Funnel and Funnel Builder Overview
This article will give you an overview of the funnel section, as well as the funnel builder where you can customize your funnel steps/pages.
Step 1: How to Navigate To and Utilize the Funnel Section
- Start by navigating to the Sites > Funnels section. You can view a list of your existing funnels here, or, click the blue button to create a new funnel.
- Once you create a new funnel, you have to add a step. Each step is an actual page. (As an option, you can import pages from ClickFunnels as well.)
- Use the different tabs to set up your funnel
- STEPS: Here you can view all your funnel steps or pages.
- OVERVIEW: Edit or Preview your funnel step.
- PRODUCTS: View the products associated with the funnel page
- PUBLISHING: Here you can update the step name and path also known as the slug
- STATS: The Stats tab provides an overview of your funnel’s performance, displaying metrics such as total and unique page views, opt-ins, opt-in rate, sales, order quantities, sales rates, total amount, average cart value, and earnings per page view. These statistics help track traffic, engagement, and revenue to optimize funnel performance.
- SALES: This is depreciated, all transactions can be found in the Payments > Orders and Transactions tabs.
- SETTINGS: The Settings tab allows users to configure key details for their funnel, including naming the funnel, selecting a domain, setting the URL path, adding favicon URL( the small icon that shows up in the web browser tab) and head and body tracking codes(These are scripts that run on each funnel step, like analytics or other features), optimizing images and JavaScript for better performance, enabling live payment modes, and toggling GDPR-compliant fonts for enhanced data privacy compliance. Additionally, users can select or customize the chat widget to enhance customer interaction on their funnel pages.
- SECURITY: The Security tab in the funnels detail page allows users to add custom security headers, such as Content-Security-Policy, to enhance protection against vulnerabilities by defining which content sources are trusted and allowed on your site.
- EVENTS: The Events tab enables users to track events using both Pixel ID and Conversion API, allowing for precise event data capture, such as page views, with options to configure the Pixel ID, and Access Token, and specify the level of data sent via Meta Conversion API.
- STEPS: Here you can view all your funnel steps or pages.
Step 2: Using the Funnel Builder To Create and Edit a Page
- Within the funnel builder, you can completely customize each step. From adding a calendar or map to choosing fonts and colors, creating pop-ups, and more, you can choose exactly what your funnel steps look like.
- Each page is made up of the following pieces: Sections, Rows, Columns, and Elements. They need to be created in that order. Sections can house multiple rows, rows can house multiple columns and columns can house multiple elements.
- Use the drag-and-drop features to add sections, rows, columns, and elements to the builder, and use the edit menu on the right-hand side for each specific piece to customize it as you wish.
- To regulate font-weight for various components like text, buttons, and navigation menus in your funnels, navigate to the font weight settings within the builder. Select either the desktop or mobile view, and choose from options like light, medium, or bold to customize the appearance of your text. Ensure any pre-marked bold text is deselected to apply the desired font weight changes.
- Within the elements section, add a Blog Post element to any funnel step, enabling seamless integration of blog content with various sorting options. This allows for dynamic content display by filtering recent posts, posts by category, or posts by author, making it easier to engage visitors. To use this feature, simply add the Blog Post element, and select the desired blog and filters.
With the blog post element, select the blog name
Filter by the blog post - Recent Post, Recent Post by Category, and Recent Post by Author and select the category/author.
Note - Filtering will apply on the updated date (the date when a blog post is published)
- You can preview the page in its entirety to see what it will look like for your customers.
- Be sure to save any changes before leaving the builder to confirm the updates you've made.
- Pre-Built Section Templates:
Pre-built section templates provide a range of categories such as welcome, about, team, testimonials, and more, allowing users to easily add ready-made sections to their projects. To use, navigate to the funnel builder, click on the plus icon for Add elements, and select from the pre-built sections.
Simply drag the desired section into your layout to instantly enhance your design.
Usage Requirements: Ensure that the builder feature is enabled in your account settings. Adding your pre-built sections may require specific permissions or settings adjustments.
