Agent CRM’s funnel editing feature allows you to customize your sales and marketing funnels to suit your specific needs. Whether you’re tweaking a landing page, adjusting the flow, or personalizing content, Agent CRM makes it easy to optimize your funnels. Here’s a comprehensive guide on how to edit your funnels effectively.

Why Edit Funnels?

  • Personalization: Tailor funnels to align with your brand and target audience.
  • Improved Conversion Rates: Make adjustments to enhance lead capture and engagement.
  • Flexibility: Adapt funnels for different campaigns, products, or services.

Step-by-Step Guide to Editing Funnels in Agent CRM

1. Access Your Funnels

  1. Log in to Agent CRM

    • Navigate to Sites >> Funnels.

  2. Choose the Funnel to Edit

    • Select the funnel you want to modify from the list.
    • Click Edit Funnel to open the funnel builder.

2. Edit Funnel Pages

  1. Select the Page to Edit

    • Within the funnel, choose the specific page (e.g., landing page, thank-you page) you want to update.

  2. Customize Page Content

    • Use the drag-and-drop editor to modify:
      • Text
      • Images
      • Buttons
      • Forms

  3. Add or Remove Elements

    • Add new sections like videos, testimonials, or countdown timers.
    • Remove unnecessary elements to streamline the page.

  4. Save Changes

    • Click Save after completing edits to ensure changes are applied.

3. Adjust Funnel Settings

  1. Edit Page SEO and Meta Tags

    • Update the page title, description, and keywords to improve visibility and search rankings.

  2. Set Up URL Redirects

    • Customize URLs for each page to ensure a seamless user experience.

  3. Configure Form Integrations

    • Ensure that lead capture forms are correctly integrated with workflows or email campaigns in Agent CRM.

4. Test Your Funnel

  1. Preview Pages

    • Use the Preview option to see how the page looks to your audience.

  2. Submit a Test Entry

    • Test the entire funnel flow by submitting a sample lead to ensure:
      • Form submissions are captured.
      • Automations trigger correctly.

5. Publish and Monitor

  1. Publish the Funnel

    • Once edits are complete, click Publish to make the funnel live.

  2. Track Funnel Performance

    • Use Agent CRM’s analytics to monitor conversion rates and identify areas for further optimization.

Pro Tips for Funnel Editing

  • Keep It Simple: Avoid clutter by focusing on clear calls to action (CTAs).
  • A/B Test Elements: Test different headlines, colors, and layouts to find what works best.
  • Mobile Optimization: Ensure your funnels are mobile-friendly for better engagement.

For additional tips, check out our blog on Create Campaign & Add Contacts to It​.

Learn More

Explore these related resources to enhance your funnels and marketing:

Also be sure to visit our Youtube channels for more beneficial resources like this:

Bonus Resource: Watch and Learn

 

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