ClickFunnels New UI Overview

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YouTube Transcript: English (auto-generated)

00:00
you
00:06
here we are in the new user interface in
00:10
click phones this just went live last
00:13
night and so you know there are there
00:17
are some there’s some bugs where we’re
00:19
making sure still work you know things
00:20
that we want to make sure they still
00:22
work things like that but for the most
00:25
part everything’s working perfectly and
00:27
is awesome so the first thing you’re
00:29
going to notice when you log in is the
00:32
funnels dashboard is changed so here you
00:37
can see all your funnels you can see the
00:39
ones that have been recently updated by
00:41
clicking on this tab and it’s actually
00:43
just going to show you those or you can
00:45
go to the archived and these are all
00:48
your archived funnels so when you delete
00:51
typed when you when you delete a funnel
00:53
in your account it actually gets
00:58
archived the funnel gets archived it
01:00
does not count against your total
01:02
funnels for your account allotment when
01:05
the funnels are archived so click on
01:09
show all funnels that’s going to show
01:11
you all your funnels there and you can
01:13
add a new funnel you can go up to your
01:15
account settings here we’ll go over that
01:16
if you hover over funnels it’s going to
01:18
give you the option to browse a funnel
01:20
or add a new funnel see now you can
01:21
actually add a new funnel from anywhere
01:23
in your account just right here from the
01:25
header instead of needing to go all the
01:27
way back to the dashboard and clicking
01:32
new funnel so when you add a new funnel
01:36
this is pretty cool there’s a new
01:38
feature that is kind of awesome here
01:41
this is the funnel wizard you can
01:43
basically you choose your goal what are
01:44
you looking to do you want to collect
01:45
emails you want to sell a product you
01:47
want to host a webinar or you can just
01:50
create a custom funnel if you’re like I
01:51
don’t want to do any of those things I
01:52
just want to start from scratch do my
01:53
own thing then you create a custom
01:56
funnel here so let’s just click on sell
01:59
a product and then it’s going to give
02:00
you the different types of product sales
02:02
funnels so you can do your sales funnel
02:04
your product launch your membership so
02:07
I’m going to choose a sales funnel and
02:09
as you know you can always add
02:10
additional pages to your funnels after
02:14
they’ve been built so then let’s give it
02:16
a name here i’m going to call this one
02:18
Q
02:19
webinar funnel test and then you just
02:24
select your tag and it pops down this
02:27
drop down here you can select that tag
02:30
from there and there’s the explainer
02:33
video that you might have watched in the
02:36
old interface where there’s a video to
02:39
explain what each funneled is so you can
02:40
still watch that by clicking that link
02:41
you can click build funnel and after it
02:46
loads it’s going to show you your new
02:48
funnel interface so as you can see here
02:51
there’s your funnel steps now this is
02:54
one of the biggest changes that you’re
02:56
going to see is the funnel steps and
02:59
this actually existed before but we’ve
03:01
placed greater emphasis on it because it
03:04
is a funnel step it’s not just a page so
03:08
a couple of things to note here on your
03:11
funnel when you’re looking at the actual
03:13
file itself this is the funnel name
03:15
right here this is your funnel URL so
03:19
now when you create a new funnel the
03:21
funnel URL is automatically created for
03:25
you with the funnel path there’s a the
03:28
reasoning for this is because this is
03:30
actually the URL you should be driving
03:32
traffic to especially if you’re using
03:35
split tests and also you need to have a
03:38
funnel path in order for backpack
03:40
affiliate links to work so we’ve taken
03:44
the guesswork out of it and the funnel
03:46
path is created automatically for you
03:48
you can change that by going into your
03:51
funnel settings and here you’re going to
03:54
see a few different options for your
03:56
funnel you can reset your stats here’s
03:58
the option to share the final you can
04:01
duplicate your funnel so those options
04:03
are still there you can change your
04:05
group tag by deleting this existing tag
04:08
you can edit the name here’s where
04:10
you’re going to change your domain for
04:12
your for your account here’s the path so
04:18
you can edit that because what it’s
04:19
basically doing is it’s taking the name
04:21
of your funnel and then adding a bunch
04:22
of letters at the end so you can change
04:24
your funnel path to whatever you want
04:26
here here’s the option to add your fav
04:29
akan URL and then you’re tracking
04:31
settings as well and
04:33
here’s another share link so you can
04:35
copy this or you can click on the share
04:37
link button here and then if you scroll
04:40
down here’s where you’re going to set it
04:42
into test mode for stripe here’s where
04:45
you can manage your commission plans for
04:48
backpack here’s where you can manage
04:50
