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How to Edit and Add Steps to a Funnel in CoachWorks Marketing CRM | Content Copilot

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How to Edit and Add Steps to a Funnel in CoachWorks Marketing CRM

This guide provides a detailed walkthrough on how to edit an existing funnel, add new steps, import details from ClickFunnels, create split tests, and manage products within CoachWorks Marketing CRM. Follow these steps to effectively optimize and modify your marketing funnels.

1. Navigate to the 'Funnels' option to begin.

1 First up, click on "Funnels".

2. Choose a specific funnel to edit next.

2 Click on "Demo".

3. Proceed by clicking 'Add New Step'.

3 Click on "Add New Step".

4. Now, enter a name for your new page.

4 Following that, click on the element.

5. Specify the path for your page.

5 Click on the element.

6. Opt to import details from ClickFunnels.

6 Click on the element.

7. Create your funnel step by clicking 'Create Funnel Step'.

7 Click on "Create Funnel Step".

8. Overview of the funnel.

8 Now, click on "Use existing".

9. Choose between using existing components or starting from scratch.

9 Click on "Use existing".

10. Click here to create a spli test and create a variation.

10 Next up, click on "Create variation".

11. Delete a funnel step by clicking here.

11 Upload

12. Clone your funnels and add it to multiple funnels by clicking here.

12 Upload

13. Select a funnel to add the cloned step.

13 Upload

14. Click here to add it to multiple funnels.

14 Upload

15. Click here to add steps to selected funnels.

15 Upload

16. Now, switch to the 'Products' tab.

16 Click on "Products".

17. Click 'Add Product' to continue.

17 Click on "Add Product".

18. Input product details here.

18 Click here.

19. Save your product details by clicking here.

19 Upload

20. Next, navigate to the 'Publishing' tab.

20 Next up, click on "Publishing".

21. Input necessary step details.

21 Next up, click here.

22. Finally, update your information here.

22 Click here.

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