Funnel Templates
Created by: Emma Johnston
Last Updated: October 07, 2024
Lead Magnet Project Request
We have completed your lead magnet request. We have set up your branded funnel and added mock up images, branded your client guides, and set up your workflow and confirmation emails.
TASK CHECKLIST
Here a quick overview of the tasks you need to complete:
Task 1 - Edit the opt-in and confirmation pages in your funnel
Task 2 - Add your favicon and select the correct chat widget for your funnel
Task 3 - Create a subdomain/URL for your funnel
Task 4 - Edit form (if required)
Task 4 - Edit the confirmation email
Task 5 - Add your lead magnet to the confirmation email
Task 6 - Complete test form entry and final checks (at least five days before you launch)
Funnel
We have branded your funnel and added mock up images. You will need to edit the funnel content. Click here for more information about using funnels and click here for more information about funnel elements.
FUNNEL ACCESS
To access your funnel, go to Sites > Funnels, open the Project Requests Funnels folder and select the funnel (or use the search bar or Recents tab).
Funnel Landing Page
EDIT THE FUNNEL LANDING PAGE
1. Select the Opt inpage and click Edit.
2. Work through the page and reword the content as required.
3. Press the Save button regularly while making changes and press Publish when complete.
Funnel Confirmation Page
EDIT THE FUNNEL CONFIRMATION PAGE
1. Click on either the Pages icon in the top menu bar or the page title to change to the confirmation page.
2. Work through the confirmation and reword the content to match the next steps that you want clients to take after completing their purchase.
3. Press the Save button regularly while making changes and press Publish when complete.
Funnel Opt-In Page/Popup
The form for your funnel will either be on the landing page, in a popup window or it will be a separate page.
EDIT THE FUNNEL FORM PAGE
1. Click the either the Pages icon in the top menu bar or the page title to change to the opt-in page.
2. Work through the opt-in/sign-up page and update the offer stack.
3. Make any changes needed and press Save.
EDIT THE FUNNEL POP UP
1. From the landing page, click on Popup Settings in the top menu bar.
2. To change the layout of the popup window, click the blue Open Popup Settings button at the top of the window.
3. To make changes to an element in the popup, first click on the element and then work through the options in the settings menu.
Make any changes needed and press Save.
Form
SIGNUP FORM
1. If you wish to changes to the form, click on the form in the funnel editor. In the right hand panel, click on the blue Edit Form button. This will open a new window. You can also access this section from going to Sites > Forms > Builder and selecting your form.
2. Make any changes needed to fields/wording. You can change the form fonts and change the form colors/style.
3. Press Save Form to finish.
Click here for more information on editing forms.
Chat Widget and Favicon
ADD CHAT WIDGET AND FAVICON (new from September 2024)
1. Go to the funnel dashboard and click on the Settings tab.
2. Open the Chat Widget drop down and select the correct chat widget.
3. In the Favicon URL box, type in custom_values.favicon surrounded by double braces/curly brackets (as shown in the image below).
4. Press Save when finished.
Click here for more information about creating different Chat Widgets.
Funnel URL
CREATE A FUNNEL URL/SUBDOMAIN (new from September 2024)
1. Go to Settings > Domains and click on the blue + Connect Domain button in the top right corner.
2. Enter your chosen subdomain (such as guidename.mygym.com or programname.mygym.com) in the Domain URL box and click Add Record Manually to continue (NOT the blue Continue button).
3. In the next window, click Verify Records to continue. There may be up to a 30 second delay while this processes.
4. Lastly, on the next page, choose the correct funnel and select the landing page.
Once created, you will only need the part up to the .com when sharing the link (as highlighted in the image below).
REUSING SUBDOMAINS
If you have run a particular challenge/program before, you can use the same domain again. The easiest option is to delete the domain and readd it using the instructions below. This will clear the domain from the previous funnel and ensure the default page is set to the new funnel.
MARKETING EMAILS
If there are marketing emails for the program you are running, go to Settings > Custom Values and add the URL. For more information, go to the Marketing Emails help article for your challenge/program.
Delivery Automations
There is an action step in the workflow that automatically sends confirmation email when someone completes the opt in form. You will need to link your lead magnet to the confirmation email. You can also edit the email copy or change the header image.
