Funnel Steps

ClickFunnels™ Helpdesk Support Video

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YouTube Transcript: English (auto-generated)

00:00

[Music]

00:07

hello my friends and welcome this is

00:09

Andrew with a click on all support team

00:10

and in this video we’re gonna walk you

00:12

through the basic funnel steps

00:13

statistics contacts sales and setting

00:17

tabs and go over what they do in brief

00:20

before we get into details so the first

00:22

thing that we’re gonna take a look at

00:23

here is our funnel steps tab on the left

00:26

hand side you’re gonna notice that there

00:28

is a column here that is titled funnel

00:30

steps and our launch checklist so the

00:33

funnel steps are actually going to be

00:35

your funnel these are the pages inside

00:37

of your funnel here and the order in

00:40

which they are located so the very top

00:43

page here the opt-in page is going to be

00:46

the first page in the funnel and then

00:47

they’ll go from this page to the second

00:49

one to the third one to the fourth one

00:50

borrowing that sequence provided all

00:52

your settings are accurate but the first

00:54

thing we’re gonna take a look at here is

00:55

going to be the launch checklist because

00:58

it’s the first thing at the top go ahead

01:00

and open that up in every funnel that

01:01

you create make sure that you have all

01:03

of your settings correctly as you can

01:05

see here you can customize the look of

01:07

your funnel by choosing each individual

01:09

funnel step you can customize those

01:11

templates if you are missing a template

01:13

which is really important you’ll have to

01:15

choose that template here from within

01:17

the checklist as we scroll down the

01:19

checklist you’ll see here that we have

01:21

our domain names if we wanted to add a

01:23

custom domain to this particular website

01:25

or website we can do that simply select

01:28

the domain that you have integrated

01:30

through your account and click the Save

01:32

button there if you don’t have any

01:33

domains integrated don’t worry you can

01:36

do that by going to the Edit domains add

01:40

edit domains here and it’ll walk you

01:42

through the steps of doing that whether

01:43

you have a domain already or you need to

01:45

acquire one you can do that by following

01:48

those steps next thing you’ll do with

01:49

your domain name as you will secure that

01:51

domain name with assss l’s or simply

01:54

secure socket layer they give your page

01:56

the ability to collect payments from

01:58

your visitors or secure information

02:00

things of personal nature things like

02:03

that that’s what a secure socket layer

02:04

is going to allow you to do the next

02:06

thing here is to decide what you want to

02:08

do with your contacts you can store them

02:10

here they’re your Inc either here in

02:11

clickfunnels using action ed

02:13

or your standard clickfunnels plan or if

02:15

you have a third-party autoresponders

02:16

such as Aweber activecampaign or get

02:20

response something like that you can add

02:22

that through the integrations and

02:24

collect your leads in that system you

02:26

also will notice here that there is a

02:27

step two which is your order page this

02:29

has an email integration that you can

02:30

add that is optional but this allows you

02:32

to segment your list if that’s something

02:35

that you are doing any pages within your

02:38

funnel steps that have that option will

02:41

show here so you can edit those

02:42

integrations add them if you do not have

02:44

them so that you can collect those

02:46

contacts the next thing on the list here

02:49

is setting up your payment processing

02:50

this is going to be done with either

02:53

stripe or PayPal whatever you’re using

02:54

to collect your payments make sure that

02:57

is integrated and set up in your funnel

02:59

before you go out to the world with it

03:01

and then you want to add your products

03:02

as you can see here we have one order

03:04

page in this funnel and we can add more

03:05

products to that right here from within

03:07

the checklist or if we had more product

03:10

pages say for example a couple of OTO

03:11

pages maybe a down sell those are going

03:13

to show up here and give me the option

03:15

of adding products to them as well so

03:18

the next thing is launching your funnel

03:20

sharing with the world the most exciting

03:21

part is being able to take your funnel

03:23

and share it with everybody can tweet

03:24

that out you can put that on Facebook

03:25

Google +1 it you can share it on

03:27

LinkedIn or even pin it right here from

03:29

within the dashboard just going to click

03:31

any of these these social media networks

03:32

that’s gonna share your funnel with all

03:34

your followers and subscribers that you

03:36

have on those particular camps and of

03:37

course you can launch any campaigns lets

03:39

you choose to so this is a basic

03:42

overview of the launch checklist the

03:44

next tab that we have over here is going

03:46

to be your statistics tab now the

03:48

statistics tab are going to share with

03:50

you all of the information about your

03:52

