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To connect your funnel pages:
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Step 1: Navigate to the Funnel Visualizer
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Step 2: Highlight the first page
Click on the page you are wanting to connect to another another page. This will highlight the page.
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Step 3: Click, Hold, and Drag your cursor to the next page
With the page highlighted - Click, Hold, and Drag your cursor to the next page. This will create a red arrow - indicating that they have not been it is added but not configured.
Make sure to bring your cursor completely to the next page
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Step 4: Edit Arrow Settings
Hover over the arrow and click the settings button. This will open a panel on the right side of the page.
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Buttons
Inside the Buttons/Links panelfield, select all of the buttons/links that should progress the customer to the next page.
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For Lead Pages - This |
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might be all buttons on your page, or it might only be a specific button which will submit a lead form and route the customer to the checkout page. |
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For Checkout Pages - Make sure your Credit Card submit button and any alternative payment buttons (PayPal, Sezzle, AfterPay, etc) are applied to the arrow going from the Checkout Page to next page (Upsell or Thank You). |
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For Upsell Routing based on Declines - Inside the arrow routing configuration for upsell pages the buttons/links on the page are split up with Approve and Decline options. These are used to route customers to a page depending on of the transaction from the current page had approved or declined at the gateway level. This feature can be used to:
If you don't really care to do anything different with the declined upsells, you can choose to only use the Approved options and leave the Decline options unused. |
Dynamic Upsells
If the arrow is coming from a Checkout Page or Upsell Page, you will also have Dynamic Upsell options which will allow you to customize the upsell flow depending on the product(s) that the customer has purchased.
The option by default will match to any product in the cart, but you may choose to change this to match all selected products with the items in the cart.
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Countries
The Countries option can be used to skip upsells for specific countries that might not be allowed to purchase that upsell. For example - If you are selling in Europe but an upsell product cannot be sold to Germany, draw a new arrow to the next page of the funnel, skipping the forbidden upsell. If you set Germany to this new arrow then any orders with a German shipping address will follow this arrow.
Once you have configured the arrows, or any time a change is made, the arrows will turn blue. This indicates that there are un-published changes.
Step 5: Repeat Steps 1-4 for all of your pages
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Step 6: Publish the Funnel
Once you are complete, be sure to publish the funnel. This will turn your any edited pages or arrows green - indicating that they have been published.
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Although you do have the ability to hardcode URLs to links on your pages, |
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it is not recommended to so do as this will break your page analytics. |
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If a button is not applied to an arrow, an error will display on the page saying: “No page routing found. Please verify this button or link is set properly on an arrow“ |