This section is available from the main menu Funnels — My Funnels.

Find out more about the purpose of the sales funnels and the main settings of the section in this article.

The funnel editor is adapted to work with mobile devices.

Name of a funnel

The name is set by default “DATE TIME Funnel” when this funnel is created. You can rename it as needed. It will never be displayed to the clients and subscribers.

Click the name of the funnel, enter a new name and click Save.

Editing field of the funnel

The top right corner displays:

  • button to enable viewing statistics;
  • button for adding block “Note”;
  • buttons to go back or forward;
  • save button;
  • slide bar to enable/disable the funnel;
  • button for sharing funnel;
  • exit button to close editing mode of the funnel.

Funnel element panel is in the left part of the screen.

To add an element to your funnel, just hold the mouse over this element and drag it to the workspace:

Funnel elements

+ Key settings of the elements

All funnel elements have the same structure displayed on the screenshot below:

Click “Edit the element” button to open its configuration window:

Rename, preview and make notes – these functions are available in an editing mode for all elements. The other functions depend on the types of the elements. This will be discussed below.

+ Pages

Sales funnels can provide an access to / create several types of pages:

  • Any page by url
  • Content
  • Members area
  • Opt in
  • Double opt in
  • Activation
  • Payment page
  • Upsell
  • Order page
  • Countdown
  • Webinar page

Let’s consider each type of a page in detail.

Any page by url

You can use this block to add a funnel on any your external page (created in JustClick or in any other service).

 

1. Link — add a page link to be added to the funnel. The link should be entered in full with the protocol (http:// or https://)

2. Preview button — use this button to make a page screenshot and to add it to the funnel as an element icon.

3. Click reference code — if the added page is not created in JustClick, then copy the proposed code and insert it in <HEAD> of this page, otherwise, the funnel does not count this page statistics.

Content. Activation. Webinar page

These elements are designed to create the respective pages directly via the funnel. The first entry to edit this element provides an access to create a page and to move to template selection.

Then you can move to the page constructor to create a page from a ready-to-use template. Find out more how to create pages in a constructor in this article.

Once you create, save the pages and exit the constructor, you return to the element settings in the funnel.

  1. A page link — this displays the current link to the page. Click it to change the link.
  2. Preview button — this button makes the page screenshot and adds it to the sales funnel as an element icon.
  3. Next page — click this button to open the page in a browser (if the funnel is disabled, then the page is opened in a preview mode).
  4. Page heading — here you can add/change the page heading.
  5. Page preview — click this button to see how your page looks like.
  6. Edit — click this button to edit the page in a constructor.
  7. Clear — click this button to delete a page.
  8. Control of interactive blocks — click this button to go to the control of the interactive blocks.
  9. Timer — set a page timer here. To display a timer on a page, drag Timer widget to the required place in the page constructor. Find out how to add a widget on a page here.

Opt in. Double opt in

These pages are created in the same way as the content/activation/webinar page, but it has an additional “Actions” tab in the settings, where you can configure the subscription parameters.

  1. Creating a new list of contacts – enter the name of the new group in the corresponding field and click on the button with the plus sign; a new group will be created and automatically selected in the form settings on this page.
  2. Selecting a list to which you want to add contacts after subscribing through the forms of this page – tick one or more groups, it is to this list/lists that the contact will be added after subscribing through this page.
  3. Activation message settings. If the checkbox is checked, the email settings are taken from the list settings. If the checkbox is not checked, then the activation letter is configured directly for the current page of the funnel.
  4. Select the sender’s contact for the activation letter.
  5. Activation message subject.
  6. Activation message text.
  7. Activation message preview.
  8. Testing the activation message.
  9. Add tag – here you can specify a tag, it will be assigned to all contacts who subscribe through this page.
  10. Remove lead from lists – here you can select the lists from which the lead will be removed after subscribing through this page.
  11. Add UTM – here you can set utm tags, they will be assigned to contacts who subscribe through this page.
  12. Append parameters to exit point links – you can add dynamic variables to the link:
    – {$ name} – name;
    – {$ email} – e-mail address;
    – {$ phone} – phone. In this way, you can redirect the client to the payment page, and his data will be automatically inserted into the form.

