Help Desk

FAQ

FAQ FAQ (Frequently Asked Questions) empowers customers to self-serve, enabling them to find solutions quickly on their own. FAQ Element allows you to add to your funnel a list of answers or information to typical questions/concerns your customers might have related to your business/services. Text Format You can edit your texts using these text formats […]

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Custom JS/HTML

General Settings Element Name/Title Here you will see the default name/title of the Edit option you are working on. You can decide to leave at that or rename it. Open Code Editor Spacing Option: There are different spacing options available for adjusting your content. Depending on the Edit option you are working on, the settings

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Survey

Survey You can incorporate your Survey into your page. If you haven’t created one yet, you will be redirected to the Survey page to create one. If you already added your form but you updated the form from the Survey page, you will have to delete the element and add it again for the update

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Settings Tab

Managing Settings In the funnel settings, you will be able to edit the funnel setup. Web Preview To view this funnel on the web page, click on this icon which directs you to the funnel site. Settings Info By clicking on this icon you get more information about the funnel URL. How To Send Traffic

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Math Operation

Math Operation   Math operation function used to calculate or score something. For an example, If we want to give a score to a lead based on their activities and responses to the marketing campaign, we can setup the math operation inside of a workflow for the system to take care of the math operations.

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Goal Event

Goal Event Once the contact has met the goal conditions you specified in the action, the contact will be pulled into the goal step regardless of where they are in the workflow and continue from the Goal Event. Action Name Here you can name the goal event as per your objective or just keep it

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Steps Tab

Steps Tab 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! In this section, you will be learning how to edit the Step tab of a funnel. Click on one

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Sales Tab

Editing Sales Tab This page gives sales data from Version 1 (the Pre-upgraded version) of this funnel. All orders/sales on version 2 (Upgraded version) of this funnel are available in the Payments -> Transactions tabs. If you have a funnel version 1, you will be able to see the sales tab here as seen below

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Websites

Create and Edit Websites Here you can create entire website for your business. You have an option to use the existing templates or create and edit the website of your choice. NOTE: Depending on your user permissions, you may not have access to all of the components. Website list Here you can view the list

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Pages

Pages If you’ve already created a website, you will see the list of them here. Website header Here you can see the options to choose from. Each option serves a different purpose. Website Pages Here you will see all of the pages you have created for your website. you can also add more pages, edit

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