Getting Started With Ivorey™ Opt-In Funnels
Before you steam ahead setting up, here's some good-to-know information that will help you determine if an opt-in funnel is the best fit for your goals.
So.. What is an opt-in funnel?
So.. What is an opt-in funnel?
An Opt‑In Funnel collects contact details from people without taking payment. You might use it to deliver a freebie, grant access to a free training, or capture leads for future follow‑up.
A simple opt‑in funnel usually looks like this:
Opt‑In Page: You present an offer and ask visitors to enter their email address through a form.
Thank You Page: You confirm their sign‑up and either deliver the free resource immediately or tell them to check their inbox.
Workflow Automation: You tag the contact and trigger the next actions such as sending the freebie, granting access to your course or community and subscribing them to your email list.
This setup lets you capture leads, deliver value, and automate what happens next, without any manual work. If you want to accept payments via your funnel, you should explore Sales Funnels instead.
Should I create a short or long opt-in funnel?
Should I create a short or long opt-in funnel?
That depends on your goals for the opt-in funnel. Read below for information below will help you determine which direction is best suited for your current goals:
Use a short opt-in funnel when:
Your freebie is simple and doesn’t need much explanation
You want to keep the process quick and to the point
You want to get your opt-in funnel up very quickly
Your audience already knows, likes, and trusts you
Short funnels typically include just one section above the fold - a strong headline, key bullet points, a mockup of the freebie, and an opt-in form.
Use a long opt-in funnel when:
You’re introducing a more in-depth offer like an exclusive membership
Your audience needs more context or warming up before opting in
You want to build more trust or authority on the page
Long funnels include multiple sections that highlight the offer’s value, explain who it’s for, share credibility (like “as featured in” or testimonials), and finish with a strong call to action.
Both styles are available as templates. Choose the one that best fits your audience and the type of freebie you’re offering.
Are you in a rush to publish a form? You may want to do this instead of a funnel!
Are you in a rush to publish a form? You may want to do this instead of a funnel!
If you're in a rush and don't want to use a full funnel you can just send someone straight to your form instead.
Please note, using this option means you won't get analytics like you would from a proper funnel. However it's a good temporary solution if you're in a rush to get something published quick.
Go to Forms and duplicate your chosen template. Use our pre-made opt-in form templates. You can edit the title, questions, image, colours, and button text
Grab the form link and share it directly. Select the three dots next to the form, then preview, and grab the URL to share
How long does it take to setup an opt-in funnel?
How long does it take to setup an opt-in funnel?
You're in luck! Every step of the process is already templated for you. The form, opt-in page, thank you page, confirmation email, and workflow are all pre-built and ready to go. 🎉 All you need to do is customise them to suit your brand and switch them on. The tech setup takes just 10–15 minutes, depending on your comfort level, plus any extra time you’d like to spend on design.
Can the Ivorey™ team build a funnel for me?
Can the Ivorey™ team build a funnel for me?
Absolutely, our mission is to close what we've coined the 'Implementation Gap', which is why women hire us to "do it for them" every single day! Browse and book a done-for-you service right here.
A Visual Walkthrough of Opt-In Funnels inside of Ivorey™
How To Setup A New Opt-In Funnel: A Step-By-Step Guide
Follow these steps in order - we've linked every step and resource you'll need below. Open the first one in a new tab, and come back to this master guide which acts like your project plan, giving you everything you'll need along the way.
Frequently Asked Questions About Opt-In Funnels
How can I see my opt-in funnel analytics?
How can I see my opt-in funnel analytics?
In order to see how many page visits and form opt-ins you've had through your opt-in funnel:
Click on [Site Pages] in the left-hand menu of Ivorey™
In the top bar, click on [Funnels]
Open the funnel you'd like to view the stats of
Click [Stats] to view your funnel's analytics
Need Help?
Hit the support chat widget inside Ivorey - we can:
Drop the templates directly into your account if you can't find them
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