Website Forms and Funnels Opt-Ins That Start a Real Conversation

Connect your landing page to DM Champ and every opt-in is added as a contact, dropped into the list your broadcast watches, and sent a personalised opening message. The lead replies, your AI agent takes the conversation from there, and quiet leads get followed up automatically.

Webinar and lead-magnet funnelsLanding page opt-insAny page builder
One API call
Creates the contact in your list
Phone and first name
The minimum your form needs
1 to 3 leads
Sent immediately, larger batches queued
Limited to these channels
WhatsAppInstagramMessengerTelegramLINEViberEmailWeb chatSMS
01How it works

Connecting Website forms and funnels Step by Step

What the setup actually looks like, from the connection screen to the first booking or record the AI handles in Website forms and funnels.

  1. 01
    Collect the right fields on your form

    Phone number with country code and first name are the minimum. Email, last name and any custom fields relevant to your offer are optional extras that help with personalisation and multi-channel follow-up.

  2. 02
    Build the agent that answers everyone

    Under AI Studio, open AI Agents and create or open the agent for this offer. Write instructions for the offer, add its FAQs and knowledge, set the conversation goal, then activate it so it answers on its entry points.

  3. 03
    Create the broadcast that sends the first message

    Open Broadcasts and create one. The Message step holds the opening message, and on the Replies step you pick the agent that handles everyone it reaches. On WhatsApp the opening message has to be approved as a template first.

  4. 04
    Copy the list ID your broadcast watches

    Under CRM, open Contacts, then Lists, open the list your broadcast sends to and copy its ID. Your automation needs it, because adding a contact to that list is what triggers the opening message.

  5. 05
    Wire the form to DM Champ

    Point Pabbly, Zapier or Make at your form submission, or post directly from your own backend. One request to the create-contact endpoint with the list ID included creates the contact and adds it to the list.

Every screen and field is covered in the setup guide: Website forms and funnels documentation.

02What it does

A Passive Opt-In Page Becomes a Sales Conversation

Someone signs up on your website and within minutes they get a WhatsApp message from your AI agent that starts a real conversation. Behind that, every new lead is added as a contact, added to the specific list your broadcast watches, engaged with a personalised opening message, and followed up automatically if they do not respond. When they reply, the agent on the broadcast's Replies step takes over and works towards the goal you set.

03What your form needs

Two Required Fields, the Rest Optional

Your landing page can be built with ClickFunnels, Leadpages, Systeme.io, WordPress or any other tool. What matters is the data it collects, because messages go out by phone and the opening line is personalised with a name. Keep the form short: every extra field you add lowers your completion rate, and the conversation itself is a better place to collect the rest. Messages that use the person's name get significantly higher response rates, which is why first name earns its place next to the phone number.

  • Phone number, with the country code, because messages go out on WhatsApp or SMS
  • First name, used to personalise the opening message
  • Email, optional, for multi-channel follow-up and fewer duplicates
  • Last name and custom fields, optional, for anything specific to your offer
04Connecting it

Automation Tool or Direct API

Pabbly Connect, Zapier and Make all work the same way: a webhook or form trigger fires, you check whether the contact already exists, then create the contact with your broadcast's list ID in the same request. If you manage your own backend you can skip the middleware entirely and post to the create-contact endpoint yourself. Use camelCase field names such as phoneNumber and firstName, because anything the platform does not recognise is stored as a custom field instead, so a misspelled field would leave the contact with no phone number and the request would be rejected.

05The trigger

Adding to the List Sends the Message

With your broadcast live and Send to new list members switched on, adding a contact to the list it watches is what fires the opening message, whether that came from your automation, a manual import or by hand. One to three contacts at a time, the normal funnel case, go out immediately. Four or more at once are queued automatically and sent at a safe rate to protect your sender reputation. When the lead replies, the agent picks the conversation up.

06Getting it right

What Makes Funnel Leads Convert

A few habits are worth building in from the start rather than fixing after a launch has already burned through leads. Most of them cost nothing to set up and they compound: a short delay, a named opening line, follow-ups switched on, and a duplicate check before every create. Test the whole flow with a real opt-in before you send traffic, then watch the broadcast stats to see how many leads reply and how many reach your goal, and adjust the instructions and the opening message from what you learn.

  • Add a 15 to 20 minute delay so leads who want to message you first can
  • Always include the first name in the opening message and keep it to two or three sentences with a question
  • Turn on automatic follow-ups, since funnel leads are warm but busy
  • Check whether a contact exists before creating them, to avoid duplicates and wasted credits
  • Say clearly on the opt-in page that the lead will receive WhatsApp messages
FAQ

Frequently Asked.

Yes. Your form submission goes to DM Champ through Pabbly, Zapier or Make, or straight from your own backend, and the lead is created as a contact in a list. A broadcast watching that list sends the opening message and your AI agent handles the reply.
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