如何利用 ClickFunnels 在 2026 年实现销售额爆炸式增长

快速入门

本指南涵盖 ClickFunnels 的所有功能：

• 入门 — Create your ClickFunnels account and basic setup
• 如何使用漏斗构建器 — Build sales funnels that turn clicks into customers
• 如何使用在线商店搭建工具 — Create your store and sell products online
• 如何使用可定制的CRM — Manage clients and prospective customers
• 如何使用电子邮件营销 — Send email campaigns and follow ups automatically
• 如何使用在线课程 — Create and sell online courses or membership sites
• 如何使用报告和分析 — Track your sales process and optimize conversions
• 如何使用支付人工智能 — Connect payment gateway and collect money from customers
• 如何使用销售漏斗自动化 — Automate your sales and marketing workflows
• 如何使用着陆页 — Design high converting landing pages and sales pages

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’ve used ClickFunnels for over two years and tested every feature covered here. This how to use ClickFunnels tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

ClickFunnels是目前最强大的销售漏斗搭建工具之一。

但大多数用户仅仅触及了它功能的冰山一角。

This guide shows you how to use ClickFunnels step by step.

You’ll learn to build sales funnels, create landing pages, and grow your online 商业.

ClickFunnels教程

本 ClickFunnels 完整教程将一步一步地引导您了解每个功能，从初始设置到高级技巧，让您成为高级用户。

ClickFunnels入门指南

使用任何功能之前，请先完成此一次性设置。

It takes about 3 minutes to create your ClickFunnels account.

请先观看这段简短的概述：

现在让我们一步一步来。

Step 1: Sign Up for Your Free Trial

Go to ClickFunnels.com and click “Start Free Trial.”

Enter your email and create a password for your account.

ClickFunnels offers a 14 day free trial on all plans.

✓ 检查点： 检查你的 收件箱 您将收到来自 ClickFunnels 的确认邮件。

步骤二：访问您的仪表盘

ClickFunnels is a web-based application that works in your browser.

使用您的新帐户凭据登录。

这就是仪表盘的样子：

✓ 检查点： 您应该能看到包含工作区的主控制面板。

步骤 3：完成初始设置

Follow the self-guided onboarding to configure general settings.

Connect your custom domain if you have one.

Or use the free .myclickfunnels.com subdomain to begin.

如何使用 ClickFunnels 漏斗构建器

销售漏斗搭建器 lets you create sales funnels that guide customers through your sales process.

以下是使用步骤。

观看漏斗构建器实际操作演示：

现在让我们逐一分析每个步骤。

Step 1: Create Your First Funnel

Access the Funnels menu and click on the “Create Funnel” button.

ClickFunnels provides a Smart Funnel Builder powered by AI.

You can also build your funnel from scratch for complete customization.

Step 2: Select Your Funnel Type

Choose from different funnels like lead funnels, book funnels, or cart funnels.

ClickFunnels typically categorizes goals into three main types.

These include generating leads, selling a product, and hosting a webinar.

这就是它的样子：

✓ 检查点： You should see pre built templates for your selected funnel type.

Step 3: Customize Your Funnel Pages

Use the drag-and-drop Page Editor to add elements like headlines and buttons.

Add more steps to your funnel, such as upsells or downsells.

Remember that one funnel should equal one goal.

如何使用 ClickFunnels 在线商店搭建工具

在线商店搭建工具 lets you create an e-commerce store to sell physical or digital products.

以下是使用步骤。

观看在线商店搭建工具的实际操作演示：

现在让我们逐一分析每个步骤。

Step 1: Navigate to Store Settings

Click on “Store” in your dashboard navigation.

ClickFunnels enables you to manage inventory, pricing, and details from one hub.

Step 2: Add Your Products

Click “Add Product” and fill in product detailed information.

Include images, descriptions, and pricing for each item.

这就是它的样子：

✓ 检查点： Your products should appear in your store inventory.

Step 3: Connect to Your Funnel

Link your store products to your sales page and checkout page.

Add order bumps to increase purchases during checkout.

如何使用 ClickFunnels 可定制 CRM

可定制 客户关系管理 lets you manage clients and prospective customers in one place.