your web hooks we’re going to have some
04:51
more documentation coming on out on this
04:53
pretty soon here and then here’s where
04:56
you would manage your third-party
04:58
products so these are the products that
05:01
you add that you’re selling through
05:02
clickbank jvzoo paypal where your plus
05:04
those types of things and you need to
05:07
set them up here in order to give
05:08
membership access to buy with those
05:11
product purchases then here you can see
05:13
this is actually the delete button but
05:16
it’s archived because it’s not
05:17
technically deleting the funnel it’s
05:20
archiving the funnel and then just you
05:23
know make sure you save and update your
05:25
settings whenever you make changes and
05:26
then another thing that’s cool here is
05:30
you can see your funnel contacts so I
05:32
don’t have any contacts in this funnel
05:34
so it’s not going to really show you
05:37
anything but the cool thing is that you
05:39
can actually view contacts by step so
05:42
you go into your contacts here and you
05:44
can see I want to see how many people
05:46
opted in on my squeeze page it’ll pull
05:48
up all the contacts that are from your
05:51
squeeze page or from your order form any
05:54
contacts that that basically got it on
05:56
your order form if you only want to see
05:58
those who purchased click buyers only
06:00
you can also change the date range here
06:02
see all time last year last six months
06:05
last three months last month and last 30
06:08
days which is similar you know obviously
06:11
last month would be the entirety of the
06:13
last month and it shows you that here
06:14
since we’re still in August V July 12
06:16
July thirty-first last 30 days is july
06:19
26 through august 25th so there is a
06:22
difference between those two there so
06:24
now we’ve gone over the funnel settings
06:26
and let’s go over to one of the pages
06:30
here so I’m just going to click on the
06:32
page step and and then I can I’m going
06:37
to need to choose a template in order to
06:40
do this so I click preview and it looks
06:44
like this is still being updated but one
06:47
this is updated you’ll have the option
06:48
to view desktop and mobile to preview
06:51
the template and then you can click use
06:53
this template and here is your funnel
06:58
step dashboard so on on here this is the
07:03
URL for your final step you can actually
07:06
have a separate URL for your funnel set
07:10
variations so you have your main control
07:13
you can create your split test variation
07:16
here so let’s just create a duplicate
07:17
just for this example and then I’m going
07:21
to go ahead and create it just a second
07:22
variation so you can see how that looks
07:24
so the one thing you’re going to notice
07:27
here is that you are limited to two
07:30
split tests and this was done on purpose
07:33
because it’s called a be testing you
07:36
really don’t need more than two
07:39
different split tests so you can
07:42
basically you know if you’re using you
07:46
know 13 split tests you’re going to need
07:49
to run a lot of traffic before you even
07:52
get any viable data so that’s why you
07:55
know the importance of a/b testing it is
07:58
really important to understand that you
07:59
know you have one or two different
08:01
variations that you can test when one of
08:03
those debt when one of those variations
08:05
outperforms the other you promote it to
08:07
your control and there’s cool little
08:10
thing here you can declare as winter so
08:12
it’s like this I haven’t done this yet
08:15
but I I just envisioned trumpets plane
08:17
and streamers and confetti but I don’t
08:20
think that that’s going to happen but
08:22
anyway so that’s going to promote this
08:24
variation to your control position and
08:27
it’s going to delete the other pages in
08:30
this step so be aware of that when you
08:33
declare the winner it will delete the
08:35
other variations so make sure and that’s
08:39
why this pops up it’s going to say are
08:41
you sure so if i click ok and the page
08:45
is going to reload here and as you can
08:49
see i have no more split tests because
08:51
that is how split testing should work so
08:54
now if I want to do another split test I
08:56
can create another variation I can split
08:58
tests something else I can change the
09:00
background
09:01
the button color things like that so
09:03
that’s how that is going to work there
09:05
as I mentioned previously you can edit
09:08
the URL for each variation you can
09:11
change the name and the domain and the
09:13
path but any time you view this funnel
09:17
step this is the link you want to use
09:18
the funnel step link to send people to
09:21
your page because that’s what’s going to
09:22
rotate your split tests if you send
09:25
people this link here this see how this
09:28
squeeze page there has a different path
09:31
then it’s actually going to send them
09:33
directly to this variation which you can
09:35
use when you’re testing your funnel and
09:37
testing your pages if you want to view a
09:39
variation directly you would go directly
09:41
and you can do that by clicking here and
09:43
this is just a preview so you click on
09:46
