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Launch OS

By Claire Fabella and 1 other
• 27 articles

Launch OS Features

Launch OS is a fully integrated, all-in-one, A.I. powered marketing automation platform & CRM with unmatched speed, zero experience required, and unmatched performance. It includes every tool you'll ever need to grow & scale your business: a built-in "app store" for all of your marketing needs. fully replaces every (or any) part of your marketing stack! the exact tool, exactly when you need it. https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/LaunchOSOnboardingVideo.mp4 Here are some of Launch OS Apps: Smart Planner (Planning) Launch OS offers a unique feature called the Smart Planner that fine-tunes your marketing message before letting the AI handle the rest. It simplifies strategy and message creation. conducting months of research in minutes and using AI to provide insights and consistent messaging that boosts engagement and conversation. Click here to learn more https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Smart+Planner+-+Add+Copy+to+a+Page.mp4 Smart Sites Launch OS enables you to create a professional website in minutes using Smart Sites. With our easy-to-use builder, you can build entire websites with one click, requiring no technical skills. Click here to learn more Animated GIF Smart Funnels 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. Click here to learn more https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Smart%2BFunnels%2B-%2B1_with+music.mp4 The Visual Funnel Builder The Visual Funnel Builder is a flexible and powerful visual campaign builder that allows you to control every aspect of your campaign by simply dragging and dropping, and moving around elements in your campaign just like you would move magnets on a refrigerator. Click here to learn more https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Visual+Funnel+Builder_with+music.mp4 Funnel Vision: Launch OS Sketchpad Funnel Vision (Launch OS Sketchpad) is an innovative feature within Launch OS designed to streamline the process of turning diagrams, conceptual sketches, and ideas into fully functional marketing funnels. It eliminates the frustration of miscommunication and delays by using artificial intelligence to interpret sketches and automatically generate campaigns. Click here to learn more To learn more about Funnel Settings, click here. https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Funnel%2BVision%2B-%2B1_with+music.mp4 Smart Pages "Smart Pages" provides the fastest way to launch a high-converting landing page. With over 200 gorgeous, conversion-focused templates to choose from, and an easy-to-use drag-and-drop editor, your high-converting landing page will be live and ready for leads and customers within minutes! Click here to learn more https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Infinite%2BCustomizability_with+music.mp4 Smart CRM (People) Take the guesswork out of managing customer relationships with a "Smart" CRM backed by advanced AI-powered algorithms that help you supercharge your sales and marketing efforts and make smarter, more informed business decisions. Click here to learn more Smart Content The Content App offers users the ability to effortlessly generate content packages for a range of platforms including blogs, social media, email, etc. Whether crafting content manually or with the assistance of AI, our platform empowers users to swiftly assemble these packages. Click here to learn more https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Smart%2BCopy.mp4 Launch Pad The Launch Pad is where you can find all the tools you need to launch your business: funnels, sites, pages, apps, etc.The Launch Pad is where you can find all the tools you need to launch your business: funnels, sites, pages, apps, etc. Click here to learn more Getting Started with Launch OS Launch OS Account Settings Setting up your profile in Launch OS is crucial as it allows you to personalize your experience and ensure the security of your details in Launch OS. Click here to learn more Launch OS Onboarding Launch OS features a unique component called Onboarding, designed to collect essential details about you, your business, your target audience, and your offerings. This serves as one of the data sources for Launch OS Copilot (AI Assistant), which leverages its robust AI-generated copy capabilities to tailor responses based on the provided information. Click here to learn more The Smart Copy Engine Launch OS has a custom-built, AI-powered copywriting assistant that writes the perfect message for your audience, every time. It's fine-tuned on more than 100 years of direct response copywriting AND the direct response strategies & performance feedback behind over 275,000 marketing funnels built by over 40,000 customers. Click here to learn more Launch OS Copilot (AI Assistant) Launch OS integrates AI assistants directly into its platform, enhancing functionality across tasks like content creation, market research, SEO optimization, and copywriting. This seamless integration of AI technology not only streamlines processes but also significantly improves users' productivity and efficiency. Click here to learn more

Last updated on Sep 30, 2024

Launch OS Account Settings

Setting up your profile in Launch OS is crucial as it allows you to personalize your experience and ensure the security of your details in Launch OS. To set up your profile, in the dashboard click the dropdown (˅) icon on the upper left corner of your screen, then click "Profile". Here are the main tabs you can see in your Account Profile: Profile Domain Names Integrations Onboarding Profile You can enter or edit your first name, last name, email address, and password here. Don't forget to click "Save Changes" to save your work. Domain Names Adding your domain is essential for establishing your online presence, credibility, and professionalism. It helps build trust with your audience, improves brand recognition, enhances SEO, and gives you control over your online identity. To do this, use your unique domain. You can buy one from any registrar or domain provider (e.g. GoDaddy, Namecheap, etc).​ If you already have one, here is a step-by-step guide on how to add a domain name. ​ Click on My Domain Names… Integrations Integrations involve linking various systems to streamline workflows, boost efficiency, and enhance productivity by facilitating data sharing and automation. For instance, integrating a CRM system with an email marketing platform enables automatic customer data synchronization and targeted campaigns. You can find out more about Integrations by clicking on this article. Click on My Integrations… Onboarding Completing the onboarding in Launch OS is crucial as it helps us understand your business, goals, and target market better. By providing detailed information during onboarding, we can tailor our marketing strategies, recommendations, and support to align with your specific needs and objectives. ​ You can find out more about Onboarding by clicking this article. Click on Welcome to Launch OS…

