Build an Ebook Funnel

Creating and Adding a Form

Overview

The first step in building an ebook funnel is creating a form that visitors can fill out to receive your ebook. This section will guide you through creating a form using the CRM's form builder.

Steps to Create a Form

1. Navigate to the "Sites" section and select "Forms" to access the form builder.

2. Choose a template to start with. For an ebook funnel, a simple registration form that includes fields for the first name and email is sufficient.

3. Customize your form as needed. While adding an image is optional, it can make your form more visually appealing.

4. Save your form with a descriptive name, such as "Ebook Registration."

Building Your Ebook Funnel

Overview

With your form ready, the next step is to integrate it into a funnel that guides the user through the process of signing up for your ebook.

Steps to Create a Funnel

1. Go to the "Funnels" section and click on "New Funnel."

2. Select a template that suits your ebook funnel needs.

3. Customize the funnel page by adding a button that users can click to sign up. This button should trigger a pop-up where the form you created will be displayed.

4. In the pop-up settings, add a row and a column, then insert the form element. Choose the "Ebook Registration" form you previously created.

5. Customize the pop-up and button text to match your ebook offer.

Configuring the Thank You Page

Overview

After users submit their information, they should be directed to a thank you page. This section explains how to set up and customize this page.

Steps to Customize the Thank You Page

1. In your funnel, navigate to the thank you page section.

2. Edit the page to include a personalized message or offer, such as a discount code as a token of appreciation for signing up.

3. Ensure that unnecessary pages or elements from the template are removed, leaving only one thank you page.

Customizing Forms and Redirects

Overview

To enhance the user experience, you can further customize the form and set up redirects after submission.

Customization and Redirect Tips

• Customize the submit button on your form to match your branding.

• Configure the form to redirect users to the thank you page upon submission. This can be done by setting the form's submit action to open a specific URL, which would be your thank you page.

Troubleshooting and FAQs

Q: What if my form isn't showing up in the pop-up?

• A: Ensure you've correctly added the form element in the pop-up settings and selected the right form.

Q: How can I change the look of my form?

• A: The form builder offers customization options, including changing button colors and adding images. Experiment with these settings to match your brand.