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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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9min

Step 2 - Copy Form, Options & Integration

Copying the Form

  1. Go to the Demo Dental Account



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  1. go to Marketing > Form Builder





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click on the form, select copy







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Next, rename your form to suite your new campaign and select the client the new form should be placed in.

Modifying Form Options

Sticky Contacts

After this, go back to the client you are setting up the campaign for and go to

Marketing > Form Builder > Select New Form

Go to Options and make sure "sticky contact" is selected



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Modify On Submit URL

Next, you need to update the "on submit" option to send the completed form user to the thank you page of your funnel.



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Integrating Form into Funnel

Its important to note that you must use the funnel element "form" and not embed the iframe. The funnel element will pass the form data to the next page while the iframe will not.



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make sure you select the right form for the campaign from the dropdown in the form settings.

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save changes and you're done!

Updated 05 Jun 2020
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Custom Values for Funnel
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TABLE OF CONTENTS
Copying the Form
Modifying Form Options
Sticky Contacts
Modify On Submit URL
Integrating Form into Funnel