Last updated on Aug 16, 2024

Launch OS Onboarding

Launch OS features a unique component called Onboarding, designed to collect essential details about you, your business, your target audience, and your offerings. This serves as one of the data sources for Launch OS Copilot (AI Assistant), which leverages its robust AI-generated copy capabilities to tailor responses based on the provided information. Please set aside time for this as there's a minimum of 19 questions you must answer. The answers don't have to be long; they need to be clear and precise to get the best results. To go to Onboarding, click the dropdown (˅) icon beside your account name at the upper left corner of your window. Select "Profile" from the dropdown menu. then click the "Onboarding" tab. To get started, enter your answer to each question then click "Next." After the last question, click "Finish" to save your work. Click on Welcome to Launch OS… How It Works #1 Using the Smart Copy Engine to rewrite page content or generate alternative copy tailored to the Smart Profile you assigned to your campaign. https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Smart%2BCopy.mp4 #2 Using the Launch OS Copilot to add tailored content to a page or generating a page with tailored content https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Smart%2BPlanner%2B-%2BOnboarding_with+music.mp4 ​#3 Launching a Campaign or Funnel in one click https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/One%2BClick%2BAI_with+music.mp4 That's it for the onboarding! To make your Launch OS Copilot (AI Assistant) more personalized, Launch OS offers a unique feature called the Smart Planner that allows you to create different profiles and answer targeted questions to tailor-fit your marketing strategies. ​ Here is an article about Launch OS Copilot (AI Assistant) that discusses how completing your Onboarding and Smart Planner profiles can benefit you and how all these allow you to Launch Funnels with a World-class Copy Customized to Your Product, in ONE CLICK!

Last updated on Sep 30, 2024

Smart Planner

In this comprehensive guide, we will delve into the process of launching effective marketing funnels with Launch OS, leveraging its powerful AI-generated copy capabilities. Launch OS offers a unique feature called the Smart Planner that fine-tunes your marketing message before letting the AI handle the rest. It simplifies strategy and message creation. conducting months of research in minutes and using AI to provide insights and consistent messaging that boosts engagement and conversation. How it works is that it allows you to create different profiles and answer targeted questions to tailor-fit your marketing strategies. Once these questions are answered, Launch OS utilizes this information to generate customized marketing campaigns, ensuring a cohesive and aligned approach to your marketing efforts. In this article, you'll learn about: - Adding a New Profile - ​Editing Your Smart Profile - Assigning a Profile to a Campaign - How It Works Adding a New Profile Step 1: Go to the [Planning] app then click the type of profile you want to fill out. We recommend filling out all the profiles as the richness of information provided in these profiles directly impacts the effectiveness and customization of your marketing campaigns. Take the time to thoroughly complete each profile, as they serve as the foundation for Launch OS's AI-generated copywriting. To add a new profile, just click [+Create Profile] at the upper right corner of your screen then select the type of profile you want to fill out. Step 2: Enter a profile name then click OK. Step 3: Enter information Follow the prompts to answer questions related to your company, ideal customer, messaging, and offers. Provide detailed and accurate information to ensure Launch OS can create tailored campaigns. 1. To enter or edit information, click the field name then click [Save & Continue] button. 2. Once all questions are answered, review your responses for accuracy. 3. When satisfied, hit the [Finish] button to complete the process. Editing Your Smart Profile Remember that you can always revisit and edit your responses later. If there are changes in your company or marketing strategy, update your profiles accordingly. Regularly review and refine your profiles to maintain relevance and accuracy. Step 1: Go to the [Planning] app then click the profile you want to update. Step 2: Go to the [Planning] app then click the profile you want to update. 1. To edit information, click the field name then click [Save & Continue] button. 2. Skip the fields you will not edit and when you're done, go to the last page and hit the [Finish] button. Assigning a Profile to a Campaign Launch OS allows you to have the flexibility to select the specific smart planner profiles that will guide the launch OS Copilot in crafting copy tailored to each campaign's/funnel's needs. Step 1: Go to the [Funnels] app then click the funnel/campaign you want to update. Step 2: Select the [Settings] in the Smart Profiles section below, toggle on the smart profiles you want to use. How It Works #1 Using the Smart Copy Engine to rewrite page content or generate alternative copy tailored to the Smart Profile you assigned to your campaign. https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Smart%2BCopy.mp4 #2 Using the Launch OS Copilot to add tailored content to a page or generating a page with tailored content https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Smart%2BCopy%2B-%2BAdd%2BCopy%2Bto%2Ba%2BPage_with+music.mp4 Related Articles To make responses more precise, you may also want to complete the Onboarding (you may focus on the questions not asked in the Smart Planner and skip those you already answered.) Here is an article about Launch OS Copilot (AI Assistant) that discusses how completing your Onboarding and Smart Planner profiles can benefit you and how all these allow you to Launch Funnels with a World-class Copy Customized to Your Product, in ONE CLICK!

Last updated on Sep 30, 2024

Smart Sites

Launch OS enables you to create a professional website in minutes using Smart Sites. With our easy-to-use builder, you can build entire websites with one click, requiring no technical skills. This guide walks you through the initial steps of creating a website, which is crucial for establishing an online presence in marketing contexts. To start creating a site, follow the steps below. Step 1: Click the [+Create a Site] button at the sidebar. Step 2: Select and launch a pre-built template. If you want a complete guide on choosing a template, click here. Animated GIF Step 3: Edit the page to make it your own. Here's how to edit and customize your page. Here are the main tabs you can see on each page in the Smart Sites: Dashboard Contacts Settings Dashboard The Dashboard displays your site pages and allows you to create a page and perform other page actions. Here is an article on the page actions you can perform through the dashboard. Contacts The Contacts tab displays the contacts connected to your page (e.g. leads who submitted information via form). Here, you can create, view, or edit a contact. Learn how to create and manage contacts through the built-in CRM of Launch OS. Settings The Settings tab allows you to customize your page 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.

Last updated on Aug 23, 2024

Smart Funnels

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.

