Using surveys and forms are a great way to capture information for new leads, and many other aspects of your business. Understanding how to use the survey builder is a critical piece to being able to best use the system to customize it for your business needs. It is important to note the survey and […]
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This tutorial will show you how to create the file upload custom field, and how it can be used within both forms or surveys. Step 1: Adding the File Upload Custom Field to Your Form or Survey Navigate to the form builder. You’ll see Standard Fields and Custom Fields in the menu on the right.
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This tutorial will show you how to use the signature custom field and how it can be used within the forms or surveys. Step 1: Adding the Signature Custom Field to Your Form or Survey Navigate to the Form Builder (or Survey Builder). You’ll see Standard Fields and Custom Fields in the menu on
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You may want to delay the appearance of certain elements in your funnels or website. This can be done using the Countdown timer, or time delay feature, within the builder. Step 1: Hiding initial visibility. To have something pop up after a time delay, you’ll need to hide the visibility first. Select the element you wish to
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You may want to set up a payment plan with an end date for products in your funnel, to charge a recurring amount over a period of time. Maybe you have a product that is $100.00 total and you want to charge $50.00 per week for 2 weeks. Or perhaps you have a product that
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In an appointment reminder, you may want to include the “Add This To Your Calendar” option to make it easy for your customers to simply put the event in their personal calendar. This can be done through the Custom Values in the template builder with a few easy steps. Step 1: Access the Message Templates In your
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Here’s 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 Funnels section. You can a view a list of your existing funnels here. Or, click the blue button to
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You can customize the navigation bar for your funnel or website’s mobile view. Step 1: Choosing the Mobile background color Navigate to the funnel builder Add a navigation bar using the drag-and-drop funnel (or website) builder. With the navigation bar selected, scroll down the “General” settings menu on the lefthand side. Choose a color for
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Using the Card Authorization feature is a great way to help safeguard your business. By using the Card Authorization, a card will be authorized to check that the funds are available at the time the card information is submitted, even if the total amount isn’t charged right then. This feature is one great way you can
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What is split testing? It’s a marketing tactic used to refine funnels by determining what messaging, design, layout, etc. gets the best conversion rate. You can optimize your lead and sales generation using split tests. By utilizing Split Tests, you can have one link to a funnel page that has multiple versions. You can determine
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