- Custom Field and Value Picker in Funnel Page Builder
The Custom Data Option Picker allows easy access and insertion of custom fields and values directly within the funnel page builder. This can be done either through the toolbar or by typing "{" in the text editor, making custom data tasks more efficient.
How to Use: In the funnel page builder, use the toolbar to find the Custom Data Option Picker or type "{" in your text editor to access the picker and insert custom fields/values.
- Funnels v1 Orders in Conversion Metrics
The Analytics sub tab in sites now includes v1 orders in funnel conversion metrics. Previously, these orders were not accounted for, leading to incomplete revenue data. This update ensures that all revenue from funnels v1 orders are tracked, providing a more accurate view of sales performance and marketing effectiveness.
How to Use: Revenue from v1 orders will now be automatically included in your conversion metrics, reflected in the analytics sub-tab in sites. No additional steps are required to enable this feature.
- Entrance Animations for Text Elements
Entrance Animations for Text Elements allows you to add dynamic animations to headings, sub-headings, paragraphs, and bullet lists, making your online content more engaging. This feature helps capture the audience's attention by triggering animations when a text comes into view. To use, navigate to the funnel/website editor, select the text to animate, choose an animation from the new animations tab, and preview the effect directly on the builder page before saving and publishing your changes.
Cross-Platform Compatibility: The animations are designed to work consistently across devices and screen sizes, ensuring that your site remains interactive and engaging no matter how users access it
- Navigate from page to page within the builder: Use the page icon at the top left to go from page to page.
- For those operating within the EU, we heard your concerns about GDPR compliance. With just a toggle, you can now make all the fonts in the funnels GDPR-compliant (except fonts loaded via review widgets & custom codes).
- Go to Funnel Settings: Navigate to the settings of the funnel working on.
- Enable Compliant Fonts: Locate and toggle on the 'GDPR Compliant Fonts' option. (see image below)
FAQs
- How do I navigate to and set up my funnel in High Leads Pro?
- Navigate to Sites > Funnels to view your existing funnels or create a new one by clicking the blue button. Once a funnel is created, add steps (pages) and use the various tabs like Steps, Overview, Products, Publishing, Stats, Settings, Security, and Events to fully configure your funnel.
- What customization options are available in the funnel builder?
- The funnel builder allows you to add and customize sections, rows, columns, and elements. You can also integrate calendars, maps, blog posts, and pop-ups, adjust font weights, and use dynamic elements like entrance animations to make your funnel more engaging.
- How can I track the performance of my funnel?
- Use the Stats tab to access metrics such as page views, opt-ins, sales, order quantities, and average cart value. For more detailed sales data, refer to the Payments > Orders and Transactions tabs for Version 2 orders.
- What security measures can I implement in my funnel?
- The Security tab allows you to add custom security headers, such as Content-Security-Policy, to define trusted content sources and protect your funnel from vulnerabilities.
- How do I use pre-built section templates and custom data pickers?
- Pre-built section templates offer a variety of ready-made sections, like welcome or testimonials, which you can drag directly into your funnel layout. For inserting custom fields, use the Custom Data Option Picker available in the builder by selecting it from the toolbar or typing “{” in the text editor.
- How do I track events and optimize data capture in my funnel?
- The Events tab lets you track actions using Pixel ID and Conversion API, capturing data on page views and other events with customizable settings for data level and access tokens.
- What new updates are included in funnel analytics and metrics?
- Funnel metrics now include v1 orders in the analytics sub-tab within sites, providing a more comprehensive view of your sales and marketing performance without any additional steps needed for activation.
- Can I make my funnel GDPR-compliant?
- Yes, you can enable GDPR-compliant fonts in the funnel settings by toggling the 'GDPR Compliant Fonts' option. This ensures all fonts, except those loaded via review widgets and custom codes, meet compliance requirements.
- What is the best way to preview and save changes in the funnel builder?
- You can preview your page using the “Preview” button in the top right corner and ensure you save any changes before exiting the builder to confirm your updates.