{"id":12681,"date":"2018-01-15T03:35:25","date_gmt":"2018-01-15T03:35:25","guid":{"rendered":"https:\/\/www.process.st\/templates\/funnel-creation-process\/"},"modified":"2024-02-28T20:43:21","modified_gmt":"2024-02-28T20:43:21","slug":"funnel-creation-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/funnel-creation-process\/","title":{"rendered":"Funnel Creation Process"},"content":{"rendered":"<section id=\"intro\">\n<h2> Intro: <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/screencast-o-matic.com\/watch\/cb6VncIyro\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/screencast-o-matic.com\/watch\/cb6VncIyro<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"customer-info-required\">\n<h2> Customer info required <\/h2>\n<div class=\"text-content\">\n<h4>Information about the Campaign for&nbsp;{{form.Company}}<\/h4>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Company <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Campaign Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Success Measures\/Goals <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Campaign Brief <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Deal Info <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upsell Info <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Audience <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date for Review <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date for Live <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>Other useful information<\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Other Software they use <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Lifetime Value of a customer <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Cost of Acquisition <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4>Client Information for the Campaign<\/h4>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Master File <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"funnel-building\">\n<h2> Funnel Building: <\/h2>\n<\/section>\n<section id=\"clone-the-funnel\">\n<h2> Clone the Funnel <\/h2>\n<div class=\"text-content\">\n<p>Watch the below video for how these steps are completed<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/screencast-o-matic.com\/watch\/cb6VnfIyrU\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/screencast-o-matic.com\/watch\/cb6VnfIyrU<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<ol>\n<li>Log into Click Funnels<\/li>\n<li>Go to the \u2018Funnels\u2019 tab and select the \u2018Discount Funnel\u2019 from the&nbsp;template tag. Make a copy of this funnel by going into settings and click \u2018Clone Funnel\u2019. Click \u2018view funnel\u2019 once it has loaded to be able to use the copy.\n<ol>\n<li>Making the funnel- Go to settings. Change the name of the funnel (include a date), and change the tag to the name of the customer.<\/li>\n<li>Use the domain \u2018go.obz.nz\u2019 (for practices). Domain for Campaign -&nbsp;{{form.Domain_for_Click_Funnels}}\n<ol>\n<li>Otherwise, go Airtable and under the \u2018Clients\u2019 tab there should be info on what the domain is.<\/li>\n<\/ol>\n<\/li>\n<li>The Path is the name of the campaign without spaces, and the Favicon is found on Airtable (as above).<\/li>\n<li>Scroll down to save.<\/li>\n<\/ol>\n<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"install-tag-manager\">\n<h2> Install Tag Manager <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/screencast-o-matic.com\/watch\/cbX1Vg2jd2\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/screencast-o-matic.com\/watch\/cbX1Vg2jd2<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"create-opt-in-page\">\n<h2> Create Opt in page \ud83d\ude42 <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/screencast-o-matic.com\/watch\/cb6VnbIyrP\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/screencast-o-matic.com\/watch\/cb6VnbIyrP<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<ol>\n<li>Click Funnels- set up the Opt-in page. Click on the \u2018Steps\u2019 tab, Opt-in page.