Funnels

Steps to Integrate Video into Funnel Pages Elevate your funnel pages by embedding videos with the following process: 1. Navigate to the Sites section and select Funnels on your CRM dashboard. 2. Pick the funnel where you want to insert a video and open the editor for the step where it will be embedded. 3. Click the plus icon located at the top left to open the “Add Elements” section. 4. From the available options, select the Video Element. 5. In the sidebar, choose Hosted Video under the Video Type settings. How to Upload and Configure Hosted Videos After opting for Hosted Video: 1. Hit "Select Video" to access your Media Library. If the video isn’t uploaded, do it at this point. 2. Once uploaded, double-click your video to begin encoding, ensuring it’s web-optimized. 3. Modify the playback settings to match your preferences. Important: Ensure that your video is in a common format and under 4GB in size. Maximizing Video Features for Engagement This video tool goes beyond simple playback—it enhances user engagement and conversions: Lead Capture: Enable the "Generate Leads from Video" feature to display a form during the video, allowing real-time lead collection. Redirect Unregistered Users: Utilize the visitor redirection feature to boost funnel performance by guiding unregistered users accordingly. Browser Policies Impacting Auto-play Settings A common question is why videos start muted. This stems from auto-play restrictions enforced by browsers like iOS, Safari, Chrome, Android, Firefox, and Edge, which focus on improving user experience. These settings cannot be bypassed. Chrome’s Media Engagement Index can permit auto-play with sound depending on how often the user has interacted with media on that site. Recent Improvements in Video Implementation Advanced Video Player Tools: Modern video players now support a variety of playback options, speeds, and Picture-in-Picture mode, allowing users to tailor their experience. Insights on Auto-play Policies: Knowing browser rules regarding auto-play ensures compliance and smooth video integration. Detailed Encoding Guidance: Correct encoding guarantees your videos are optimized for quality and tracking across multiple devices. UI and Navigation Improvements: New developments make managing videos simpler and more intuitive, improving the user experience. Frequently Asked Questions and Solutions Why is my video muted during auto-play? Refer to your browser’s auto-play rules and the Media Engagement Index for sound-related issues. How do I optimize my video for smooth web playback? Make sure it’s encoded correctly and doesn’t exceed the 4GB file size limit.

Part 1: Configuring Your Video Module Step 1: Basic Video Configuration Once you insert a video module in the Funnel Builder, the "Video Settings" will appear on the right panel. These settings are split into two areas: Basic and Advanced. Here's how to begin: Selecting Video Type: Select the correct video provider (e.g., Vimeo, YouTube, Wistia) and input the URL to ensure the video is properly displayed. Adjusting Padding and Margins: Like with image elements, modifying padding and margins allows you to tweak the video's size and placement, giving it a personalized look. Autoplay and Viewer Controls: Depending on your video type, you can set it to autoplay and determine which controls (like play, pause) are accessible to your audience. Setting Video Quality: Supported resolutions in the CRM range from 480P to 1080P, with options to automatically adjust based on the format uploaded. Step 2: Additional Video Options For more control over your video element, the Advanced settings let you: Modify Borders: Adjust the border around your video for a more polished look. Appearance Adjustments: Customize how the video displays across mobile and desktop platforms. CSS Selector: For advanced users, custom CSS can be applied for more granular changes. Part 2: Analyzing Video Interaction (Hosted Videos) Step 1: Starting with Video Settings To monitor video performance within your CRM: Remove Progress Bar: For a minimalistic view, turn off the progress bar display. Redirect Non-Registered Viewers: Use cookies to track how far leads get into the video and set a redirect page for those who aren’t registered. Step 2: Building a Workflow Configure Workflow Triggers: Set "Video Tracking" as your workflow trigger to monitor lead engagement. Select Filters: Choose the specific video you wish to track and set thresholds for the percentage of the video watched. Step 3: Taking Action Based on Video Interaction Engage Leads: Use the video tracking trigger to send personalized emails based on viewers' engagement with the video. Tailor Custom Actions: Implement additional follow-ups like sending more emails or setting tasks based on your marketing strategy. Common Issues and Solutions Video Doesn’t Appear: Double-check that the URL is accurate and matches the selected platform type. Workflow Doesn’t Start: Make sure that the leads you're tracking are already added as contacts in the CRM. Low Video Quality: Review the original video format to ensure it's compatible with the CRM’s supported resolutions.

In this section, you'll learn how to modify the Funnel Steps area. Begin by selecting one of your previously created funnels. Once you make a selection, the system will take you directly to the steps section, where you can make any necessary adjustments to align with your strategy. Navigating Funnel Headers Once inside the funnel, you’ll see a header that contains various sections, each addressing different elements of your sales funnel. These sections offer helpful tools and resources. To gain a better understanding of each section’s features, you can access the interactive tutorials available for further guidance. Organizing Funnel Steps Funnels are structured in steps, guiding customers through actions like making an appointment. In this section, you can create new funnel pages, reorder your steps, and add products to your funnel. This setup ensures a smooth journey for your customers, from start to finish. Using Funnel Actions As an admin, you have access to several buttons that provide additional functionality. You can duplicate the funnel, share it with other CRM instances, or dive into the details of the URL path. This level of customization gives you more control over managing your funnels and collaborating with other teams. Adding a New Funnel Step To add a new step to your funnel, click on the green Add New Step button. This allows you to further customize and expand your funnel as needed to support your marketing efforts. Naming Funnel Steps It’s important to give each step a clear name. Consistency in naming your steps is essential for keeping your funnel organized. As your funnel grows, this practice will make managing and identifying steps much simpler. Setting the Funnel URL Path You have the option to assign a unique URL path to each funnel step, or you can use the same name as the step itself. A URL path is required to successfully save and implement the new step. Importing from ClickFunnels (Optional) You can import funnels from ClickFunnels if needed. Just add the URL of your existing funnel in the designated field, making it easy to integrate your previous work into this platform. Overview Tab The Overview tab provides access to every funnel step for editing purposes. You can fine-tune each step to ensure it aligns with your marketing goals and provides the best user experience. Products Tab Under the Products tab, you can create products for your funnel, such as one-time purchases or subscription-based products. This flexibility enables you to cater to different customer needs, enhancing their experience and potentially increasing revenue. Publishing Tab In the Publishing tab, you can edit the funnel step name and its URL path. Access to the Publishing tab can be found through several buttons across the interface, making adjustments to funnel steps simple and intuitive. Funnel Page URL The URL path you've assigned will lead users to the online location of the funnel step. The Funnel Page URL settings also include a button that redirects you to the Publishing tab for further edits. Open Funnel Page The "In New Tab" button next to the URL path allows you to open a specific funnel step in a new browser tab. This helps you view and access the funnel step without interrupting your workflow. Preview Image In this area, you can see a preview image of the funnel step. Several buttons are provided to help you perform actions like adjusting elements, ensuring your funnel is optimized. Build/Edit Funnel Step Click the edit button to begin building or editing your funnel steps. You can choose to edit directly on the same page or in a new browser tab using the provided webpage builder, which offers all the tools needed to customize your funnel. Preview in Web Browser You can preview your funnel step without affecting analytics by clicking the preview button. This opens a new browser tab to view the funnel step while keeping your conversion metrics intact. Edit Funnel Name & Path By clicking on the settings icon, you can access the Publishing tab, where you can update both the funnel step’s name and its URL path, allowing for easy management of your funnel’s organization. Split Testing Funnel Steps As an admin, you have the ability to conduct split testing on your funnel steps. Split testing helps optimize your funnels, allowing you to compare the performance of different variations to see which one performs best. Create Split Test Variation To create a split test variation, click the Create Variation button located on the right-hand side. This allows you to develop alternative versions of a funnel step and measure their effectiveness against the original. Clone Funnel Step You can clone funnel steps to streamline your process. Just click the Clone Funnel Step button, and select where you want to clone it. This feature saves time and helps maintain consistency across funnels. Delete Funnel Step If you need to remove a funnel step, click the Delete Funnel Step button. Be cautious, as deleting a step is irreversible.

