快速入门

本指南涵盖 ClickFunnels 的所有功能:
- 入门 — 创建您的 ClickFunnels 帐户并进行基本设置
- 如何使用漏斗构建器 — Build sales funnels from pre-built templates in minutes
- 如何使用在线商店搭建工具 — Sell physical or digital products from your own store
- 如何使用可定制的CRM — Manage leads and clients inside one pipeline
- 如何使用电子邮件营销 — Send email campaigns and follow ups without extra servers
- 如何使用在线课程 — Create online courses and run a membership site
- 如何使用报告和分析 — See traffic, opt-ins, purchases, and revenue in one view
- 如何使用支付人工智能 — Connect a payment gateway and collect payments online
- 如何使用销售漏斗自动化 — Trigger follow ups across the apps in your workspace
- 如何使用着陆页 — Publish landing pages and content pages fast
所需时间: 每部影片 5 分钟
本指南还包含以下内容: 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案
为什么信任本指南
I have used ClickFunnels for two years and tested every feature here.
本教程源自实际操作经验,而非厂商提供的屏幕截图。

ClickFunnels is a web-based SaaS platform for building an online 商业.
It helps you turn clicks into paying customers through a guided sales process.
Most people only ever touch the funnel 建筑商 and stop there.
This guide shows you how to use ClickFunnels end to end.
ClickFunnels教程
This How to Use ClickFunnels tutorial walks through every feature, from your first funnel to advanced features most users never open.

ClickFunnels
Build high-converting sales funnels, websites, and online courses in one place. ClickFunnels handles pages, email marketing, and payments without extra tools. Start with the 14-day free trial.
ClickFunnels入门指南
Finish this one-time setup before you build anything.
大约需要三分钟。
第一步:创建您的帐户
Go to the ClickFunnels site and click Sign Up.
Enter your email, then start the 14-day free trial.
✓ 检查点: 检查你的 收件箱 for the confirmation link.
步骤 2:打开您的工作区
ClickFunnels runs in the browser, so any device with Wi-Fi works.
No download is needed on desktop or mobile.
Here is what my own workspace looks like:

✓ 检查点: You should land on the main dashboard.
Step 3: Set Your General Settings
Open general settings and add your business name, time zone, and currency.
Connect a custom domain here so your funnels look professional.
There is no cap on how many domains one workspace can connect.
✅ 完成: Your ClickFunnels account is ready for any feature below.
如何使用 ClickFunnels 漏斗构建器
这 销售漏斗搭建器 is the reason most people call ClickFunnels the best funnel builder available.
Build a working marketing funnel without touching code. Here is how to use it step by step.
Step 1: Pick Your Funnel Type
Open the Funnels menu and click Create Funnel.
Choose a goal first: generating leads, selling, or hosting a 网络研讨会.
步骤二:选择模板
浏览 the pre-built templates for lead, summit, book, and cart funnels.
You can also build from scratch for full control.
这就是它的样子:

✓ 检查点: The screen should match the layout above.
Step 3: Add Your Steps
Add upsells, downsells, and an order bump to the checkout.
Name each step so your team knows the sales process at a glance.
✅ 结果: You have a live funnel with a clear path to purchase.
💡 专业提示: One funnel should equal one goal. Splitting goals across different funnels lifts conversions every time.
如何使用 ClickFunnels 在线商店搭建工具
这 在线商店搭建工具 lets you manage inventory, pricing, and product details from one hub.
Run a store, a cart, and a checkout page in one place. Here is how to use it step by step.
步骤 1:添加产品
Open the Products app and click New Product.
Add pricing, images, and detailed information about what you sell.
Step 2: Build the Store Page
Pick a store template and drop your products onto the grid.
这就是它的样子:

✓ 检查点: The screen should match the layout above.
Step 3: Test the Checkout
Switch on Test Mode and place a fake order.
Confirm the receipt lands before you send real traffic.
✅ 结果: Your store is live and ready to take orders.
💡 专业提示: Add an order bump under the payment fields. It lifts average order value with zero extra traffic.
如何使用 ClickFunnels 可定制 CRM
这 可定制 客户关系管理 keeps every contact, deal, and note beside the funnel that created it.
Track every contact from first click to closed sale. Here is how to use it step by step.
Step 1: Open the CRM App
Add the 客户关系管理 app to your workspace from the apps menu.
Every opt-in from your funnels flows in automatically.
Step 2: Build Your Pipeline
Rename the default stages to match your own sales process.
这就是它的样子:

