Step-by-Step Guide to Adding Buttons on Funnel Thank You Pages in Agent CRM

Mike Dickson Asked:

“How do you add a button on your funnel thank you page? My prospects are getting a free download, and I want to add the AWS link.”

The Answer:

Adding a button to your funnel’s Thank You page in Agent CRM is a straightforward process that enhances user experience by providing direct access to your downloadable content. Follow these steps to integrate your AWS link effectively:

Step-by-Step Guide to Adding a Button on Your Thank You Page

1. Access the Funnel Builder:
   • Log in to your Agent CRM account.
   • Navigate to Sites > Funnels.
   • Select the funnel you wish to edit.
2. Edit the Thank You Page:
   • Within your selected funnel, locate the Thank You Page.
   • Click on Edit Page to open the page editor.
3. Add a Button Element:
   • In the editor, find the Elements section.
   • Drag and drop the Button element onto your Thank You page at the desired location.
4. Configure the Button:
   • Click on the newly added button to open its settings.
   • In the Button Text field, enter a label such as “Download Your Free Guide” or “Access Your Resource”.
5. Set the Button Action:
   • In the Action tab, choose Open URL.
   • Paste your AWS link into the URL field.
   • Decide whether the link should open in a new tab by toggling the Open in New Tab option.
6. Customize Button Appearance (Optional):
   • Adjust the button’s color, size, and font to align with your brand aesthetics.
   • Use the Advanced settings for additional styling options.
7. Save and Preview:
   • Click Save to apply your changes.
   • Use the Preview function to test the button and ensure it correctly links to your AWS-hosted file.

Pro Tips

• Ensure Link Accessibility: Verify that your AWS file permissions are set to public or appropriately shared to allow users to access the download without issues.
• Test Across Devices: Preview the Thank You page on various devices (desktop, tablet, mobile) to confirm the button displays and functions correctly.
• Track Engagement: Utilize Agent CRM’s analytics tools to monitor how often the button is clicked, providing insights into user engagement with your content.

Learn More

For additional guidance on optimizing your funnels and pages in Agent CRM, explore these resources:

• Blog Post: Elevate Insurance Sales with Funnel Builders
• Blog Post: Build a Successful Sales Funnel: Real-Life Examples
• YouTube Tutorial: Agent CRM Tutorial: Exploring Advanced Features

Bonus Resource: Watch and Learn

For a visual demonstration on adding elements to your funnel pages, watch this tutorial:

• Video: How to Add Elements to Funnel Pages