In this section, you'll learn how to modify the Funnel Steps area. Begin by selecting one of your previously created funnels. Once you make a selection, the system will take you directly to the steps section, where you can make any necessary adjustments to align with your strategy. Navigating Funnel Headers Once inside the funnel, you’ll see a header that contains various sections, each addressing different elements of your sales funnel. These sections offer helpful tools and resources. To gain a better understanding of each section’s features, you can access the interactive tutorials available for further guidance. Organizing Funnel Steps Funnels are structured in steps, guiding customers through actions like making an appointment. In this section, you can create new funnel pages, reorder your steps, and add products to your funnel. This setup ensures a smooth journey for your customers, from start to finish. Using Funnel Actions As an admin, you have access to several buttons that provide additional functionality. You can duplicate the funnel, share it with other CRM instances, or dive into the details of the URL path. This level of customization gives you more control over managing your funnels and collaborating with other teams. Adding a New Funnel Step To add a new step to your funnel, click on the green Add New Step button. This allows you to further customize and expand your funnel as needed to support your marketing efforts. Naming Funnel Steps It’s important to give each step a clear name. Consistency in naming your steps is essential for keeping your funnel organized. As your funnel grows, this practice will make managing and identifying steps much simpler. Setting the Funnel URL Path You have the option to assign a unique URL path to each funnel step, or you can use the same name as the step itself. A URL path is required to successfully save and implement the new step. Importing from ClickFunnels (Optional) You can import funnels from ClickFunnels if needed. Just add the URL of your existing funnel in the designated field, making it easy to integrate your previous work into this platform. Overview Tab The Overview tab provides access to every funnel step for editing purposes. You can fine-tune each step to ensure it aligns with your marketing goals and provides the best user experience. Products Tab Under the Products tab, you can create products for your funnel, such as one-time purchases or subscription-based products. This flexibility enables you to cater to different customer needs, enhancing their experience and potentially increasing revenue. Publishing Tab In the Publishing tab, you can edit the funnel step name and its URL path. Access to the Publishing tab can be found through several buttons across the interface, making adjustments to funnel steps simple and intuitive. Funnel Page URL The URL path you've assigned will lead users to the online location of the funnel step. The Funnel Page URL settings also include a button that redirects you to the Publishing tab for further edits. Open Funnel Page The "In New Tab" button next to the URL path allows you to open a specific funnel step in a new browser tab. This helps you view and access the funnel step without interrupting your workflow. Preview Image In this area, you can see a preview image of the funnel step. Several buttons are provided to help you perform actions like adjusting elements, ensuring your funnel is optimized. Build/Edit Funnel Step Click the edit button to begin building or editing your funnel steps. You can choose to edit directly on the same page or in a new browser tab using the provided webpage builder, which offers all the tools needed to customize your funnel. Preview in Web Browser You can preview your funnel step without affecting analytics by clicking the preview button. This opens a new browser tab to view the funnel step while keeping your conversion metrics intact. Edit Funnel Name & Path By clicking on the settings icon, you can access the Publishing tab, where you can update both the funnel step’s name and its URL path, allowing for easy management of your funnel’s organization. Split Testing Funnel Steps As an admin, you have the ability to conduct split testing on your funnel steps. Split testing helps optimize your funnels, allowing you to compare the performance of different variations to see which one performs best. Create Split Test Variation To create a split test variation, click the Create Variation button located on the right-hand side. This allows you to develop alternative versions of a funnel step and measure their effectiveness against the original. Clone Funnel Step You can clone funnel steps to streamline your process. Just click the Clone Funnel Step button, and select where you want to clone it. This feature saves time and helps maintain consistency across funnels. Delete Funnel Step If you need to remove a funnel step, click the Delete Funnel Step button. Be cautious, as deleting a step is irreversible.

In this section, you'll learn how to modify the Funnel Steps area. Begin by selecting one of your previously created funnels. Once you make a selection, the system will take you directly to the steps section, where you can make any necessary adjustments to align with your strategy. Navigating Funnel Headers Once inside the funnel, you’ll see a header that contains various sections, each addressing different elements of your sales funnel. These sections offer helpful tools and resources. To gain a better understanding of each section’s features, you can access the interactive tutorials available for further guidance. Organizing Funnel Steps Funnels are structured in steps, guiding customers through actions like making an appointment. In this section, you can create new funnel pages, reorder your steps, and add products to your funnel. This setup ensures a smooth journey for your customers, from start to finish. Using Funnel Actions As an admin, you have access to several buttons that provide additional functionality. You can duplicate the funnel, share it with other CRM instances, or dive into the details of the URL path. This level of customization gives you more control over managing your funnels and collaborating with other teams. Adding a New Funnel Step To add a new step to your funnel, click on the green Add New Step button. This allows you to further customize and expand your funnel as needed to support your marketing efforts. Naming Funnel Steps It’s important to give each step a clear name. Consistency in naming your steps is essential for keeping your funnel organized. As your funnel grows, this practice will make managing and identifying steps much simpler. Setting the Funnel URL Path You have the option to assign a unique URL path to each funnel step, or you can use the same name as the step itself. A URL path is required to successfully save and implement the new step. Importing from ClickFunnels (Optional) You can import funnels from ClickFunnels if needed. Just add the URL of your existing funnel in the designated field, making it easy to integrate your previous work into this platform. Overview Tab The Overview tab provides access to every funnel step for editing purposes. You can fine-tune each step to ensure it aligns with your marketing goals and provides the best user experience. Products Tab Under the Products tab, you can create products for your funnel, such as one-time purchases or subscription-based products. This flexibility enables you to cater to different customer needs, enhancing their experience and potentially increasing revenue. Publishing Tab In the Publishing tab, you can edit the funnel step name and its URL path. Access to the Publishing tab can be found through several buttons across the interface, making adjustments to funnel steps simple and intuitive. Funnel Page URL The URL path you've assigned will lead users to the online location of the funnel step. The Funnel Page URL settings also include a button that redirects you to the Publishing tab for further edits. Open Funnel Page The "In New Tab" button next to the URL path allows you to open a specific funnel step in a new browser tab. This helps you view and access the funnel step without interrupting your workflow. Preview Image In this area, you can see a preview image of the funnel step. Several buttons are provided to help you perform actions like adjusting elements, ensuring your funnel is optimized. Build/Edit Funnel Step Click the edit button to begin building or editing your funnel steps. You can choose to edit directly on the same page or in a new browser tab using the provided webpage builder, which offers all the tools needed to customize your funnel. Preview in Web Browser You can preview your funnel step without affecting analytics by clicking the preview button. This opens a new browser tab to view the funnel step while keeping your conversion metrics intact. Edit Funnel Name & Path By clicking on the settings icon, you can access the Publishing tab, where you can update both the funnel step’s name and its URL path, allowing for easy management of your funnel’s organization. Split Testing Funnel Steps As an admin, you have the ability to conduct split testing on your funnel steps. Split testing helps optimize your funnels, allowing you to compare the performance of different variations to see which one performs best. Create Split Test Variation To create a split test variation, click the Create Variation button located on the right-hand side. This allows you to develop alternative versions of a funnel step and measure their effectiveness against the original. Clone Funnel Step You can clone funnel steps to streamline your process. Just click the Clone Funnel Step button, and select where you want to clone it. This feature saves time and helps maintain consistency across funnels. Delete Funnel Step If you need to remove a funnel step, click the Delete Funnel Step button. Be cautious, as deleting a step is irreversible.

