Using Templates to Get Started Fast

Templates are pre-built lead funnels designed for common industries and use cases. Instead of starting from a blank canvas, you can pick a template, customize it with your brand and copy, and launch in minutes. LeadCapture offers templates for insurance, mortgage, solar, home services, and more.

Browsing the Template Gallery

  1. From your dashboard, click Templates in the left sidebar.
  2. Browse the gallery of pre-built funnels. Each template card shows a preview, the industry it is designed for, and the number of steps.
  3. Click on any template card to open a live preview in a modal window. You can click through the steps to see exactly how the funnel works.

Creating a Funnel from a Template

  1. Find a template that fits your campaign and click Use Template.
  2. Your new funnel is created with all the steps, fields, styling, and landing page content from the template already in place.
  3. You are taken directly into the builder where you can customize everything: text, colors, fields, images, and more.

Templates are a starting point, not a constraint. After creating a funnel from a template, you own it completely and can add, remove, or rearrange anything.

Building with AI Copilot

If none of the templates match your needs, you can have AI build a custom funnel for you:

  1. On the Templates page, click the Build with AI Copilot card.
  2. Describe the funnel you want in plain language. For example: "A 5-step lead quiz for homeowners interested in solar panels. Ask about roof type, electricity bill, home ownership, then collect name and phone."
  3. Optionally select an industry for more relevant copy.
  4. Click Generate. The AI will build a complete funnel with steps, fields, styling, and a landing page.
  5. Once generated, you are redirected to the builder to review and fine-tune.

Customizing After Template Selection

After you select a template or generate a funnel with AI, here are the most common things to customize:

  • Headlines and copy – Update the text to match your brand voice and offer.
  • Colors and fonts – Adjust the form design in the Form Design section to match your brand.
  • Fields – Add or remove fields to capture the data you need.
  • Landing page content – Update images, headlines, and text blocks on the landing page.
  • Integrations – Connect your webhook, CRM, or Zapier in the Integrations tab.

Pro Tips

  • Templates are available on all plans, including Trial.
  • You can use the same template multiple times to create variations for A/B testing different copy or offers.
  • After creating from a template, use the AI Copilot sidebar to make quick changes. Try typing "change the headline to Final Expense Coverage" or "make the buttons green."
  • Check the Publish tab right away. Your funnel already has a live URL you can share.
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