Boldleads

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

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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:

STEP 1:  Hover over the Funnels tab and click View Funnels.

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STEP 2:  Click on the name of the Funnel you'd like to edit.

ListFunnel.png

How to edit an existing message:

STEP 1: Find the Email and click the Edit/Eye icon in the edit column to the right of the Email.

EditFunnelEmail.png

STEP 2:  In addition to editing your message, make sure you double check the 'Choose Type', 'Choose Status', 'Message Title', 'When Should This Message Be Sent', 'For Which Leads Should This Message Be Created For', 'Email Subject', 'Email Content'.

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STEP 3:  Click Save this Message.

SaveMessage.png

How to add a message:

STEP 1:  Click on one of the boxes titled New Email, New Text (SMS), New Task, or New Voicemail.

AddFunnelItem.png

STEP 2:  In addition to editing your message, make sure you double check the 'Choose Type', 'Choose Status', 'Message Title', 'When Should This Message Be Sent', 'For Which Leads Should This Message Be Created For', 'Email Subject', 'Email Content'.

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STEP 3:  Click Save this Message.

SaveMessage.png

IMPORTANT! 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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