1
Pick the lead magnet
Choose one of your free products: a 0. Getting it is how people enter the funnel.
2
Pick a sequence
Choose one of three templates. Pocketsflow writes the emails and creates
a real automation with them, which you can edit like any other.
3
Pick the paid offer
Choose the product to sell. Its link goes into the offer emails. Add an
optional discount code (with an end date if you like) and it is applied
on the link and named in the emails.
4
Review and activate
Check the emails, edit them if you want, and activate. Your sender email
must be verified first.
The three sequences
Every email is a normal email post (under Emails, marked as an
automation email) and the sequence is a normal automation (under
Automations). Open Edit emails on the funnel to change the copy, the
timing or the order in the automation builder.
What happens when someone gets the lead magnet
- They join your audience, tagged with the funnel’s lead tag (for example
lead-free-notion-starter). Someone who unsubscribed before is never resubscribed: they count as a lead, but get no emails. - They start the sequence once. Getting the free product again never restarts it.
- The
funnel.leadwebhook fires.
Analytics
Each funnel has its own analytics page, built from real data only:- Leads: people who got the lead magnet.
- Emails sent, opened and clicked: per email, counting people once.
- Purchases and revenue: sales of the offer where the buyer’s email got the lead magnet first and bought within 30 days. Refunded sales never count. Revenue is in your account currency.
- Conversion: leads who bought the offer, divided by leads.
Pausing, plans and deleting
- Pause switches the sequence off: new claims of the lead magnet no longer enter the funnel. Leads already in the sequence receive the emails they were scheduled for, like any automation. The free product itself stays on sale.
- If your plan no longer includes funnels, your funnels stay visible and you can pause or delete them, but new claims no longer enter them. Your free product keeps working either way.
- Delete removes the funnel, its leads and its automation. Its emails and its discount code are kept, because leads may already hold an email with that code.
Use it from the API or an AI agent
Every step is available in the public API and as MCP tools (list_funnels, create_funnel, get_funnel_stats,
activate_funnel, …).