Last updated on Aug 16, 2024

Smart Pages

"Smart Pages" provides the fastest way to launch a high-converting landing page. With over 200 gorgeous, conversion-focused templates to choose from, and an easy-to-use drag-and-drop editor, your high-converting landing page will be live and ready for leads and customers within minutes! To create a page, follow the steps below. Step 1: Click Smart Pages at the sidebar then click either the [+Create a Landing Page] or the [Create a page] button. Step 2: Select and launch a pre-built template. If you want a complete guide on choosing a template, click here. Step 3: Edit the page to make it your own. Here's how to edit and customize your page. Here are the main tabs you can see on each page in Smart Pages: Page Editor Contacts Settings Page Editor The Page Editor enables you to edit, customize, and publish a page, making it accessible on the web. It also facilitates connecting to third-party integrations, such as an email autoresponder service, to gather contact information from page visitors or process payments for purchases. Here's a comprehensive guide about the page editor. Here's how to edit and customize your page. Contacts The Contacts tab displays the contacts connected to your page (e.g. leads who submitted information via form). Here, you can create, view, or edit a contact. Learn how to create and manage contacts through the built-in CRM of Launch OS. Settings The Settings tab allows you to customize your page 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.

Last updated on Aug 23, 2024

Smart CRM

Take the guesswork out of managing customer relationships with a "Smart" CRM backed by advanced AI-powered algorithms that help you supercharge your sales and marketing efforts and make smarter, more informed business decisions. The contacts can be created manually, imported, or added automatically from a campaign. For example, when a lead submits information through a page built into your Launch OS account, the information submitted will be recorded both in the People App and in the Contacts tab of a page within these Launch OS apps: Sites, Funnels, and Pages. You can also view, add, and manage contacts in both. If you connected a 3rd-party CRM to your page, the contact details from the submitted form will also be forwarded to your CRM aside from recording them in the Launch OS People App. Here is an article on How to Connect a Page to an Autoresponder / Email Provider and Capture Leads. Creating a Single Contact To manually create a new contact, you can either click the [+] icon at the top-left navigation of the contact list or click the [+Create a Contact] button at the upper-right corner of your screen (People App). Next, enter the contact's information and notes. Searching for a Contact To search for contacts and filter results, click the [Filter] icon at the top-left navigation of the contact list. You can select fields and conditions, and then add values. Editing or Deleting a Contact To edit a contact, click the contact name or the [Open] button at the right side of the contact name then edit field values. To delete a contact, click the [Delete] button at the right side of the contact name. Importing or Exporting a Contact Before importing your list (CSV format), make sure that the first row in your CSV file has any of the headers spelled exactly like in the list below so that the system will be able to match the contact’s information with the right fields in the CRM: - First Name (not First_Name, FirstName, 1st Name, Name, etc) - Last Name (not Last_Name, LastName, etc) - Email (not email ad, email address, etc) - Address (not address line 1, full address, etc) - City - State - Country - Username (not user name, user_name, etc) - Zipcode (not zip code, zip, etc) - Phone (not mobile, mobile phone, cellphone, landline, etc) - Notes (not note, additional notes, etc) Note: You don't need to include all headers in the list. Include only the information you have. Just make sure the header spelling is correct. To import or export contacts, click the three-dot icon at the top-left navigation of the contact list then upload your CSV file.

Last updated on Aug 16, 2024

The Smart Content

The Content App offers users the ability to effortlessly generate content packages for a range of platforms including blogs, social media, email, etc. Whether crafting content manually or with the assistance of AI, our platform empowers users to swiftly assemble these packages. This guide walks you through the initial steps of creating a content package, which is crucial for establishing an online presence in marketing contexts. To create a content package collection, Click 'Content' at the left navigation panel then click the [+Create a Content Package] button. Enter the name for your Content Package Collection, then click [OK] Here are the main tabs you can see on each page in the Content App: Content Visual Content Builder Settings Content Saved content items are displayed in the Content tab. There are 2 ways to create a content item through the Content App: #1 Creating Content Manually To create a content item, click the [+Create a Content Item] button. Enter the Title, Content, and Post Type, then Click [OK] to save. #2 Creating Content Through Launch OS Copilot (AI Assistant) You may also generate content through the Launch OS Copilot (AI Assistant). You may use this feature when you've completed providing information about your business, ideal clients, offers, etc to the system. To learn how the Launch OS Copilot works, here is a comprehensive guide. Once you're done with your Smart Planner Profiles, select the profiles you want to use in the Settings tab. ​Click here to learn how to get started with the Smart Planner To create a content item through AI: 1. Click the AI icon at the upper right corner of your screen then type what you want the AI to write. 2. Click the 3-dot icon below the response then click "Generate Post with Content." 3. Edit the Title, Content, and Post Type, then Click [OK] to save. Visual Content Builder The Visual Content Builder is a flexible and powerful visual content tool that allows you to control every aspect of your content by simply dragging and dropping, and moving around elements in your campaign just like you would move magnets on a refrigerator. Note that the pages you add to either the Content tab or Visual Content Builder will be visible in both tabs. Settings The Settings tab allows you to customize your Content Package details with ease. Here's a comprehensive guide about the Settings tab. 1. Edit Content Package details such as name and description. 2. Select Smart Planner Profiles to optimize your strategy. ​Click here to learn how to get started with the Smart Planner 3. Conveniently delete unwanted content.