\n<ol>\n<li>Edit the \u2018Funnel Steps\u2019. Rename the path to the first letters of the words of the campaign, followed by \u2018oi\u2019 for opt-in.<\/li>\n<li>Then, click on the same edit button that sits under the opt-in page, and change the path here to the exact same thing, including 01 after the \u2018oi\u2019 bit on the end. &nbsp;<\/li>\n<li>Go to \u2018Edit Page\u2019 to change the info and the photo, set the pop-up.<\/li>\n<li>Also, edit the \u2018SEO Meta Data\u2019 through the \u2018settings\u2019 tab (once on the editing page). Fill in the campaign details in the title and description, add some key words, and the Author is the company. Set an image too.<\/li>\n<li>Save.<\/li>\n<\/ol>\n<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"my-machine-active-campaign\">\n<h2> My Machine (Active Campaign) <\/h2>\n<div class=\"text-content\">\n<p>Video 1: <a href=\"https:\/\/screencast-o-matic.com\/watch\/cb6VnaIy3v\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/screencast-o-matic.com\/watch\/cb6VnaIy3v<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Video 2:&nbsp;<a href=\"https:\/\/screencast-o-matic.com\/watch\/cb6VnHIy3M\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/screencast-o-matic.com\/watch\/cb6VnHIy3M<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>My Machine Account (Active Campaign) -<\/strong>&nbsp;{{form.My_Machine_Account}}<\/p>\n<ol>\n<li>Open the My Machine Account<\/li>\n<li>Go to \u2018Lists\u2019, \u2018Add a New List\u2019. Use the name of the Campaign for the list title, and use the company website for the URL. Reminder is \u2018You signed up on our website\u2019.\n<ol>\n<li>Then, go to the Click Funnels Opt-in page. Settings -&gt; Integrations -&gt; Outaboundz AC Account -&gt; Add to List With Tag -&gt; Make the tag the campaign name -&gt; Use the list you just created.<\/li>\n<li>Save on Landing Page.<\/li>\n<li>Go back to Active Campaign and use the \u2018Automations\u2019 Tab. \u2018New Automation\u2019 -&gt; Start from Scratch -&gt; Action to start the funnel is when a customer subscribes to a list. This list is the one just created earlier. \u2018Send Emails\u2019 -&gt; \u2018Create New Email\u2019. Use past campaigns as a template if you like.<\/li>\n<li>Once the email has been complete, click next.<\/li>\n<li>Turn on Google Analytics.<\/li>\n<li>Finish.<\/li>\n<li>Add in the waits as specified by the details in Airtable, and create the follow up email and last chance email.<\/li>\n<li>Add the goal. Name: Booked. Jump to Action When: Tag-Exists- (first letters of campaign name no spaces). And When This Goal Is: Below Contact\u2019s Position. If Contact Does Not Meet Goal Conditions: End this Automation.<\/li>\n<li>Add another wait period and send a review email and then enter a final goal of \u2018Review Click\u2019 (jump to action when: has clicked on link).<\/li>\n<li>Make the funnel active (top right corner)<\/li>\n<\/ol>\n<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"thank-youup-sell-page\">\n<h2> Thank You\/Up Sell Page <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/screencast-o-matic.com\/watch\/cb6VnNIy0X\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/screencast-o-matic.com\/watch\/cb6VnNIy0X<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<ol>\n<li>Click Funnels- set up the Thank-You page. Click on the \u2018Steps\u2019 tab, Thank-You page.\n<ol>\n<li>Edit the \u2018Funnel Steps\u2019. Rename the path to the first letters of the words of the campaign, followed by \u2018oi\u2019 for opt-in.<\/li>\n<li>Then, click on the same edit button that sits under the Thank-You page, and change the path here to the exact same thing, including 01 after the \u2018oi\u2019 bit on the end. &nbsp;<\/li>\n<li>Go to \u2018Edit Page\u2019 to change the info and the photo, set the pop-up.<\/li>\n<li>Also, edit the \u2018SEO Meta Data\u2019 through the \u2018settings\u2019 tab (once on the editing page). Fill in the campaign details in the title and description, add some key words, and the Author is the company. Set an image too.