Metric Dashboard The "Metric Dashboard" displays detailed statistics for each step within a website funnel. It provides insights into the number of visitors to specific pages and their interactions with each page. Date Range Filter Adjust the data view by selecting a specific date range. Click on the date icon to access the calendar menu, then choose your desired time frame. Clear Date Range To erase all data from the website, click the "Clear" icon. Be cautious as this action will permanently delete the data. Important: This action is irreversible! Note: Data generated within the last 30 minutes will remain unaffected. Website Details Click the icon to access more information about the Website URL. Use this URL to direct traffic to the first page of your website. Domain names or paths can be modified in Website Settings. Website Pages Overview View and access different pages of your website funnel. Click on a funnel page to expand and view any sub-pages. Page Views Total Views Represents the aggregate number of times a page has been accessed by both new and returning visitors. For example, if a returning visitor views a page 5 times and a new visitor views it once, the "Total Views" will show 6. Unique Views Counts the number of new visitors who have viewed the page. For instance, if a returning visitor views a page multiple times but a new visitor views it once, the "Unique Views" will record just the new visitor's view. Opt-Ins Total Opt-Ins Displays the total number of opt-ins collected. Opt-In Rate Shows the percentage rate of opt-ins, which is used to calculate the conversion rate. Sales Metrics Total Sales Indicates the number of sales transactions for each page on the website. Sales Rate Represents the sales conversion rate for each page. Sales Value Shows the total monetary value of sales attributed to products on the site. Earnings Per Page View Overall Earnings Shows the total earnings per page view from all visitors, both new and returning. Unique Earnings Displays the total earnings per page view from new visitors only.

Configuration Menu Adjusting Funnel Configurations Within the funnel settings, you can modify and adjust the funnel configuration. Preview Funnel Online To see the funnel in action on the web, click the provided icon to navigate to the funnel's webpage. Additional Funnel Information Click this icon to access detailed information regarding the funnel's URL. Direct Traffic to Funnel URL Utilize the Funnel URL to direct traffic to your funnel. This link will always lead visitors to the initial page of the funnel. Update to Funnel Version 2 To transition from Funnel Version 1 to Version 2, select the "Update to Version 2" button. Please note, upgrading to Version 2 will relocate sales data to the Payment -> Transaction Page, making it inaccessible on this page. Funnel Name Assign or change the name of your funnel by entering your preferred title in the name field. Funnel Domain Use the "Domain" field to select the domain you wish to associate with this funnel. A domain is essential for the funnel to operate. If you lack a domain in your CRM, navigate to Settings -> Domain to set one up or reach out to your administrator for authorization. URL Redirection Utilize the redirect field to select a page where users will be sent post-funnel. This helps in guiding users to another page after funnel completion. Add Custom JavaScript Advanced users can insert custom JavaScript code to modify or enhance funnel functionality. Extra Funnel Features Explore additional settings and features for further customization of your funnel.

This section provides an overview of sales data for Version 1 of your funnel. If you’ve upgraded to Version 2, the sales and order data can now be found in the Payments -> Transactions tab. If your funnel uses Version 1, the sales tab will be visible, as shown below. However, for funnels upgraded to Version 2, this tab will no longer appear. Previewing Funnel on Web You can easily view your funnel on a web page by clicking the icon below, which will take you directly to the funnel's site. Funnel Sales Information Clicking the icon below will give you detailed information regarding the funnel’s URL. Driving Traffic to Funnel URL To bring traffic to your funnel, use the Funnel URL. This link will always direct visitors to the funnel’s first page. If needed, the domain name or URL path can be updated in the Funnel Settings. Switching to Version 2 If you wish to upgrade your funnel from Version 1 to Version 2, click on the "upgrade to version 2" button. Please note: After upgrading to Version 2, all sales data will be moved to the Payments -> Transactions tab and will no longer be displayed on this page. Filtering Data by Date Range To filter the displayed data by date, click on the date range icon to open the calendar, then select the date range you want to work with. Customizing Data View Per Page You can change the number of entries displayed per page by selecting from the drop-down menu, which allows you to display 10, 25, or 100 records at a time. Exporting Sales Data To download the sales data, click the download button. The data will be saved as a CSV file for easy access and further analysis. Viewing Sales Summary Here’s what the sales summary looks like: Customer List: Displays the names of all customers who purchased your product or services. Customer Email: Shows the email addresses of these customers. Product Purchased: Lists the products or services purchased by the customer. Transaction Reference: Displays a unique transaction ID for each sale. Total Amount: Shows the purchase amount paid by each customer. Product Stage: Identifies the type or category of product sold. Date of Purchase: Displays the date and time when each transaction occurred.

