Sales Funnel Builder
Build customizable sales funnels to market LMS products with landing pages, checkout, and thank you pages.
What is the Sales Funnel Builder?
The Sales Funnel Builder is a versatile add-on that unlocks powerful capabilities across the Unificus platform. This guide covers using it with your LMS.
You can construct 2-Step or 3-Step Funnels offering multiple pathways to deliver (free or paid) a specific resource—such as an LMS Product—as your primary offer. This empowers you to establish a collection of public, unauthenticated Sales and Onboarding Funnels, each tied to a distinct resource and tailored to match your unique onboarding approach.
Leverage your Custom URL and “Friendly URLs” to design a fully White Label landing page link. Alternatively, use the “Embed” feature to integrate your Landing Page directly into your current website. Define a personalized “Start Experience” aligned with your objectives. You can designate custom “Thank You” or “Welcome” pages as one-time entry points that automatically revert to standard Start Page behavior on subsequent visits.
Upcoming modules will support Appointments, Proposals, Projects, Support Tickets, Membership Plans, and Communities.
IMPORTANT: This feature requires the PRIME Bundle Power-Up, available through Flyout Menu > Manage Account > Power-Ups.
How do I access the Sales Funnel Builder?
Navigate to LMS > Products and choose the Product for your funnel.
Within the Product view, locate the Sales Funnel Builder on the right side. Select it to begin configuration.
IMPORTANT: Only Super Admin users can view this feature. Without the PRIME Bundle Power-Up, clicking it redirects you to Power-Ups management.
Below the Sales Funnel Builder, you’ll find Product Pricing to establish your pricing structure. We’ll address this after your funnel setup.
How do I set up the Sales Funnel Builder?
After launching the Sales Funnel Builder, select between a Three-Step or Two-Step Funnel.
The Three-Step Funnel includes a Landing Page, Checkout Page, and Thank You Page. The Two-Step Funnel combines the Checkout Page into the Landing Page, moving visitors directly to the Thank You Page after purchase.
Three-Step Funnel
Landing Page
You can modify existing Blocks and introduce new ones. Hover over Blocks to access additional options.
Learn more about Block Types
Design your Landing Page with full creative freedom!
IMPORTANT: An Offer Block is mandatory on every Landing Page. You cannot proceed without adding one.
Here’s a sample Landing Page using Single Image, Video, Offer, Text, and Checkout Blocks—automatically provided as a starting template. Customize as much or as little as needed.
Once your Landing Page is complete, explore the right-panel options.
Preview displays your Landing Page as visitors will experience it. Click Back to Editor to resume editing.
Styling Options manages the overall appearance.
Onboarding sets the Role for Unknown Targets. If charging for this Product, assign Unknown Targets as Clients. Then configure specific Automations for Known and Unknown Roles.
Learn more about No-Code Automations
Link / Embed provides distribution and integration methods.
Direct Link: Share your LMS Sales Funnel via email and social media.
Embed Code: Insert your Sales Funnel into external websites.
Copy to your Clipboard: Duplicate the link for pasting elsewhere.
Display QR Code: Download a PNG or SVG QR Code version.
After saving, click Save Draft at the top before advancing to the Checkout Page.
Checkout Page
The Checkout Page mirrors the Landing Page layout. Add or remove Blocks and Rows as needed. While the Landing Page requires an Offer Block, the Checkout Page requires a Checkout Block to publish.
Preview, Styling Options, and Onboarding work identically to the Landing Page. Changes to Styling Options and Onboarding here apply across the entire funnel.
Thank You Page
Customize the Thank You Page just like the previous pages. Modifications to Styling Options and Onboarding affect the full funnel, not just this page.
Start Experience
Start Page: Standard flow—Unknown Targets sign up and land on the Dashboard or their assigned Start Page.
My Courses + Start Page: Unknown Targets see their Courses first. Future logins direct to the Dashboard or assigned Start Page.
Custom Page + Start Page: Unknown Targets enter a Custom Portal Page introducing them to the Product/Courses. Later logins redirect to the Dashboard or alternate assigned Page.
Learn more about assigning a Start Page
Click Save Draft while building. When finished, click PUBLISH.
Two-Step Funnel
Landing Page
This works identically to the Three-Step version. Remove or edit Blocks and add new ones. Hover to reveal extra actions.
Learn more about Block Types
IMPORTANT: Both an Offer Block AND a Checkout Block are required on the Landing Page for a Two-Step Funnel. You cannot advance without both.
Here’s a sample Landing Page using Single Image, Video, Offer, Text, and Checkout Blocks—auto-populated as your starting template. Adjust to match your needs.
Preview, Styling Options, Onboarding, and Link / Embed appear on the right, just as in the Three-Step version.
Preview shows your Landing Page as visitors see it. Click Back to Editor to edit.
Styling Options adjusts the global design.
Onboarding determines the Role for Unknown Targets. If charging, set Unknown Targets as Clients and configure Automations for each role type.
Learn more about No-Code Automations
Link / Embed offers sharing and embedding choices.
Thank You Page
Edit the Thank You Page as you did the Landing Page. Adjustments to Styling Options and Onboarding impact the entire funnel.
Start Experience
Start Page: Standard experience—Unknown Targets complete sign-up and access the Dashboard or their assigned Start Page.
My Courses + Start Page: Unknown Targets land on their Courses first. Subsequent logins route to the Dashboard or assigned Start Page.
Custom Page + Start Page: Unknown Targets arrive at a Custom Portal Page that introduces them to the Product/Courses. Later logins go to the Dashboard or different assigned Page.
Learn more about assigning a Start Page
Save your progress with Save Draft. When complete, click PUBLISH.
How do I set Notifications?
Go to LMS > Products and select the Product to manage notifications.
Portal Access Invitation notifies Unknown Targets not yet in your CRM. This is customizable.
Start Experience Email notifies Known Targets already in your CRM. This is customizable.
How do I set my Product Pricing?
Navigate to LMS > Products and select the Product to set pricing.
Choose between Free or Paid.
REMEMBER: The PAID option is only available if Unknown Targets are designated as Clients in Onboarding.