funnel each individual page and things

03:54

like that so as you can see here we have

03:56

the number of pageviews a number of

03:58

opt-ins sales and earnings as well as

04:01

earnings per page view right here on the

04:04

statistics tab we can filter our

04:05

statistics by simply going into this

04:07

area here we can set up any affiliate ID

04:09

sub IDs whatever it might be that we

04:12

wanted to filter by devices the cost per

04:14

customer acquisition start date and end

04:16

date being able to determine what

04:19

information is filtered in these

04:21

statistical categories so as you go

04:23

through here you’ll be able to see all

04:24

of the different steps within your

04:26

funnel

04:27

the performance of those pages next a

04:30

tab here is going to be your contacts

04:33

tab this is going to list all of the

04:35

contacts that have come through this

04:36

particular funnel now keep in mind

04:38

contacts in your clickfunnels account

04:40

versus contacts in each individual

04:41

funnel are two different things so here

04:44

under the contacts tab you’ll see

04:45

anybody who’s become a contact within

04:47

this model has gone through this funnel

04:48

they’ll be here this actually will allow

04:50

you to filter the last seven thirty

04:52

sixty well roughly sixty this year or

04:56

all-time with reference to that you can

04:57

also download those for later use or

05:00

whatever you plan on doing with that

05:02

file next thing here is a sales tab is

05:05

very similar to our contacts tab with

05:07

the exception of everybody under this

05:09

tab is somebody who actually gave us

05:11

money which is more exciting right so

05:12

these people right here are a list of

05:14

those same concept you have all time

05:16

this year the last two months thirty

05:18

days and seven days you can download

05:19

those contacts as well for own your own

05:22

purposes you can review the particular

05:25

details about a particular purchase same

05:27

thing under contacts you can review the

05:29

particular details about a particular

05:30

contact next thing here is our settings

05:33

tap the Settings tab is really excited

05:36

because this is pretty much everything

05:37

about our funnel we have our funnel name

05:38

we have the tag that we are going to

05:41

apply to this funnel for easy searching

05:42

so if we were to look at our funnels out

05:45

here in our browsing funnels this is the

05:48

accordion effect that you’re going to

05:50

see this is the tag that is applied to

05:52

this particular funnel it make sure that

05:53

you name your funnel some things you can

05:55

recognize when you start to accumulate

05:56

quite a few of them opt in funnel is

05:58

going to be something that’s a little

05:59

bit more challenging to be able to

06:01

determine what that funnel was for when

06:02

you originally created it domain names

06:04

if you wanted to add a domain name for

06:06

the specific model you would do that

06:08

here in the settings and what will

06:09

happen anytime you add a new step is

06:11

that will automatically apply the custom

06:14

domain to that particular step now you

06:17

scroll down here is a couple things

06:18

here’s a path this is the overall path

06:20

to the top of the funnel

06:21

if anybody enters your domain followed

06:23

by whatever you place here the path

06:25

that’s going to take them to the very

06:27

top of the funnel no matter what page

06:28

that is in your funnel and they’re gonna

06:31

go through the sequence that way there’s

06:33

SMTP configuration this is a third party

06:35

system you set up through your

06:37

integrations tab anything that you have

06:38

set up here will actually show

06:40

in your configurations you can have up

06:42

to three with the Edison suite a package

06:45

so if you are seeing more than one in

06:48

here but you’re only allowed to add one

06:49

that is the reason the click models plan

06:52

allows you to add one SMTP configuration

06:54

and this is going to be the SMTP

06:55

configuration that is used to send out

06:57

the emails from this particular funnel

06:59

your favicon URL is going to be the

07:01

image that is displayed in the tab

07:03

within your browser so if you’re on

07:05

facebook you said a little facebook logo

07:06

up there clickfunnels if you look up at

07:08

the top you’re probably going to see the

07:10

click model slow go there you’ll put

07:12

your image to your favicon right here

07:15

and that will display in that tab as

07:17

well so we also have the header and body

07:19

tracking codes now these tracking codes

07:21

these pixels are for your funnel wide

07:23

settings so if there’s any tracking that

07:25

you want to do from start to finish in

07:27

your funnel Google Analytics whatever

07:28

that might be and the instructions for

07:30

installation on your website tell you to

07:32

put it between the body or the head

07:33

tracking code in the site wide or funnel

07:35

wide settings this is where you’re gonna

07:37

do that here if you have a tracking

07:39

pixel that tracks a specific event on a

07:42

page you’re gonna do that in the page

07:43

settings itself which we’ll go over in

07:45

another video so this right here is the

