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.

Contact Form for Insurance Template.

Contact Form for Insurance  Template

Make it easy for clients to get in touch with a contact form designed for insurance agencies to collect leads and personalize follow-ups
ideal customer look template.

Buyer Persona Generator  Template

Create a buyer persona for your business easily with this generator. Use it to create personalized marketing strategies that resonate with your audience
Lead Magnet Quiz for Real Estate Template.

Lead Magnet Quiz for Real Estate  Template

Engage and capture qualified real estate leads with a quiz that gathers preferences, needs, and budgets for tailored outreach to buyers or sellers
hair product finder.

Hair Product Finder  Template

Boost engagement and conversions with a hair product finder that matches users to the ideal products based on hair type and preferences

Newsletter Signup Form for Insurance  Template

Expand your reach with this newsletter signup form for insurance companies. Collect subscriber info to share service updates, tips, and exclusive offers
NPS Survey for Real Estate.

Opinion Scale Survey for Real Estate  Template

Measure real estate client satisfaction with an opinion scale survey! Gather feedback, improve services, and build lasting customer relationships
order form.

Order Form for CPG & DTC  Template

Simplify order-taking for your CPG or DTC business! Ensure smooth transactions with a form that captures key order details and product preferences

Opinion Scale Survey for Insurance  Template

Assess client satisfaction with an opinion scale survey designed for insurance. Gather feedback on their insurance experience and refine services
Combine Finder Quiz Template.

Combine Finder Quiz  Template

Help farmers pick the best combine harvester for their specific needs! This quiz streamlines the selection process while bringing data for sales outreach
brand knowledge quiz.

Brand Knowledge Quiz for CPG and DTC  Template

Discover what your audience thinks of your brand! Use this quiz to collect insights to refine your marketing strategies and deepen customer relationships
Request Collection Form for Real Estate Template.

Request Collection Form for Real Estate  Template

Easily gather and organize client requests for properties or consultations. This form collects client needs and preferences to simplify communication
skin type template.

What's your skin type?  Template

Engage customers with an interactive quiz that identifies their skin type and offers personalized skincare product recommendations

Tenant Qualification Form  Template

Make tenant selection hassle-free with this form. Gather income, credit score, and rental history to simplify leasing decisions and reduce admin work

Dental Insurance Finder  Template

Simplify dental insurance selection for your prospects. This quiz suggests the most suitable plan based on dental needs while attracting qualified leads
request collection form.

Request Collection Form for CPG & DTC  Template

Easily gather customer preferences and purchasing behaviors with this customizable form, perfect for improving engagement and segmentation
Mortgage Calculator Form Template.

Mortgage Calculator Funnel  Template

Use our mortgage calculator template to simplify the home-buying journey for your prospects while driving more leads to your mortgage services
net promoter score.

Opinion Scale Survey for CPG & DTC  Template

Align with customer needs using this opinion scale survey. Collect measurable feedback to improve your products, messaging, and customer experiences
Life Insurance Calculator.

Life Insurance Calculator  Template

Attract potential clients with a life insurance calculator. Guide users to personalized coverage recommendations based on their unique financial goals
Lead Magnet Form for Manufacturing.

Lead Magnet Form for Manufacturing  Template

Capture high-value leads in the manufacturing sector with this lead magnet form. Customize it easily to match your branding and marketing goals
Product Giveaway Template.

Product Giveaway  Template

Organize hassle-free giveaways with a template designed to grow brand awareness, attract leads, and lay the foundation for future sales
return on spend calculator template.

Ad Spend ROI Calculator  Template

Measure the success of your ad campaigns with this ROI calculator. Make data-driven decisions to improve campaign performance and drive revenue
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.