How to build a new leads funnel

The purpose of this article is to help you understand:

How to build a new leads funnel in the Leads Module
How to duplicate an existing funnel

What is a lead funnel?

A lead funnel is the series of steps it takes to convert a lead into a paying customer. If someone visits your company's website and fills out a "Contact Us" form, that person is now a lead. If you capture user information from a Facebook ad, that person is now a lead. A lead is any person with awareness of your business with the potential to purchase goods or services from you. The steps you take to nurture your leads will be reflected in the steps of your funnel.

For example, let's say you own an automotive detailing company and run a promotion for Spring interior and exterior car detailing. If you capture any leads from the promotion, perhaps through a form, you can have these leads manually or automatically added to your Spring Promotion funnel. From here, you can detail each step you will take to contact the customer, such as providing them with a quote, telling them about savings from the Spring promotion, following up if they don't schedule right away, etc.

Or, let's say you own a cleaning company and you are trying to increase your rates of recurring customers versus one-time customers. You may use the import tool to import all one-time customers from last week into a funnel and then create a series of campaigns that gauge the customer's interest in signing up for recurring services. Finally, you can target them with a special deal to entice them to book.

However you set up your funnels, they are a helpful way to keep these processes organized and efficient.

Add a New Leads Funnel

To begin building a new funnel, click on the "Funnels" tab along the top of the Leads Module, then click the "Add" button on the right side of the screen and select "Add new funnel".

First, create a new name for the funnel.

Next, assess whether you would like to add any additional columns to the funnel. The three default columns that come with every funnel are Name, Details, and Won/Lost.

You can add a new column by clicking on the Add New Column button in the top right corner of the page.

A pop-up window will open where you can enter the column details.

Column name - Enter a title for the new column.
Enable email automation? - Select "Yes" and choose an audience to add the lead to trigger an automated email campaign.

Click here to learn more about automated email campaigns.
Select custom fields to add to this column - Select one or more custom fields to track progress or data related to this step of the funnel.

Then, click the blue Save button to add the column to the funnel.

Below are several Settings that pertain to the funnel.

For the question "What should be done with leads in "progress" status that have not been updated for [#] days?" Select the number of days from the first field and then select whether the leads should be marked as "Won", "Lost", or "Other".
For the setting, "What action should be taken if the lead books a service?" select whether the lead should be marked as "Won", "Remove" it from the funnel, or if the funnel should "Do nothing".
If you select "Won", there are several more settings to contend with.
- "Do you want to override the revenue amount with the booking amount?"
  - Select "Yes" if you would like to override the manually entered revenue amount with the booking total.
  - Select "No" to use the manually entered revenue amount instead.
- If you selected "Yes" for the previous question, you must then answer "Do you want to consider booking reschedule/cancellation amount in revenue?"
  - Select "Yes" if you want to consider the booking rescheduling or cancellation amount in the revenue.
  - Select "No" if you do not want to consider these in the revenue.
- For "What action should be taken if someone cancels a booking?"
  - Select "Lost" if you would like the lead marked as "lost" if they cancel a booking.
  - Select "Remove" if you would like the lead to be removed from the funnel if they cancel a booking.
The next setting, "Should leads inside this funnel be added to a campaign list?" allows you to add leads from this funnel to one or more audience lists for your campaigns.
- Select "Yes" to pick which audiences will have the leads added.
- Select "No" if you do not want to add this funnel's leads to any audience lists.
The final funnel setting, "Do you want to override the source of work and add your own for this funnel?" pertains to the source from which the leads in this funnel originate.
- Select "Yes" if you would like to override the leads' source of work with a specific source whenever they are added to this funnel. This means that all leads added to the funnel will be updated to whatever source of work you have selected from the field below.
- Select "No" if you would not like to override the source of work for leads added to this funnel. This means your leads will come in with whatever source of work was selected when the lead was added to the system.

Once you are finished making your selections, click the blue Update button at the bottom right side of the page to update your funnel.

A green system notification will confirm your funnel has been updated successfully.

Duplicate an Existing Funnel

It is also possible to duplicate an existing funnel and edit it instead of creating a whole new funnel from scratch. First, go to the Funnels section and select which you would like to duplicate from the Funnels menu along the top left side of the page.

Next, click the Add button, and then select Duplicate Funnel.

A pop-up window will appear, asking if you are certain you would like to duplicate this funnel. Enter the name of the new funnel into the field below, then click the blue Duplicate button.

A green system notification will confirm that the new funnel has been duplicated successfully. The new funnel can be accessed from the Funnels drop-down menu.