Getting Started with Ivorey™ Funnels
Before you steam ahead setting up your funnels, here's some good-to-know information that will ensure you understand how funnels work in Ivorey™, and the best way to design, build and automate your own funnels from scratch.
So... What are funnels?
So... What are funnels?
Ivorey™ funnels are designed to replace tools like Clickfunnels, Leadpages, Kartra, Kajabi etc. Are you wondering what a funnel actually is? When we refer to funnels at Ivorey™, we are talking about the funnels you can access from the main menu > [Site Pages] then > [Funnels].
These funnels are simply a set of pages that helps guide your audience on a particular journey. Unlike a website that allows people to click around into whatever pages and links they like, a funnel only provides one next step to take each time so they travel through a certain sequence of pages.
Of course, not everyone will make it all the way through your funnel since 90% of leads won't buy! But compared to other forms of selling (e.g. online stores, checkout links) - funnels give you a strong strategic advantage and lots of tracking capabilities to continue optimizing the journey for maximum conversions.
In addition to the funnel pages itself, you can create workflows with actions such as sending follow-up emails, or triggering certain automations based on user behaviour. With flexible settings and workflows, you can customise your funnels to fit your business needs perfectly, whether you’re looking to grow your email list, make sales, or both!
What are the different types of funnels?
What are the different types of funnels?
The two most common type of funnels for Coaches, Course Creators and Service Providers are:
An Opt In Funnel, where people can sign up to get a freebie, join a newsletter or submit an application. The funnel would look something like this:
Step 1: An opt in page (where you embed a form and someone has to submit their email address)
Step 2: A thank you page (where you deliver the free thing you promised, or simply thank them and tell them to check their inbox for an email)
Step 3: You'd then create a workflow in Ivorey™ to tag that contact, and trigger the next ations to happen (e.g. send an email including the freebie, or subscribe them to your newsletter list, or create a task for yourself to review their application)
A Sales Funnel, where people can buy a digital product, join your program, or pay for anything you like. The funnel would look something like this:
Step 1: A sales page (where you promote the offer and give all the details, encouraging people to buy)
Step 2: A checkout page (where you have an order form they can pay through)
Step 3: A thank you page (where you deliver the thing they purchased, or tell them to check their inbox for next steps/access. If what they purchased was a call, you could also add the calendar on this page to get them immediately booked in)
Step 4: You'd then create a workflow in Ivorey™ to tag that contact, and trigger the next actions to happen (e.g. grant them access to a community, send them login details to a course, or send them a welcome email including a link to book in a call if thats what you sold)
Those are the two most common funnels that Coaches, Course Creators and Service Providers use, however there are hundreds variations and possibilities. For example, masterclass or webinar funnels could easily fit into the "Opt In Funnel" structure. You can also add sales pages after opt-in pages, upsell pages after sales pages, and bump offers at the checkouts to increase the order value - the options are truly endless. You get to curate whatever journey you like, and funnels can be as simple or as complex as you'd like them to be!
Can't I just send out payment links or put my offers in an online store?
Can't I just send out payment links or put my offers in an online store?
Of course you can! There are dozens of ways for you to get paid in Ivorey™. But if you want ultimate control of the buyer journey where you can send people through a fixed set of pages, track the conversion rates of each stage, and offer strategic bump offers and upsells - then you'll want to get the hang of funnels. No matter what you've heard in the past, we promise they're super easy to setup (especially when you use what we've pre-made for you in the Ivorey™ Template Library!)
Can the Ivorey™ team migrate my funnels or build new ones for me?
Can the Ivorey™ team migrate my funnels or build new ones for me?
Absolutely! Our mission is to close what we've coined the 'Implementation Gap', which is why women hire us to "do it for them" every single day! Browse and book a done-for-you service right here.
How To Build A Funnel: A Step-By-Step Guide
STEP ONE: Choose Your Funnel Type
There are many different types of funnels, the most common two are opt-in funnels and sales funnels which are explained here.
