How to convert a Website Page into a Funnel

In this article, we are going to walk you through the simple steps of converting one of your existing website pages into a funnel within minutes. Not to worry, you won't be losing the original page as we will be working with a duplicate. Let's dive into the process!

Step 1: Select the Page You Want to Duplicate

The first step is to identify and select the page you want to turn into a funnel. Head over to the 'pages' section on your PatientBase dashboard and locate the page you intend to duplicate.

Step 2: Create a Duplicate

Next, create a duplicate of the chosen page. This step ensures that the original page remains untouched in your website pages section, available for other uses. Creating a duplicate is quick and hassle-free, facilitating a smooth transition to a funnel without the need to start from scratch.

Step 3: Move the Duplicate Page to the Funnel Section

Now, take your newly created duplicate page and move it to the funnel section. Click on "move to funnel" to initiate the process. You will be presented with a list of existing funnels; locate the funnel where you want the page to be incorporated.

Step 4: Set Up Your Funnel Steps

After finding the desired funnel, move your duplicate page into it. You can now set it up as the first step in your funnel process. Feel free to adjust your sales page or other steps according to the new setup. Remember, the funnel tool automatically aligns call-to-action buttons to match the new funnel setup, streamlining the user journey right from the start.

Step 5: Customize Your Booking and Thank You Page

With your page now successfully integrated into the funnel, it's time to fine-tune the details. Set up your booking and thank you pages to ensure a seamless transition for clients as they navigate through the funnel.

Step 6: Duplicate and Rename Funnels (Optional)

For a more organized approach, consider duplicating your funnel to prevent overwriting an existing one. You can then rename the new funnel to something more descriptive of its purpose or content.

Step 7: Seek Assistance if Necessary

Should you encounter any issues or have further queries, do not hesitate to reach out to our support team through the help desk available within the system. You can also check our extensive knowledge base for tutorials and helpful articles.

Conclusion

And that's it! You have successfully turned an existing page into a funnel, all set with pre-built analytics steps, making your workflow simpler and more effective. Remember, PatientBase is here to assist you in enhancing your online marketing and engagement strategies efficiently and effectively.