Funnel Builder - Creating A Full Three Step Funnel

Creating A Full Three Step Funnel using CrmOne

In this module, we will review the funnel builder, and we will make the full three-step funnel.

Starting by building form then we are going to build three stages of the funnel.

The first will be a landing page where someone can claim an offer, the second page will be a date and time page where you can choose a date and time for consultation via the online booking widget, and then the third step would be the thank you page.

We are going to take example of a dentist who wants to create a teeth whitening offer with your next cleaning appointment.

Now we will create a new Funnel using the form that we have created, First go to Marketing, and then Funnel, click on  and click on Create from Scratch.

In the open sidebar enter the name of the page and click on   

We can see that one new funnel has been created. To work on this funnel you need to click on  

Now to Add a section click on Green  and you can choose a section layout according to your need.

You can also select one of the pre designed sections available and edit them to customize.

To add a row you need to click on the Dark Blue   button and you can choose from available Column Layout.

You can click on orange   to add a component. You can choose the type of component according to your need i.e. Text, Image, Video, etc.

Here we will take Image for example.

Now if you would like to add an Image component, just click on 

You can also update the text on your component in here.

Now you can simply DD the image URL or select an image from the media manager
and select image properties.

Now Header of our Funnel is Ready to create a body of the Funnel we will create a new Section by clicking  

Now to add a background image we need to click on   and select the image from the media manager or enter the image URL. And set up image properties.
 

Now we will add text component and enter the text.

To customize text you can select text and click on  

Now to bring the form to this funnel page we will add one more component, This time we will select form component. And click on Link Form.

After clicking on Link Form from select form drop-down select Free Dental Check Up, form that we have created already.

Now you see that form has come on your page and your landing page has been created.

To save this page click   to see the preview of the page click to Publish the page you need to click on and then

If you want to Un-Publish the Funnel click   

You can also copy Funnel URL for sharing.

Now to add  a step to Funnel click on   in the populated form

enter the name of the funnel step and click on    

Follow the same  steps and create the next funnel steps. Choose  right component
for the need, i.e. here we want the customer to schedule an appointment so
we have added a calendar. So when customer fills form in the first step he will be directed to second step, here he will schedule an appointment.

Now we will create the third step of the Funnel following the same steps as above, once the customer has scheduled an appointment, he will be directed to the third and final step of the funnel. This is thank you page where customer will be informed what happens next.