Last updated on Aug 23, 2024

Launch OS Copilot (AI Assistant)

Launch OS Copilot (AI Assistant), powered by advanced artificial intelligence (AI), is designed to streamline tasks and provide valuable guidance across various domains. Launch OS integrates AI assistants directly into its platform, enhancing functionality across tasks like content creation, market research, SEO optimization, and copywriting. This seamless integration of AI technology not only streamlines processes but also significantly improves users' productivity and efficiency. Optimizing the Launch OS Copilot through the Smart Planner Launch OS offers a unique feature called the Smart Planner, which allows you to create different profiles to help generate AI responses aligned with your business, product, ideal customers, and marketing strategies. For example, after you create Smart Planner profiles by entering information about your business and product, Launch OS AI Assistant will give you customized responses based on that information instead of generic responses. Click here to learn how to get started with the Smart Planner Optimizing the Launch OS Copilot through the Onboarding To make responses more precise, you have the option to complete the Onboarding, another Launch OS feature designed to collect essential details about you, your business, your target audience, and your offerings. You may focus on the questions not asked in the Smart Planner and skip those you already answered. Using the Launch OS Copilot (AI Assistant) Step 1: Click the sparkle icon (˖✧) on the upper right corner of your screen to open the Launch OS Copilot. ​Step 2: Choose your Launch OS AI Assistant To choose a specific AI Assistant, click the dropdown icon (˅) on the left side of the chatbox. ​Each AI Assistant is tailored to a specific purpose: - Launch OS Copilot: Launch OS Copilot is an advanced productivity AI assistant integrated into the Launch OS application. It assists users with content creation, editing, and navigating within the Launch OS platform. - Market Research: This AI assistant helps users gather valuable insights and data related to market trends, competitor analysis, customer behavior, and industry developments. It aids in making informed business decisions and strategies. - Traffic & SEO: This AI assistant focuses on optimizing website traffic and improving search engine rankings through search engine optimization (SEO) techniques. It guides keyword research, content optimization, link building, and other SEO strategies. - Copywriting: The Copywriting AI assistant assists users in crafting compelling and engaging content for various purposes, such as website copy, marketing materials, social media posts, and more. It provides suggestions, tips, and templates to enhance writing effectiveness. Step 3: Chat with Launch OS AI Assistant To help you get the best possible response from the Launch OS AI Assistant, be clear and specific when typing your question or message in the chat box before hitting the "send" [>] button. Animated GIF If the AI's response doesn't fully answer your question, don't hesitate to ask for further clarification or assistance. Continued communication can lead to a more tailored and helpful response. Step 4: Choose How to Utilize the Generated Response https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Smart%2BCopy%2B-%2BAdd%2BCopy%2Bto%2Ba%2BPage_with+music.mp4 If you used the Launch OS Copilot while you are in the Funnels or Sites App window, you'll be given these options when you click the 3-dot icon below the generated response: - Generate Page with Content - Create a new page using our pre-built template together with the content generated - Add Content to Page - add the response to an existing page - Add to Avatar Profile - add the response to a Smart Profile in the Planning App If you used the Launch OS Copilot while you are in a Page window, you'll be given this option when you click the 3-dot icon below the generated response: - Add Content to Page - add the response to an existing page Disclaimer: While our AI Assistants aim to provide accurate responses, they may occasionally make mistakes or misunderstand instructions or questions. We recommend verifying information obtained from AI responses and exercising discretion in decision-making. Launch OS is not liable for any inaccuracies or errors resulting from AI assistance.

Last updated on Sep 30, 2024

How to Launch Your First Funnel from Scratch

1. Sign-in to Your Account Go to https://app.launchos.com/login and log in with your account credentials. 2. Create a Funnel 1. Below the list of Apps at the left navigation panel, click [Funnels]. 2. Click [Create a Funnel] to start creating your first funnel. 3. Select a Funnel Template Click "Blank Campaign (Start from Scratch)." 4. Create a Funnel Option 1: Click [Launch using this funnel] to start working on your new funnel. ​ [Recommended] Option 2: If you've already completed filling out the profiles in the Smart Planner, click [Launch using AI] so your funnel will generate world-class copy specific to your product, ​ If you haven't done that yet and you want to leverage the Smart Planner. Here is a step-by-step guide on how to add or edit profiles using the Smart Planner. 5. Name Your Funnel Enter a name for your funnel then click OK. 6. Add a Page Click [+Add page] to add a new page to your funnel. 7. Choose a Template We have pre-built page templates that you can choose from. To filter the options, click [All Pages] in the upper-right corner, then select the type of page then select the template you prefer. You can preview the template before launching it. When you’ve decided to use the template, click [Launch using this template]. Enter a page name then click OK. Note that the page name will reflect as the "slug" that comes after your website name as shown in the screenshot below. 8. Edit the Page Start editing the page to make it your own. To EDIT TEXT, click on the text object and start typing. To ADD PAGE ELEMENTS OR PRE-BUILT SECTIONS to your page, click the [+] icon at the upper left corner of the editor, select the element you want to add, drag it to the canvas, and drop it on a section on the page you want to place it to. To MOVE PAGE ELEMENTS, click on the object you want to move, and then simply drag it towards a section on the page and drop it there! To CUSTOMIZE PAGE ELEMENTS such as size, positioning, alignment, padding, etc., double-click the object to open up the object settings. To DELETE AN OBJECT, select the object, then click the arrow down next to the label, then select delete. 9. Publish Your Page Click the [Publish] button at the upper right corner of the editor. Click the ​[open] icon to view the published page. 10. Publish Your Funnel When you're done editing the pages of your funnel, go back to the funnel dashboard then click [Publish] at the upper-right corner of your screen.

Last updated on Aug 23, 2024

How to Launch Funnels with a World-class Copy Customized to Your Product, in ONE CLICK!

