Intro
In this article, we'll be setting up our funnel automation to deliver your freebies / lead magnets for when someone opts-in on your funnel.
We'll start with duplicating the Simple Lead Magnet/SLO funnel and customize it for this article.
To duplicate, hover over the title and click Clone.
Rename your funnel so that in can be easily identified. In this article, we'll rename this cloned funnel as Lead Magnet Automation Setup. Click Update.
Next, view the Landing page by clicking View beside it.
The Form
This template has the opt-in form on a popup, so we'll be editing the form in the popup instead (the process will still be the same if the form is directly on the landing page).
To edit the popup form, while viewing the landing page, hover over the top at Edit with Page Builder. A drop-down will appear for the form. Click on Simple SLO Pop-up.
Now that we're in the editor for the popup, we need to setup the form's Action After Submit (actions that will be performed after a visitor submits the form).
Right-click on the form and click Edit Form.
Click on Actions After Submit to add an action to the form.
An Add Action field will show up.
There are many actions that you can add to the form, however, for the purpose of a funnel, there are only two (2) actions that we need. Redirect and Groundhogg (v2). Add both of these as actions to the form. (Since this is from a template, these actions have been added already. In some cases when it's not, just add them back in.)
After adding both of these actions, a separate panel for each of them will be added to the toolbar for you to setup. Click on each of these panels to expand them and set them up accordingly.
Redirect: Enter the URL of the page to redirect the user after form submission. This is where you add the url of the next step to the funnel (Checkout Page).
Groundhogg (v2): This is the most important action in order for an automation to work in the opt-in stage.
Groundhogg has two fields: Apply Tags and Field Mapping.
- Apply Tags: Tags are added to emails that opts-in from your form. This will serve as a trigger (more on this later) for your automation. You can add your own tags by going to Tools > Tags. In this template, a tag has already been chosen. (SLO)
- Field Mapping: This is where you will be able to map fields in your form to contact record fields.
After setting up both of the actions, go ahead and click Update.
The Automation
After adding the right settings to the form, we will now finally set up the automation. Go to Marketing > Funnel Automation.
There are already premade templates that you can use. The Simple Lead Magnet / SLO funnel is supposed to be paired with Lead Magnet to Trip Wire automation, so we're going to duplicate that for this article. Hover over the name and click Duplicate.
Once done, you will be brought over the the editing window of the automation. You can rename this automation to make it distinguishable.
There are two important steps in a funnel automation. Benchmarks and Actions.
What is a benchmark?
A benchmark can also be called a trigger or goal. Essentially it is something that a contact does that you want to invoke an automated response. An automation needs to start with a benchmark.
For example: If john fills out a form (benchmark) then send a welcome email (action).
What is an action?
An action is a response to when a contact does something.
In our automation window, the first thing you'll see is the Tag Applied benchmark.
In this condition, this automation will trigger once the tag SLO is applied. Since we set this tag to apply to a contact when they fill out the pop-up form, that action will trigger this automation to start.
Once the benchmark is triggered, you will want to setup the actions that would come after it. In this case, sending an email.
The template already has a series of emails set up for this automation, so what you can do is either edit these emails, or create new ones that are appropriate for your funnel. You can do so by hovering over the email element and clicking the respective button.
Editing an Email
An email is where you can welcome the subscriber and also add the link to your freebie for them to download. After you're done editing the contents of your email, make sure to set a verified email as a From User, and then set it to Ready by hovering at the top switching Draft to Ready. You must do this to all of the emails in the automation.
You can also set Delay Timers (found under Actions box) between your emails. The template has setup 1 day between the series of emails, but you can set the timer using minutes, hours, days and even months. You can also set it to send at a specific time of the day.
Once you're done editing the emails and making sure they're ready, you must Activate the whole automation by activating it at top right.
Click Update.