Click Funnels Checklist

Important Steps to Follow When Setting Up Your Sales Funnels

  • Create a new funnel and choose "Collect Emails"

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  • Name your funnel and then choose an Optin Template

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  • Create a lead magnet to give away (PDF, ,video, audio, checklist etc)

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  • Upload your file for your lead magnet to "Digital Assets"

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  • Customize your funnel page with your copy, colors and images

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  • Make sure to go to "SEO Meta Data" on your page and add a title, description

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  • Make sure you have gone to "Intregrations" and added your autoresponder to collect email addresses

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  • Create a series of emails that will be sent over a period of days to new optin leads in your autoresponder

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  • Click on Integrations and choose an autoresponder and list to add email addresses to. Make sure to have created an email list first under "email lists" if you are using actionetics

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  • Make sure you have installed your Facebook Pixel Code under "tracking code"

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  • Add new steps for a Thank you page, Upsell Page and Checkout page to your funnel

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  • On Checkout page, choose "products" and add product and price and connect to Stripe or other payment gateway sysyem

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  • On Optin page, set up "automation" and then "add new action"=>"everyone"=>add email and then add a thank you email with link to free lead magnet (find link under "digital assets"

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  • Repeat automation steps above for checkout page but choose "purchased"=>add email and then email for upsell purchase with product access link

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  • On the main page of your funnel, make sure you set the name and domain under "settings"

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  • Then check each page for the following to make sure all domains match: "publishing" and the gear wheel near "edit page"

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  • Always check all of your hyperlinks in Click Funnels in the automation and actionetics and make sure there is no space before the link starts

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This checklist was created by christinarowe

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