Steps Tab - Funnels

The Funnel Step Tab is your go-to hub for managing, customizing, and optimizing individual steps in your sales funnel. From adding new steps to conducting split tests, this guide walks you through the features available, ensuring your funnel aligns with your marketing goals.

To get started, go to the Sites section of the CRM. In the Funnels tab choose one of the funnels you have previously developed. Upon selection, you will be automatically taken to the Step tab, where you can implement any necessary changes and fine-tune the components as per your requirements.

Funnel Header

In this area, you'll notice a header presenting several sections to explore. Each section caters to distinct aspects of your sales funnels, providing valuable tools and resources tailored to your needs.

Steps

Funnels are built using steps that guide visitors toward completing specific actions, such as making purchases or booking appointments. Here, you can: create new funnel steps, rearrange steps via drag-and-drop, and assign products to steps for streamlined functionality.

Funnel Steps

The left sidebar displays a list of existing funnel steps. You can easily rearrange their order by dragging and dropping them into the desired sequence.

Add New Funnel Step

Click the “Add New Step or Import” button to incorporate a new step into your funnel. This action allows you to expand and customize your funnel further, ensuring it meets the specific requirements of your marketing strategy.

You can assign a distinct URL path to your funnel step or use the same name as the funnel step itself for the URL path. Providing a URL path when creating a new funnel step is essential, as this field is required to save and implement the addition successfully.

Name Your Funnel Step

It is essential to assign a name to your new funnel step. Establishing and maintaining a consistent naming convention for your funnel steps is crucial, as this will greatly aid in organization. As you continue to develop more funnel steps, having a well-organized structure will become increasingly important for effective management and ease of use.

Establish Funnel Path

You can assign a distinct URL path to your funnel step or use the same name as the funnel step itself for the URL path. Providing a URL path when creating a new funnel step is essential, as this is a required field to save and implement the addition successfully.

Import From ClickFunnels (Optional)

While it is not mandatory, you have the option to import funnels directly from ClickFunnels. If you have already created a wealth of content and funnels within ClickFunnels, there's no need to fret. You can easily bring those existing funnels into your current platform by simply adding the relevant funnel URL in the designated field. This feature ensures a seamless transition and integration of your previous work.

Finish the process by clicking the “Create Funnel Step” button.

Overview Tab

Within the Overview tab, you can access each funnel step and make any necessary edits. This feature offers you the flexibility to fine-tune and adjust your funnel steps as needed, ensuring they align with your marketing objectives and provide an optimal user experience.

Products Tab

Create and manage products directly within your funnel. Choose from one-time purchases or subscription-based products, catering to varied customer preferences.

Publishing Tab

Modify the step name and URL path in the Publishing Tab. This feature provides flexibility to update your funnel's structure and presentation.

Funnel Page Setting

Clicking on the gear icon takes you to the Publishing page. There you can, as mentioned previously, modify the step name and URL path.

Funnel Page URL

This is your domain and the URL path you assigned to the funnel step. It is the actual location where your funnel step resides online.

Open Funnel Page

This button is located to the right of the URL and looks like a square with an arrow. Upon clicking this button, the funnel page will be displayed in a separate browser tab, allowing you to conveniently view and access the individual funnel step without disrupting your current workflow or navigation within the platform.

Preview Image

In this section, you will be presented with a preview image of your funnel step, giving you a visual representation of its current design. 

Build/Edit Funnel Step

To modify a step, click Edit Page or Edit in a New Tab (By selecting the 'In New Tab' button, you can easily open a specific funnel step using its precise URL path). This opens the page editor, giving you access to a full suite of customization tools.

Preview In Web Browser

You will see an icon that looks like a square with an arrow that allows you to open a preview of the step without affecting your analytics and conversion metrics. By viewing a preview instead of visiting the actual URL, you can maintain the accuracy of your data. Clicking this button will open the preview in a new browser tab, ensuring a seamless user experience.

Edit Funnel Name & Path

By selecting the settings icon, you will notice an additional button that directs you to the Publishing tab. This enables you to make modifications to the funnel step name and its associated URL path, providing you with greater control over your funnel's organization and structure.

Split Testing Funnel Steps

Enhance your funnel's performance with split testing. Create variations of a step, compare results, and refine your approach based on data-driven insights.

Create Split Test Variation

Generate alternative versions of a step by clicking the " + Create Variation" button. Test different layouts, content, or CTAs to determine what resonates most with your audience.

Delete Funnel Step

Remove unnecessary funnel steps by clicking "Delete Funnel Step." Be cautious, as this action is irreversible.

Clone Funnel Step

Save time by cloning existing funnel steps. This feature allows you to duplicate steps within the same funnel or across multiple accounts, ensuring consistency and efficiency.

The Funnel Step Tab equips you with robust tools to manage and optimize your sales funnel. Whether you’re adding new steps, conducting split tests, or refining existing elements, this feature ensures a seamless workflow for achieving your marketing objectives.