Choose which funnels to include in your snapshot

Selecting Provided Funnel Templates #

1. Access the Template Library: Start by logging into your account. Navigate to the funnel section where you can browse through a comprehensive library of templates.
2. Browse and Select: Explore the different categories to find a template that matches your business goals. Each template is designed with specific purposes in mind, such as lead generation, product launches, or webinar registrations.
3. Preview and Choose: Before selecting, you can preview the templates to see how they look and function. Once you find the perfect fit, select the template to begin customization.

Using Your Own Templates #

If you have a unique design or an existing template that you prefer to use, incorporate your own design into the platform.

1. Upload Your Template: Navigate to the funnel builder and choose the option to upload your own template. This feature allows you to maintain your brand’s unique identity and design aesthetics.
2. Integrate Opt-In Forms: After uploading, you’ll need to add the provided opt-in forms to your template. These forms are essential for capturing leads and can be easily integrated into any design.
3. Customize and Optimize: Customize the opt-in forms to match your brand’s look and feel. Adjust the colors, fonts, and fields to ensure they align with your overall branding strategy.

Adding Opt-In Forms for Customization #

Prebuilt Customization Options #

Extendly’s funnel templates come with a variety of prebuilt customization options that allow you to personalize your funnels easily. These options utilize Extendly’s foundational set of custom values, such as business short name and brand colors.

1. Business Short Name: Personalize your funnel with your business’s short name to ensure consistent branding throughout.
2. Brand Colors: Input your primary and secondary brand colors to maintain a cohesive visual identity. The template will automatically update to reflect these colors.
3. Custom Fields: Add custom fields to the opt-in forms to gather specific information from your leads.

Step-by-Step Customization Process #

1. Edit Opt-In Forms: Within the funnel builder, select the opt-in form you wish to customize. Use the drag-and-drop editor to modify the layout and design.
2. Update Custom Values: Enter your business’s short name and brand colors into the designated fields. These values will automatically apply across the funnel.
3. Add Custom Fields: To collect additional information, such as phone numbers or company names, add these fields to your opt-in form. Customize the field names and settings to meet your needs.
4. Test and Optimize: Preview your funnel to ensure all elements look perfect. Test the opt-in form to verify that all fields function correctly and data is captured accurately.

Incorporating Funnels into a Snapshot #

Snapshots allow you to save and reuse entire marketing setups, including funnels, automations, and other assets. Here’s how to include your customized funnels in a snapshot:

1. Save Your Funnel: Once you’ve customized your funnel, save it within your High Level account.
2. Create a Snapshot: Navigate to the snapshot section and choose to create a new snapshot. Select your customized funnel from the list of available assets.
3. Include Opt-In Forms and Customizations: Ensure that all opt-in forms and customizations are included in the snapshot. This will allow you to reuse the funnel with all its custom settings intact.
4. Save and Deploy: Save the snapshot, and you can now deploy this complete marketing setup for different campaigns or clients.