Members area

This element can add any available lesson from a course to a funnel or create a new course with a lesson.

  1. Create a new course.
  2. Select a previously created course.
  3. Add a course icon as an icon for a funnel element.
  4. Go to the course settings. Course created in the funnels are configured via Courses section in the same way as the course created not via the funnels.
  5. Select a previously created lesson (first select the course with the required lesson).
  6. Add a lesson icon as an icon for a funnel element.
  7. Go to the settings of the selected lesson.

Upsell

This element can add a Upsell to the funnel and select the product for which it will be added. To create this page, follow the steps for Content/Opt in/Double opt in/Activation/Webinar page,but there’s an additional tab “Actions” in his settings to configure which product will be added to the upsell.

  1. Ability to select one or two products for upsell.
  2. Each product has its own variable, this variable must be specified in the settings of the button/link on the upsell page, so that when you click on it, the corresponding product is added to the order:
    #upsell_yes – selection of product
    #upsell_no – refusal from upsell, always shown, cannot be deleted.
  3. Attach the product created before.
  4. Create and attach a new product.
  5. As well as in the page “Opt in” and “Double opt in” there is a possibility to add dynamic variables.

Order page

This element can link the landing and the payment pages in the funnel. You can create and configure the order page. To create this page, follow the steps for Content/Opt in/Double opt in/Activation/Webinar page, but its settings include an extra tab “Actions” to configure which product to sell on this page.

  1. Attach the product created before.
  2. Create and attach a new product.
  3. Add a tag to the orders generated on this page.
  4. Attach a discount created before (i.e. the attached discount coupon is attached to the orders generated on this page).
  5. Create and attach a new discount coupon.
  6. Add the ad tags to the orders generated on this page.

Payment page

This block will work only when Stripe is connected.
This is due to the fact that in the forms of these pages, by default, the field “Payment card” is enabled, which we have described in more detail here.

Using this element, you can add a page to the funnel where you can place an order and pay for it with a card immediately without leaving the page.

The page itself is created in the same way as the content / activation / webinar, but in its settings there is an additional “Actions” tab, where you can configure which product will be sold through this page.

  1. Binding a product created earlier.
  2. Creating and linking a new product.
  3. Adding a tag to orders made through this page.
  4. Linking a discount to a previously created one (i.e., the linked discount coupon will be applied to orders made through this page).
  5. Create and link a new discount coupon.
  6. Adding a Bump Offer.
  7. Adding promotional tags to orders created through this page.
  8. Also, as in the ‘Subscription’ page, there is a possibility of adding dynamic variables.

The Bump Offer allows the customer to add another product to the invoice – with just one click! You can add a short but vivid description of the product, as well as the benefits of buying it along with the main product on the checkout page of which the customer is located:

The Bump Offer field has flexible design settings:

  1. Selection of a product that will be a “Bump Offer” to the main product.
  2. The text in the “Bump Offer” button, to the right of the checkbox (the checkbox is turned on not only by checking the box, but also by simply clicking on the hot offer button).
  3. Setting the outer and inner padding of the button.
  4. General settings for button design (rounding of edges, button color, size and color of the stroke, as well as centering of the text in it).
  5. Picture settings near the checkbox (by default, an arrow, you can change it to your picture or turn it off).
  6. Hot offer description text. Describe the product vividly and why it is better to buy it right now along with the main product!
  7. Setting the outer and inner indents of the description.
  8. General settings for the description design (rounding of edges, background color, size and stroke color).

Also, for all forms on this page, the field ‘Payment by card’ is included, which cannot be disabled. It is thanks to this field that the possibility of buying in ‘one click’ is realized without the need to go to other pages.

Countdown

This element, can add a bundle of a selling page and a payment page to the funnel. For the Countdown page, the creation and customization of the page itself is available. To create this page, follow the steps for Content, but the Timer widget is preinstalled in all the templates of these pages.

+ Forms

Subscription forms and orders can be created directly in the sales funnels. The first entry to edit this element provides the access to the button to create a form and to select a template.

