How Marketing Funnels Works

How Marketing Funnels Works 

A marketing funnel helps the team members of an organization to build stages of a journey of converting a prospective client. A lot of stages are involved here. Depending on the customer segment, the strategy of attracting, engaging, and converting customers changes.

To build a funnel, click on Marketing, and select Funnels from the drop-down menu. 

This will take you to a new window where all the funnels are listed down with status and basic information about funnel.

For building a new funnel, you can select the option of   and it will lead you to a page where you can select the type of funnel you want to create. Many templates are available like Sales, Webinars, and Membership you can select one of them according to your requirement.

Once you select funnel type you want to create, you can select desired templates from available templates.

A new window will appear showcasing all the funnel steps, funnel name, and funnel category
 here you need to click on 

A new window will appear showcasing all the pre-designed pages of the template. All the funnel steps are listed on the left panel.

To add a new step to your customized funnel, click on .
 A popup will appear where you can add the name of the step and the path of the same. 
Once done, Press on   

If you don’t want to add any step, but rather edit the pre-designed pages according to your need then click on any of the funnel steps. A new window appears where you can see the page. To change the name of the funnel step, click on   to edit.

Click on   and a new window appears with the landing page loaded. Here you can do all the creative work by changing details or adding new sections, making the page compatible with either phone or desktop, changing the font style, etc.

The menu bar contains certain important icons for some actions to be conducted easily.

 The Back button helps to go back to the original window.

 Add icon opens up a drop-down menu to add Sections, rows, Columns, and Components to the template page.   

On selecting any option, new options appear for Add and Manage.

Once you click on Add, a sidebar opens up with plenty of options for Component and Section. Any new component or section can be easily added from here. 

Undo and Redo options help to remove the current action and to again do the current action respectively. 

The icons of Desktop and Mobile when clicked will change the compatibility and design format in respective manner so that the resulting page would be used easily in those devices.

The Settings option will open a drop-down menu for the web page background and CSS. 

 The preview icon once pressed will open a web page showing the way in which the designed page will look to everyone.

 Save will save the changes made. The icon Save Template is really helpful to those who would like to reuse this same designed page again without making more effort. 

 The components are divided into various categories like layouts of sections and columns, components of text, media, form, external integration, order, and miscellaneous.

If you want to use the funnel you have created in the future you can save it as a template
for this, you need to click on

The components are divided into various categories like layouts of sections and columns, components of text, media, form, external integration, order, and miscellaneous.

Each category when clicked, shows a drop down menu with options related to each component. One can select any category, and select the desired option.

Pre-designed Sections include certain pre-designed elements like the inclusion of webinars, newsletters, maps, membership, etc for any kind of web page. you can select a section according to your need After the placement is done, the editing process can be carried on.

Adding a component

Since you are working on a ready-made template, the page is already designed in a certain way wherein a lot of components are available. To edit the given elements and components, place your mouse cursor on it and a few options are visible.
The component is highlighted with an orange box. Options like adding a new component, settings to edit the current component, copying it, deleting it, or moving up or downwards on the web page are available.

Click on the  icon to edit the component in the desired manner. A popup on the left side will open up where basic and advanced settings are available. Basic settings include changing the text visible on the screen, font size, family, style, letter spacing, colors of background and text, alignment of text and content, etc.

The  icon on the top right, besides settings, will help you to copy the selected component as it is.
 

The icon will delete the component from its place. 

The arrows move the component from its position to the up and down direction respectively.

 
The icon on clicking opens the same drop-down menu on the left side with the options as mentioned in before steps.

Adding a column

While moving the cursor through the page, another highlighted color of dark blue would be seen.

The icon  when pressed, opens a sidebar on the left side which has the settings and options available for editing columns. 

The  icon helps in copying the whole highlighted area and icon when pressed will remove the highlighted object from the page. The arrows when pressed will move highlighted region up and down.

Adding a row

On moving the cursor near the component already placed on the page, a different highlight of the color light blue appears. It has the option available to add rows, and editing options like settings, copy, delete, save, up and down positions for row

Adding a section

A Green highlighted box appears when moving the cursor through the page. It has got the option to add sections and various editing options for sections.

When the  icon is pressed, a sidebar on the left side appears where the options to add new sections to the page are available. you can selected desired section 
The icon  when clicked opens up a new popup box on the left side which has settings to edit the section. 

The  icon will exactly clone the highlighted area and place it below the current one.

 The  icon will remove the highlighted section from the page. 

The icon will help to save the green highlighted section into a template, which can be then used easily in other pages. 

Once everything is done, press on   on the right side at the topmost menu bar to save the changes made to the design. 

 If you to use the same design on other pages then press Save Template and give the required name. This template can be used whenever needed. 

 Press on Preview  to check the design in the form.

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