If you want to measure the performance of your Facebook ads and understand user behavior on your funnel pages, you're in the right place. This guide is tailored for marketers, business owners, or anyone managing a CRM who seeks to improve tracking and data analysis through Facebook Pixel. You might be asking: what exactly is Facebook Pixel, and how can it enhance your ad strategy and audience understanding? Don’t worry—we’ll explain everything. After that, we’ll provide a detailed, step-by-step guide on retrieving your Facebook Pixel code and embedding it into your funnel. We’ll also go over how to add custom tracking codes for actions like sign-ups or purchases. These are some common questions you may have as you work through this guide: Where can I find my Facebook Pixel code? Where do I embed the Pixel code in my CRM funnel? What are custom event codes, and how do I utilize them? How do I troubleshoot if the Pixel isn’t working correctly? By the end, you’ll have the knowledge to seamlessly integrate Facebook Pixel into your CRM funnel, track various actions, and use the insights to optimize your ads and funnel performance. Additionally, we've included troubleshooting tips and extra resources for your convenience. Let’s get started on maximizing your marketing results with Facebook Pixel! What is Facebook Pixel and Why Should You Use It? Before we dive into the technical steps, let’s clarify what Facebook Pixel is and why it’s so useful. Facebook Pixel is a small piece of code that you add to your website or funnel. This code helps you gather data on user interactions, enabling you to track conversions from Facebook ads, enhance ad targeting, create audiences for future ads, and retarget visitors who’ve engaged with your site. Step-by-Step Guide to Embedding Facebook Pixel in Your Funnel Retrieve Your Facebook Pixel Code: The first step is to access your Pixel code from Facebook’s Events Manager. Access Your Funnel in the CRM: Log in to your CRM and navigate to the funnel you want to enhance with the Pixel. Locate the Funnel’s Settings: Look for the "Head Tracking Code Section" within your funnel's settings. Add the Pixel Code: Paste the Pixel code that you copied from Facebook into the head tracking section. Save Your Changes: Make sure to save your updates to ensure that the Pixel is properly integrated into your funnel. Adding Custom Event Codes to Track Specific Actions Choose the Relevant Funnel Step: Identify the funnel step where the action you want to track (like a lead or a purchase) occurs. Modify the Selected Funnel Step: Click to edit the specific funnel step. Navigate to Tracking Code Settings: Open the "Settings" menu and locate the "Tracking Code" section. Insert the Event-Specific Code: In the footer tracking section, paste the custom event code for the action you want to monitor. Save Your Updates: Confirm that all changes are saved so that the event code is applied correctly. Additional Resources and Helpful Links Facebook’s Event Tracking Documentation: Visit Facebook’s official Standard Events guide for a comprehensive list of events that you can track with the Pixel. Common Problems and Fixes My Pixel Isn’t Working as Expected: If your Pixel isn’t tracking correctly, double-check that the main Pixel code is in the "Head Tracking Code Section" and that event codes are placed in the "Footer Code" of the appropriate funnel steps. Also, make sure that your Pixel ID and event names are correctly entered, without any errors. When Will Pixel Data Show Up?: It may take up to 24 hours for your data to appear in Facebook Events Manager. If nothing shows up after this time, review your setup to ensure everything has been implemented correctly. By following these instructions, you’ll successfully integrate Facebook Pixel with your CRM funnel, track user events, and use the resulting data to enhance your ads and funnel efficiency.

Initial Setup Uploading Your Video to the CRM The CRM requires all videos to be hosted on its platform, meaning external sources like YouTube or Vimeo are unsupported. Make sure the video is added to the CRM's media library before moving ahead. Navigating the 'Sites' Area Inside the subaccount, locate and select the 'Sites' tab. This section allows you to manage both funnels and websites.  Building or Modifying Your Funnel or Website Starting a New Funnel or Website Project To begin a new project, click on 'Create New Funnel.' You can either start from a blank canvas or choose from a collection of pre-made templates. If you intend to use a video background, look for templates featuring a hero section.  Modifying an Existing Page To edit an existing funnel or website, locate it within your list and select it to open the editor.  Inserting Video Backgrounds Accessing Section Customization Within the chosen template or funnel, click inside a section to open a settings menu. From here, you can adjust the appearance of your section.  Activating the Video Background Option Navigate through the section settings until you find the "Background Media Type" option. This setting allows you to switch between using a static image or a video for your background.  Selecting a Video File for the Background Once the video option is enabled, browse and select the video file you wish to feature as the background. Make sure your choice suits the overall tone of your site.  Fine-Tuning Video Background Settings Thumbnail Selection: Choose an appropriate thumbnail image that serves as a preview of the video content. Display Settings for the Video: For the best visual effect, set the video to "Cover," ensuring it spans the entire background area. Opacity Adjustments: Modify the opacity of the video so it complements the text and images on your page without overpowering them. Enable Video Looping: If you'd like the video to play continuously without interruption, activate the loop setting. Personalizing the Video Background Make any necessary adjustments to the size or layout using options such as fill, fit, and cover. You can also tweak the video’s transparency to prevent it from overshadowing key content. Wrapping Up and Publishing Your Page Preview Before Publishing Preview your page to verify the video displays correctly and doesn’t interfere with the overall user experience. Finalizing and Going Live Once you are happy with your video background and other edits, click 'Publish' to make the page live. Common Issues and Best Practices Supported Formats: Only MP4 videos are supported. If your video is in another format (such as .MOV), use a converter to switch it to MP4. Optimize for the Web: Make sure your video is optimized for fast loading to ensure a smooth user experience. Video Choice: Select a video that enhances your site’s content without being overly distracting. Slower, subtle videos are generally more effective. Frequently Asked Questions Can I Use External Video Platforms? No, videos must be hosted within the CRM's platform. Will Using a Video Background Affect Load Times? Properly optimized videos should not cause noticeable delays, but it’s always recommended to test your page for performance.

Section 1: Managing Domain Access and Modifications Overview: Before handling URL paths, it's crucial to know how to access and adjust domains in your CRM. Proper domain management ensures smooth navigation and custom page setups. Step-by-Step Guide: 1. Access the Settings Panel: Navigate to the "Settings" tab and click on "Domains." This will present a list of all domains linked to your CRM account. 2. Edit Your Domain Information: Find the domain you want to change, and click the edit icon next to it. This will allow you to modify the default page settings for that domain. 3. Choose a Default Page: You can assign a specific page to be your domain's landing page, such as a custom homepage instead of the preset one. Section 2: Modifying URL Paths for Funnels Overview: Funnels are essential in guiding your marketing efforts. This section explains how to modify URL paths in your funnels to improve campaign efficiency and user experience. How to Update URL Paths: 1. Enter the Funnel Management Section: In the CRM dashboard, head over to the "Funnels" area, then pick the specific funnel you want to adjust. 2. Set Domain and Funnel Path: Go to the funnel's "Settings" page and select the domain you wish to use. You can then assign a unique path for this funnel, which allows easy identification of different funnels under the same domain. 3. Customize Paths for Funnel Steps: Each step in the funnel can have its own distinct URL path, allowing you to lead users through a structured series of actions that enhance both conversion rates and user flow. Example: For the domain www.example.com, you might configure the following URL paths for different funnel stages: Step 1: www.example.com/welcome Step 2: www.example.com/info Step 3: www.example.com/signup Troubleshooting and Common Inquiries Issue: Domain Not Connecting Properly: Verify your DNS settings to ensure the domain is correctly linked to your CRM. Issue: Incorrect Path Redirects: Double-check the URL paths for accuracy, as small errors like typos can disrupt the navigation flow. Frequently Asked Questions: Can I use a single domain for several funnels? Yes, you can assign different paths to multiple funnels within the same domain to manage multiple campaigns efficiently. Is there a limit on funnel steps? No, you can create as many steps as necessary. Each one can have a unique URL path for clear navigation.