A Simple OPT IN Funnel ↓ | A Simple SALES Funnel ↓ |
Page #1: Opt In Page Display info of the free offer. Add a Form onto this page that redirects to the 'Next Step' of the funnel once submitted ↓ | Page #1: Sales Page Display all info and pricing on the sales page. Add Buttons such as "Buy Now" that redirect to the 'Next Step' of the funnel ↓ |
Page #2: Thank You Page Deliver your promised freebie on this page OR tell them to check their inbox for next steps. | Page #2: Checkout Page Add an Order Form onto this page that redirects to the 'Next Step' of the funnel once complete ↓ |
| #Page 3: Thank You Page Deliver the product they purchased on this page OR tell them to check their inbox for next steps. |
So you understand what you'll be building, here's the assets you'd create for each type:
Opt In Funnel Assets
A form to collect the leads details on the first page
An email to deliver the free thing or confirmation to them
A funnel that will contain your two funnel pages
An opt in page that will have the info and form on it
A thank you page they will get redirected to after they submit the form
A workflow that tags the contact and sends them an email
A custom domain integrated so you can send people to your funnel
Sales Funnel Assets
A product that you plan to sell within the funnel.
An email to deliver the product or grant access to it.
A funnel that will contain the funnel pages.
A sales page that will have the offer presented on it.
A checkout page where the payment will be processed.
A thank you page they will get redirected to once the payment is processed.
A workflow that tags the contact and sends them an email
A custom domain integrated so you can send people to your funnel
OPTION 1: Build An Opt-In Funnel
An Opt In Funnel in its most simplest form, is a 2-step funnel (opt in page > thank you page) where someone can sign up to get a freebie, subscribe to a newsletter, submit an application, join a waitlist, book a call, or do some other type of action that requires them to submit their details without buying anything.
Follow along to build your first opt-in funnel through the step-by-step guide and videos below:
STEP 1: Create your opt-in form
STEP 1: Create your opt-in form
From the Ivorey™ main menu, go to [Site Pages] then > [Forms] and create a form based on what information you want to collect.
STEP 2: Create your email templates
STEP 2: Create your email templates
From the Ivorey™ main menu, go to [Marketing] then > [Email] then > [Templates] and create a new email template that will deliver the freebie/confirm their subscription. The video below shows how you can also use the Media Library inside your account to host any downloads that you want to then send your contacts as a freebie.
STEP 3: Create a new funnel
STEP 3: Create a new funnel
From the Ivorey™ main menu, go to [Site Pages] then > [Funnels] and create a new funnel. We suggest using our templates to get a head start, or pulling in any existing pages you've already designed for yourself inside your Ivorey™ account.
STEP 4: Create your opt-in page
STEP 4: Create your opt-in page
Inside your new funnel, you want to add a step by selecting [Add New Page or Import]. We suggest this naming convention: "1. Opt In Page". We suggest you use a template from our Template Library, or import an page from any other websites or funnels you've already built in Ivorey™. Otherwise, create a new page from scratch.
The most important piece of an opt in page is that you embed a form on it to collect the contacts details. Once you add the form onto the page, be sure to set the Redirect Action to [Next Step] which ensures once they submit the form, they'll be redirected to the next step of the funnel.
STEP 5: Create your thank you page
STEP 5: Create your thank you page
Inside your new funnel, you want to add another step by selecting [Add New Page or Import]. We suggest this naming convention: "2. Thank You Page". Again, you can either import an existing page, or you may prefer to simply make a copy of the page you used for your first step. If you've used one of our templates, you can skip to this step!
If you have a simple freebie to deliver on this page, you can add a button with a URL. Otherwise use this page to tell your new lead the next step to expect - e.g. to check their inbox for an email from you.
STEP 6: Create your workflow
STEP 6: Create your workflow
The workflow is an important step so you can properly tag your contacts based on what action they took in the funnel, and deliver them whatever they signed up for.