Launch OS enables you to launch funnels with a world-class copy customized to your product in ONE CLICK! To do that, follow the steps below. Step 1: Add information to the Smart Planner (Launch OS Planning App) We recommend filling out all the profiles as the richness of information provided in these profiles directly impacts the effectiveness and customization of your marketing campaigns. Take the time to thoroughly complete each profile, as they serve as the foundation for Launch OS's AI-generated copywriting. Here is a step-by-step guide on how to add or edit profiles using the Smart Planner. To make responses more precise, you have the option to complete the Onboarding, another Launch OS feature designed to collect essential details about you, your business, your target audience, and your offerings. You may focus on the questions not asked in the Smart Planner and skip those you already answered. Step 2: Create a Funnel Here are some ways to create a funnel: #1 Funnels App Go to [Funnels] app then click [+Create a Funnel]. #2 Launch Pad Go to Launch Pad then click either the Funnel Frameworks or [See All] link in the Funnels section. To learn more about the Launch Pad, click here. #3 Funnel Vision: Launch OS Sketchpad Simply draw or snap a picture of your funnel and watch the "Funnel Vision" A.I. instantly bring it to life. Here's an article on how to launch a funnel through the Funnel Vision or Sketchpad. https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Funnel%2BVision%2B-%2B1_with+music.mp4 ​ Step 3: Choose a Funnel Template Scroll down to check our pre-built funnels. Click the type of funnel you want to launch depending on your goal (e.g. leads, sales, etc.) Step 4: Launch a Funnel Using AI Step 5: Choose a Page Template Click the page you want to work on. Search for a template or click the type of page to filter the options then click the template you want to use. Your page template gets installed together with the AI-generated copy. In the image below, you'll notice that the headline copy has automatically been updated. If you want an alternative copy, click the [Rewrite Page Content] button. In the image below, you'll notice that the headline copy has been updated. If you want to review and update the information you provided to the AI through the Smart Planner, here is a step-by-step guide on how to add or edit profiles using the Smart Planner. Here is a step-by-step guide on how to edit and publish your page.

Last updated on Sep 30, 2024

Simple Lead Capture Funnel

Use this funnel to capture leads (names, emails, phone numbers, etc.). This funnel begins with a Lead Capture Page designed to entice visitors to sign up and provide their contact details, without any obligation to purchase. It usually takes up to 7 touches (point of contact) before a prospect is ready to buy, so with this funnel, you can capture your prospect’s email, and then you may contact them later to promote your campaign. This funnel is made up of 2 pages: 1. Lead Capture Page 2. Thank You Page ​ 1. Create a Funnel Go to the Funnels app then click the [Create a Funnel] button at the upper-right of the screen or the button [Create a Funnel] at the dashboard's center to load the funnel templates. 2. Select a Funnel Template Click "Simple Lead Capture Funnel". You can learn about the funnel's goal by clicking on the funnel of your choice. 3. Launch Funnel Option 1: Click [Launch using this funnel] to start working on your new funnel. [Recommended] Option 2: If you've already completed filling out the profiles in the Smart Planner, click [Launch using AI] so your funnel will generate world-class copy specific to your product. ​ If you haven't done that yet and you want to leverage the Smart Planner, here is a step-by-step guide on how to add or edit profiles using the Smart Planner. 4. Name Your Funnel Enter a name for your funnel then click [OK]. 5. Add or Edit a Page Each template has its suggested pages. This funnel is made up of 2 pages: 1. Lead Capture Page 2. Thank You Page You can add a page by clicking [+Add page] button at the right side of the screen To learn how to edit and set up a page, here is a guide: The Page Editor. 6. Page Actions Click the three-dot icon on the right side of each page name in the "Funnels" dashboard to see more page actions. - Edit Page - You want to start working on your page - View Published Page - If you've already published your page, this is how your page in the preview - Make this my Homepage - This is the first page that the audience will see when they click your website link - Make this my 404 {Error Page} - This is a standard page response that indicates a server is down, it cannot find the requested content/page (due to file or domain removal or unpublished page draft) or the requested URL is broken. - Delete Page - you want to delete the page. Note that you can't recover the page after deleting it. Related Articles: Funnel Settings ​How to Launch Your First Funnel from Scratch How to Launch Funnels with a World-class Copy Customized to Your Product, in ONE CLICK!

Last updated on Aug 23, 2024

The Visual Funnel Builder

The Visual Funnel Builder is a flexible and powerful visual campaign builder that allows you to control every aspect of your campaign by simply dragging and dropping, and moving around elements in your campaign just like you would move magnets on a refrigerator. Note that the pages you add to either the Dashboard or Visual Funnel Builder will be visible in both tabs. ​​ Opening the Visual Funnel Builder To open the Visual Funnel Builder, Click the [Funnels] app and then click on the campaign you're working on. Click "Visual Funnel Builder" Adding a Campaign Element / Widget To add elements, right-click in any open/blank space in the canvas then select from the options. The elements are categorized as follows: 1. New Page 2. Shopping Cart 3. Traffic Source 4. Destinations 1. New Page Add a new page to your funnel: 2. Shopping Cart Insert the shopping cart element or any merchant into your visual funnel builder. 3. Traffic Source Track where your page visitors come from by adding a tracking element from your different traffic sources. 4. Destinations An action component that any page can connect to, which, when accessed, will redirect the visitor’s browser to the element of your choosing. Adjusting the Position of the Widgets Click on the element or widget you want to add, then drag and drop it to where you want it positioned in the visual funnel builder. Connecting Your Pages and Campaign Elements When you connect campaign elements or widgets, that will determine the position of your page and campaign elements. For example, if you set a button action to go to the next page when clicked, the visitors will be automatically redirected to the next page in the visual funnel builder. To connect pages, follow these steps: 1. Hover over the small circle at the side of the page you want the connection to start from. Wait until your cursor changes into a crosshair or [+] icon. 2. Click on the crosshair. 3. Then, drag it to the page you want to connect. Deleting Connections To delete a connection, click on the line and then press backspace. Fulfilling Actions to a Page or Widget When you right-click a widget, you'll see more options or actions. ​ - Edit Page - Click this to start working on your page. - Rename Page - customize the name of the element/page - View Published Page - Preview of your page once published - Copy Link to clipboard - Copying link of the element or published page - Make this my Homepage - This is the first page the visitors will see when they click your website link. - Delete Item - Click this to delete a page or campaign element. You can also delete a widget by clicking it and pressing backspace. Note: You can't recover it after deleting it. Showing or Hiding Campaign Statistics The Show/Hide Stats option in the visual funnel builder shows the statistics and conversion rates overlayed on the relevant funnel components throughout the funnel. You may click the "Show Stats" button at the upper-right corner of the tab to show statistics. To hide it, just click "Hide Stats." Locking the Visual Funnel Builder Locking the visual funnel builder allows you to move all the elements in the canvas as a group. To do that, click the "lock" icon at the lower-left corner of the visual funnel builder.