07:48

share funnel URL this is actually a

07:49

really exciting URL if you are building

07:52

funnels and you wanted to share those

07:53

with other people you are welcome to do

07:54

that however you share that with them if

07:57

they don’t have a click almost account

07:58

already they’re going to get the funnel

08:00

that you’re sharing with them and you’re

08:01

also going to be attached to your

08:02

affiliate ID which means you will earn

08:04

commissions on anybody who retains their

08:07

click on one’s account after the 14 day

08:08

free trial and you’ll continue to earn

08:10

on those accounts for the lifetime of

08:12

those accounts and sharing your funnel

08:15

with those individuals is a really good

08:17

way to entice them next thing here we

08:19

have stripe this is our stripe account

08:22

settings if we wanted to set up our

08:23

payment processor through stripe this is

08:26

the area where we would do that and we

08:28

would set the default account it’s going

08:30

to be used on this particular account

08:31

right here and then we could toggle the

08:33

test mode for this model if we wanted to

08:38

make sure we tested that I would do that

08:39

make sure you turn it off once you turn

08:41

it on so that people are not getting

08:43

access to your products for free once

08:45

you start with marketing right here is

08:47

backbackback HACC is available for you

08:49

if you are a addison suite member and

08:51

if you have created obviously in this

08:54

case we need to add a couple of pages

08:55

this is the affiliate access in the

08:56

affiliate area this is something we’re

08:58

gonna go over in another video as well

09:00

but if you were running an affiliate

09:01

program you had other people promoting

09:03

your products this is actually where you

09:04

would toggle that with a specific funnel

09:06

and there are a few other steps that you

09:07

need to make sure you have followed as

09:09

well so hopefully it gives you a little

09:11

bit more detail on what that tab is for

09:12

now we have an application here called

09:14

zapier zapier is a platform that

09:16

connects with third party systems and

09:19

will send information to those systems

09:21

as you can see here we do have a list of

09:23

zaps that are pretty popular creating

09:27

Trello cards adding people to Google

09:29

Docs things like that you could do a lot

09:31

of stuff using zapier I would encourage

09:32

you to go to zapier website open up a

09:34

free account and take a look at the

09:37

options that you have available there

09:38

for sending data to third-party systems

09:41

that we don’t directly integrate with

09:43

same thing here with web hooks if you

09:45

wanted to set up a web hook if you do

09:47

not know what that is I’d recommend

09:48

using zapier but if you do know what

09:50

that is or have a developer who does you

09:52

can manage those web hooks here

09:53

underneath this tab it’s important to

09:55

know that support act clickfunnels is

09:58

limited in what we can troubleshoot with

10:02

web hooks due to the varying nature of

10:03

web hooks so if if that makes sense to

10:06

you good to go if not don’t worry you

10:09

will understand it at a future date now

10:12

the next thing here we have our third

10:13

party membership access this is things

10:14

such as click click bank well your plus

10:17

PayPal jvzoo these systems all will be

10:20

integrated here if you wanted to use

10:21

their affiliate networks or take

10:23

payments with paypal each of those

10:25

systems has their own documentation in

10:28

our knowledge base which you can go take

10:30

a look at to learn how to integrate

10:31

those and again if you have any trouble

10:32

feel free to submit a support quest

10:34

we’ll be happy to help you with that

10:35

last two items on the roster for this

10:38

particular video are as follows you can

10:40

see here that the archived funnel button

10:41

is right here if you click this button

10:43

it will archive the funnel you can

10:45

restore that funnel at any time as long

10:47

as it has not been purged from the

10:49

system this is essentially deleting the

10:50

funnel from your list of active funnels

10:53

so once you’ve archived it you can go

10:55

into the settings and you can pull it

10:57

back out if that was an accident and

10:59

that’ll get y’all underway but that’s

11:02

how you do that there if you ever wanted

11:03

to defeat your funnel now you could also

11:05

save and update the settings here on

11:07

this particular page just by simply

11:10

clicking that button there and that will

11:12

take you out back to the initial page

11:15

within the formal settings so that’s it

11:17

for this video ladies and gentlemen I

11:19

hope this helps you get kind of a brief

11:21

understanding of our steps our stats our

11:24

contacts

11:25

sales and Settings tab in the next video

11:27

we’re actually gonna go over what the

11:30

funnel step urls are and how that’s

11:33

going to work so I’ll see you in that

11:35

video have a fantastic day

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:arrow_right: Start Your Free 14 Day Trial

Sign-Up Takes Less Than 60 Seconds.