Duplicating & Sharing Funnels Easily

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.