Last updated on Aug 16, 2024

Funnel Vision: Launch OS Sketchpad

Funnel Vision (Launch OS Sketchpad) is an innovative feature within Launch OS designed to streamline the process of turning diagrams, conceptual sketches, and ideas into fully functional marketing funnels. It eliminates the frustration of miscommunication and delays by using artificial intelligence to interpret sketches and automatically generate campaigns. By simply sketching your diagram through the Sketch Pad or taking a snapshot of a whiteboard, notepad, or diagramming software and uploading it, you can quickly see your ideas transformed into tangible campaigns with sales copy, professional design, automation sequences, and more. To access the Sketch Pad: Step 1: Go to the Funnels app, and then click on the campaign you'll be working on or click the [Create a Funnel] button. Step 2: Click the Sketch Pad tab. There are 2 ways to add your sketch to the Sketch Pad: #1 Using the Sketch Pad Drawing Tools Use the drawing tools to craft a diagram outlining your funnel, then click "Convert to Funnel." https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Funnel%2BVision%2B-%2B1_with+music.mp4 #2 Uploading a Funnel Sketch By simply taking a snapshot of a whiteboard, notepad, or diagramming software and uploading it, you can quickly see your ideas transformed into tangible campaigns with sales copy, professional design, automation sequences, and more. To do that, click the [Actions] button at the upper right corner of your screen then select "Upload Funnel Sketch." https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Funnel+Vision+-+2+(Sketch+Pad-upload+image)_music.mp4 To start customizing your funnel pages, here is a guide on Choosing a Page Template. Related Articles The Smart Funnels The Smart Pages App The Smart Copy Engine

Last updated on Sep 30, 2024

Funnel Settings

In this comprehensive guide, you'll learn the different settings that can be applied to the whole funnel including all pages inside. Go to the [Funnels] app, click on the campaign you'll be working on then click "Settings." Funnel Details This is where you can modify the name of your funnel and add a description. Smart Planner Profiles This is where you can choose the Smart Planner Profiles you want to use for a funnel. 1. If you've already completed filling out the profiles in the Smart Planner, toggle on the smart profiles you want to use. 2. If you haven't done that yet and want to leverage the Smart Planner so you can generate a tailor-fit copy for your pages in one click,, you may click [+ Create a new profile] button. Here is a step-by-step guide on how to add or edit profiles using the Smart Planner. Funnel Domain Name 1. Add a domain you want to use for this funnel. Please use a domain you own. You can buy one from any registrar or domain provider (e.g. GoDaddy, Namecheap, etc). 2. To add your domain, here is a step-by-step guide on how to add a new domain. Scripts and Tracking Add a tracking code or script for your entire funnel. This will apply to all pages in your funnel. Here is a step-by-step guide on how to add scripts and codes to the entire funnel. Delete this funnel This is where you can delete the entire funnel. Note that this action is irreversible so make sure you already backed up and migrated all you needed from this funnel before deleting the funnel.

Last updated on Aug 16, 2024

The Page Editor

The Page Editor enables you to edit, customize, and publish a page, making it accessible on the web. It also facilitates connecting to third-party integrations, such as an email autoresponder service, to gather contact information from page visitors or process payments for purchases. To start editing a page, go to the Funnels, Sites, or Pages apps then click on the campaign and page you'll be working on. Editing a Page This is the main feature of Page Editor. There are 2 ways to start editing a page: 1. Click the page you will edit 2. Click the three-dot icon on the right side of each page name in the "Funnels" dashboard then click "Edit Page" Launch OS' page editor allows infinite customizations. Click here to learn how to Edit & Customize Pages in Your Campaign. To learn about the page elements, click here. https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Infinite%2BCustomizability_with+music.mp4 Rewriting Page Content through the Smart Copy Engine You can replace the content from the pre-built templates in one click with world-class content tailored to your business, ideal customers, or offer through our custom-built, AI-powered copywriting assistant. Here's a guide about how the Smart Copy Engine works. https://ambid-backup-videos.s3.amazonaws.com/Launch+OS+Videos/Videos+with+sound/Smart%2BCopy.mp4 Page Actions Click [Action] on the upper-right of your screen to see more features and functions you can do with Page Builder Publish Page This option allows you to deploy your page, making it publicly accessible. Any changes made to the page will be reflected in the live version. View Published Page Click this to preview the current live version of your page that is visible to visitors. Preview Draft Preview the changes you've made to the page before finalizing and publishing them. Click here if you prefer not to make the changes visible to visitors on your live page yet. Page Editor This is where you can edit and customize the content of your page. Clicking this will simply refresh the page since you're already in the Page Editor. Click here to learn how to Edit & Customize Pages in Your Campaign. Page Templates Click here to select or change your current page to a pre-built page template. It's best to do this before starting working on a page. Please note that if you have already made edits to your page before applying a template, any prior work may be lost. When Page Template is clicked, you'll see a window with hundreds of carefully and beautifully crafted pre-built templates you can quickly modify. Hovering over a thumbnail will give you a preview of the full-page design. ​ SEO Settings Optimize your page to enhance its visibility in search engine results by incorporating relevant keywords and phrases into the title, description, and keywords fields. Campaign Settings This is where you can connect your email provider/autoresponder to your page to be able to capture and send leads to your email provider. ​ To set this up, here is a comprehensive guide: How to Connect a Page to an Autoresponder / Email Provider and Capture Leads Tracking Settings Set up tracking to monitor the performance of your campaign using a third-party tracker. Here is a step-by-step guide on Scripts and Tracking. Exit Intent Settings Configure settings to display a pop-up window to visitors about to leave your page, offering them the option to stay. CSS Settings Customize the design and appearance of HTML elements on your page by adding custom CSS code. Delete this Page This will permanently remove the page from your funnel. This action cannot be undone. Related Article Collection The Page Builder

