Steps Tab

Created by Ezra Weinstein, Modified on Tue, 18 Oct 2022 at 04:41 PM by Hannah Harris

To learn more on how to build a Funnel, check out the "Website and Funnel Training" **** section under the "Advanced Training" help center menu, or Click here to check out the Funnel Builder!

Funnel Header

Here you will see a header with a few sections to choose from. Each section serves a different purpose for your sales funnels, and each section has an interactive guide if you want to learn more!

Funnel Steps

The steps in funnels help customers complete a call-to-action. For example, booking appointments.

Here in the "steps" section, you will be able to create new funnel pages, organize your funnel steps, and add products to your funnel.

Funnel Actions

If you are an administrator of your CRM location, you will see a few buttons here. With those buttons, you can either clone and share your entire funnel with another CRM location, or look deeper into the URL path information.

Funnel Steps

Here you will see a list of all created funnel steps for this particular funnel. These can be reorganized by simply dragging and dropping them up or down.

Add New Funnel Step

To start building your funnel, you will need to add a new funnel step.

Name Your Funnel Step

You will need to give your funnel step a name. Make sure to organize your naming conventions for funnel steps. As you create more funnel steps, an organization with being very important!

Establish Funnel Path

You can give your funnel step a unique URL path, or you can simply name the URL path the same as the funnel step name. Adding a URL path is required to save this new funnel step.

Import From ClickFunnels (Optional)

This is optional, but you can import funnels directly from ClickFunnels! If you already have tons of content and funnels created in ClickFunnels, don't worry! Simply add the funnel URL here.

Overview Tab

In the overview tab, you will be able to click into each funnel step and perform editing.

Products Tab

In the products tab, you can create "one-time" products, or add subscription products to your funnel. Click here to learn how to add products to your funnel pages!

Publishing Tab

In the publishing tab, you can edit the funnel step name and URL path. There are a few ways to get to the publishing tab, including other buttons in the view.

Funnel Page URL

This is the actual URL path where your funnel step lives.

Funnel Page URL Settings Here is another button that takes you to the publishing tab so you can edit the funnel step and URL path.

Open Funnel Page

In New Tab If you want to open an individual funnel path with the exact URL path associated with that funnel step, you can click this button. The funnel page will open in a new browser tab.

Preview Image

Here you will see a preview image of your funnel step, as well as some very important buttons!

Build/Edit Funnel Step

In order to actually start building and editing funnel steps, you will need to click this button. This button will open a full webpage builder!

Preview In Web Browser

Unlike the other buttons to view your funnel step, you can use this button to open a preview of your funnel step. By opening a preview, you can keep your analytics and conversion metrics accurate since you'd be viewing a preview and not the actual URL. This button will open in a new browser tab.

Edit Funnel Name & Path

Here is another button that opens the publishing tab so you can edit the funnel step name and URL path.

Split Testing Funnel Steps

If you are an admin of your CRM location, you can perform split testing on your funnel steps! If you are unfamiliar with what split testing is, or the benefits of split testing, I advise doing some research online. Split testing is amazing!

Create Split Test Variation

To create a split-testing variation of your funnel step, click the button located in this box!

Clone Funnel Step

If you want to save time, you can clone funnel steps! You can clone funnel steps and keep them in this same CRM location, or clone across accounts if you manage multiple locations.

Delete Funnel Step

If you need to delete funnel steps, you can do so here. Once you delete a funnel step, it is deleted forever so be very careful here!

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!//