ClickFunnels Demo

We’ve put together a ClickFunnels 2.0 demo of all the main features of the user account dashboard so you can see what ClickFunnels 2.0 can do for your online business.

Key Takeaways:

  • Easy to use for both veterans and beginners
  • The ClickFunnels 2.0 Dashboard search bar provides accessible menu options and tools
  • Guided business setup with task checklist

ClickFunnels 2.0 Dashboard Demo

The ClickFunnels 2.0 Dashboard Home is the screen you’ll see whenever you log in to your ClickFunnels 2.0 account. It contains analytics data (total sales and total leads), a list of tasks (create your first funnel, blog, course, payment gateway setup, etc. ), and available training courses.

From this screen, you can access every other ClickFunnels 2.0 feature and tool using the menu pane on the left side of the screen. If you need help finding a menu option or ClickFunnels 2.0 tool, the search bar at the top of the dashboard will help you.

Site & Funnels

On the Site & Funnels page, you are able to create, view, customize, and manage your sites and funnels, blogs, pages, and customer center.

From the Overview screen, users can click the Edit button (gear icon) in the upper-right corner to view and edit Site Information, Site Availability, Tracking codes, and SEO & Sharing information.

The site overview screen also displays key analytics data (total sales and leads), so you can avoid needless navigation between pages.


The Products page is where you can create and edit your products.

Use the Create Product button in the upper-right corner and follow the on-screen instructions to create a product.

To edit an existing product, use the Edit button (gear icon) next to the product in question and then update features such as product image, pricing, SKU code, purchase actions, SEO & sharing info, tags, and more.


The Orders page contains information on all purchases and subscriptions. To help you find the exact information you need, filter and sort options are available in the upper-right corner.

You can also find data about incomplete, canceled, and abandoned orders that can be used to re-target potential customers with alternative marketing strategies.


Building a contact list is a core part of every successful business. ClickFunnels 2.0 supplies you with the tools to leverage your contacts and turn them into sales.

Most of your contacts will be automatically added to your contact list as they interact with your carefully crafted funnels. To manually add new contacts, use the black Add contact button in the upper-right corner of the Contacts page.

You’ll find that some contacts are more active than others, and you may want to tailor your marketing and funnels accordingly. The Segments menu option allows you to put contacts into separate groupings and create a more personalized experience.


Make full use of ClickFunnels 2.0 Analytics to check on the performance of your different sites, products, and funnels.

Within the Analytics page, you can check sales and page views data for each product or funnel, and see how well your opt-ins are performing. Recurring monthly subscription revenue is also found here, and you even have the ability to monitor the progress of each customer as they move through any of your course content.

To keep an eye on your data in real-time, there is also a live view with filter option.


Marketing is the tool that’s going to help turn your business into a success. On the Marketing page, you will find plenty of options to maximize your returns.

You’ll need to provide your marketing contact address and email to get started (pictured above). Once completed, you’ll then get access to numerous marketing tools, including Workflows, Broadcasts, and Email Templates.

Workflows are a great way for you to automatically enroll, tag, and send emails based on your customers’ behavior. Broadcasts are an effective way to inform your contacts about new products, updates, and promotions using bulk emails. To make the sales process even faster and easier, you can take advantage of the ClickFunnels Email Templates feature.


The Sales page allows you to organize and create sales pipelines. There are options to track your conversations with clients, maintain appointments, organize phone calls, and identify the prospective clients most likely to make a purchase through lead scoring.


As you might expect, on the Settings page, you can edit essential ClickFunnels 2.0 account details like your workspace name and subdomain. You’ll also find options to organize your order number format, add collaborators, view system updates and changes made to your workspace, and set up default styling for your funnels, pages, and site.

Payments AI

Payments AI is the integrated payment facilitator created for ClickFunnels 2.0 subscribers.

When you first create a ClickFunnels 2.0 account, you’ll be directed to the Payments AI page to create and set up all payment and banking information relevant to your country of business. Beyond the initial payment details setup, you’ll also be able to create handling rules for issues such as card declines, partial and full billing amounts, and gateway routing.


All support options can be found in the Help pop-up menu, which you can access by clicking the Help button in the bottom-left corner of the screen. After selecting the Help button, a new window will appear in the middle of your screen and your cursor will automatically enter the search box at the top of your screen.

Enter anything that you’d like assistance with to view a selection of related support articles. ClickFunnels 2.0 Help Docs and Training, live chat, and chatbot tools can also be found here.

User Settings

If you wish to change any user information, this can be done in User settings. Access this area by clicking the user icon in the upper-right corner and then clicking User settings in the submenu that appears. Here you will be able to make adjustments to your name, email address, password, and user icon.

CF2 Affiliate Center Demo

The affiliate program allows subscribers to get a 30% commission on ClickFunnels 2.0 products. To access the Affiliate Center, click the user icon in the upper-right corner, and then click CF2 Affiliate Center.

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The Affiliate Center will load into a new window where you will be prompted to set up your payment options and accept the affiliate agreement. You can view your key affiliate data, like referrals, earnings, and pending payments alongside your affiliate links.

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