Creating Your Funnel's Thank You Page Let's start by laying the groundwork for your funnel with the creation of the Thank You page. 1. Begin by selecting "Add New Step" to introduce a new page to your funnel. 2. Name this step "Thank You" and click "Create Funnel Step" to proceed. 3. Customize the Thank You page by adding a simple headline, such as "Thank You." Be sure to save your edits once complete. Now that the Thank You page is prepared, let's move on to configuring redirect actions based on lead behavior. Configuring Redirects for Different Scenarios Depending on the action your lead takes, there are several scenarios where redirection will come into play. 1. Redirect After Purchase Completion: When a lead completes a purchase, they should be automatically sent to the Thank You page. To enable this, click on the button, and in the settings for the button's actions, select "One Click Up Downsell Product." Pick the product you wish to assign and save. This ensures the customer is directed to the Thank You page after completing their purchase. 2. Redirect After Scheduling a Consultation: For this flow, when a lead schedules a consultation, they will be redirected to the Thank You page once they confirm their booking. To set this up, copy the URL of your Thank You page. Then, navigate to Settings > Calendars, choose the calendar associated with your consultation, and paste the URL into the "Thank You redirect URL" field before saving. 3. Redirect for Leads Who Decline Interest If a lead chooses the "Not Interested" option, they should still be redirected to the Thank You page. To set this up, click on the "Not Interested" text, link it to your Thank You page URL, and save. Tips and Solutions for Common Issues Can’t find the Thank You page URL? Make sure you've connected a domain to your funnel. Go to Settings and select a domain. If you don’t have one, you’ll need to create it. Can I add more elements to the Thank You page? Absolutely! The CRM allows for flexibility, so feel free to add personalized messages or other elements to make the page more engaging. What should I do if the redirect isn’t functioning properly? Double-check the URLs and make sure the correct actions are configured for each button. If you're still having trouble, review the funnel settings or contact support for assistance.

When users choose to stop receiving emails, they are directed to an unsubscribe page. Crafting a well-designed unsubscribe page can help maintain a positive relationship with users, even as they opt out. Follow this guide to create one using your CRM system. Detailed Instructions: Accessing Your CRM System 1. Log in to your CRM account. 2. Go to the specific sub-account where you want to build the unsubscribe page. Steps to Create an Unsubscribe Page 1. From the dashboard, navigate to the "Sites" section. 2. Choose whether to start a new website or modify an existing one. For funnels, select "Funnels" and either add a new step or edit an existing one. 3. Name your page something relevant, such as "Unsubscribe Page." Customizing Your Unsubscribe Page 1. Begin with a blank page layout to customize it fully. 2. Include a headline and sub-headline to clarify the user’s unsubscribe status. For instance, use a headline like “You’re Unsubscribed” and a sub-headline that says, “We’re sorry to see you go. You won’t receive any more emails from us.” 3. Modify the page’s design, including the colors and visuals, to reflect your brand’s look and feel. Linking to the Unsubscribe Page 1. Navigate to the "Conversations" tab, then select "Trigger Links." 2. Create a new trigger link called "Unsubscribe Link" and insert the URL of your unsubscribe page. 3. Save this link for easy access in future email templates. Setting Up Automated Unsubscribe Workflows 1. Go to the "Automation" section and create a workflow named "Unsubscribe Process." 2. Set the trigger to "Trigger Link Clicked," selecting your unsubscribe link. 3. Add an action that enables the "Do Not Disturb" (DND) option for all communication channels to ensure no further emails are sent to the subscriber. Adding the Unsubscribe Link to Email Templates 1. Under the "Marketing" section, open your email templates. 2. Modify the email template to include the unsubscribe link at the bottom, making sure it's easy for users to find and click. Final Considerations Once the unsubscribe link is integrated into your emails, any user clicking on it will automatically be marked as "Do Not Disturb" for the email channel, ensuring they won't receive further messages. Troubleshooting & FAQs: Unsubscribe page not appearing correctly? Verify the URL and make sure it’s correctly linked in the trigger settings. Can the DND settings be adjusted? Yes, you can specify which channels DND applies to, but it's advised to apply it across all channels to fully respect unsubscribe requests.

Linking a Payment Gateway to Your CRM Before you can add products to your sales funnel, it's essential to connect your CRM with a payment gateway. Here’s a quick guide: 1. Go to the Payments area within your CRM. 2. Select Stripe, PayPal, or both as your payment processor. Follow the prompts to link your payment accounts. Product Addition Process After successfully integrating a payment processor, you can now add products to your CRM. Here’s how: 1. Go to the Products tab under the Payments section.   2. Click “Create Product.” 3. Input the required product details like name, description, and pricing. 4. Set your pricing model, whether it’s a one-time payment or a recurring subscription. 5. Optionally, add a trial period, setup fee, or specify a set number of payments for recurring payments. For example, a $100 subscription with a $20 setup fee and a 7-day trial. 7. You can also enable a membership feature for the product if applicable. 8. Click “Save” to complete the process. Integrating Products into Your Sales Funnel Once your product is ready, follow these steps to include it in your funnel: 1. Open the Sites tab and choose "Funnel." 2. Select “plus new funnel” or click on an existing funnel for edits. In this example, we’ll update an existing one. 3. Add a new step and label it “Payments.” 4. In the Funnel Editor, add a section, a row, and a column, then place a two-step order form within the Payments step. 5. Customize the order form by removing any unnecessary fields. 6. Save the changes and add your product to the funnel by going to the Products tab. 7. If needed, use the Price Display Override field to customize how the price is shown.   For instance, you could display "$20 setup fee plus $100 a month after 7 days" for a trial offer with a setup fee. Common Issues and Solutions Q: What should I do if the payment processor integration fails? A: Verify your payment processor account details and make sure you have the proper permissions set. If issues persist, contact CRM support for assistance. Q: Can I offer different pricing for the same product? A: Yes, by selecting the product and clicking “plus add another price,” you can add multiple pricing options. Q: How can I preview my product within the funnel? A: After adding the product to the funnel, navigate to the Overview tab and click "Preview Page" to see the live order form.

Customizing your funnel is a crucial aspect of making sure it reflects your brand identity and resonates with your audience. One of the most straightforward but effective ways to do this is by adjusting the fonts for headings, subheadings, and body content, enhancing the visual appeal. How to Easily Update Fonts in Your Funnel Changing the fonts in your funnel can be done quickly with these steps: Accessing Font Customization Options 1. Open the specific funnel you want to modify. 2. Go to the "Typography" section, where you can start making font adjustments. Adjusting Fonts for Headline Text Within the typography settings, you'll see different categories for headlines, subheadings, and body text. To change the headline font: 1. Click on the font listed under the "Headlines" section. 2. Browse the available fonts and choose one that suits your brand. For instance, if you’re aiming for a clean, modern feel, "Poppins" might be a great choice. Updating Body Text Fonts To modify the body text font: 1. Locate the "Body Text Font" setting. 2. Select a font that pairs well with your headline font and enhances readability, such as "Open Sans." Finalizing Your Font Choices After making your font selections: 1. Click the "Save" button to apply your changes. A confirmation message will appear, letting you know the updates have been successfully applied. Real-World Applications for Font Adjustments Imagine launching a new product with a sleek, modern design. To ensure your funnel reflects this, you might choose "Poppins" for headlines and "Open Sans" for body text, creating a streamlined and cohesive look that fits your product’s branding. Solutions to Common Font Customization Issues If the changes don't appear, try refreshing the page or clearing your browser’s cache. Make sure you’ve clicked "Save," as changes won’t apply until you do. Frequently Asked Questions About Font Changes Will changing fonts slow down my funnel? Most fonts are optimized for the web, so they should not affect your funnel’s loading speed noticeably. Still, it’s advisable to monitor your funnel’s performance after implementing any changes.

