Managing and Customizing Sales Funnels

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.