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
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Log in to Agent CRM
- Navigate to Sites >> Funnels.
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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
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Select the Page to Edit
- Within the funnel, choose the specific page (e.g., landing page, thank-you page) you want to update.
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Customize Page Content
- Use the drag-and-drop editor to modify:
- Text
- Images
- Buttons
- Forms
- Use the drag-and-drop editor to modify:
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Add or Remove Elements
- Add new sections like videos, testimonials, or countdown timers.
- Remove unnecessary elements to streamline the page.
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Save Changes
- Click Save after completing edits to ensure changes are applied.
3. Adjust Funnel Settings
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Edit Page SEO and Meta Tags
- Update the page title, description, and keywords to improve visibility and search rankings.
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Set Up URL Redirects
- Customize URLs for each page to ensure a seamless user experience.
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Configure Form Integrations
- Ensure that lead capture forms are correctly integrated with workflows or email campaigns in Agent CRM.
4. Test Your Funnel
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Preview Pages
- Use the Preview option to see how the page looks to your audience.
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Submit a Test Entry
- Test the entire funnel flow by submitting a sample lead to ensure:
- Form submissions are captured.
- Automations trigger correctly.
- Test the entire funnel flow by submitting a sample lead to ensure:
5. Publish and Monitor
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Publish the Funnel
- Once edits are complete, click Publish to make the funnel live.
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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:
- How to Use Pipelines to Organize Your Leads
- Automate New Insurance Lead Campaigns
- Automate Your Insurance Business
Also be sure to visit our Youtube channels for more beneficial resources like this: