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How to Add Funnels as Lessons in Your Courses

Learn how to add funnel pages to your ZipLeads courses as lessons

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Written by Matt Phillips

This feature lets you add full funnel pages straight into your course outline. Funnels in Courses lets you add any ZipLeads funnel page as its own lesson inside your course modules and sub-modules. Instead of just linking out to a funnel, the full funnel page shows inside the course player. Learners can watch content, submit forms and take action without ever leaving the course player.


Key Benefits of Funnels in Courses

Funnels in Courses connects your education and marketing flows, so learners move smoothly from understanding to doing.

  • Turn lessons into live experiences: Use funnel elements (forms, buttons, multi-step flows, pop-ups and more) to turn static lessons into interactive sessions where learners can apply what they've learned straight away.

  • Drive conversions without breaking focus: Show offers, order forms and upsells inside the course player. Learners don't need to jump to separate URLs or tabs to buy, book a call or opt in.

  • Reuse funnels you've already built: Plug in existing funnels as lessons without rebuilding anything. You save time and keep your best-performing pages in front of learners.

  • Guide learners through structured journeys: Blend content, exercises and calls to action into one path, such as "watch lesson → complete form → book a call", all inside one course.

  • Keep a consistent, branded experience: Funnel lessons use your course theme and sit nicely alongside other lesson types, on both desktop and mobile.

  • Try modern course formats: Test quiz funnels, decision trees, application flows or challenge-style sequences without changing your course structure.


Adding Funnel Lessons to a Course

Funnel lessons let you place a specific funnel page in the exact module or sub-module where it fits your curriculum. Treat them like any other lesson, just backed by the Funnel builder.
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Where you'll work

  • Your course structure lives under Memberships → Courses → Products.

  • Funnels live under Sites → Funnels (or Funnels & Websites AI, if you're using AI-generated funnels).
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Steps: Add a funnel lesson to a module or sub-module

  1. Open your course product

    • Go to Memberships → Courses → Products.

    • Click the course you want to edit.

    • Open the Outline or Syllabus view.
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  2. Choose where the funnel will live

    • Expand the module (and, if needed, the sub-module) where you want the funnel lesson to appear.

    • Click into that section of the outline.
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  3. Click "Add Content"

    • Click Add Content.

    • From the content type options, choose the Funnel lesson option (the label may vary slightly).
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  4. Name your funnel lesson and pick the funnel page

    • Give the lesson a clear title (for example, "Application Funnel" or "Book Your Strategy Call").

    • Choose the funnel from the dropdown or search list.

    • Choose the specific funnel page you want to embed (for example, an opt-in page, order form step or application step).
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  5. Save the lesson

    • Click Add or Save to attach the funnel page as a new lesson in the module.

    • Check that the funnel lesson appears in the module's lesson list in the right position.


Editing & Managing Funnel Lessons

Managing a funnel lesson is much like managing other lesson types, with extra controls for previewing and fine-tuning the embedded funnel.

The funnel edit modal helps you check you've picked the right page, adjust visuals like thumbnails, and keep the lesson in line with your course design before publishing.
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Open the funnel edit modal

  1. In your course outline, hover over the funnel lesson.

  2. Click the Edit icon (or the lesson title) to open the funnel edit modal.

What you can do in the funnel edit modal

  • Preview the funnel page

    • See how the funnel will look inside the course player to confirm the layout, copy and actions.
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  • Refine funnel content

    • Use the Edit or Open in Builder action to jump into the Funnel builder.

    • Update copy, design, forms, calls to action and layout using the usual builder tools, such as drag-and-drop, nested layouts and the right-sidebar controls.
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  • Add or adjust page thumbnails

    • Upload or select a thumbnail so the lesson looks polished in your course sidebar or grid.

    • Use consistent thumbnails across lessons to make navigation easy.
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  • Manage publish state

    • Save the funnel lesson as a draft while you're still editing.

    • Click Save & Publish when you're ready for learners to see it, just like other lesson types and funnel pages.
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  • Reorder or move the lesson

    • Back in the outline, drag the funnel lesson to reposition it within the module, or move it to another module or sub-module as your curriculum changes.


Learner Experience with Funnel Lessons

Funnel lessons feel like a natural part of the course, not a separate website. Learners stay in the same course player while enjoying rich, interactive funnel pages that work well on mobile and desktop.

What learners see

  • Embedded preview in the course player

    • The funnel page appears in the main lesson area, framed by your course layout and theme.