✓ 检查点: The screen should match the layout above.
Step 3: Tag and Assign
Tag contacts by funnel type so segments stay clean.
Assign owners so no lead sits untouched.
✅ 结果: Every lead now sits in a stage you can act on.
💡 专业提示: Import your old contact list before launch. Warm clients convert faster than cold ones.
How to Use ClickFunnels Email Marketer
电子邮件营销 sends broadcasts and automated sequences with no outside email hosting.
Reach your audience without paying for outside email hosting. Here is how to use it step by step.
Step 1: Verify Your Sending Domain
Open the Email app and add your sending domain.
Paste the DNS records into your host and wait for verification.
Step 2: Write the Broadcast
Draft your email, then pick the audience segment to receive it.
这就是它的样子:

✓ 检查点: The screen should match the layout above.
Step 3: Build a Follow-Up Series
Create follow-up funnels that email everyone who signed up.
Space your follow ups two to three days apart.
✅ 结果: Your email campaigns send from your own verified domain.
💡 专业提示: Write the 50/40/10 way: 50% emotion, 40% logic, 10% fear. It beats feature lists.
如何使用 ClickFunnels 在线课程
在线课程 lets you create, manage, and deliver a course inside the same workspace.
Host lessons, videos, and 学生 access in one app. Here is how to use it step by step.
Step 1: Create the Course
Open the Courses app and click New Course.
Name it, then add your modules and lessons.
Step 2: Upload Your Lessons
Upload videos, worksheets, and quizzes to each lesson.
这就是它的样子:

✓ 检查点: The screen should match the layout above.
Step 3: Gate the Content
Link the course to a paid offer or a membership site.
Only buyers get access once the payment clears.
✅ 结果: Students can log in and start learning today.
💡 专业提示: Drip lessons weekly instead of all at once. Completion rates climb and refunds fall.
如何使用 ClickFunnels 报告和分析
报告与分析 shows the numbers behind every step of your marketing funnel.
Find the exact step where prospective customers drop off. Here is how to use it step by step.
Step 1: Open Funnel Stats
Click any funnel, then open the Stats tab.
You will see visitors, click-throughs, opt-ins, and conversions.
Step 2: Find the Drop-Off
Compare each step and spot where people leave.
这就是它的样子:

✓ 检查点: The screen should match the layout above.
Step 3: Track Ad Spend
Match advertising cost against revenue per funnel.
Kill the campaigns that lose money.
✅ 结果: You know exactly which step is costing you sales.
💡 专业提示: If your checkout page shows a high exit rate, cut form fields before touching the copy.
如何使用 ClickFunnels Payments AI
支付人工智能 makes it easy to start collecting payments online without complex integrations.
Take money through Stripe or PayPal without custom code. Here is how to use it step by step.
Step 1: Connect a Payment Gateway
Open Payments AI and connect Stripe or PayPal.
No custom code or developer is needed.
Step 2: Set Your Products and Prices
Attach each product to the right price point and currency.
这就是它的样子:

✓ 检查点: The screen should match the layout above.
Step 3: Run a Live Test
Place one real purchase, then refund it.
This proves the checkout page charges customers correctly.
✅ 结果: Payments hit your bank without manual invoicing.
💡 专业提示: Turn on Test Mode first. A broken gateway on launch day is the costliest mistake here.
如何使用 ClickFunnels 销售漏斗自动化
漏斗 自动化s links the apps in your workspace so events trigger each other.
Let the platform handle repeat tasks while you sell. Here is how to use it step by step.
第一步:选择触发器
Pick the event that starts the workflow, such as a new opt-in.
One trigger per workflow keeps things readable.
Step 2: Add Your Actions
Send an email, add a tag, or push data through a custom webhook.
这就是它的样子:

✓ 检查点: The screen should match the layout above.
Step 3: Connect Outside Apps
关联 ActiveCampaign, HubSpot, or AWeber if you already use them.
Turn the workflow on and watch the first run.
✅ 结果: Follow ups now run while you sleep.
💡 专业提示: Use the custom webhook for real-time data between ClickFunnels and outside platforms.
如何使用 ClickFunnels 着陆页
着陆页 gives you a drag-and-drop editor and a library of proven templates.
Launch a sales page in an afternoon, not a week. Here is how to use it step by step.
Step 1: Add a Page
Open the Pages menu and click New Page.
Pick a squeeze page, sales page, or plain content page.
Step 2: Edit in the Page Editor
Drag headlines, images, and buttons into place.
这就是它的样子:

✓ 检查点: The screen should match the layout above.
Step 3: Check Mobile and Publish
Switch to the mobile view and fix cramped sections.
A large share of traffic arrives on a phone.
✅ 结果: Your landing pages load fast and read well on any screen.
💡 专业提示: Run a split test on the headline first. It moves conversions more than any button colour.
ClickFunnels 专业技巧和快捷方式
After two years using ClickFunnels daily, these are the shortcuts I actually use.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| Save the page | Ctrl/Cmd + S |
| 撤销上次编辑 | Ctrl/Cmd + Z |
| Copy an element | Ctrl/Cmd + C |
| Preview the page | Ctrl/Cmd + P |
大多数人错过的隐藏功能
- 智能销售漏斗构建器: 一个 人工智能工具 that drafts a whole funnel from a short brief.
- Affiliate program tools: Recruit partners to sell your services and pay them automatically.
- Custom webhooks: Push order data to any outside platform the second it happens.
Here is the benefit stack I show clients before they begin:

