A funnel is a multi-step conversion path that guides your visitors toward a single goal, opting in, booking a consultation, or purchasing a package. Instead of leaving prospective patients to wander your website, a funnel walks them from one focused step to the next until they take action. In Aesthetix CRM, funnels are where you turn website traffic into booked appointments and loyal clients.
This guide covers what a funnel is, how to create one, how to add and arrange steps, and how to save drafts, publish, and manage versions of your pages.
A funnel is a series of connected pages, each with one clear purpose, that move a visitor step by step toward converting. Common funnel types for aesthetic practices include:
Opt-in funnels: capture a lead's name and email in exchange for an offer, guide, or promotion.
Sales funnels: present a treatment package or membership and take the visitor through to purchase.
Booking funnels: guide a prospective patient to schedule a consultation or appointment.
A funnel can have as many steps as you need. A single-step funnel works beautifully as a standalone landing page, one focused page with a single call to action, ideal for a seasonal promotion, an event registration, or a simple lead-capture offer.
Note: Each step in a funnel is its own page. You build and edit those pages in the page editor, so a funnel is really a sequence of pages tied together toward one goal.
Before creating a funnel, have these ready:
A connected custom domain, or one you're ready to connect. You can attach it during setup or when you publish; see Connect a Custom Domain.
A clear goal for the funnel, such as lead capture, appointment booking, or a package sale. Your goal determines how many steps you need and what each step should accomplish.
Every funnel starts with a single step. Here's how to create one:
From Template: start with a pre-designed, conversion-tested layout you can customize.
Funnel AI: let AI generate a starting draft of your funnel that you can refine from there.
Go to Marketing → Landing Page Builder.
Click New Funnel, then choose how you'd like to start:
From Blank: build your own funnel from scratch, page by page.
From Template: start with a pre-designed, conversion-tested layout you can customize.
Give your funnel a name so you can find it easily later.
Open your first step in the funnel editor and design your page.
Click Save when you're ready.
Once your funnel exists, you can add more steps, edit any page, and publish when it's ready.
Option | Best For |
|---|---|
From Blank | Complete customization |
From Template | Fastest setup |
Funnel AI | AI-assisted creation |
Templates give you a professional, proven starting point so you can focus on fine-tuning rather than designing from scratch:
Navigate to Marketing → Landing Page Builder.
Click New Funnel > From Template, then click Continue.
Open the Template Library.
Search, filter, and sort through the available templates.
Preview the template you like.
Click Continue.
Customize the pages in the funnel editor to match your practice's branding.
Click Save.
A funnel becomes a true conversion path when you connect multiple pages, for example, an opt-in page, a booking page, and a thank-you page.
Open your funnel from the funnel list.
In the funnel's step list, click to add a new step.
Name the step (such as "Opt-In," "Booking," or "Thank You") so its purpose is clear.
Open the step and design its page in the editor.
Reorder steps as needed so they flow in the sequence your visitor should follow.
Click Save.
For details on designing the individual pages within each step, see The Page Builder.
Keep your funnels fresh and relevant so they always reflect your current offers and messaging:
Navigate to Marketing → Landing Page Builder.
Select and open your funnel from the funnel list.
Make your changes in the funnel editor.
Click Save.
Aesthetix CRM lets you save drafts and publish specific versions of your funnels and websites, giving you flexibility and control throughout the creation process.
You can save drafts of your funnels and websites before they go live. This supports a more iterative, collaborative process, your progress is safe, and you can return to it later without affecting the live page.
Start creating or editing your content as usual.
Use the Save option to store your work in progress as a new version.
You choose which version of your funnel or website goes live. This ensures only finalized, approved content reaches your audience.
Click Publish to make the selected version live on your site.
Note: Publishing directly without saving first will publish all changes made since the last published version.
If your funnel isn't yet connected to a domain, clicking Publish will prompt you to attach one right in the builder. Once the domain is connected, the version publishes. For full instructions on connecting your own domain, see Connect a Custom Domain.
You can manage and publish specific versions of a page from the Versions tab:
Open the Versions tab to view and manage the different versions of your content.
Select any version and publish it directly from the versions list, no need to restore it first.
A Live tag marks the version currently being served as your live page.
Issue | Likely Cause | Fix |
|---|---|---|
Funnel page isn't loading | Custom domain isn't verified or DNS hasn't propagated yet | Confirm your domain under Connect a Custom Domain, check that DNS has propagated, and make sure the funnel is assigned to that domain. |
Form on a funnel page isn't collecting leads | No form is added to the page, or the connected workflow/automation isn't set up | Add a form to the step's page, submit a test entry to confirm it's captured, and verify any workflow tied to the form is active. |
What happens to existing pages with no published version?
Existing pages continue to work without any changes. If no published (Live) version is found, the latest version, your current version, is served.
Is there a limit to the number of versions a page can have?
Yes. A page can have up to 30 versions. If you save more drafts beyond that, the oldest versions are deleted. If a version about to be deleted is the Live version, the next-oldest version is deleted instead.
Can I collaborate with team members on drafts?
Absolutely. The save-draft-and-publish workflow lets team members save drafts and publish changes only when they're ready, making collaboration easy.
How do I attach a domain from the builder?
If your funnel isn't connected to a domain, clicking Publish prompts you to attach one in the builder. Once the domain is connected, the version publishes. See Connect a Custom Domain for the full setup.