以下是使用步骤。

可定制手表 客户关系管理 实际操作：

现在让我们逐一分析每个步骤。

Step 1: Access Your Contact Database

Click “Contacts” in your dashboard to view all leads.

ClickFunnels work to capture leads automatically from your funnels.

Step 2: Organize and Segment Contacts

Create tags and segments to organize your audience.

This helps you send targeted email campaigns to specific groups.

这就是它的样子：

✓ 检查点： Your contacts should be organized with appropriate tags.

Step 3: Set Up Lead Scoring

Configure lead scoring to identify your hottest prospects.

Lead nurturing is about marketing to qualified leads to guide them toward a purchase.

如何使用 ClickFunnels 电子邮件营销

电子邮件营销 lets you send automated email campaigns and follow ups to nurture leads.

以下是使用步骤。

观看电子邮件营销的实际应用：

现在让我们逐一分析每个步骤。

Step 1: Create an Email Workflow

Navigate to the email section and click “Create Workflow.”

ClickFunnels allows you to send marketing and automated emails without external servers.

Step 2: Design Your Email Sequence

Create follow up funnels to email all people who signed up.

Use the email editor to 工艺 compelling messages with your tool.

这就是它的样子：

✓ 检查点： Your email sequence should show all scheduled messages.

Step 3: Connect Triggers and Automations

Link your emails to funnel events like opt-ins or purchases.

Setting up 自动化 is crucial for your business growth.

如何使用 ClickFunnels 在线课程

在线课程 lets you create, manage, and deliver educational content to your audience.

以下是使用步骤。

观看在线课程的实际应用：

现在让我们逐一分析每个步骤。

Step 1: Access the Courses App

Click “Courses” in your dashboard navigation.

ClickFunnels allows you to create online courses effortlessly with its Courses app.

第二步：构建课程内容

Create modules and lessons with videos, 文本, and downloadable content pages.

Set up drip content to release modules over time.

这就是它的样子：

✓ 检查点： Your course modules should display in the correct order.

Step 3: Set Up Membership Access

Configure membership site settings and pricing tiers.

ClickFunnels can help you fill virtual seats and find customers for your courses.

如何使用 ClickFunnels 报告和分析

报告与分析 lets you track visitors, conversions, and sales across your funnels.

以下是使用步骤。

观看报告和分析的实际应用：

现在让我们逐一分析每个步骤。

第一步：访问分析仪表板

Click “Analytics” in your main navigation.

ClickFunnels provides analytics tools to track visitors, click-throughs, and conversions.

Step 2: Review Your Funnel Performance

Check detailed information on each funnel step.

Use analytics to identify where users drop off in your marketing funnel.

这就是它的样子：

✓ 检查点： You should see traffic 数据 and conversion rates for each page.

Step 3: Set Up Split Testing

Create A/B tests to compare different versions of your pages.

You can set up A/B tests in ClickFunnels to see which performs better.

如何使用 ClickFunnels Payments AI

支付人工智能 lets you connect payment gateways and collect money from your customers seamlessly.

以下是使用步骤。

观看支付人工智能的实际应用：

现在让我们逐一分析每个步骤。

Step 1: Navigate to Payment Settings

Go to Settings and click on “Payments.”

ClickFunnels makes it easy to start collecting payments online.

Step 2: Connect Your Payment Gateway

ClickFunnels supports integration with Stripe and PayPal.

Click “Connect” next to your preferred payment gateway.

这就是它的样子：

✓ 检查点： Your payment gateway should show as “Connected” in settings.

Step 3: Enable Test Mode

Use Test Mode to check functionality before going live.

Run a test transaction to verify everything works correctly.

如何使用 ClickFunnels 销售漏斗自动化

销售漏斗自动化 lets you automate workflows and business processes without manual work.

以下是使用步骤。

Watch Funnel Automations in action:

现在让我们逐一分析每个步骤。

Step 1: Access the Automation Builder

Click “Automations” in your dashboard navigation.

ClickFunnels automates the customer’s purchasing journey automatically.

Step 2: Create an Automation Workflow

Set up automation in ClickFunnels to link various apps within your workspace.

Configure triggers to specific events like form submissions.

这就是它的样子：

✓ 检查点： Your automation workflow should display all connected triggers.

Step 3: Add Actions and Webhooks

ClickFunnels provides a custom Webhook feature for real-time data transmission.

Add apps to enhance your workspace’s functionality based on business needs.

如何使用 ClickFunnels 着陆页

着陆页 lets you design high converting pages that capture leads and drive sales.

以下是使用步骤。

观看落地页的实际演示：

现在让我们逐一分析每个步骤。

Step 1: Create a New Landing Page

Click “Create New Page” within your funnel.

ClickFunnels provides a drag-and-drop builder and pre-designed templates.

Step 2: Design Your Page Layout

Use the Page Editor to add sections, headlines, and call-to-action buttons.

Add social proof elements like testimonials to reduce buyer skepticism.

这就是它的样子：

✓ 检查点： Your landing page should preview correctly on all device types.

Step 3: Optimize for Mobile

Mobile optimization is necessary as significant traffic is mobile.

Preview and adjust your page for mobile and tablet views.

ClickFunnels 专业技巧和快捷方式

After testing ClickFunnels for over two years, here are my best tips.

键盘快捷键

行动	捷径
Save Page	Ctrl/Cmd + S
撤销上一步操作	Ctrl/Cmd + Z
重做操作	Ctrl/Cmd + Shift + Z
重复元素	Ctrl/Cmd + D
Preview Page	Ctrl/Cmd + P

大多数人错过的隐藏功能

• Smart Funnel Builder: Access the AI-powered tool that generates a customized funnel based on your inputs in seconds.
• Spintax Support: Spintax — short for spinning syntax — lets you randomize words in emails for better deliverability.
• Funnel Sharing: Share any funnel with other ClickFunnels users via a simple link for collaboration.
• Affiliate Program Integration: Enable the built-in affiliate program to let others promote your products.
• Custom Domain SSL: Connect a custom domain and get free SSL certificates automatically.

ClickFunnels常见错误及避免方法

Mistake #1: Building Funnels Without a Clear Goal

Mistake #2: Skipping Split Testing

Mistake #3: Ignoring Mobile Optimization

Mistake #4: Not Using Follow-Up Sequences

ClickFunnels故障排除

Problem: Funnel Pages Not Loading

原因： Custom domain DNS settings not configured correctly or propagation still in progress.

使固定： Check your domains settings and verify DNS records. Allow 24-48 hours for full propagation.

Problem: Payments Not Processing

原因： Payment gateway not properly connected or Test Mode still enabled.

使固定： Navigate to payment settings and verify your Stripe or PayPal connection. Disable Test Mode for live transactions.

Problem: Emails Not Being Delivered

原因： Email workflows not properly triggered or contacts not tagged correctly.

使固定： Check your automation triggers and verify contact segmentation. Review email workflow settings.

Problem: High Checkout Page Exit Rates

原因： Too many form fields or complicated checkout process.

使固定： Simplifying the check-out form can reduce user drop-offs. Remove unnecessary fields and watch your conversions improve.

📌 笔记： If none of these fix your issue, contact ClickFunnels support through live chat or email.

ClickFunnels是什么？

ClickFunnels is a funnel builder tool that helps businesses create high converting sales funnels, websites, and landing pages.

把它想象成…… 网站建设者 specifically designed for the sales process.

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 with drag-and-drop simplicity to turn clicks into customers.
• 在线商店搭建工具： Create your store to sell physical products, digital downloads, or services.
• 可定制的客户关系管理系统： Manage prospective customers and clients with built-in contact management.
• 电子邮件营销： Send email campaigns and automated follow ups without external tools.
• 在线课程： Create and sell online courses or membership site content.
• 报告与分析： Track detailed information on visitors, conversions, and revenue.
• 支付人工智能： Connect payment gateway options and start collecting money fast.
• 销售漏斗自动化： Automate your business workflows and save time on repetitive tasks.
• 着陆页： Design high converting landing pages and sales pages with templates.

ClickFunnels is a web-based application that operates as a Software as a Service platform.

It simplifies the process of building an online business by providing ready-to-use tools.

ClickFunnels allows businesses to market their services and products, get leads, and make sales.

It integrates sales, marketing, and customer engagement tools into a single platform.

Sales funnels guide customers through a series of steps to purchasing products.

A sales funnel is a commonly used marketing phrase that defines the customer journey.

Creating a click funnel is a way to better understand the sales process.

Optimizing a sales funnel involves narrowing down options while providing persuasive content.

ClickFunnels is an Etison Product used by entrepreneurs worldwide.

如需完整评测，请参阅我们的 ClickFunnels 评测.

ClickFunnels定价

以下是 ClickFunnels 在 2026 年的费用：

计划	价格	最适合
发射	$97/month ($81/month annually)	Beginners building their first funnel
规模	$197/month ($164/month annually)	Growing businesses with multiple funnels
优化	$297/month ($248/month annually)	Advanced marketers running heavy campaigns
支配	每年 5,997 美元	机构和大型企业

免费试用： Yes, ClickFunnels offers a 14 day free trial on all plans.

退款保证： Yes, 30-day money-back guarantee after your trial ends.

That gives you 44 days total to try ClickFunnels risk-free.

All plans include unlimited funnels, pages, and visitors with no caps or overages.

💰 性价比最高： Launch Plan at $81/month (billed annually) — includes all core features to build sales funnels and grow your online business.

ClickFunnels 与其他替代方案的比较

ClickFunnels 与其他竞争对手相比如何？以下是竞争格局：

工具	最适合	价格	等级
ClickFunnels	All-in-one funnel building	每月97美元	⭐ 4.2
GoHighLevel	Agency automation	每月97美元	⭐ 4.3
管道驱动	Sales pipeline CRM	每用户每月 14 美元	⭐ 4.3
基普	小型企业 自动化	每月 299 美元	⭐ 4.2
HubSpot	Enterprise marketing	$15/seat/mo	⭐ 4.0
Salesforce	企业级客户关系管理	每用户每月 25 美元	⭐ 4.5
点击上	项目管理	每用户每月 7 美元	⭐ 4.3
星期一客户关系管理	可视化工作流程管理	每用户每月 10 美元	⭐ 4.2

快速精选：

• 最佳综合漏斗搭建工具： ClickFunnels — complete platform for building high converting sales funnels
• 最佳预算选择： ClickUp — affordable project management starting at $7/user/month
• 最适合代理机构： GoHighLevel — white-label marketing automation for agencies
• 最适合企业使用： Salesforce — industry-leading CRM for large organizations

🎯 ClickFunnels 的替代方案

正在寻找 ClickFunnels 的替代方案？以下是一些最佳选择：

• 🚀 GoHighLevel： All-in-one marketing platform with white-label capabilities for agencies managing multiple clients.
• 💰 Pipedrive： Sales-focused CRM with visual pipeline management and affordable per-user pricing starting at $14/month.
• 🎨 Keap： 小型企业 CRM with built-in marketing automation for entrepreneurs and service providers.
• ⚡ HubSpot： Free CRM tier available with scalable marketing, sales, and customer service hubs.
• 🔒 民间: Lightweight CRM for founders and teams who want simple contact management without complexity.
• 🧠 即刻： 冷邮件 outreach platform with AI-powered features for lead generation campaigns.
• 👶 ClickUp： Project management tool that can be customized as a lightweight CRM for small teams.
• 🏢 星期一客户关系管理： Visual work management platform with customizable boards and automations.
• 🔧 胶囊客户关系管理: Simple CRM with free tier for up to 250 contacts and essential contact management.
• 🌟 洞察： CRM with project management features for businesses that need both capabilities.
• ⭐ Freshsales CRM： AI-powered CRM with lead scoring and built-in phone and email capabilities.
• 🎯 Salesforce： Enterprise-grade CRM with extensive customization and third-party app ecosystem.
• 💼 Zendesk: Customer service platform with CRM capabilities for support-focused organizations.