An order bump is a technique used in sales where an additional complementary product or service is presented to the customer during the checkout process. This approach increases the total purchase value without the need for additional marketing efforts to attract new customers. Steps to Implement an Order Bump 1. Access Your Sales Funnel: Begin by navigating to the funnel where you plan to add the order bump, whether it’s for a digital product like a newsletter or another service. 2. Create or Modify the Order Bump Product: In the CRM, go to the 'Payments' section and select 'Products'. Here, you can either create a new product or update an existing one to serve as the order bump. For example, if you are offering a digital newsletter, the order bump could be a printed version sent by mail. 3. Set Product Pricing and Details: Assign an appropriate price to the order bump and ensure the correct categorization (e.g., label it as a physical product if it's a printed newsletter). Clear product names and descriptions are essential for proper identification. 4. Include Product in Funnel: Return to your funnel setup and add the newly created or updated product as an order bump. In the advanced settings, select the product and mark it as a 'Bump Product' to ensure it appears during checkout. 5. Adjust Order Bump Settings: In the order form's advanced settings, activate the order bump feature and choose your product. Customize the message to clearly communicate the added value to potential customers. Maximizing Order Bump Effectiveness Product Relevance: The order bump should complement the main product to increase the likelihood of purchase. Clear Value Proposition: Ensure the customer understands the added benefits of purchasing the bump product. Attractive Pricing: Set a price that makes the order bump an easy, compelling choice for customers. Troubleshooting Common Problems Order Bump Not Visible: Double-check that the product is properly marked as a 'Bump Product' and the order bump feature is turned on in the funnel settings. Wrong Pricing or Product Info: Review the details in the 'Payments' section and verify they match the funnel display. Common Questions about Order Bumps Can I include more than one order bump in a funnel? It is generally recommended to offer only one order bump to avoid overwhelming customers and decreasing the offer’s effectiveness. Are order bumps suitable for digital products? Yes! Order bumps work well for both physical and digital products, as long as they provide additional value connected to the main offering.

Personalization within your CRM refers to modifying digital interactions based on each user’s unique preferences, behaviors, and characteristics. This approach greatly improves the user experience by making communications feel more targeted and meaningful. Steps to Add Personalization on Funnel Pages To begin incorporating personalized elements into your funnel pages, follow these instructions: 1. Opening the Funnel Settings: Access the Funnels section in your CRM by navigating to the "Sites" option found in the left-hand sidebar. 2. Start a New Funnel or Edit Existing Ones: Create a fresh funnel or choose a template to get started. If you have an existing funnel you want to personalize, open the editor by selecting its name. 3. Designing Your Funnel Layout: Arrange sections, rows, and elements strategically to guide users effectively through the funnel. Feel free to reference other funnel designs for ideas. Adding Customized Content to Text Fields 1. Modifying Text for Personalization: Click on a text field to bring up the editing panel. You’ll find options to format text (such as bold or underline) or insert personalized "Custom Values." 2. Selecting the Right Custom Value: Choose the personalization type, such as inserting the user's first name, to give the page a personal touch. Ensuring Visual Consistency and Saving Your Work Maintaining Consistent Styles: Make sure that your personalized elements are aligned with the overall design and theme of your funnel page. Saving Changes: Once you’ve added your personalized content, save the page to ensure everything is correctly updated. Example of Effective Funnel Personalization Suppose you have a page thanking users after booking a call. Personalize the experience by greeting them by name, such as “Thank you for booking, [Name],” to make the interaction feel more personal. Testing and Verifying Personalized Elements After adding personalized content, it’s crucial to test your funnel. Submit test information to see how the personalized elements look. Use test data to ensure the personalization appears as expected. If you encounter issues: Confirm that the page has been saved and published. Double-check that the personalization settings are active for the device being used in the test. Frequently Asked Questions Q: Can I add more than just names for personalization? A: Yes! Your CRM allows for various custom values, including details like email addresses, phone numbers, and other custom fields. Wrapping Up: Enhancing User Experience Through Personalization Adding personalization to your CRM funnel pages can greatly improve customer interactions. Tailoring content, such as by using the user’s name or other details, helps create a connection that feels more personal and valued. Keep experimenting with different custom elements to find the best fit for your audience, and watch how it positively impacts your customer relationships!

Introduction to Subscription Integration To begin configuring your subscription payment page, the initial step involves linking your Stripe account to the CRM. Follow these steps for a seamless connection. Step-by-Step Process 1. Navigate to Payment Options: From your CRM dashboard, go to the "Payments" section. 2. Locate Integration Settings: Scroll down until you see "Integrations," then click to open it. 3. Link Your Stripe Account: Find the Stripe option, and click "Continue." Follow the prompts to finish linking your Stripe account to the CRM. Product Setup for Subscriptions Once Stripe is successfully connected, the next phase is to create a product for your subscription offering. Instructions to Create a Product 1. Go to Product Management: Under the payments menu, select "Products. 2. Define Your New Product: Click "Create Product" and fill in details like the name, description, and whether it's a service or a digital good. 3. Set Subscription Pricing: Select the "Recurring" option for subscription services and define the pricing structure. You can also add trial periods or setup fees if needed. Creating a Sales Funnel for Subscriptions Building an effective funnel is key to guiding potential subscribers through the purchase process. Funnel Setup Guide 1. Access Your Funnel Tools: Head to the "Sites" section of your CRM and select "Funnels." 2. Choose and Customize a Funnel: Pick a template that fits your business and adjust it to reflect your branding. 3. Set Up Payment Options in the Funnel: Ensure your funnel includes a two-step order form for collecting payments. Remove unnecessary fields, such as shipping details for digital services. Integrating a Two-Step Order Form A two-step order form helps gather customer details before the payment stage, allowing for easier follow-ups. How to Customize Your Order Form 1. Personalize the Form: In the funnel editor, locate the two-step order form and customize it to capture relevant information, such as contact details. 2. Connect the Product: Link the product you created to your funnel so customers can select their subscription plan and complete the purchase. Troubleshooting and Common Questions Stripe Integration Issues: Double-check your login credentials and ensure your Stripe account is in good standing. Multiple Subscription Plans: You can offer different subscription tiers by creating multiple products or pricing plans. Funnel Customization: Be consistent with your brand’s style and messaging while creating a clear user flow through the funnel.

If you're aiming to enhance client communication and automate parts of your workflow, setting up strategic funnels can be highly effective. Below are a few funnel concepts to help you get started. Subscriber Capture Forms This type of funnel is perfect for gathering sign-ups, whether for advertising campaigns, event registrations, or other services. It serves as a seamless way to collect contact information and engage potential clients. Here's how to create a form page: Visual Components: Incorporate images to make your form more engaging. Clickable Buttons: Add call-to-action buttons to guide users. Instructional Text: Explain the purpose of the form clearly. Survey or Input Fields: Collect necessary data from visitors. Centralized Link Hub Creating a dedicated "link hub" page allows you to present all your key links in one place, which clients can access with ease. Whether it’s links to resources, booking pages, or social media, a well-organized link hub keeps everything easily accessible. Build this type of page using: Image Elements: Add icons or visuals for better navigation. Actionable Buttons: Direct clients to different pages via buttons. Descriptive Text: Offer brief explanations of each link’s purpose. Appointment Scheduling Pages For businesses that rely on bookings or scheduled meetings, having a dedicated page for appointment management can simplify the process. Clients can book a time slot without needing extra communication. Design your scheduling page with: Booking Calendar: Display available time slots for services or meetings. Text Description: Provide important details about the appointments or meetings. Product Checkout Pages For businesses offering digital products or services, a straightforward checkout page can replace the need for a full e-commerce site. You can easily handle sales transactions with a well-designed checkout funnel. Build one using: Informational Text: Describe the product or service being offered. List of Features: Highlight key points using a bullet format. Order Processing Elements: Add one-step or two-step checkout options for easy purchases. Confirmation Notice: Provide immediate feedback once the order is successfully placed.

