

AMPLY provides a selection of pre-designed funnel templates tailored for different industries and objectives. To use a template:

  1. Go to the Funnels section in the dashboard.

  2. Click + New Funnel and choose to either start from scratch or use a template.

  3. Browse the template library and select the one that best matches your goals.

  4. Click Get This Template to add it to your account.


Step 4: Build Your Funnel Pages

Funnel page AMPLY

Your funnel consists of multiple interconnected pages designed to guide visitors toward your goal. Common pages include:

  • Landing Page: The first page where visitors arrive. Ensure it has a strong headline, persuasive copy, and a clear call to action (CTA).

  • Opt-in Page: A form where users enter their details in exchange for a lead magnet or freebie.

  • Thank You Page: Confirms their action and provides next steps or additional resources.

Funnel pages AMPLY
  • Sales or Checkout Page: If selling a product, this is where visitors complete their purchase.

To edit these pages:

  1. Click on the funnel name to access the funnel builder.

  2. Select the page you want to edit and click Edit.

  3. Use the drag-and-drop editor to customise text, colors, images, videos, and forms.

  4. Click Save after making changes.


Step 5: Link Your Funnel Pages

Setting up domain for your funnel pages

Once you’ve created your pages, you need to connect them logically. To do this:

  1. Open the Funnel Steps section.

  2. Arrange your pages in the correct sequence by dragging and dropping them.

  3. Set up triggers and actions to automate navigation between pages (e.g., when a user fills out a form, they are redirected to the Thank You page).


Step 6: Automate with Workflows (Optional but Recommended)

AMPLY allows you to automate follow-ups, which can significantly improve engagement and conversions. Here’s how you can leverage workflows:

  • Send a welcome email when a user opts in.

  • Trigger a reminder email if they abandon a cart or don’t complete a form.

  • Notify your sales team when a high-value lead signs up.

To create a workflow:

  1. Go to the Automation tab.

  2. Click Create New Workflow and define triggers (e.g., form submissions, purchases).

  3. Add actions, such as sending an email, SMS, or notifying a team member.

  4. Save and activate your workflow.


Step 7: Launch and Optimise Your Funnel

Once your funnel is set up, it’s time to go live! Here’s what to do:

  1. Click Publish to make your funnel active.

  2. Use AMPLY’s analytics dashboard to monitor performance metrics like conversion rates and click-through rates.

  3. A/B test different elements (e.g., headlines, CTAs) to optimise for better results.

  4. Make adjustments based on data insights to improve conversions over time.


Final Thoughts

Building a sales funnel on AMPLY is a straightforward process thanks to its drag-and-drop builder, automation features, and analytics. The key to success is continuous optimisation—analysing your results and making data-driven tweaks to improve conversions.

Ready to launch your high-converting funnel? Log in to AMPLY and start building today!

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