ClickFunnels常见错误及避免方法
Mistake #1: Cramming Every Goal Into One Funnel
❌ 错误: One funnel that sells a course, books calls, and grows a list.
✅ 右图: Build different funnels, one goal each. Conversion rates climb when choices shrink.
Mistake #2: Skipping the Payment Test
❌ 错误: Launching advertising before checking that the payment gateway charges correctly.
✅ 右图: Run one live purchase, refund it, then open the doors.
Mistake #3: Ignoring Mobile Layout
❌ 错误: Designing on a wide monitor and never opening the mobile preview.
✅ 右图: Check every page on a phone-sized device before you publish.
ClickFunnels故障排除
Problem: My custom domain shows an error
原因: DNS records point somewhere else or have not spread yet.
使固定: Recheck the CNAME in general settings, then wait up to 24 hours.
问题:邮件被判定为垃圾邮件。
原因: Your sending domain is unverified, so mailboxes distrust it.
使固定: Verify the domain, then warm it with small email campaigns for two weeks.
Problem: Old Etison product features are missing
原因: Legacy Etison Suite accounts sat on the older 2.0 build.
使固定: Migrate the workspace, then rebuild the funnel from a current template.
📌 笔记: If none of these help, contact ClickFunnels support through the in-app chat.
ClickFunnels是什么?
ClickFunnels is a funnel builder that helps businesses create high-converting sales funnels, websites, and landing pages.
Think of it as a shop, a mailing list, and a checkout desk under one roof.
A sales funnel is the journey a buyer takes before they purchase.
观看这段快速概览:
它包含以下主要特点:
- 销售漏斗构建器: Build sales funnels from pre-built templates in minutes
- 在线商店搭建工具: Sell physical or digital products from your own store
- 可定制的客户关系管理系统: Manage leads and clients inside one pipeline
- 电子邮件营销: Send email campaigns and follow ups without extra servers
- 在线课程: Create online courses and run a membership site
- 报告与分析: See traffic, opt-ins, purchases, and revenue in one view
- 支付人工智能: Connect a payment gateway and collect payments online
- 漏斗 自动化s: Trigger follow ups across the apps in your workspace
- 着陆页: Publish landing pages and content pages fast
The platform pulls sales, marketing, and customer engagement into one place.
For the full breakdown, read our ClickFunnels 评测.

ClickFunnels定价
Here is what ClickFunnels costs in 2026:
| 计划 | 价格 | 最适合 |
|---|---|---|
| 发射 | 每月 81 美元 | Your first funnel and a small list |
| 规模 | 每月164美元 | Growing stores with steady traffic |
| 优化 | 每月 248 美元 | Teams running many funnels at once |
| 支配 | 每年 5,997 美元 | High-volume sellers wanting every feature |
免费试用: Yes — a 14-day free trial with no feature limits.
退款保证: Not advertised, so treat the trial as your test window.
Launch works as the basic plan for anyone starting an online business.
Every tier includes unlimited funnels and unlimited domains.