完整列表请参见我们的 ClickFunnels的替代方案 指导。

⚔️ ClickFunnels 对比

以下是ClickFunnels与各竞争对手的对比：

• ClickFunnels 与 GoHighLevel 的对比: Both are all-in-one platforms. GoHighLevel offers white-label features for agencies while ClickFunnels focuses on funnel building simplicity.
• ClickFunnels 与 Pipedrive 的比较: Pipedrive is a dedicated sales CRM with lower per-user pricing. ClickFunnels offers broader marketing and funnel capabilities.
• ClickFunnels 与 Keap 对比: Both serve small businesses. Keap focuses on CRM automation while ClickFunnels specializes in sales funnel creation.
• ClickFunnels 与 HubSpot: HubSpot offers a free CRM tier and enterprise features. ClickFunnels provides simpler funnel-focused tools at lower complexity.
• ClickFunnels 对比 Folk: Folk is a lightweight CRM for simple contact management. ClickFunnels is a complete funnel building platform.
• ClickFunnels 与 Instantly 的比较: Instantly specializes in cold email outreach. ClickFunnels provides complete funnel building with built-in email marketing.
• ClickFunnels 与 ClickUp 的比较: ClickUp is primarily project management. ClickFunnels is dedicated to building marketing funnels and landing pages.
• ClickFunnels 与 Monday CRM 的比较: Monday offers visual workflow management. ClickFunnels provides specialized sales funnel tools.
• ClickFunnels 与 Capsule CRM 的比较: Capsule is a simple, affordable CRM. ClickFunnels offers complete funnel building with more marketing features.
• ClickFunnels 与 Insightly 的比较: Insightly combines CRM with project management. ClickFunnels focuses on conversion-optimized funnels.
• ClickFunnels 与 Freshsales CRM 的比较: Freshsales offers AI-powered lead scoring. ClickFunnels provides drag-and-drop funnel building tools.
• ClickFunnels 与 Salesforce: Salesforce is enterprise-grade with extensive customization. ClickFunnels is simpler and focused on funnel creation.
• ClickFunnels 对比 Zendesk: Zendesk focuses on customer support. ClickFunnels focuses on lead generation and sales conversion.

立即开始使用 ClickFunnels

您已学会如何使用 ClickFunnels 的所有主要功能：

• ✅ Funnel Builder — build sales funnels that convert
• ✅ Online Store Builder — sell products online
• ✅ Customizable CRM — manage your customers
• ✅ Email Marketing — automate your follow ups
• ✅ Online Courses — create membership sites
• ✅ Reports & Analytics — track your performance
• ✅ Payments AI — collect money from customers
• ✅ Funnel Automations — run your business on autopilot
• ✅ Landing Pages — design high converting pages

下一步： 选择一项功能，立即试用。

Most people start with Funnel Builder to create their first funnel.

It takes less than 5 minutes to begin.

Sign up for your 14 day free trial and start building your online business today.

常见问题解答

如何在ClickFunnels中设置我的第一个销售漏斗？

To create your first funnel in ClickFunnels, access the Funnels menu and click on the “Create Funnel” button. You can select from various templates when creating a funnel, such as lead funnels, summit funnels, book funnels, or cart funnels. ClickFunnels provides a Smart Funnel Builder powered by AI that simplifies funnel creation by generating a customized funnel based on your inputs.

ClickFunnels Classic 和 ClickFunnels 2.0 有什么区别？

ClickFunnels 2.0 (now simply called ClickFunnels) is the updated version with a completely rebuilt platform. It includes new features like the Courses app, improved page editor, and better automation capabilities. Legacy plans from ClickFunnels Classic have been grandfathered, but new users sign up for the current plans: Launch, Scale, Optimize, or Dominate.

如何使用 ClickFunnels 构建高转化率的着陆页？

Use the ClickFunnels Page Editor which provides a drag-and-drop interface for adding elements like headlines, images, and buttons. Start with pre built templates designed for conversions, then customize with your own content. Add social proof elements like testimonials and badges to reduce buyer skepticism. Mobile optimization is necessary as significant traffic comes from mobile devices.