this and it’s going to take you to a
09:48
preview so it is just a preview so you
09:52
need to make sure if you’re going to be
09:52
actually testing this page you want to
09:54
delete this preview the parameter from
09:58
the URL so that way you can actually
10:00
test it and you can test your opt-ins
10:02
and things like that so then here we
10:07
have your delete funnel step clone
10:09
funnel step and remove from funnel so
10:12
though these are important to know what
10:14
exactly these do clone phone step is
10:16
going to clone the entire funnel step
10:18
exactly as it is so if you have to split
10:20
test variations it’s going to clone
10:22
those split tests as well so if you
10:25
delete the funnel step it is gone it is
10:28
completely gone and it’s never coming
10:30
back so please make sure you are very
10:32
sure before you delete an entire funnel
10:35
step if you remove from funnel what this
10:39
is going to do is actually place this in
10:41
the extra steps other other funnel steps
10:44
down here as you can see this drop-down
10:46
appears when you do this and so now I
10:49
can see my extra steps now this is a big
10:52
difference from the previous you I
10:53
because all the extra steps were listed
10:56
below but the confusion was that Allah
11:00
get a lot of users thought those were
11:02
actually part of the funnel and they
11:04
weren’t this is the this is your funnel
11:05
up here other funnel steps these are not
11:08
a part of your funnel they can be you
11:10
know you can place funnel steps here to
11:13
save them for later or
11:14
or even if you just have extra pages
11:16
that you know aren’t a part of your
11:18
funnel like a privacy policy or terms
11:19
and conditions things like that you can
11:22
place those and link to them directly so
11:24
you can still you know you can select
11:26
which step to view here let’s go over
11:31
order form that way you can see because
11:34
that has a couple of different options
11:37
as well so you can choose let’s make
11:41
sure we’re getting an order form
11:42
template here I’m going to go ahead and
11:45
use this one and so as you can see
11:51
there’s a couple of different stats here
11:52
and I actually I can go over that I’m
11:54
gonna go back here to go over that so
11:59
these are your stats from your squeeze
12:00
page you can see the number of visitors
12:01
that you’ve had the number of contacts
12:04
and then your conversion rate so the
12:07
conversion rate is obviously based on
12:09
the percentage of contacts to visitors
12:12
so on an order form you have a couple of
12:17
extra stats because people are placing
12:19
purchases so you still have contacts so
12:21
if using a two-step order form and
12:22
people are opting in but they’re not
12:25
completing the purchase that would be
12:26
counted as a contact and then you have
12:28
your number of purchases which you can
12:30
actually click on to see all your
12:33
contacts and then you can see buyers
12:35
only on the order form so it’s going to
12:38
take you to the contacts screen so
12:40
everything is is going to be taking
12:42
place through that same contacts screen
12:45
and you have your order your purchases
12:48
conversion rate so the number of
12:49
purchases based on the number of
12:52
visitors same thing you can you know use
12:55
stats based on the amount of time your
12:57
funnel step URL and then when you need
12:59
to add a product you go to the products
13:02
tab and very similar to the previous
13:04
process when having a product not a lot
13:08
of changes here it just looks a lot
13:09
cleaner so you still have your settings
13:12
your payment settings here and and you
13:15
can add you know your your billing
13:17
integration your fulfillment email make
13:20
sure you you know you say if you’re
13:22
using a membership area set that is your
13:23
thank you page email integration if
13:26
you’re integrating with mail
13:28
infusionsoft shipping and then here’s
13:30
where you manage your affiliate if you
13:33
want the product to be commissionable or
13:35
not after you have that product the
13:38
product will be listed here a couple
13:41
other options on each funnel step is the
13:44
automation so this is where you would
13:46
set up actions emails or your SMS texts
13:50
if you’re using twilio so you actually
13:53
have to have Tullio integrated to add a
13:55
new SMS text and this is where you would
13:57
set that up and it would appear in here
14:00
you can add an email so just place you
14:04
know select your from name and the
14:07
subject and then when you save the email
14:14
you you know you’re going to see based
14:16
on the conditions based on the delay the
14:19
subject right here and you there’s an
14:22
icon indicating if it’s an email or an
14:25
action or an SMS so actions right now
14:28
the only action is you can actually
14:31
notify an email and so on an order form
14:34
this would notify when a user places
14:37
when they purchase and so there’s going
14:41
to be some more actions add in here
14:43
eventually with that genetics and things
14:44
like that so that’s where you set up
14:47
those order notifications you can set it
14:49
that up also on your squeeze page for
