Using Boldleads

Get to know the basics, and a few helpful tips & tricks along the way!


How Do I Edit a Funnel?

Editing your Funnels is a great way to tweak and test your messages and see what works! You can edit your Funnel's Email or Text Messages (or hey, why not both!) in just a few simple steps.   

First, locate the message you intend to edit:

  1. Login to your Boldleads Account.
  2. Hover over the Funnels tab and click View Funnels.
  3. Locate the name of the Funnel you intend to edit.
    • For example: Home Valuation Follow Up (no CMA)
  4. Click on the View button (the eyeball icon under the View column).

How to edit an existing message:

  1. Find the Text or Email Message in the Funnel.
  2. Click the Edit button (the pencil icon under the Edit column)
  3. In addition to editing your message, make sure you double check that the following fields are correct:
    • Choose Type, Choose Status,
    • When Should This Message Be Sent,
    • Who Should This Message Send To,
    • The subject line or content fields.
  4. Click on the "Save this Message!" button at the bottom of the page.

How to add a message:

  1. Click on one of the boxes titled New Email or New Text (SMS).
  2. Use the template to create your new message.
  3. After all of your fields are complete and correct, click on the large, orange button titled Save this Message! at the bottom of the page.



NOTE:  You can find more instructions on creating and editing your email and text messages in the following two articles:

  • Detailed instructions to Create and Edit an Email: Click Here
  • Detailed instructions to Create and Edit an SMS Text:  Click Here





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