Marketing

Marketing Funnel Templates

Discover our no-code marketing funnel templates, designed to drive engagement, capture leads, and boost conversions.

Whether you're promoting a product, launching a campaign, building your email list, or collecting feedback, these templates help you build dynamic funnels that connect with your audience.

From lead magnets and event sign-up forms to AI-powered generators and assessment quizzes, each template is customizable to match your brand and objectives.

Ideal for eCommerce, agencies, content creators, and marketers of all kinds—these templates let you deliver personalized experiences that turn clicks into customers.

Customer Engagement Quiz for Software Template.

Customer Engagement Quiz for Software  Template

Increase software user engagement with our Customer Engagement Quiz Template. Use interactive quizzes to understand and enhance your users' experience.
financial literacy knowledge quiz.

Financial Literacy Knowledge Quiz  Template

Capture leads while educating your audience on financial concepts! This quiz template is perfect for financial institutions and educators
contact form.

Contact Form for Real Estate  Template

Streamline your property inquiries with our contact form for real Estate. Perfect for capturing leads and simplifying client communications
Customer Satisfaction Survey.

Customer Satisfaction Survey for Finance  Template

Build trust and refine your financial services with a survey that gathers insights on customer satisfaction and data-driven improvement opportunities
customer profiling survey.

Customer Profiling Survey for Ecommerce  Template

Boost your ecommerce marketing with a customer profiling survey! Gather insights to tailor experiences, personalize campaigns, and optimize offerings

Glasses Recommendation Funnel  Template

Help customers find their perfect glasses! Use this recommendation funnel to boost customer satisfaction while gathering valuable marketing insights
product testing survey.

Product Testing Survey For Agency Client  Template

Help your clients succeed! This testing survey helps agencies gather actionable insights to improve client products and marketing strategies
Big five personality test.

Big Five Personality Test  Template

Measure individual personality based on the "Big Five" personality traits. Ideal for recruitment, team building, coaching, and personal development
payment form.

Workshop Registration Form  Template

Simplify workshop registrations with this customizable form! Capture attendee details and manage both virtual and in-person events effortlessly
Marketing Lead Generation Form Template.

Marketing Lead Generation Form  Template

Boost your marketing efforts with our lead gen form. Easily capture essential information to connect with potential customers effectively!
giveaway form.

Giveaway Form for Insurance  Template

Increase engagement and leads with our giveaway form for Insurance. Create compelling contests that capture valuable data while rewarding users
Newsletter Signup Form for Software Template.

Newsletter Signup Form for Software  Template

Build your software brand! This newsletter signup form is what you need to grow a robust email list and nurture relationships with potential customers
newsletter sign up form.

Newsletter Signup Form for Ecommerce  Template

Build a valuable communication channel for your Ecommerce! This newsletter signup form is perfect for sharing promotions and info on new products
lead magnet form.

Lead Magnet Download Form for Software  Template

Capture high-quality leads for your software business on autopilot with our lead magnet form. Offer valuable resources in exchange for contact details

Meeting Scheduling Form for Real Estate  Template

Make it easy for prospects to book meetings with real estate agents. This intuitive form is designed to enhance customer experience and drive sales
in store survey.

In-store Survey  Template

Gather customer feedback directly from your store and use the actionable insights to improve shopping experiences and refine promotional strategies
newsletter.

Newsletter Signup Form for Real Estate  Template

Expand your reach with our newsletter signup form for real estate companies. Collect subscriber info to share listings, market insights, and updates
quiz template.

What Mattress Is Best For You?  Template

Guide potential customers to the perfect mattress for their sleep needs with this interactive quiz, and gather valuable insights on customer preferences
NPS survey.

Opinion Scale Survey for Manufacturing  Template

Collect and analyze customer feedback with a scale-based survey. Get valuable insights to refine product offerings and better align with market needs
market research survey.

Market Research Survey for Software  Template

Gather insights on user needs and market demands with a survey designed to improve software offerings, customer experience, and marketing strategies
membership form.

Membership Registration Form for Retail  Template

Boost customer retention for your retail business! Use this form to create loyalty programs, promote offers, and personalize marketing campaigns
Marketing Templates

Why Use Marketing Funnel Templates from involve.me

Our fully customizable marketing funnel templates are built to help marketers capture, engage, and convert leads across every stage of the funnel. Whether you're growing your newsletter list, promoting a campaign, or guiding leads toward a purchase, these templates let you create personalized experiences that drive results—without relying on generic landing pages or cold outreach.

Here’s how involve.me helps you streamline your marketing efforts and connect with your audience more effectively:

  • Capture highly-qualified marketing leads: Collect contact data through engaging multi-step funnels that combine form, quiz, survey, and calculator elements—all fully customizable to reflect your brand. Use involve.me’s lead scoring and smart routing features to qualify leads instantly and direct them to custom outcome pages based on their behavior or responses.

  • Deliver personalized campaign experiences: Create engaging and tailored experiences with product recommendations, AI-generated content, or custom offers that adapt to each user. Involve.me includes advanced personalization features like answer piping, conditional logic, and dynamic content, so you can build real-time journeys that resonate with every visitor.

  • Customize everything—No coding needed: Every marketing template can be fully edited using our drag-and-drop builder. Add or remove elements, tweak copy, change layouts, and match your brand’s look and feel with custom logos, fonts, and colors. You can launch on-brand, high-converting campaigns in minutes.