Replicating a funnel or website can help you save considerable time and effort, particularly when making slight changes to a proven funnel. Here's how you can duplicate a funnel or website: Step 1: Find the Funnel or Website to Duplicate Head over to the list of funnels or websites within your CRM platform. These are typically organized in a section for your marketing assets.  Step 2: Start the Duplication Look for the three dots beside the funnel or website name that you want to duplicate. These dots usually provide more options. Click them to reveal the dropdown menu.  Step 3: Select "Duplicate" In the dropdown menu, choose the option labeled "Clone" to start making a copy of the selected funnel or website.  Step 4: Name the New Version You will be prompted to provide a name for the duplicated funnel or website. Pick a descriptive name that sets it apart from the original. Step 5: Choose the Right Location Confirm where you want the duplicated asset to be saved. Make sure you select the correct account or system location to avoid confusion. Step 6: Complete the Duplication Once you've confirmed the details, click the button labeled "Clone Funnel" or something similar. The system will create a copy.  Step 7: Access the Duplicated Funnel or Website The cloned asset will now be visible in your list. You can begin editing it or use it immediately. Sharing Duplicated Funnels and Websites with Others Once your funnel or website has been successfully duplicated, you may need to share it with colleagues or clients. The exact steps depend on your CRM, but typically involve sharing a link or exporting the funnel in a format that others can import. Check your CRM's user guides for more details. Securely Sharing and Protecting Your Funnels If you need to share or secure a funnel, follow these steps: 1. Go to the Funnels section under the Sites menu.  2. Click on the three dots next to the funnel you want to share, and choose the sharing option.  3. You'll see three options for sharing or protecting your funnel: Share with Everyone: Select this option if you want a public link for anyone to access. Share within CRM: Copy and share the link with other team members in the CRM. Remove Sharing: Select this option to stop sharing and secure the funnel. Once you've shared the link, users can copy the funnel into their own sub-account after signing in. Close the pop-up after this step.  Frequently Asked Questions and Troubleshooting Why isn’t my duplicated funnel appearing? Check to ensure all steps were followed correctly, especially confirming the duplication. If it still doesn't show up, try refreshing the page or checking for any system alerts that might explain the issue. Can I duplicate a funnel into another account? This depends on the features of your CRM. Some systems allow cross-account cloning, while others may limit it to within the same account. Consult the CRM’s support documentation for details. How do I ensure my duplicated funnel is functioning correctly? Always preview your duplicated funnel and test its features. Make sure all integrations, custom codes, and functions are working as intended.

Creating and Adding a Form to Your Ebook Funnel Introduction To kickstart your ebook funnel, the primary task is to design a form that allows users to provide their details in exchange for your ebook. This guide will walk you through the process of form creation using a CRM's form builder. Steps to Create a Form 1. Access the Form Builder: Go to the "Sites" section and click on "Forms" to open the form creation tool. 2. Select a Template: For an ebook funnel, choose a basic registration template with fields like the first name and email address. 3. Form Customization: Customize the form by adjusting fields and layout. Adding an image is optional but can improve its visual appeal. 4. Save the Form: Give your form a clear name, such as "Ebook Registration Form." Building the Ebook Funnel Introduction Once your form is complete, it’s time to incorporate it into a sales funnel, which will guide visitors through the ebook sign-up process. Steps to Build the Funnel 1. Open the Funnel Builder: Navigate to the "Funnels" section and click "New Funnel." 2. Select a Funnel Template: Choose a funnel template that matches the purpose of your ebook offer. 3. Add a Call-to-Action Button: On the funnel page, include a button that invites users to sign up. This button should activate a pop-up form. 4. Insert Your Form: Within the pop-up settings, add a row and a column to place your form. Select the "Ebook Registration" form you created earlier. 5. Customize Pop-Up and Button Text: Adjust the language of the pop-up and button to align with your ebook offer. Setting Up a Thank You Page Introduction Once visitors submit the form, they should be redirected to a thank you page. Here’s how you can design and personalize it. Steps to Customize Your Thank You Page 1. Edit the Thank You Page: In the funnel editor, locate the thank you page section and update it with a personalized message. You might also include a bonus, like a discount code for future purchases. 2. Simplify the Page: Remove any unnecessary elements from the template so only the thank you page remains. Form Customization and Redirect Settings Introduction Improving user experience can be achieved by making further modifications to your form and ensuring it redirects properly. Tips for Customization and Redirects 1. Brand Your Submit Button: Adjust the form’s submit button to reflect your brand’s colors and style. 2. Set Up a Redirect to the Thank You Page: Configure the form’s submission action to open a specific URL—this should be the link to your thank you page. Troubleshooting and Common Questions Form Not Displaying in Pop-Up? Double-check that the form element is correctly placed in the pop-up and that you’ve selected the right form. Changing Form Appearance: The form builder has options for customization, such as altering button colors or adding visuals. Explore these options to match your branding. This guide ensures that your ebook funnel is set up with a functional and well-designed form, ready to capture leads.

Grasping the Fundamentals Before attempting to troubleshoot, it's essential to understand the key components that ensure upsell products work smoothly in your sales funnel: Two-Step Order Form: This is a critical part of any funnel offering upsell or downsell products. Without this form in place, your upsell features will not function. Proper Funnel Structure: The funnel must be set up correctly, with the two-step order form preceding the upsell products for everything to work as expected. Steps for Resolving Upsell Product Issues If your upsell products aren't performing as they should, follow these steps to pinpoint and resolve the problem: 1. Review Funnel Structure: Start by checking the arrangement of your funnel. Make sure you have the upsell product ready for sale, placed after a two-step order form, and followed by a thank-you page. This order is crucial for your upsell functionality. 2. Ensure Correct Upsell Button Configuration: The button that activates the upsell needs to be set to perform a "one-click upsell or downsell" action. After this action, you can direct the customer to any step, but the initial setup of the button is key. 3. Test the Funnel: Once your funnel is configured, preview and test it to ensure the upsell feature works properly. If you encounter an error message related to the purchase process, you’ll need to investigate further. 4. Address Common Mistakes: A frequent issue is failing to capture the customer’s payment information before showing the upsell. Make sure your two-step order form appears before the upsell offer. Rearrange your funnel steps as needed, and run the test again. 5. Run Test Transactions: If you're using a test API, enter mock payment details to simulate a purchase. This step helps ensure everything works as expected without processing actual payments. 6. Final Check: With everything set up correctly, clicking the upsell button after completing the two-step order form should seamlessly take the user to the next step without errors. Steps to Set Up an Upsell Product in Your Funnel To add an upsell product within your sales funnel, follow these detailed steps: 1. Select Product Type: First, decide if your upsell will be a one-time purchase or a subscription. Your choice here will guide how the product is configured under the Payments section. 2. Link with Payment Processor: If it's a subscription-based product, ensure that it’s correctly integrated with your payment provider (like Stripe) and connected to your CRM system. 3. Add the Upsell Product: Navigate to the product section of your funnel and add the upsell product. This step is vital for displaying the product as a one-click upsell option. 4. Set Up the Upsell Button: In the upsell funnel step, configure the button action to "one-click upsell or downsell" and select your product from the available options. Only products added in the product section will appear in this list.

