Creating a Sales Funnel w/ Checkout - Optimizepress Tutorial - The Settings (Part 2)


Hey everyone, Jonathan Coates here. 

In this segment, we’re diving deeper into configuring your sales funnel using Optimizepress. 

If you’ve followed Part 1, you’re already familiar with setting up your funnel visually. 

Now, let’s explore how to optimize your settings and customize pages for your specific business needs.

Understanding Your Dashboard


When you log into Optimizepress, the dashboard is your central hub. Here’s where you manage everything from funnel titles to individual page settings:

- Funnel Title: Customize your funnel's name to reflect your campaign's purpose.

- Undo/Redo: Easily backtrack or reapply changes made across your funnel.

- Copy Page Link: Quickly share or save URLs of your funnel’s starting page.

- Save Changes: Crucial for preserving any modifications before navigating away.

Navigating Through Options


From the top navigation bar, you have several key tabs:

- Dashboard: Returns you to the main funnel list.

- Create a New Funnel: Provides templates for new funnels or cloning existing ones.

- Settings: Customize URLs, adjust slugs, and manage additional configurations.

- Tools: Offers resources like export options for sharing your funnel setup.

- Help: Access Optimizepress support if needed.

 

Exploring Funnel Visualizer and Stats


The Funnel Visualizer remains pivotal:

- Stats: Tracks metrics like conversions, opt-ins, and earnings (if using a checkout page).

- Funnel Stats: Provides detailed insights into funnel performance.

- Export/Import: Facilitates sharing or duplicating your funnel setup effortlessly.

#### Adding New Steps

Need to integrate an order summary or another step after checkout? Follow these steps:


- Click on the "+" button to add a new step.

- Choose from templates or clone existing pages to expedite setup.

- Customize page titles and URLs as required for seamless integration.

Finalizing Your Setup


Before concluding, ensure to:

- Save Changes: Always save after adjusting settings or configurations.

- Reset Stats: Reset metrics without altering your funnel's structure.

- Integration: Prepare for future videos where we'll discuss integrating third-party platforms.

See you in the next video!

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Jonathan Coates
Jonathan Coates

I hope you enjoyed this post. I share new weekly articles and training here on the blog that is specifically designed to help you grow your business, convert more sales, and generate more leads so that you can live the lifestyle you love with a thriving business. Please share any content ideas that you would like me to create for you!

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