Skip to main content

Customise an Opt-In Funnel Template

Monique from Ivorey™ avatar
Written by Monique from Ivorey™
Updated today

Before You Dive In

This article is one step from our Master Help Guide: All About Opt-In Funnels. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

This guide is perfect if you're looking to:

  • Understand how sections, rows, and elements work together, use the Layers tab to stay organised, and edit pages with confidence

  • Decide whether to keep, remove, or reuse menus and footers by saving them as Global Sections that update across your site

  • Customise text, images, buttons, fonts, colours, spacing, and control what shows on desktop versus mobile for full design flexibility


How To Rebrand Your Opt-In Funnel Template

Before you begin customising the opt-in funnel to your branding, we recommend that you read our Site & Page Settings Overview so you can better understand the various settings you'll be making use of inside the Page Editor and then review our Design & Customise Your Site Pages Guide for a full explanation of how Ivorey™ pages are built.

Click here for the written steps

  1. From the main Ivorey™ menu, go to Site Pages > Funnels > [+ New Funnel] > [From Templates] and you’ll see our full library of opt-in funnel templates in a range of branding styles.

  2. Browse our templates and select the short or long opt-in funnel template that you like most for your brand. Keep in mind that all of our templates are fully customisable. You can change the colours, fonts, images, form questions, and sections. You can delete any sections you don’t need or duplicate ones you want more of

  3. Use the Layers tab for easy reference and editing. All sections are already named for you to help you stay organised

    1. Click Layers (top left) to see your page structure

    2. You can quickly move or rename sections here

    3. Clicking an element on the page will also highlight it in the layers panel

  4. Decide if you want to keep the menu and footer. You can delete them if you want a cleaner, no-distraction page (recommended for opt-in pages where the goal is form completion)

    Or, save them as global sections so they appear the same on both funnel pages. To save as a global section:

    1. Click on the section > click the [folder icon] > [Save as Global Section] and name it something like GS – Menu or GS – Footer

    2. You’ll now be able to reuse it on other pages (like your thank you page) without rebuilding it. To access it on the other page, you'll find it under Elements > Global Sections and be able to drag and drop it onto the page.

    3. Using this option, any changes you make to the global section (on either page) will update the other page that it's on

  5. Customise any element on the page. Please refer to our Design & Customise Your Site Pages guide to understand how our site/page builder works, and for all the steps on how to customise your funnel pages

  6. Once you've created your funnel pages, you'll need to hit [Publish] on each page. The [Settings] tab of your funnel is where you can choose the domain you want this funnel to live on, change the page name, and set the final URL that you will send people to.


Next Steps

If you’ve completed the steps above, head back to the Master Help Guide on Opt-In Funnels to move onto the next phase.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.


Frequently Asked Questions

Can I reuse menus and footers across multiple pages?

Yes! You can save them as Global Sections so they appear on multiple pages. Any changes made to a global section will automatically update on all pages where it’s used

How do I edit elements on a page?

Click any element (text, image, button, or background) to open the settings panel. From there, you can change fonts, colors, images, adjust spacing, make borders rounded or square, and more

Can I control which elements show on mobile vs desktop?

Yes! In the Styles tab, toggle visibility icons to show or hide elements on desktop or mobile

How can I quickly update fonts across a page?

Use the Typography tab to set your headline and body fonts. This updates all matching fonts on the page in one click

How do I adjust spacing between or inside elements?

Use Margin & Padding settings:

  • Inner box (Padding): space inside an element (e.g., inside a button)

  • Outer box (Margin): space outside an element (e.g., between sections)


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 🤍

Did this answer your question?