Websites & Funnels Overview 📅 📝

Creating Forms, Surveys, and Funnels

Objective

This SOP outlines the steps to create and manage forms, surveys, and funnels for effective online engagement.

Key Steps

Understanding Websites and Funnels 0:11

• Website: A comprehensive platform with multiple pages to host services.
• Funnel: A targeted landing page for specific offers or PPC campaigns.

Creating a New Funnel 0:47

• Click on New Funnel.
• Choose from available templates for your funnel.

Editing a Funnel Template 1:23

• Select a template and click on Edit.
• Customize the template by changing colors and content.

Adding Surveys to Funnels 1:45

• Integrate surveys into your funnel.
• Ensure buttons are linked to the survey or its hosting area.

Viewing Funnel Analytics 2:12

• Access stats, events, and settings for your funnel.

Creating a Website from a Template 2:20

• Choose a website template (e.g., real estate).
• Edit and customize as needed.

Connecting to WordPress 2:43

• Click on WordPress to connect your funnel or website.

Creating Forms and Surveys 2:51

• Click on Add Forms to create new forms.
• Choose from templates or create your own.

Onboarding for Forms and Funnels 3:15

• Request onboarding for detailed guidance on forms, funnels, and surveys.

Cautionary Notes

• Ensure all links and buttons in funnels are correctly connected to their respective surveys.
• Double-check the customization of templates to maintain brand consistency.

Tips for Efficiency

• Utilize templates to save time on design.
• Regularly review analytics to optimize funnel performance.
• Keep a checklist of required elements for forms and surveys to ensure completeness.

Link to Loom

https://loom.com/share/fd1e70db55aa4634948b61a336a6bd41

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