From the Ivorey™ main menu, go to [Workflows] then > [Create New]
Set the trigger to [When form is submitted]
Add a filter to select the Form you made in step 1
Then add the following next steps to the workflow:
Add a tag (Create a new tag called "Opt In - Insert funnel name")
Send an email (In the template section, select the email you made in step 2)
Add any additional steps (Optional - Shown in video below)
STEP 7: Connect your domain
STEP 7: Connect your domain
IMPORTANT: If your domain is currently used for a website outside of Ivorey™, please do NOT complete this step until you are ready for that site to come down. For example, if you have built your website on another platform, but want to transfer it to Ivorey™ then you would rebuild all the site onto Ivorey™ first, and only transfer the domain as the very final step when you're ready to get rid of your old site and use your new Ivorey™ site instead.
If you haven't connected your domain to Ivorey™ and are ready to do so, please follow the video below. If it's already connected, you can skip to the final step!
STEP 8: Test and publish your funnel
STEP 8: Test and publish your funnel
Once your domain has been connected to Ivorey™, go into your chosen funnel then > [Settings] and select your domain from the dropdown list.
Set the [Path] which will become the URL you use when sharing your funnel.
Go into each individual funnel page and select [Publish]
Ensure your workflow (from step 6 above) has been published
Run through your funnel as a test yourself to ensure everything worked correctly.
OPTION 2: Build A Sales Funnel
A Sales Funnel in its most simplest form, is a 3-step funnel (sales page > checkout page > thank you page) where someone can sign up to get a freebie, subscribe to a newsletter, submit an application, join a waitlist, book a call, or do some other type of action that requires them to submit their details without buying anything.
Follow along to build your first sales funnel through the step-by-step guide and videos below:
STEP 1: Create your product and price points
STEP 1: Create your product and price points
From the Ivorey™ main menu, go to [Payments] then > [Products] and create your product if it hasn't been setup already. If your product is in Stripe, you can also select [Import From Stripe].
STEP 2: Create your email templates
STEP 2: Create your email templates
From the Ivorey™ main menu, go to [Marketing] then > [Email] then > [Templates] and create a new email template that will deliver the product/access after purchase.
STEP 3: Create a new sales funnel
STEP 3: Create a new sales funnel
From the Ivorey™ main menu, go to [Site Pages] then > [Funnels] and create a new funnel. You can start from scratch, import a copy of an existing page already built in your Ivorey™ account, or use a funnel template from our Ivorey™ Template Library.
STEP 4: Create a sales page
STEP 4: Create a sales page
Once you've created a new funnel, select [Add New Step] or use the existing steps available if you're starting from a template. Click on [Edit] to go into the page builder and start designing your sales page, adding your own copy etc.
Ensure every button on your page links to the next step, which is the order form. You can also embed an order form on this page if you like, or even onto a popup.
STEP 5: Create an order page and link your product
STEP 5: Create an order page and link your product
Inside your new funnel, you want to add another step by selecting [Add New Page or Import]. We suggest this naming convention: "2. Order Form". Again, you can either import an existing page, or use one of our checkout pages from the Ivorey™ Template Library.
Using the drag-and-drop feature, drop an [Order Form] onto this page. Make sure you set the Redirect Action of the form to go to the [Next Step] of the funnel once the order is submitted.
Save your page and click back to the view where you can see all your funnel steps. On the order form page, toggle to the 'Products' tab and link any product/s you want to show at the checkout. You can also add bump offers during this time. Without this step, your order forms will show up blank.
STEP 6: Create a thank you page
STEP 6: Create a thank you page
The final step of your funnel (after a checkout page) should be a thank you page, also known as a confirmation page or success page. This page is where contacts will be redirected to after their payment is processed at the checkout. Use this page to welcome them, give them next steps, and to prompt them to check their inbox for an email from you.
STEP 7: Create your workflow
STEP 7: Create your workflow
The workflow is an important step so you can properly tag your contacts based on what action they took in the funnel, and deliver them whatever they paid for.
