levelpartner.ai
Funnels and websites

How to build a clickfunnel

Most people searching how to build a clickfunnel already have a funnel running in a dedicated funnel tool and want to know whether they can rebuild it somewhere their CRM, inbox and calendars already live. This article answers that question. It does not review any vendor or describe its features. It shows how to audit the funnel you have, decide what to keep, and rebuild it page for page on the levelpartner.ai platform so the lead lands in one record instead of being passed between systems.

Why firms rebuild a funnel rather than keep it

A standalone funnel tool does one job well: it publishes pages and collects form entries. The trouble starts after the form. The entry has to travel to a CRM, an email tool and a calendar, usually through an integration nobody fully owns. When one link breaks, leads sit in the funnel tool and nobody notices for a week.

Rebuilding the same clickfunnel inside the platform removes those hand-offs. The form creates the contact, the workflow sends the follow-up, and the booking lands in the pipeline. For a 50-person firm, that usually means one fewer subscription and one fewer integration to maintain.

What to check before you move

Ask these questions of your current setup and write down the answers:

  • How many funnels are live, and which ones produced a lead in the last 90 days?
  • Which integrations carry leads out of the funnel tool, and who maintains them?
  • Are any pages taking payment, and which processor handles it?
  • Which URLs are in ads, emails or printed material and must keep working?

The last question matters most. A rebuilt funnel on a new address loses every link that points at the old one unless you redirect.

Before you start

  • A list of every page in the funnel, with its URL, headline, form fields and the step it leads to.
  • Exported copy and images from the old pages.
  • Your domain connected to the platform, or a plan for which subdomain the funnel will use.
  • Your payment account connected under Payments if any step takes money.

How to set it up

  1. Copy the live link of each page in your current funnel.
  2. Go to Sites, open Funnels and click New Funnel.
  3. Enter a name and click Create funnel.
  4. Click Add new step and enter the page name and path.
  5. Paste the live link of the page you are importing.
  6. Tick the confirm checkbox and click create funnel step.
  7. Repeat for each step, importing one page at a time.
  8. Edit each imported page in the Funnel Editor and click Save.
  9. Run a full test before switching ads to the new address.

Keep the copy, change the plumbing

Resist the urge to rewrite the pages during the move. If the old funnel converts, the copy is doing something right. Move it unchanged, confirm the numbers hold, then test changes one at a time. If you rewrite and migrate at once, you will not know which change cost you leads.

What you should change is everything after the form. Use the move to tidy contact fields, set a clear pipeline stage for new leads, and add an SMS confirmation if the old setup only sent email. The article on funnel management covers how to keep the rebuilt funnel organised once it is live.

Illustration: a 30-person agency moving two funnels

Say an agency runs a webinar registration funnel and an audit request funnel, and rebuilding both takes about two days. The webinar funnel keeps its copy word for word. The audit funnel gains an SMS confirmation and a pipeline stage. In that case you would expect registrations to hold steady, since nothing visible changed. Any lift in attended audits would come from the text reminder.

Weekly time once it is live

Once the funnel sits in the platform, the weekly work is checking the step numbers and answering replies in Conversations. Most teams spend under an hour. The time you save is the time previously spent chasing leads that fell out of a broken integration.

The common mistake

Switching the ad traffic before testing the payment step. A funnel that takes money must be tested end to end with a real card and a refund. Discovering a broken checkout from live traffic costs far more than an extra hour of testing.

When not to move

If your funnel tool also runs a large course library or an affiliate programme with active partners, plan that move separately. Memberships and affiliates have their own migration steps and their own customers to inform. Move the simple lead funnels first and leave the complex ones until the team is familiar with the builder.

Troubleshooting

Layout looks different from the original. Rebuilding from a template often adds spacing you did not have. Start from a blank page and add sections one at a time.

Old links return a missing page. The redirect is not set. Add a redirect from each old path to the matching new step, and test each one.

The follow-up sends twice. The old integration is still live and the new workflow also fires. Disconnect the old integration before switching traffic.

Payments succeed but no contact appears. The order form is not mapped to the contact. Check that email is a required field on the order step.

Frequently asked questions

Can I import pages directly from another funnel tool?

Treat it as a rebuild rather than an import. Copy the text and images across, then build each page in the platform builder. This takes longer than an import would, but you end up with pages you can edit fully.

Will my conversion rate drop after the move?

It should not if the copy, offer and step order stay the same. Page speed and form length matter more than the tool. Measure for two to three weeks before judging, and compare like-for-like traffic.

What if I want to change the funnel structure as well?

Do it after the move, not during. Once the rebuilt version matches the old one, use the guide on how to build a conversion funnel to find the weakest step, and read about the click funnel pattern if you want to restructure the path.

Do I need to keep my old account during the move?

Keep it until every redirect is tested and every payment has been reconciled. A short overlap is cheap insurance. Close it only when no traffic reaches the old pages.