<\/li>\n<li>Save.<\/li>\n<\/ol>\n<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"airtable\">\n<h2> Airtable \ud83d\ude09 <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/screencast-o-matic.com\/watch\/cb6VecIy0b\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/screencast-o-matic.com\/watch\/cb6VecIy0b<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Hopefully the base will have been set up before this step&nbsp;<\/p>\n<p>Client Base -&nbsp;{{form.Client_Airtable_Base}}<\/p>\n<ol>\n<li>Airtable- Setting up a client base. Under the \u2018Bases\u2019 tab, go to \u2018Client Leads\u2019 and click \u2018+ new base\u2019.\n<ol>\n<li>In the deal table: Label the first tab as the campaign name. Customise the fields as follows:\n<ol>\n<li>Email<\/li>\n<li>Name<\/li>\n<li>Sign up date<\/li>\n<li>Redeemed<\/li>\n<li>Redeemed date<\/li>\n<li>Notes<\/li>\n<\/ol>\n<\/li>\n<li>Share this base with the business by email -&nbsp;{{form.Email_for_notifications}}<\/li>\n<\/ol>\n<\/li>\n<\/ol><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Table name (can this be set up or defined earlier?) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"set-up-zap\">\n<h2> Set up Zap \ud83d\ude42 <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/screencast-o-matic.com\/watch\/cb6VefIy0T\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/screencast-o-matic.com\/watch\/cb6VefIy0T<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>My Machine (Active Campaign) Account<\/strong> -&nbsp;{{form.My_Machine_Account}}<\/p>\n<ol>\n<li>Zapier- go to the \u2018Zaps\u2019 tab -&gt; \u2018make a zap\u2019\n<ol>\n<li>Choose Active Campaign as the trigger app. Trigger = new contacted added to list. Choose the appropriate Active Campaign account. Choose the relevant list that was created in step 5.<\/li>\n<li>Choose Airtable as the Action App. Create a record. Use the Outaboundz Airtable account. Choose the Base and table created in step 7. Enter the contact email address, first name and last name, date.<\/li>\n<li>Name the zap as the company name and the name of the campaign.\n<ol>\n<li>Name =&nbsp;{{form.Company}} -&nbsp;{{form.Campaign_Name}}<\/li>\n<\/ol>\n<\/li>\n<li>Turn Zap on.<\/li>\n<\/ol>\n<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"create-bitly\">\n<h2> Create Bit.Ly \ud83d\ude42 <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/screencast-o-matic.com\/watch\/cb6Ve6Iy0B\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/screencast-o-matic.com\/watch\/cb6Ve6Iy0B<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Create a Bitly \u2013 use the URL from the Funnel page on Click Funnels.<\/p>\n<\/p>\n<p><strong>FUNNEL URL<\/strong> -&nbsp;{{form.Funnel_URL}}<\/p>\n<\/p>\n<p><strong>NOTE:<\/strong> This will still send people where they need to go for split testing etc<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"facebook\">\n<h2> Facebook \ud83d\ude42 <\/h2>\n<div class=\"text-content\">\n<p>Video 1:&nbsp;<a href=\"https:\/\/screencast-o-matic.com\/watch\/cb6VeFIy0H\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/screencast-o-matic.com\/watch\/cb6VeFIy0H<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Video 2:&nbsp;<a href=\"https:\/\/screencast-o-matic.com\/watch\/cb6VezIyZ6\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/screencast-o-matic.com\/watch\/cb6VezIyZ6<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Video 3:&nbsp;<a href=\"https:\/\/screencast-o-matic.com\/watch\/cb6VfoIyTD\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/screencast-o-matic.com\/watch\/cb6VfoIyTD<\/a><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<ol>\n<li>Facebook- in the business FB account, go to \u2018custom conversions\u2019 in the menu-&gt; create custom conversion -&gt; URL Contains: url from \u2018thank you\u2019 page -&gt; category: lead.\n<ol>\n<li>Name it the campaign name and set a price.