How to Add and Edit Your First Funnel on Patient Base

Introduction:

Funnel creation is crucial to any online business, and in this tutorial, we will cover the basic steps involved in creating a funnel and editing it according to your preferences.

Step 1: Create a Funnel

Log in to your Patient Base account and navigate to the Funnel section.
Click on "Create a new funnel" and choose a template or start with an empty funnel.
Preview the template and select one that suits your lead generation needs.
Enter the title of your funnel and save it. If you want it to be a part of your current website, move it into your existing website.

Step 2: Create a Product

Access your products section and create a new digital product, such as an ebook.
Upload the file and add an image, and set the price and other details like tags and inventory tracking.

Step 3: Set Up Store Settings

Ensure that your email and store details are correct.
Determine if your product requires shipping and adjust settings accordingly.
Review taxes, including any additional taxes for your state or country.
Connect your payment provider, such as Stripe.

Step 4: Add Product to Checkout

Go to your funnel checkout page and click on "products".
Select the product you just created and set the price.
Preview the checkout to ensure it's working correctly.

Step 5: Edit the Funnel

Start editing the contact form and select your marketing list.
Add new images and update the lead forms to ensure they go to the right place.
Name your lead form and enter your email if you want to receive notifications for every lead.
Add your patient-based marketing list and tag them to segment or filter them later in the contacts.

Step 6: Customize Settings

Click on the "next step" button to edit the "thank you" page.
Edit the page title and description to improve your SEO and reach.
Flip back to the funnel page and change the name of the page and adjust any SEO information.

Conclusion:

In conclusion, creating a funnel and setting up a digital product store can be a powerful way to generate leads and increase revenue. By following these six steps, you can create a funnel that not only captures leads but also sells digital products with ease. With the right marketing strategy and customization of settings, you can build a profitable sales funnel that drives business growth.