💰 性价比最高: Scale — enough room to grow without paying for advanced features you will not open yet.
ClickFunnels 与其他替代方案的比较
How does ClickFunnels work against the rest of the market?
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| ClickFunnels | Selling with funnels | 每月 81 美元 | ⭐ 4.2 |
| GoHighLevel | 机构 | 每月97美元 | ⭐ 4.4 |
| 管道驱动 | Deal pipelines | 每月 24 美元 | ⭐ 4.5 |
| 基普 | 自动化 | 每月 299 美元 | ⭐ 4.1 |
| HubSpot | 一体化增长 | 每月 20 美元 | ⭐ 4.5 |
| 点击上 | 团队项目 | 每月7美元 | ⭐ 4.6 |
| 星期一客户关系管理 | Visual pipelines | 每月15美元 | ⭐ 4.6 |
| Salesforce | 企业销售 | 每月 25 美元 | ⭐ 4.4 |
快速精选:
- 综合最佳: ClickFunnels — pages, payments, and courses in one login.
- 最佳预算: 胶囊客户关系管理 — cheap contact management for solo sellers.
- 最适合初学者: ClickFunnels — pre-built templates remove the blank page problem.
- 最适合代理机构: GoHighLevel — white-label access for every client you manage.
🎯 ClickFunnels 的替代方案
Looking for ClickFunnels alternatives? Here are the options worth a look:
- 🚀 GoHighLevel: Agency-first platform with white-label funnels, CRM, and client sub-accounts under one login.
- 💼 Pipedrive: Deal-focused CRM for teams who track a long sales process instead of one-click checkout.
- 🔥 Keap: 小型企业 automation with strong follow ups, invoicing, and built-in email campaigns.
- 🏢 HubSpot: Free CRM tier plus marketing tools that scale into full enterprise 报道.
- 🎨 民间: Lightweight contact hub for agencies and 自由职业者 who hate bloated CRM screens.
- ⚡ 即刻: Cold outreach at volume with inbox warm-up, ideal for generating leads before a funnel.
- 🔧 ClickUp: Project and task management for teams running launches, not selling from landing pages.
- 📊 星期一客户关系管理: Visual boards for pipelines, with clear ownership on every deal and task.
- 👶 胶囊型客户关系管理: Simple, cheap CRM that beginners can set up correctly in one afternoon.
- 🌟 洞察: CRM plus project delivery, useful for services businesses tracking work after the sale.
- 💰 Freshsales CRM: Affordable AI scoring and built-in phone, good for small sales teams on a budget.
- ⭐ Salesforce: The enterprise standard, endlessly configurable, with heavy setup and admin cost.
- 🎯 Zendesk: Support-led growth, better for ticket volume than for building high-converting sales funnels.
完整列表请参见我们的 ClickFunnels的替代方案 指导。
⚔️ ClickFunnels 对比
Here is how ClickFunnels stacks up head to head:
- ClickFunnels 与 GoHighLevel 的对比: GoHighLevel wins for agencies reselling access. ClickFunnels wins on template quality and editor speed.
- ClickFunnels 与 Pipedrive 的比较: Pipedrive is the stronger pipeline tool. ClickFunnels actually builds the pages that create the deal.
- ClickFunnels 与 Keap 对比: Keap has deeper automation branching. ClickFunnels is faster to launch and cheaper to start.
- ClickFunnels 与 HubSpot: HubSpot has better reporting depth. ClickFunnels beats it on speed to a live sales page.
- ClickFunnels 对比 Folk: Folk keeps contacts tidy. ClickFunnels adds the store, checkout, and email engine Folk lacks.
- ClickFunnels 与 Instantly 的比较: Instantly fills the top of the funnel. ClickFunnels converts that traffic once it lands.
- ClickFunnels 与 ClickUp 的比较: ClickUp organizes the team. ClickFunnels sells the product. They solve different jobs entirely.
- ClickFunnels 与 Monday CRM 的比较: Monday CRM is nicer to look at. ClickFunnels ships payments and courses out of the box.
- ClickFunnels 与 Capsule CRM 的比较: Capsule is cheaper and simpler. ClickFunnels is the better funnel builder by a wide margin.
- ClickFunnels 与 Insightly 的比较: Insightly handles post-sale projects. ClickFunnels handles everything before the invoice goes out.
- ClickFunnels 与 Freshsales CRM 的比较: Freshsales costs far less per seat. ClickFunnels replaces five tools, so total spend often evens out.
- ClickFunnels 与 Salesforce: Salesforce scales further. ClickFunnels gets a small team selling this week without a consultant.
- ClickFunnels 对比 Zendesk: Zendesk keeps customers happy after purchase. ClickFunnels gets them to purchase in the first place.
立即开始使用 ClickFunnels
You now know how to use ClickFunnels across every major feature:
- ✅ 销售漏斗搭建器
- ✅ 在线商店搭建工具
- ✅ 可定制的客户关系管理
- ✅ 电子邮件营销
- ✅ 在线课程
- ✅ 报告与分析
- ✅ 支付人工智能
- ✅ 销售漏斗自动化
- ✅ 着陆页
下一步: Pick one feature and try it today.
Most people begin with the Funnel Builder.
It takes less than five minutes to create your first funnel.
常见问题解答
ClickFunnels是做什么的?
ClickFunnels lets you build sales funnels, landing pages, online courses, and email campaigns in one tool. It also handles payments, so you can sell without stitching apps together.
ClickFunnels的费用是多少?
Plans run from $81/month for Launch to $248/month for Optimize. The Dominate tier is $5,997/yr. Every plan includes unlimited funnels and unlimited domains.
ClickFunnels值得购买吗?
If it replaces your page builder, email tool, and course host, yes. If you only need landing pages, cheaper tools exist and will serve you better.
Does ClickFunnels have a free trial?
Yes. The 14-day free trial opens every feature with no limits. After it ends, you must pick a paid plan to keep your funnels live.
我可以在 ClickFunnels 中使用自定义域名吗?
Yes. Add a custom domain under general settings and point your DNS records. There is no cap on how many domains one workspace can connect.













