Funnels Overview▶️

Within this section, you can incorporate sales funnels for your marketing campaigns or develop new ones to support your promotional efforts. These funnels can vary in length and be employed in numerous ways to effectively market your products and services. However, you’ll first need to establish funnel steps before adding elements like products to a sales funnel.

NOTE: You can create and modify the content of entire funnels without connecting a domain. However, to publish your funnels online and make them accessible to the public, you must first connect a domain. Depending on your user permissions, you may not have access to all components.

To get started, navigate to the Funnels/Sites section in your CRM, and Click on the Funnels tab.

Create Folder #

To create a new folder, click on the “Create Folder” button.

A popup will appear where you can name the folder and save it.

Create New Funnel #

To create a new funnel, click the “+ New Funnel” button.

You can choose between creating a funnel “From blank, using Funnel AI, or From templates.” Name the funnel, which will be saved once you hit the “Create” button. 

Sort by Recent or List #

You can sort your funnel list by the most recent updates or in alphabetical order. The Recent option (clock icon) shows the latest updates at the top, while the List view organizes funnels by folders, followed alphabetically.

Search Funnels By Name #

If you have a long list of sales funnels, searching by name may be faster than scrolling to find the particular funnel you’re looking for.

Funnel List #

When you visit the Funnels page, you will see a list of already existing funnels and folders. This card shows important information about your funnel including

1. Funnel name: This is the name of your funnel. This can be edited inside the funnel’s settings from inside the funnel.
2. Last updated: You can see the date and time the funnel was last updated. It helps keep track of the latest edits made in the funnel.
3. Steps within the Funnel: You can also see how many total steps are inside each funnel.

Funnel Actions #

Clicking this three-dotted icon opens a small menu with a few different funnel actions.

1. Edit: Clicking this button will allow you to edit your funnel. You can edit settings and individual pages and add or remove pages from your funnel.
2. Clone: Duplicating a funnel is a very easy way to quickly reproduce a funnel while maintaining all the work previously put into that funnel. Once duplicated, you can edit any part of the funnel that needs to be changed.
3. Move To Folder: If you have folders created in your funnel section, you can move a funnel across folders.
4. Upload to Funnel templates: Save a funnel for reuse.
5. Share: Share the funnel with team members or collaborators.
6. Delete: You can delete a funnel by clicking on the “delete” button. The selected item will be permanently deleted from your account; you will be asked to type the word “DELETE” into the provided field.

NOTE: Deleting a funnel is irreversible. Ensure the decision is final before proceeding.

Funnels are essential for effective marketing and business growth. By organizing them into folders, utilizing AI or templates, and managing them efficiently, you can streamline your promotional efforts. With features such as search, sorting, and cloning, creating and maintaining funnels becomes seamless.

Remember, publishing funnels online requires a domain connection. Once set up, these tools will empower your campaigns, boost engagement, and drive conversions.

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