A few habits make the Funnel Builder quicker and keep your funnels tidy.
Planning:
- Choose the address with care in the URL Slug box. It stays the same when you edit the funnel later, so shared links keep working.
- Group your funnels into a few clear categories. Visitors on the Showcase find things faster.
- Pick one template for a category, so its funnels look like a set.
PDFs and covers:
- Upload the PDF with Upload PDF when you can. If you use a link, open it in a private browser window first. It should show or download the PDF straight away, with no sign in or share page.
- Use a cover at least 400 by 400 pixels. A 3D book or report image looks best on the Showcase.
CSV imports:
- In a CSV, use a niche slug or name such as health, tech or Health & Fitness, or one of your own categories.
- Importing the same CSV again is safe. Rows already imported are skipped. If a big import stops part way, import the same file again.
- Test with two rows before a big file.
After building:
- To change the text, PDF, cover, template or colours, click Edit on My Custom Funnels. For its offer links, list and tracking, click Settings.
- Set your Geo Smart Links or Default Affiliate Link in Settings so every custom funnel's download page shows your Check Out This Resource button.
- Rebrand your custom PDFs with the PDF Rebrander so they carry your offer too.
- Open the Traffic toolkit from the Funnels tab for ready posts and emails for each custom funnel.
A real example:
The owner of yoursite.com keeps all money saving guides in Smart Shopping with the Clean Card template, uploads every PDF to the Media Library first, and adds new guides by CSV once a month. Each new batch is rebranded By Category, so the Smart Shopping PDFs all carry the same call to action page.