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✔ Account Setup
Create New Account
Load Appropriate Snapshot
Setup the Clients Location and Information.
Setup Email Domain - Agency Settings1
Setup Phone Number
Integrate with Google & Facebook
Setup Custom Values
Reputation Setup
User Setup
🛢Campaign Funnel Setup
Step 1.1 - Copy over the Funnel
Step 1.2 - Color Changes & Logo Swap
Step 1.3 - Coupons Left Script
Step 2 - Color Changes & Logo Update
Step 2 - Copy Form, Options & Integration
Custom Values for Funnel
Step 3 - Funnel Scripts
Setting Up Funnel Reporting
⚙ Custom Values
🚿 Pipeline Setup
🔫 Triggers Setup
Trigger Activation & Editing
$99 New Patient Triggers
Teeth Whitening for Life Triggers
📲 Editing Campaign Sequences
☎Call Tracking Setup
Call Swapping (Website)
Creating a Number Pool (Website)
🧪 Testing Campaign & Live
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1min

Step 1.1a - Funnel Path Cleanup

Since we copied the funnel from another client we need to be sure we cleanup the paths so that they reflect the current clients offer.

Next we need to clean up the path of each of the funnel steps



Document image

Do this for all of the funnel steps that need it.

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Updated 17 Apr 2020
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Step 1.2 - Color Changes & Logo Swap
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Updated 17 Apr 2020
Did this page help you?
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UP NEXT
Step 1.2 - Color Changes & Logo Swap
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