Guide People One Step at a Time: Quizzes, Payment Plans and Your Own Email Domain

Stop sending good people into a page that asks them for everything at once.

You know the feeling. You have something worth offering, and you can tell your page is asking too much, too soon, or losing people without ever telling you why. It is easy to believe you need a bigger team or a developer to fix that. You can release that idea. This update gives you the tools to guide people one gentle step at a time, and to see what they do next.

Below is what is new, why it matters to the people you serve, and exactly how to use each piece.

Funnels: guide people one step at a time

Instead of one long form, ask one question per screen. People answer more honestly when the next step feels small.

One-question-per-screen forms and quizzes. Build a short quiz, show each person a result, and show different content depending on how they answered. Someone who tells you they are just starting out sees a different next step than someone who is ready to go deeper.

How to use it:

1. Open your funnel and add a form or quiz block to a page.

2. Write one question per screen, in the words your people actually use.

3. Add a conditional question where an earlier answer changes what comes next, and choose result-based blocks to show the right message afterward.

4. Preview the whole path on your phone before you publish.

Pop-ups and exit-intent capture. When a visitor is about to leave, you can offer a free guide or a simple way to stay in touch, instead of letting them disappear. Use it kindly: one pop-up, one clear promise.

How to use it:

1. Add a pop-up block to the page where visitors tend to leave.

2. Choose when it appears, on exit intent or another trigger, and write one sentence about what they receive.

3. Test it on desktop and mobile.

Email consent you can stand behind. Add a consent box to your sign-up form. The wording is versioned, so you can see which wording each person agreed to.

See where people click. Page click heatmaps show which parts of a page draw attention. They use analytics consent, so visitors stay in control of what is measured. Per-step views, opt-ins and sales show you where people move forward, and declined-card tracking shows when a payment did not go through.

Start from what already works. Save a funnel as a private template and start your next funnel from it. Ready-made templates, including a free-trial subscription and a five-day challenge, give you a structure to adapt.

How to use it:

1. Open a funnel you are proud of and save it as a private template.

2. Create your next funnel from that template, or choose a ready-made one.

3. Set your global colors and fonts once so every page matches.

Bring a page over from another builder. Use Import a page to paste its HTML or fetch it from a public address. Images come with it. If you rename a page address later, visitors are redirected automatically, so old links keep working.

Selling and payment plans

Many people want to say yes and need the payment to fit their month. Now you can offer that.

Payment plans. Offer a product as a number of monthly payments. The plan ends after the last full payment, so your buyer is never left wondering when it is done.

Free-trial subscriptions. Let someone experience your membership before they pay. Each buyer can use one free trial per card, which keeps the offer fair for you.

One-click plan upsell and downsell. After checkout, offer a plan on the next page. If the first offer is not right, offer a smaller one.

How to use it:

1. Open your product and add a plan, choosing the number of monthly payments or a free trial.

2. Attach the product to your funnel offer.

3. Add the upsell or downsell step and describe it plainly: what it is and what it costs each month.

4. Run one test purchase to read it as your buyer will.

Try this: say the total and the monthly amount on the same line, so no one has to do arithmetic to trust you.

Email and lists

Send from your own domain. Your emails can come from an address that carries your name. A guided setup shows the records to add, checks them for you, and pauses sending automatically if bounces or complaints rise, which protects your reputation. New senders start with gradual limits.

Bring your list with you. Import contacts from a CSV file, Skool, Circle or Substack. You can then email imported people, with unsubscribe links and bounce handling included. You can also see your usage against your plan limits, and download an honest export of your data.

How to use it:

1. Add your sending domain and follow the setup steps until it shows as verified.

2. Import your list and confirm you have permission to email those people.

3. Send a short, personal note first so people remember why they are hearing from you.

Courses and members

Your students are busy. Small kindnesses help them finish.

Private lesson bookmarks. Members can bookmark any lesson to find it again. No one else sees them.

Pause a subscription and keep progress. Members can pause instead of leaving, and their progress is waiting when they return.

Clear locks and drip schedules. You can unlock a lesson for people already at a given level, and a locked lesson now explains when or why it opens.

How to use it: in your course settings, choose when each lesson unlocks, then tell members about the bookmark and pause options in your welcome message.

Live, webinars and replays

Prerecorded webinar programmes. Teach once and let people attend a programme any time you schedule it, with milestones and tags that note how far each person got. Capacity limits and registration recovery help when sign-ups are busy. Replays can expire when you want them to, and you control them as host.

How to use it:

1. Create a webinar and choose your prerecorded session.

2. Set capacity and the replay expiry you prefer.

3. Link the session to a lesson so students find it in context.

Communities

Six curated community themes. Pick a look that matches your tone and your community feels like yours.

One-tap sign-in links. Members can request a sign-in link by email and tap it to come in, with no password to remember.

How to use it: open your community settings, choose a theme, and look at it on your phone. Then tell members they can sign in with an emailed link.

Choose one next step

Please do not try everything today. Pick the one that fits:

• If you capture leads: turn one long form into a short quiz.

• If you sell: add a payment plan to your main offer.

• If you email: import your list and verify your sending domain.

• If you teach: tell your members about lesson bookmarks.

We are creators too, and we build these tools because we want you spending your time on the people you serve. Share what you build in the I AM Transformation community. We read every post.