如何将我的邮件自动回复系统与 ClickFunnels 集成？

ClickFunnels provides robust integration capabilities allowing you to connect with popular applications such as ActiveCampaign, HubSpot, AWeber, and many others. Navigate to Settings, then Integrations, and click “Add New Integration.” You can also use ClickFunnels’ built-in email marketing to send automated emails without requiring external email hosting.

如何使用 ClickFunnels AI 生成销售漏斗文案和设计？

ClickFunnels offers a Smart Funnel Builder that uses AI to simplify funnel creation. Access it when creating a new funnel and answer questions about your business goals. The AI generates a customized funnel based on your inputs. Plans include AI word limits monthly — Launch gets 500,000 words, Scale gets 2 million words, and Optimize gets unlimited AI usage.

什么是漏斗中心？我该如何设置一个漏斗中心？

A Funnel Hub is essentially your website built within ClickFunnels that connects all your funnels. ClickFunnels allows you to build and host your website seamlessly within its platform. Create a Funnel Hub by selecting the website option when creating a new funnel. This gives you content pages, blog functionality, and navigation that links to your various funnels.

如何将自定义域名连接到我的 ClickFunnels 帐户？

ClickFunnels allows you to connect your domain easily for a professional appearance. Navigate to Settings, then Domains, and click “Add Domain.” Follow the DNS configuration instructions provided. You can also obtain a free domain through ClickFunnels with a $12 discount via IONOS. There is no limit to the number of domains that can be connected to your workspace.

如何使用ClickFunnels销售实体产品？

Use the Online Store Builder to create product listings with images, descriptions, and pricing. Connect your payment gateway (Stripe or PayPal) to accept payments. ClickFunnels enables you to manage your inventory, pricing, and details from one central hub. Add order bumps to increase purchases during checkout and upsells to boost average order value.

如何在ClickFunnels中设置会员网站？

Use the Courses app to create and deliver online courses with drip content and member areas. Configure membership tiers and pricing in the product settings. ClickFunnels allows you to create, manage, and deliver online courses effortlessly. The Launch plan includes 3 courses, Scale includes 6, and Optimize/Dominate offer unlimited courses.

如何使用 ClickFunnels 工作流程实现营销自动化？

You can set up automation workflows in ClickFunnels to streamline your business processes. Access Automations from your dashboard, create a new workflow, and set triggers based on funnel events. ClickFunnels provides a custom Webhook feature for real-time data transmission between ClickFunnels and external platforms.

如何在 ClickFunnels 控制面板中跟踪转化率和销售额？

ClickFunnels provides analytics tools to track visitors, click-throughs, opt-ins, and conversions. Access the Analytics section from your dashboard to view detailed information on funnel performance. The details analytics tool shows conversion rates at each funnel step, helping you identify where users drop off so you can optimize accordingly.

我可以使用 ClickFunnels 来托管和销售在线课程吗？

Yes, ClickFunnels allows you to create, manage, and deliver online courses effortlessly with its Courses app. You can set up modules, lessons, and drip content without needing external platforms. ClickFunnels can help you fill up virtual seats and find customers for your online courses or communities. Course limits vary by plan.

如何使用 ClickFunnels 进行潜在客户开发和创建注册页面？

Create a lead funnel by selecting “Lead Generation” as your goal when building a new funnel. Use pre built templates designed for capturing emails. The initial offer in a funnel should solve a specific, immediate problem. Add your opt-in form, connect it to your email workflows, and create follow-up sequences to nurture leads.

如何与其他 ClickFunnels 用户共享销售漏斗？

ClickFunnels allows you to share funnels with other users via a share link. Navigate to your funnel, click Settings, and find the “Share Funnel” option. Copy the share link and send it to the other ClickFunnels user. They can import your funnel directly into their account with one click.

如何使用 ClickFunnels 的 A/B 测试功能来提升测试结果？

You can set up A/B tests in ClickFunnels to compare different versions of your funnel pages and see which performs better. Access the split test option from your page settings. A/B testing different elements at each stage can help improve conversions. Test headlines, images, buttons, and offers to find what resonates with your audience.