Last updated on Sep 30, 2024

Page Actions: How to Set Up Your Pages

To start editing a page, go to the Funnels or Sites app then click on the campaign you'll be working on. In the campaign, click the Dashboard tab to see the pages in your funnel. The three sets of page actions can be accessed in 3 different ways: 1. Through the Dashboard 2. Through the Page Editor 3. Through the Visual Funnel Builder #1 Through the dashboard If you want to make quick changes to your page without having to access the page editor, you may do that through the dashboard. Click the three-dot icon on the right side of each page name in the "Funnels" dashboard to see more page actions. Edit Page Click this if you want to start working on your page. View Published Page If you've already published your page, this is how your page in the preview Make this my Homepage This is the first page that the audience will see when they click your website link Make this my 404 {Error Page} This is a standard page response that indicates: - A server is down - It cannot find the requested content/page (due to file or domain removal or unpublished page draft) - The requested URL is broken/does not exist/deleted/changed Delete Page Click this if you want to delete the page. Note that you can't recover the page after deleting it. #2 Through the page editor Click [Action] on the upper-right of your screen to see more features and functions you can do with Page Builder Publish Page This option allows you to deploy your page, making it publicly accessible. Any changes made to the page will be reflected in the live version. View Published Page Click this to preview the current live version of your page that is visible to visitors. Preview Draft Preview the changes you've made to the page before finalizing and publishing them. Click here if you prefer not to make the changes visible to visitors on your live page yet. Page Editor This is where you can edit and customize the content of your page. Clicking this will simply refresh the page since you're already in the Page Editor. Click here to learn how to Edit & Customize Pages in Your Campaign. Page Templates Click here to select or change your current page to a pre-built page template. It's best to do this before starting working on a page. Please note that if you have already made edits to your page before applying a template, any prior work may be lost. When Page Template is clicked, you'll see a window with hundreds of carefully and beautifully crafted pre-built templates you can quickly modify. Hovering over a thumbnail will give you a preview of the full page design. ​ SEO Settings Optimize your page to enhance its visibility in search engine results by incorporating relevant keywords and phrases into the title, description, and keywords fields. Campaign Settings This is where you can connect your email provider/autoresponder to your page to be able to capture and send leads to your email provider. ​ To set this up, here is a comprehensive guide: How to Connect a Page to an Autoresponder / Email Provider and Capture Leads Tracking Settings Set up tracking to monitor the performance of your campaign using a third-party tracker. Here is a step-by-step guide on Scripts and Tracking. Exit Intent Settings Configure settings to display a pop-up window to visitors about to leave your page, offering them the option to stay. CSS Settings Customize the design and appearance of HTML elements on your page by adding custom CSS code. Delete this Page This will permanently remove the page from your funnel. This action cannot be undone. #3 Through the Visual Funnel Builder If you are visual, this is for you. The page actions are similar to those in the dashboard except these: Rename a Page and Copy to Clipboard. In the campaign, just click the tab named "Visual Funnel Builder" and then right-click on any node/element to see the page actions. Edit Page Click this if you want to start working on your page. Rename Page Click this if you want to rename your page. View Published Page If you've already published your page, this is how your page in the preview Copy link to clipboard Click this if you want to get the link to your page. Make this my Homepage This is the first page that the audience will see when they click your website link Make this my 404 {Error Page} This is a standard page response that indicates: - A server is down - It cannot find the requested content/page (due to file or domain removal or unpublished page draft) - The requested URL is broken/does not exist/deleted/changed Delete Page Click this if you want to delete a page or campaign element. Note that you can't recover it after deleting it.

Last updated on Aug 23, 2024

Launch OS Integrations

In this guide, we'll walk you through a step-by-step process to effectively integrate Launch OS with a 3rd-party tool. Integration involves linking various systems to streamline workflows, boost efficiency, and enhance productivity by facilitating data sharing and automation. For instance, integrating a CRM system with an email marketing platform enables automatic customer data synchronization and targeted campaigns. To integrate a third-party tool with your account, follow the steps below: Step 1: At the upper left corner of your screen, click the dropdown icon (˅) beside your account name. Click on highlight Step 2: In the expanded menu, select "Integrations." Click on Integrations You will see a list of pre-built third-party integration tools. ​In this example, we will use Active Campaign, a CRM platform with marketing automation tools. Here are other autoresponders we can integrate with Launch OS.​ Click on Active Campaign… Step 3: At the rightmost portion of your chosen tool, toggle to start setting up the integration. A pop-up will appear. Make sure you are logged in to your chosen tool and get the API Key. An API key is a unique identifier used to authenticate requests made to an API. Step 4: Enter Credentials Fill in the "API Setting" by entering the "API Key" from your chosen tool and then, enter the "Account name", this will be your unique name for this integration. For a step-by-step guide on locating the API in some 3rd-party tools that we can integrate with Launch OS, click here. (insert collection of API KBs link) Click on API Settings… Click on How to Locate Your Active Campaign API Credentials Step 5: Save settings Once entered, click "[OK]" to complete the setup. Click on OK Edit Integration Settings Once set up, a new option "Edit settings" will appear, along with three dots for more menu options. ​ Click on Edit Settings Deleting Integration Note that when you delete an integration, all connections between Launch OS and the tool will be disconnected. To delete the integration, click "Delete."​ Click on Delete Click "OK" to confirm deletion. Click on OK That's it! Follow these steps to seamlessly integrate tools with Launch OS. IMPORTANT: We recommend testing the settings multiple times under various scenarios to confirm the reliability of the connection. This ensures that data is transferred accurately and workflows function as expected. ​ If your desired tool is not listed in the prebuilt third-party automation options, you can still connect it by adding Custom Webhooks. This article will walk you through it: Launch OS Custom Webhooks.