&nbsp;{{form.Thank_You_URL}}<\/li>\n<\/ol>\n<\/li>\n<li>FB: Create a Custom Audience- go to \u2018Audiences\u2019 -&gt; create audience -&gt; custom -&gt; website traffic -&gt; people who visited specific web pages -&gt; enter the \u2018Opt-In\u2019 page URL Opt In<strong><em>&nbsp;<\/em>URL&nbsp;<\/strong>- {{form.Opt_in_URL}}-&gt; exclude people who visited specific web pages -&gt; enter the \u2018Thank You\u2019 page URL <strong>Thank You URL<\/strong> - {{form.Thank_You_URL}}&nbsp;\n<ol>\n<li>Name this audience as \u2018(the campaign name) no sign up 30 days\u2019<\/li>\n<li>Repeat for 20 and 10 days<\/li>\n<\/ol>\n<\/li>\n<li>FB: go to Ads Manager under the menu -&gt; create campaign -&gt; traffic -&gt; rename\n<ol>\n<li>Name the Ad set the audience brief (found in Airtable)<\/li>\n<li>Create an audience by typing in the city on the map and setting a radius. Change the age.<\/li>\n<li>Edit placements- only set for FB feeds.<\/li>\n<li>Set budget to $5 a day and change dates of campaign. Continue.<\/li>\n<li>Change the ad name to the campaign name.<\/li>\n<li>Choose \u2018single image\u2019 format.<\/li>\n<li>Create the ad (use the Bitly link).<\/li>\n<li>Screenshot the ad to send to clients.<\/li>\n<li>Confirm the Ad and send the link to the client as well.<\/li>\n<\/ol>\n<\/li>\n<li>FB Retargeting- As the Ads Manager, go to \u2018create campaign\u2019 and select using existing campaign. Click to \u2018Ads Set\u2019 on the left hand menu.\n<ol>\n<li>Rename the Ad Set- \u2018retargeting 30 days\u2019. Use saved audience- chose the no sign up 30 days audience.<\/li>\n<li>Leave the location open. Edit placements again (keep audience networks this time). Continue.<\/li>\n<li>Rename Ad to retargeting 30 days. Create Ad again following steps 12- 12i.<\/li>\n<\/ol>\n<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"provely\">\n<h2> Provely \ud83d\ude42 <\/h2>\n<div class=\"text-content\">\n<p>Video 1:&nbsp;https:\/\/screencast-o-matic.com\/watch\/cFefYxD6j5<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<ol>\n<li>Provely- create new -&gt; use the go.obz.nz domain -&gt; name it the campaign name -&gt; copy the code and paste it in Click Funnels under \u2018settings\u2019, \u2018body tracking code\u2019\n<ol>\n<li>Change the animation as required.<\/li>\n<li>Remove \u2018enable provely branding\u2019.<\/li>\n<li>Set the text.<\/li>\n<li>Copy widget code and paste into Click Funnels under \u2018settings\u2019, \u2018body tracking code\u2019. Save this on Click Funnels.<\/li>\n<li>Finish on Provely.<\/li>\n<li>Check that it works by trialling the opt-in page<\/li>\n<\/ol>\n<\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"internal-testing-and-review\">\n<h2> Internal Testing and Review: <\/h2>\n<\/section>\n<section id=\"run-test\">\n<h2> Run Test <\/h2>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Everything working? <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Issues or things missed <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-to-manager-for-review\">\n<h2> Send to Manager for Review \ud83d\ude42 <\/h2>\n<\/section>\n<section id=\"approve--manager\">\n<h2> Approve - Manager <\/h2>\n<\/section>\n<section id=\"client-approval\">\n<h2> Client Approval: <\/h2>\n<\/section>\n<section id=\"send-to-client\">\n<h2> Send to Client <\/h2>\n<\/section>\n<section id=\"approve--client\">\n<h2> Approve - Client <\/h2>\n<\/section>\n<section id=\"pre-launch\">\n<h2> Pre Launch: <\/h2>\n<\/section>\n<section id=\"clear-provely\">\n<h2> Clear Provely <\/h2>\n<div class=\"text-content\">\n<p>https:\/\/screencast-o-matic.com\/watch\/cbXoff2F8p<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"live\">\n<h2> Live: <\/h2>\n<\/section>\n<section id=\"schedule-for-live\">\n<h2> Schedule for Live <\/h2>\n<\/section>\n<section id=\"set-up-regular-checks-of-ad\">\n<h2> Set up regular checks of ad <\/h2>\n<\/section>\n<section id=\"post-campaign\">\n<h2> Post Campaign: <\/h2>\n<\/section>\n<section id=\"create-report\">\n<h2> Create Report <\/h2>\n<\/section>\n<section id=\"send-to-manager-for-review-2\">\n<h2> Send to Manager for Review <\/h2>\n<\/section>\n<section id=\"approve--manager-2\">\n<h2> Approve - 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