In this guide, I'll walk you through the process of setting up subdomains for your website or funnel. This is a simple three-step process that will help you take a newly created funnel live using a subdomain. Step 1: Access Domain Settings First, navigate to the Settings on the left sidebar, and then select Domains from the new menu that appears. Next, click on Add New Domain in the top right corner. Step 2: Specify the Subdomain In the pop-up that appears, you'll need to specify the subdomain name. For this example, we'll use promo.whitelabelguides.com. Since this is a subdomain, you don't need an "A" record, but you will need to add a CNAME record. To begin, copy the URL in red from the pop-up. You’ll need this URL when configuring your DNS settings with your domain registrar. Step 3: Configure CNAME Record with Your Registrar Now, switch over to your domain registrar. We're using GoDaddy for this example, but the process is similar across most registrars. Navigate to your registrar’s DNS Management page for the domain. Click Add and then select CNAME from the dropdown. In the Host field, enter whatever appears before the dot in your subdomain. For this example, enter promo. Paste the URL you copied earlier into the Points To field. Reduce the TTL (Time to Live) in the dropdown to propagate the record faster. Finally, click Save. Step 4: Add the Subdomain to Your Platform Return to your platform and click Add. This may fail the first few times until the CNAME record has propagated. Once successful, you'll receive a confirmation message indicating that your subdomain has been added. Next, select a previously-created funnel from the dropdown and click Link Domain. Step 5: Verify the Subdomain URL Now, navigate to the selected funnel under Sites on your platform. You should see that it now has a URL associated with your subdomain. Step 6: Customize the URL Slug If you wish to change the URL slug, simply click the Publishing tab and edit the Step Path field. Step 7: Test the Subdomain When you test the URL, it may fail the first time as the SSL certificate is being built. Simply refresh the page, and you should see that your new subdomain is live and ready to go! FAQs Q: Can I still manually configure my domains if I prefer not to use Domain Connect? A: Yes, manual configuration is still an option for users who prefer to set up their DNS records manually or whose domain providers are not currently supported by Domain Connect. Q: What if my domain provider is not one of the top three supported by Domain Connect? A: Users with domain providers not currently supported by Domain Connect can still manually add the required DNS records. The manual configuration process remains the same. Q: What if I toggle on the option for "Also add www domain" but my www subdomain is already pointed to another system? A: A CNAME record will be created for your subdomain in your DNS records and pointed to us, but we will not be able to delete the existing CNAME or A record that you have for your www domain, which is pointed to another service. You will need to delete that yourself so that your www domain can work with us.

To add a product to a funnel or website, you first need to create a new funnel page or website page. Step 1: Create a New Funnel To create a new funnel, click on the New Funnel button in the top right of the Funnels tab. Step 2: Name and Create the Funnel Give your new funnel a name, such as "Sales Appointment," and proceed to create it. Step 3: Add a New Funnel Step After creating a funnel, you'll be directed to the funnel page. To add a product, you first need to create a funnel step. Funnel steps help guide customers to complete a specific action, such as booking appointments. In the Steps section, you can create new funnel pages, organize your funnel steps, and add products to your funnel. If you haven't added a funnel step yet, click on +Add New Step to create one. Step 4: Name Your Funnel Step Give your funnel step a name. Properly organizing your naming conventions is important as you create more funnel steps. Step 5: Establish the Funnel Path Assign a unique URL path to your funnel step, or use the same name as the funnel step. Adding a URL path is required to save this new funnel step. Step 6: (Optional) Import from ClickFunnels If you have existing content and funnels in ClickFunnels, you can import them directly by adding the funnel URL here. Adding Products to Your Funnel Page To add products to your funnel pages, go to the Product tab. Once there, you'll be directed to the product catalog. To add a product, click on the +Add Product button. Step 1: Input Product Details You will then be prompted to input important details such as the product name, price display override, and the option to bump the product. The information you enter here will be displayed publicly, so be cautious about what you share. Product: Select the product you want to add to this funnel. If you haven't created a product yet, visit the Payment > Product section to learn how to create one. Product Name: Enter the name you want displayed on the customer's order form. Price Display Override: Use this option if you want to display a custom price on the order form. For example, if your product has a "Trial & Setup fee," you need to set your Price Display Override to show this, or the form will only display the subscription amount without the setup fee. Example: "$5 Setup Fee + $199 Monthly After 7 Days Free Trial." Additional Options: Main Product: To allow multiple quantities to be purchased, toggle this button and enter the maximum number of products allowed per order. Bump Product: If the product isn't a primary one, toggle the Bump Product option to sell it as an add-on. Switching Between Test and Live Modes for Funnel Products Funnel products are initially set to Test mode. If you wish to switch to Live mode, navigate to the Settings tab and toggle on the Live mode. Please note that your website product will remain disabled until you connect it to a payment processor. Additionally, if you have multiple recurring products and bump products with subscriptions, you won't be able to use PayPal as a payment processor; instead, use Stripe.

Sales funnels are essential tools for guiding potential customers through your marketing campaigns. Within this section, you have the flexibility to either incorporate existing sales funnels into your campaigns or create new ones that align with your promotional objectives. These funnels can vary in length and purpose, allowing you to effectively market your products and services. However, before adding specific elements such as products, it’s important to establish the funnel steps. You can fully create and edit funnels without the need to connect a domain. However, to publish your funnels online and make them publicly accessible, a domain connection is required. Note: Access to certain features may depend on your user permissions. Funnel Overview When you access the Funnels page, you’ll see a list of all your existing funnels and folders. Searching for Funnels by Name If your list of sales funnels is extensive, using the search function to locate a specific funnel by name can save time. Funnel Card Overview Each funnel is represented by a card that provides key details, including the funnel’s name, the last edit date, and the number of steps included in the funnel. Funnel Name: The name of your funnel, which can be edited through the funnel’s settings.   Last Edited: Displays when the funnel was last updated, helping you track the latest changes.   Total Funnel Steps: Indicates the total number of steps included in the funnel.   Funnel Actions Clicking on the action icon next to a funnel opens a menu with several options: Edit Your Funnel: Allows you to modify the funnel’s settings, individual pages, and add or remove steps. Duplicate Funnel: Quickly replicate a funnel while retaining all previous configurations. Once duplicated, any part of the funnel can be edited as needed. Move Folder: If you’ve organized funnels into folders, you can move a funnel between folders. Delete Funnel: Permanently remove a funnel by selecting the "delete" option. You’ll be prompted to confirm by typing "DELETE." This action cannot be undone. Creating New Folders To better organize your funnels, you can create new folders by clicking the Create Folder button. A popup will appear, allowing you to name and save the folder. Creating a New Funnel To start a new funnel, click the New Funnel button. Naming and Saving a Funnel After clicking New Funnel, you’ll be prompted to name your funnel. Once you click the Create button, the funnel will be saved. You can then start building by clicking on the newly created funnel in your list.