From the Ivorey™ main menu, go to [Workflows] then > [Create New]
Set the trigger to [When order is submitted]
Add a filter to select the Global Product you created in step 1.
Then add the following next steps to the workflow:
Add a tag (Create a new tag called "Purchase - Product Name")
Send an email (In the template section, select the email you made in step 2)
Add any additional steps (bonus ideas shown in the video!)
Hit publish
STEP 8: Connect your domain
STEP 8: Connect your domain
IMPORTANT: If your domain is currently used for a website outside of Ivorey™, please do NOT complete this step until you are ready for that site to come down. For example, if you have built your website on another platform, but want to transfer it to Ivorey™ then you would rebuild all the site onto Ivorey™ first, and only transfer the domain as the very final step when you're ready to get rid of your old site and use your new Ivorey™ site instead.
If you haven't connected your domain to Ivorey™ and are ready to do so, please follow the video below. If it's already connected, you can skip to the final step!
STEP 9: Publish and test your funnel
STEP 9: Publish and test your funnel
Once your domain has been connected to Ivorey™, go into your chosen funnel then > [Settings] and select your domain from the dropdown list.
Set the [Path] which will become the URL you use when sharing your funnel.
Go into each individual funnel page and select [Publish]
Ensure your workflow (from step 6 above) has been published
Back in your funnel settings, you can put your payments into [Test Mode] and use the following dummy credit card numbers and run a full test of your funnel: The test credit card number is 4242 4242 4242 4242 with any expiry date in the future and any 3 digits for the CVC.
Once your test is complete, go back to your funnel settings and change it to [Live Mode] and you're ready to share your funnel and start making sales!
CONGRATULATIONS! You just built your first funnel. Cheers to that! 🥂
Frequently Asked Questions About Funnels
How do I see my funnel analytics?
How do I see my funnel analytics?
In order to see how many page visits, opt-ins and/or purchases you've had through your funnel:
Click on [Site Pages] in the left-hand menu of Ivorey™
In the top bar, click on [Funnels]
Open the funnel you'd like to view the stats of
Click [Stats] to view your funnel's analytics
What's the difference between a one-step and two-step order form?
What's the difference between a one-step and two-step order form?
A 1-step order form will show just one screen to give all their details and purchase the offer
A 2-step order form will first collect and save their details, and then on the next screen it will ask for their payment. Having these two steps means the form still submits their contact details, even if they abandon the cart (so you can follow-up and try close the sale!) This style of form is the most popular.
How do I test my funnel?
How do I test my funnel?
First, make sure your funnel has been published live following the steps above. Then, in your funnel settings, toggle the payment mode into [Test Mode]. Go to your funnel URL and run through it all, making purchases with this dummy credit card number to test if everything works as expected: The test credit card number is 4242 4242 4242 4242 with any expiry date in the future and any 3 digits for the CVC. Don't forget to toggle your funnel back into [Live Mode] once your test is complete!
Is there a way to have the funnels operating whilst I move the website across?
Is there a way to have the funnels operating whilst I move the website across?
Yes! You could use an alternative domain, or setup a subdomain such as offers.yourdomain.com or similar.
Can I add custom fonts to my funnel pages?
Can I add custom fonts to my funnel pages?
Absolutely! Here's our training on how to do that.
Funnel Troubleshooting Guide
Why is my product not showing up in the order form?
Why is my product not showing up in the order form?
If your checkout says 'dynamic product' and is not showing the product you want it to, it's likely because you've missed a simple step:
Go to your funnel, where you can see all the different pages/steps
Select the step that your order form is on
On the right hand side, go to the [Products] tab
Select the product/s that you want shown on the form
Choose between main product or bump offer
Press [Save] and your product will now show up through that checkout.
STILL NEED HELP? We're just a chat away. Send a message via the widget inside your Ivorey™ account, and we'll be there to support you! You can also browse our done-for-you services if you want us to do the work for you instead 💙