EDIT THE DOWNLOAD/CONFIRMATION EMAIL
1. Go to Automation > Workflows, open Project Request Workflows folder and select the workflow (or use the search bar or Recents tab).
2. Open the Download Email step. If needed, change the subject line for the confirmation email.
3. Hover over the template preview and click on Edit. This will open a pop-up window where you can edit the email.
ADD THE PDF TO THE CONFIRMATION EMAIL
4. Click on the button and select File from the Actions drop down menu in the left-hand panel. Press Upload or Browse Files.
5. Either select your lead magnet PDF or click on Upload File (and then select the file). We recommend creating a folder for your PDF resources to help keep your account organized.
6. Double click on the file to return back to the email editor.
7. Press Save in the top right corner of the editor.
EDIT THE CONFIRMATION EMAIL
8. Lastly, update the wording, change the button color, and replace the header image (as required).
9. Delete the email footer and replace it with your email footer found in the Saved Items tab in the left hand panel (just drag and drop the email footer element to the bottom of the email).
10. Press Save in the top right corner of the editor when complete, and then press the X in the top left corner to close the window.
11. Press Save Action in the bottom right corner to return to the workflow.
12. Toggle on Publish and press Save.
You can preview the email by clicking Preview at the top. Click here for more information on using the email builder.
WORKFLOW STEPS
You may want to edit the other workflow action steps (such as contact tag or internal notification) or add additional steps.
Click here for more information on using workflows.
Nurture Sequence
NURTURE EMAILS
To maximize the impact of the lead magnet, we recommend sending a nurture sequence following the download email. Nurture sequence emails can either be added directly to the lead magnet workflow or a you can a Add to Workflow step to add them to a different workflow.
NURTURE EMAIL RESOURCES
Some of our lead magnet resources, such as the festive recipes, have follow up/nurture campaign emails. These are built into the workflow for automatic delivery.
1. You will need to open each of the emails in Marketing > Emails > Templates.
2. Update the wording/call to action/images as required.
3. When complete, press Save Template and then press Back to exit.
WORKFLOW STEPS
To edit the wait steps between emails or additional emails, go to workflow.
Click here for more information on using workflows.
Testing
TEST THE FUNNEL AND AUTOMATIONS
Once you have completed your edits, you will need to test the funnel. Open your funnel and complete the optin form.
SUPPORT OR QUESTIONS
If have any questions or find any issues when testing the funnel, email [email protected]. Please allow up to two business days for a resolution to your question/concern.
Note: It is your responsibility to ensure everything is working as expected and to ensure that you have allowed enough time before launching your product for us to correct any issues. Please remember, if you email with an issue on Friday afternoon, or on a weekend day, it could potentially take until Tuesday afternoon for the problem to be fixed.
Additional Tasks and Optional Extras
TERMS AND CONDITIONS
If you want contact's to agree to your terms and conditions before purchases, you can toggle on Enable Terms and Conditions in the Advanced Settings of the Order Form. Click here for more details about how to enable this.
COOKIE CONSENT (Required for some countries)
Depending on where you operate and where your website visitors are from, as you are collecting data when someone signs up, you may need a cookie notice. Click here for more details about how to add cookie consent to your funnel.
COUNTDOWN TIMER (New feature)
If your program has a set start date, we recommend creating a countdown time in Marketing > Countdown Timer for your event. You can then replace the existing funnels timer and add a countdown to your final emails.
DISCOUNT COUPONS
If you want to offer a discount, such as an early bird offer or a member discount, you can create a coupon in Payments > Coupons. Click here for more details about how to create and use coupons.
SOCIAL MEDIA POSTS
If you want to schedule your promotional posts, go to Marketing > Social Planner. Click here for more details about how to use the Social Planner.
INSTAGRAM LINKS PAGE
Don't forget to update your Instagram links page! Go to Sites > Funnels and select your Instagram Links funnel. Clone an existing button and edit the button text and URL at the bottom of the left hand panel.
SMARTLIST
You could also create a Smartlist in Contacts for people who have joined/signed up for the program or resource. You can either set the filter as the challenge tag or the purchase automations workflow. Click here for more details about how to create a Smartlist.
If you have any questions or need support, you can chat with us clicking on the blue dot in the bottom right corner of the software or email us at [email protected].
The support desk is available Monday to Friday, 7:00am - 3:00pm (CDT).
For information about our Christmas opening hours, click here.
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