    • Navigation, progress and comments (where turned on) stay available, just like other lesson types.
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  • Full-screen funnel experience

    • Learners can click the Full Screen option to view the funnel lesson as a full page.

    • This is ideal for complex forms, multi-step flows or detailed sales pages.
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  • Live, actionable elements

    • Forms and surveys collect real submissions.

    • Buttons can trigger next steps, show or hide content, or move deeper into the funnel.

    • Pop-ups, countdowns and other dynamic elements behave just as they would on a standalone funnel page.
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  • Course progress and access rules stay in control

    • The funnel lesson follows the same access rules, drip settings and prerequisites you've set for the course, including any restrictions from Communities' private channel-based access.


How To Set Up Funnels in Courses

A smooth setup makes sure funnels display correctly, work on all devices, and respect your course's access and publishing rules. The steps below cover getting the feature turned on, adding your first funnel lesson and testing the learner experience.

Note: Funnels in Courses is gradually rolling out via Labs. If you don't see the funnel lesson option yet, contact the ZipLeads support team.
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1. Confirm prerequisites

  1. You have at least one course created under Memberships → Courses → Products.

  2. You have at least one funnel with a published page under Sites → Funnels (or Funnels & Websites AI).

  3. You have permission to edit courses and funnels in your account.
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2. (If needed) Get Funnels in Courses turned on

  1. If you don't see the Funnel lesson type when you click Add Content, contact the ZipLeads support team and ask for Funnels in Courses to be turned on for your account.
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3. Add a funnel lesson to your course

  1. Go to Memberships → Courses → Products.

  2. Open your course and go to the Outline/Syllabus view.

  3. In the module or sub-module you want, click Add Content.

  4. Choose the Funnel lesson type.

  5. Enter the lesson title, select the funnel, then select the funnel page.

  6. Click Add / Save.


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4. Configure and publish the funnel lesson

  1. Click the new funnel lesson to open the funnel edit modal.

  2. Check the preview to make sure it's the right page.

  3. If you like, open the page in the Funnel builder to adjust the design, calls to action or form behaviour.

  4. Set or update the thumbnail image.

  5. Click Save & Publish for the lesson.
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5. Publish and test your course

  1. Make sure your course and offer are published so learners can enrol.

  2. Use a test learner (or your own learner account) to enrol in the course.

  3. Open the funnel lesson from the course player.

  4. Test:

    • Form submission

    • Buttons and navigation

    • Full-screen mode

    • Any payments or bookings

  5. Check that funnel analytics still appear under Sites → Funnels, and that course progress shows the learner has completed the lesson.
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Frequently Asked Questions

Q: Do I need to create a separate funnel just for the course?

Not necessarily. You can reuse any existing funnel page as a lesson. That said, it's often best to clone a high-converting funnel and customise it slightly, so the messaging suits the course without affecting campaigns running elsewhere.
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Q: Where do I see analytics for funnel lessons?

Embedding a funnel in a course doesn't change where its analytics live. Views, submissions and conversions for that page still show under Sites → Funnels and related reporting, just like a standalone funnel.
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Q: What happens if I edit the funnel page after adding it to a course?

Changes you make to the funnel page in the Funnel builder show in the course lesson automatically, because the lesson points to that specific page. If you delete or unpublish the funnel page, the lesson may stop displaying correctly. Keep shared pages active, or point the lesson to a new page.
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Q: Can I restrict access to funnel lessons within a course?

Yes. Funnel lessons follow whatever access rules and drip schedules apply to the module and course, whether that's standard course settings or Communities' Private Channel-Based Course Access.
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Q: Are all funnel features supported (pop-ups, timers, custom code)?

Most standard funnel elements (forms, pop-ups, timers, show/hide interactions) work as expected. Test custom scripts or heavy third-party embeds carefully in the course player to make sure they behave correctly on all devices.
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Q: How is this different from just linking out to a funnel?

Linking out opens a new tab or page and can break the learner's focus. With Funnels in Courses, the funnel is embedded right in the course player, with an optional full-screen mode. Learners stay in the learning environment and can easily carry on with other lessons afterwards.
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Q: Does this work if my course access is controlled through Communities?

Yes. If your course is gated through Communities and uses Private Channel-Based Course Access, learners still need to meet those access rules to see any lessons, including funnel lessons.
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Q: Is there an extra cost to use Funnels in Courses?

Funnels in Courses uses the existing Funnels and Courses features. As long as your plan includes both and the feature has been turned on for your account, you can start using funnel lessons without a separate add-on.

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