Then you go to the form constructor to design a form from a ready-to-use template. Find out more how to design a form in the constructor in this article. Once you create, save a form and exit the constructor, you return to the element settings in the funnel and can configure the form settings in the tab “Actions”.

Opt in/Double opt in forms

  1. Creating a new group of contacts – enter the name of the new group in the corresponding field and click on the button with the plus sign; a new group will be created and automatically selected in the form settings.
  2. Selecting the group to which you want to add contacts after subscribing through the forms – tick one or more groups, it is to this group / groups that the contact will be added after subscribing through this form.
  3. Activation letter settings. If the checkbox is checked, the email settings are taken from the group settings. If the box is not checked, the activation letter is configured directly for the current funnel form.
  4. Select the sender’s contact for the activation letter.
  5. Activation email subject.
  6. Activation letter text.
  7. Activation letter preview.
  8. Testing the activation letter.
  9. Add tag – here you can specify a tag, it will be assigned to all contacts who subscribe through this form.
  10. Remove contact from the following groups – here you can select the groups from which the contact will be removed after subscribing through this form.
  11. Add advertising tags – here you can set advertising tags, they will be assigned to contacts who subscribe through this form.
  12. As well as in the page “Opt in” and “Double opt in” there is a possibility to add dynamic variables.

Order form

  1. Attach a product created before.
  2. Create and attach a new product.
  3. Add a tag to the form-generated orders.
  4. Attach a discount created before (i.e. the attached discount coupon is applied to the form-generated orders).
  5. Create and attach a new discount coupon.
  6. Add the ad utm-tags to the form-generated orders.
  7. As well as in the page “Opt in” and “Double opt in” there is a possibility to add dynamic variables.

Payment form

This block will work only when Stripe is connected.
This is due to the fact that in the forms of these pages, by default, the field “Payment card” is enabled, which we have described in more detail here.

The settings of the ‘Actions’ tab of this block are exactly the same as those of the ‘Order Form’ block. The only difference of this block is that the field “Payment by card” is enabled in the form settings, which cannot be disabled. Thanks to this field, it is possible to make a one-click purchase immediately after submitting the form, without having to go to other pages.

+ Actions

You can add several types of actions in the sales funnel:

  • email;
  • A/B test;
  • filter;
  • process;
  • timer;
  • custom block.

Let’s look at the settings of these actions in detail:

Email

You can send a letter here.

  1. Select whether a letter should be sent again once a lead gets into the funnel for the second time. Grey means the letter is sent again, green means the letter is sent once when a lead gets to the funnel for the first time.
  2. Select the period between the previous action and sending a letter.
  3. Select sender’s contacts.
  4. Subject of the letter.
  5. Select the mode to create a letter — message constructor or visual editor.
  6. Add parameters for sending a letter.

А/В test

You can apply A/B testing here, for example, to expose the leads to different versions of the landing page or to send the letter with different headings to evaluate which version has better conversion results.

Filter

Here you can group the leads by the parameters set in the filter (for example, the invoice is generated, a lesson is accessible, included into a client group, etc.). This determines further actions in the sales funnel.

  1. The choice of how long after the previous step the filter should be applied.
  2. Adding conditions for filtering contacts.

Process

Using this block, you can create a process and add it to the funnel. To create a process, click on the Create process button.

After that, a modal window will open, in which you can specify the name of the process. Then you can either save the settings and return to editing the funnel – to do this, click “Save”. Or you can go directly to setting up the process itself – for this click “Save and configure”. We talked in detail about setting up processes in this article.

After saving, the process is substituted in the block settings. The button “Edit Process” opens editing – the constructor of the process, after saving or canceling it returns to the funnel.

Execute for an object:

  • Any number of times. If the contact enters the block a second time, then the process is executed for it.
  • Just one time. If the contact enters the block a second time, then nothing happens to it.
  • Any number of times, but not simultaneously. If a contact enters the block a second time before this process completes for it, then nothing will happen to it. If the contact enters the block a second time after this process completes for it, then the process is repeated for it.