  • Boost Engagement & Drive Conversions: Dynamic multi-step flows mixing form, quiz and calculator elements capture far more attention than static landing pages. Use them to educate users, offer value up front, and guide them smoothly toward your goals, whether that’s a sign-up, a download, or a demo request.

  • Integrate Seamlessly with Your Stack: Connect your marketing funnels to platforms like HubSpot, Mailchimp, Salesforce, or Zapier for real-time lead sync, automated follow-ups, and powerful analytics. With seamless integrations, you’ll never lose track of a lead, and your team can act fast with the data that matters.

Types of Marketing Funnel Templates You Can Use

  • Lead magnets & conversion boosters: These marketing forms include templates like B2B/B2C Lead Magnets, whitepaper download forms, and giveaway or coupon forms. They’re designed to turn visitors into leads by offering valuable content or incentives, such as a free guide, product sample, or discount, in exchange for their contact details. Perfect for lead generation, email list building, campaign launches, and top-of-funnel growth.

  • AI-Powered content generators: Templates like the SEO Content Plan Generator, Privacy Policy AI Generator, and Budget Plan Generator use AI to create personalized outputs based on user input. These generators deliver real-time value while gathering data to identify and qualify leads. These are great tools for SaaS, agencies, and B2B marketing.

  • Assessment quizzes: Quizzes such as the Energy Assessment, Travel Personality Test, or Knowledge Quiz deliver personalized results and keep users engaged while subtly capturing key lead data. They’re ideal for brand awareness, product discovery, customer segmentation, and lead qualification.

  • Feedback surveys: Use survey templates for feedback opinion scale, in-store surveys, or product review to collect user opinions, improve offerings, or validate product ideas. These templates are great post-purchase, post-event, or at any touchpoint where customer insight matters.

  • Appointment forms: Marketing form templates for meeting scheduling or free consultation booking walk users through a multi-step flow that guides them toward conversion. These are built to reduce drop-offs and work well for service-based businesses or B2B lead nurturing.

  • Event sign-up forms: From legal workshop registration to event sign-up forms, these templates help you market time-sensitive activities. These templates are ideal whether you’re hosting a webinar, launching a product, or building pre-launch hype.

  • Referral forms: Referral form templates are designed to grow your audience organically by turning your clients into brand advocates through social sharing and exclusivity.

  • Product & service finders: Help users find the perfect fit from your product or service offering. These templates guide users to the most relevant offering while collecting valuable preference insights—especially useful for eCommerce, coaching, or SaaS.

  • Contact forms & newsletter sign-up forms: Contact forms and newsletter sign-ups are essential marketing forms that are often overlooked. Our templates are designed to make it easy to capture basic lead information through clean, branded interfaces. Whether embedded in your site or used in a campaign, these forms serve as the foundation for building your email list and engaging with your audience.

How to Create a Marketing Funnel with involve.me

  1. Choose a Template: Pick from our selection of professionally designed marketing funnel templates or start with our AI funnel builder.

  2. Customize to Your Brand: Use our no-code interface to add your logo, colors, fonts, and custom content. Make it unique and engaging by combining form, quiz, survey, and calculator elements.

  3. Publish: Publish your marketing form or other marketing funnel as embedded content on your website (popup, full page, button-triggered…) or a standalone lead page hosted on our servers. 

  4. Share: Share your funnel on your website, social media, or email campaigns.

  5. Grow & Convert: Start capturing leads, qualify them, and sync with your CRM for automated follow-ups and nurturing.

Frequently Asked Questions

A marketing funnel template is a pre-built, interactive form or multi-step flow that helps marketers capture and qualify leads while delivering a valuable user experience.

These templates are perfect for companies of all sizes, active in all types of industries. They help digital marketers, content creators, coaches, agencies, and eCommerce brands looking to capture leads, engage their audience, and automate their marketing funnels—without needing technical skills.

Each template is fully editable. You can change the content, colors, branding, layout, and logic to match your marketing strategy. Everything works through our intuitive drag-and-drop funnel builder—no coding or design skills needed.

Yes! Your marketing funnels can be embedded on your site, shared via link, or integrated with pop-ups. They’re optimized for use across landing pages, social media, email campaigns, and more. They are also responsive, meaning they will look great on any device.

Absolutely. They wouldn't be marketing templates otherwise! All templates include the possibility to add lead capture fields, logic branching, and integrations with CRMs and email tools. These templates can also be used to qualify leads based on responses, so you're not just collecting contacts, you're identifying intent and fit.

involve.me marketing funnels connect natively with 60+ tools, including HubSpot, Mailchimp, Salesforce, and Google Sheets. You can also connect to Zapier and Make, expanding the list to thousands of integration possibilities. This allows you to sync captured data with any of your existing workflows and automate follow-ups.

Yes, your marketing funnels come with a built-in analytics dashboard to monitor completion rates, drop-offs, user behavior, and more. You’ll have data to optimize your funnel over time and improve results with every campaign. You can also leverage our AI-generated reports for summaries, recommendations, and more insights.

Definitely. All involve.me templates are designed to look and function seamlessly across desktop, tablet, and mobile devices—ensuring a smooth experience wherever your audience engages.

Yes! involve.me allows you to preview and interact with your marketing forms and other templates before going live. There's also a free plan available so you can test-drive features and templates with no upfront cost.