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Smart Funnels

Last updated on Aug 16, 2024

The Smart Funnels enable building dynamic, hyper-personalized funnels that adapt in real-time to your prospects' and customers' actions, significantly boosting engagement and conversions with highly-tailored marketing and "intelligent" upsell opportunities.

It allows you to create seamless campaigns: design, customize, and visualize marketing strategies effortlessly through intuitive drag-and-drop features and comprehensive configuration options.

On the main screen of the Funnels app, you'll see all your funnels and you have an option to create a funnel.

Here are the main tabs you can see in each campaign on the Smart Funnels:

Dashboard

Visual Funnel Builder

Contacts

Settings

Dashboard

The Dashboard displays your funnel pages and allows you to create a page and perform other page actions. Here is an article about the page actions you can do through the dashboard.

Visual Funnel Builder

The Visual Funnel Builder is a dynamic campaign creation tool that offers unparalleled flexibility and power. Easily control every facet of your campaign with intuitive drag-and-drop functionality, akin to arranging magnets on a refrigerator.

Click here to learn more about the Visual Funnel Builder

Contacts

The Contacts tab displays the contacts connected to your funnel (e.g. leads). Here, you can view or edit a contact.

Settings

The Settings tab allows you to customize your funnel with ease:

  • Adjust funnel details such as name and description.

  • Select Smart Planner Profiles to optimize your strategy.

  • Add domains for seamless integration.

  • Incorporate tracking codes or scripts for comprehensive analytics.

  • Conveniently delete unwanted funnels.

Click here to learn more about what funnel settings you can configure through the Funnel Settings tab.