Please note that the processes created through the funnel can only be seen through the funnel, they are:

  • are not displayed on the “Processes” page;
  • are not displayed when adding a contact to a process from a contact card.

The created Process for a contact can be launched in 2 ways:

  • the contact got into the “Process” block-action during the passage through the funnel;
  • the contact got into the process through the start trigger of the process (for example, in the middle of the funnel there is a process in which there is a trigger “added to the group” and when this trigger fires, the contact enters this process of this funnel).

The funnel process turns on and off with the funnel.

Timer

Using this element, you can add a Timer block action to the funnel. Thus, you can make a common timer for several pages or emails at once.

  1. Perform only once for an object – using this switch you can choose whether the timer will be applied repeatedly for the same contact or not. Switch green – the timer is applied only once, gray – the timer can be used repeatedly.
  2. Timer reapply settings. Here you can specify the delay (in minutes) after which the timer can be reused.
  3. Select a type of a timer.
  4. Settings for the timer expiration time.

Custom block

This is a user-defined block. You can use it, for example, to specify some funnel stages. It has no particular settings – just enter the name and choose an icon for it.

+ Traffic

The elements from Traffic category are designed to add the traffic sources into the funnel.

  1. Here you can set the utm-tags for this particular traffic source.
  2. This is where the link tail with the tags is displayed.
  3. Copy the link — click the button to copy the link tail.

Funnel will monitor all traffic from the link with the tags set in this block.

The elements include 8 pre-defined traffic sources with the configured basic tags:

  • Adwords
  • Youtube
  • Affiliates
  • Facebook
  • Instagram
  • WhatsApp
  • Email
  • CPA

A Source block can be used for any other user-defined set of tags.

Links between the funnel elements

How to link the funnel elements?

To link the funnel elements, just hold the mouse pointer over the required exit from the element, drag it to the element to be connected with and then click the element to be connected with.

Link types between the funnel elements

The funnel elements have several different types of links. A set of possible links-exits from the element is different for different elements. Let’s look at each possible link in detail.

 Arbitrary exit

Arbitrary exit is just a visual link between the elements. It can be used to visualize the logical connection between the elements.

It can be linked with

  • any block.

 A lead is added

This link shows the path once a lead is added to a group.

It can be linked with

  • any page and form.
  • A/B test (of a page and form)  -> any page.
  • any action.

 Subscription is activated

This link shows the path once the subscription in a group is activated.

It can be linked with

  • any page and form.
  • A/B test (of a page and form) -> Any page.
  • any action.

 A page is visited. A page with a form is opened. A letter is opened

This link shows the path once a page is visited/a letter is opened.

It can be linked with

  • any action.

 Next page. A link/button is clicked

This link can transfer a user to the next page once the button on the original page is clicked. To enable this link, select “Opening the link” – “Next page” in the Button widget settings on the original page.

Or you can select the “Opening the link” field and add the #nextpage variable instead of the link.

Due to this, if necessary, you can easily change the relationship between the elements and when you change the connection, you will not need to change the link on the original page/in the letter each time.

It can be linked with

  • any page and form.
  • A/B test (of a page and form) -> any page.

 A lesson is completed

This link defines the path once a lesson is completed.

It can be linked with

  • any action and traffic.

 An invoice is generated

This link defines the path once an invoice is generated. Besides, there is always a non-deletable link with a block “Select a payment method” — this link transfers a user to the page to select a payment method once an invoice is generated.

It can be linked with

  • any page and form.
  • any action.

 An invoice is paid

This link defines the path once an invoice is paid.

It can be linked with

  • any page and form.
  • A/B test (of a page and form) -> any page.
  • any action.

 Next action

This link defines the path once a letter is sent.

It can be linked with

  • any action.

 А/В test — Option А/Option В

This link defines the distribution for А/В testing.

A/B test (actions) can be linked with

  • any action.

A/B test (of a page and form) can be linked with

  • any page and form.

  Next action, if a lead matches/does not match the filter parameters

This defines the path once a filter is applied — a separate path, if a lead matches the filer parameters (green), and another path, if a lead does not match the filter parameters (red).

It can be linked with

  • any action.

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