14:51
opt-in notifications publishing so this
14:55
is important to take note of as well
14:57
this is where your give your funnel step
15:00
a name you can change this to you want
15:02
if you want change it to you know
15:06
whatever you want this to be and it’s
15:08
not going to assign an update in real
15:09
time until you actually click update
15:11
over there you can set the domain for
15:14
your funnel step the path right here and
15:18
then here’s all your options for this
15:21
funnel step these are things that a lot
15:23
of people weren’t aware of because the
15:25
links and buttons for these we’re
15:28
actually very subtle in the previous you
15:29
I so we’ve made them very obvious here
15:31
you can get a click pop code for your
15:34
page you can get the cliq often linked
15:37
so this is a link to the wordpress
15:39
plugin here
15:41
add your funnel to Facebook get your
15:44
embed code get your HTML code and then
15:48
here’s where you would set up your text
15:49
opt ins just remember this is in beta
15:51
still but this is basically where users
15:54
can text this number you create a unique
15:56
code and then you create a response
15:59
message to get them to opt in and
16:00
they’ll be opted in to your page via the
16:04
automation the email automation settings
16:07
that you have set up on the page so
16:08
that’s more for a squeeze page not in
16:09
order form obviously and that’s that’s
16:13
about it for the funnel kind of gone
16:15
through all the different things in the
16:17
funnel there real quick going to go
16:19
through the account settings and so as
16:24
you can see on your account settings you
16:26
have all the different different things
16:28
that you need your your settings your
16:29
account details your address you can see
16:33
all those all those things there and yes
16:34
I do live in Gotham City but uh anyway
16:40
um no that’s not true but not you my
16:44
real address and then billing settings
16:48
which would show up here I have a
16:50
support account so I don’t have any
16:53
billing settings but this is where you
16:54
would find your invoices and everything
16:55
like that so this will be a surprise for
16:57
you just log in and see what that looks
16:58
like smtp settings very similar not a
17:03
lot has changed here and here’s your
17:08
integrations page these are these can be
17:10
broken down by email integrations
17:12
webinar integrations and SMS integration
17:15
which right now to Leo is the only one
17:17
that integrates as SMS so you can see
17:21
basically you know you can do it that
17:24
way low icon to help identify each one
17:26
you can see the nickname that you’ve
17:28
given it when you add a new integration
17:30
the this interface has changed a little
17:32
bit it’s going to have links here to
17:35
setting it up so if i choose MailChimp
17:38
they put in my mail champ API key here
17:41
so it’s all it’s very similar to how how
17:45
it you know this worked before it’s just
17:47
a new new little interface payment
17:49
gateways similar and no you can’t
17:54
add additional stripe accounts now this
17:56
is just beta because I have a support
17:58
account like I just said but then
18:02
domains there’s some more information
18:04
here for domains information on
18:07
installing on WordPress the links to
18:10
setting up a custom domain using
18:11
CloudFlare when you add a domain it’s
18:15
gonna this is what it’s going to look
18:17
like make sure you set the root of your
18:18
URL on the 404 page and and then you can
18:22
able the ssl for the domain and then
18:26
they’re going to show up down here and
18:27
in these settings it’ll show you if you
18:31
have ssl enabled if you have the root
18:33
URL enabled in the 404 page enabled that
18:37
way you can know if those things are set
18:39
up properly on that domain the other
18:43
thing here is digital assets still very
18:45
similar you set these up the same way
18:47
it’s just going to show you you know
18:51
it’s going to show you you’re sending if
18:52
the name and email address you’re
18:54
sending that from templates very very
18:58
similar still these are your page
19:00
templates these are the sellable
19:02
templates when the marketplace goes live
19:04
and so you can edit your page templates
19:07
and you can enable and disable here open
19:11
it up in the editor to edit the template
19:12
now please note that this actually open
19:15
if you created a page template from an
19:17
existing page in a live funnel this page
19:21
template is linked to that live page so
19:24
my suggestion there is if you’re
19:26
creating page templates add them to a
19:28
separate funnel that is not live and you
19:32
duplicate that funnel set up set that
19:34
and then and set that page up as a as a
19:36
page template because if you’re just you
19:38
know i’m going to edit that template
19:39
make some changes you open it up in the
19:40
editor it’s going to update your life
19:42
page so that’s just some thoughts there
19:47
on that market place settings here’s
19:49
where you you’ll set that and I think
19:53
that that is about it for the new UI

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