click funnels customization

ClickFunnels Funnel Customization Guide

Overview

  • This guide covers the process of importing and customizing funnel pages using ClickFunnels.

  • A cheat sheet is provided to facilitate tracking tasks and steps during the lesson.

Lesson Outline

  • Purpose: Understand the function of each funnel page.

  • Tool Used: ClickFunnels.

  • Funnel Example: Get More Clients funnel.

  • Pages in the Funnel:

    • Landing Page

    • Video Training Page

    • Book a Call Page

    • Privacy Policy

    • Terms and Conditions

Funnel Overview

  • Landing Page:

    • First interaction for prospects coming from social media ads.

    • Contains a headline, a brief personal introduction, key learning highlights, and a call-to-action button (Watch the Training Now).

    • Collects first name and email for access to the video training.

  • Video Training Page:

    • Displays the training video, serving as a lead magnet.

    • Ends with a prompt for scheduling a consultation session.

  • Book a Call Page:

    • Integrated with Calendly for booking strategy sessions.

    • Users can select a date and time for consultations.

  • Compliance Pages:

    • Privacy Policy and Terms & Conditions:

    • Essential for compliance, especially when running Facebook ads.

Steps to Set Up Funnel

Step 1: Review Funnel Pages

  • Begin with a review of the setting up funnel pages lesson to understand the structure and purpose of each page.

Step 2: Create a Subdomain CNAME Record

  • Necessary for funnel URL setup.

  • If you own a website, create a subdomain (e.g., go.vonfumetticpa.com).

    • Go to your domain registrar (e.g., GoDaddy).

    • Access the DNS settings and add a CNAME record:

    • Type: CNAME

    • Host: go

    • Points to: target.clickfunnels.com

    • TTL: Leave as default (usually one hour).

  • If no existing domain is available, register a new one related to your business via registrars like GoDaddy.

Step 3: Import the Funnel into ClickFunnels

  • Log in or create a ClickFunnels account.

  • Access the shared link for the Get More Clients funnel.

  • Start a free 14-day ClickFunnels trial, selecting the $97 plan afterward.

  • The funnel will appear in your dashboard, ready for customization.

Step 4: Add Subdomain in ClickFunnels

  • Go to your account settings in ClickFunnels:

    • Navigate to Domains.

    • Click Add New Domain and select Add Your Own Domain.

    • Enter your subdomain (e.g., go.getbookkeepingclients.com).

    • Confirm and associate it with your funnel.

Step 5: Verify SSL for Your Subdomain

  • ClickFunnels offers the option to verify SSL:

  • This ensures the website is secure and builds trust with users.

Step 6: Set Default Page for Your Domain

  • Specify the default page users see when accessing the subdomain (specify the landing page).

Step 7: Edit Domain and Path in Funnel Settings

  • Assign the URL format for your funnel pages (e.g., seven tricks for landing page).

Step 8: Update Funnel Page URLs

  • Ensure that each page URL is standardized for consistency:

    • Landing Page: /7tricks

    • Video Training Page: /training

    • Book A Call: /book

    • Privacy Policy: /privacy

    • Terms and Conditions: /terms

Customizing Funnel Pages

Customization Steps for Each Page

  1. Landing Page Customizations:

    • Edit the banner text to reflect your company name.

    • Update the title of your lead magnet.

    • Replace the image with your own.

    • Update bullet points summarizing key offerings.

    • Modify footer text for copyrights.

    • Update SEO metadata (Title, Description, Social Image).

    • Hide affiliate badge.

    • Ensure integration with email software (ActiveCampaign).

  2. Video Training Page Customizations:

    • Edit banner and title for consistency.

    • Embed Wistia link for the training video:

      • Ensure auto-play settings are off.

    • Set button action to navigate to the Book a Call Page.

    • Modify footer and SEO metadata as before.

    • Hide affiliate badge and search engines from visibility.

  3. Book A Call Page Customizations:

    • Update banner information.

    • Customize description relevant to your service.

    • Insert Calendly embed code while ensuring correct dimensions (height = 670).

    • Update copyright information and settings as per previous pages.

  4. Privacy Policy and Terms & Conditions Customizations:

    • Generate privacy policy and T&C using online tools (e.g., freeprivacypolicy.com).

    • Paste the HTML versions into respective HTML elements in ClickFunnels.

    • Adjust general settings to hide affiliate badges and search engines.

Final Checklist

  • Test the funnel by reviewing it on mobile.

  • Ensure consistent display on all devices and address any layout issues that arise.

  • Ensure tracking of completion for all customization tasks using the cheat sheet provided.

Conclusion

  • By following this structured approach, you will successfully set up your funnel on ClickFunnels, ensuring all elements function as intended with a professional appearance.