Last updated on Aug 23, 2024

Scripts, Tracking, and Analytics

Launch OS offers a seamless feature for integrating scripts and tracking codes, ideal for implementing analytics tools, remarketing pixels, and other essential tracking functionalities to optimize website performance and monitor user interactions effectively. In this article, you will learn: 1. How to Add Tracking Scripts/Codes to a Page/Funnel 2. How to Create Campaigns Around Tracking Links 3. How to View Data/Statistics How to Add Tracking Scripts/Codes to a Page/Funnel You can add a script or code to: 1. Entire funnel - This functionality ensures that the code or script is applied to every page within a funnel or campaign, providing comprehensive tracking and integration capabilities. 2. Specific page(s) - This option allows users to selectively target and apply the code or script to designated pages within a funnel or campaign, offering tailored tracking and integration for precise analytics and optimization. #1 Entire Funnel Step 1: Go to Funnels (or Sites), click on the campaign you'll be working on then click "Settings." Step 2: Add a Tracking Code/Script Scroll down to Scripts & Tracking section then click "Set Tracking Codes." Click a tab-- Head/ Body/ Footer--then paste your script or code. Step 3: Save and Publish Click OK then click Publish at the upper right corner of the page.​ #2 Specific Page(s) Step 1: Go to Funnels (or Sites), and click on the campaign and page you'll be working on. Step 2: Go to the Tracking Settings. Click the [Actions] button, select "Tracking Settings" then paste the script. Step 3: Paste the script. You may click the tab where you want to paste your script --- Header, Body, /Body. Click the [Save Settings] button. Step 4: Publish your work. Click the [Actions] button then select "Publish this page." How to Create Campaigns Around Tracking Links The “Tracking” app lets users create campaigns around tracking links like improvely.com and clickmagick.com. To create a tracking link: 1. Go to the Tracking app, choose a campaign then go to the dashboard of that campaign. 2. Click the [+Create Tracking Link] hyperlink then enter the required information. 3. Save your work. How to View Data/Statistics There are two ways to view statistics: 1. Through the Tracking App Dashboard 2. Through the Visual Funnel Builder ​ Option #1 Through the Tracking App Dashboard The "Stats" Widgets on the Simple Funnel Builder accurately track visits, visitors, leads, and sales. To view stats, go to the "Tracking" app, choose a campaign, and go to the Dashboard tab. ​ Option #2 Through the Visual Funnel Builder To open the Visual Funnel Builder, Click the "Funnels" app and then click on the campaign you're working on then click "Visual Funnel Builder" The Show/Hide Stats option in the visual funnel builder shows the statistics and conversion rates overlayed on the relevant funnel components throughout the funnel. You may click the "Show Stats" button at the upper-right corner of the tab to show statistics. To hide it, just click "Hide Stats."

Last updated on Aug 23, 2024

How to Add a Custom Domain Name

Launch OS enables users to seamlessly integrate a custom domain or subdomain, empowering them to personalize their online presence with branded URLs. This feature is ideal for creating a professional image, enhancing brand recognition, and providing a memorable web address for customers to access your website or landing pages. Step 1: Go to the [Funnels] app, click on the campaign you'll be working on then click "Settings." Step 2: Add a New Domain Scroll down to the "Funnel domain name" section then click the [+Add a new domain] button. Type in the Domain Name you want to add to your account then click "Next." Step 3: Decide if you'll use a subdomain or not. If you will use a domain and not a subdomain, click "No content, I'm starting from scratch." If you'll use a subdomain, select "It has content, preserve what's there." Type in the subdomain name you want to use (e.g. m.yourdomain.com, events.yourdomain.com) then click "Next." Step 4: Select which provider you chose for your domain registration (or hosting). If you're using GoDaddy, click "Next." Otherwise, click "Not using GoDaddy? Click here for instructions for other providers." and follow the instructions there. Step 5: Follow the instructions that will pop up on how to connect your domain to your funnel. For every domain provider (e.g. GoDaddy, Namecheap, etc), the steps may differ. The instructions will pop up on your screen or you may search how to add a CNAME record or manage DNS in the Help Center of your domain provider. In general, you need to log in to your registrar/domain provider in another tab and then do the following: 1. Go to the DNS settings. 2. Add a CNAME record. 3. Enter a name for your CNAME or subdomain (e.g. m, events, www) 4. Add api.funnels.cc in the Value field (or whatever this field is called in your domain provider) 5. Save your settings. 6. Go back to Launch OS tab and do the next step below. Step 6: Click Next Click next when you're done with step 5 to complete the settings. In most cases, it only takes about 20 minutes before your domain is ready. In most cases, it only takes about 20 minutes before your domain is ready.

Last updated on Aug 23, 2024

How to Connect a Page to an Autoresponder / Email Provider and Capture Leads

An email autoresponder or provider is a 3rd party tool that can automatically email your contacts. Assuming you have an account with a 3rd party provider, you can make Launch OS send over new leads collected on any of your web pages (e.g. a lead capture page, webinar page, or an order form). Step 1: Go to the page you want to integrate your email provider with. Go to the Funnels or Sites app, click a campaign. In the Dashboard tab, click the page you'll work on. Step 2: Select Your Email Provider. Click [Action] on the upper-right of your screen then click Campaign Settings. Choose your email provider then click "Next." ​ Step 3: Get the API credentials ​of your email provider. If you don't have one yet, sign up for an account. Below are the autoresponders that you can integrate with Launch OS through API. Click to locate the API credentials. Depending on your email provider, any of the following may be needed to connect it with your campaign: API key, App ID, API token, Account ID, etc. - MailChimp - GetResponse - Active Campaign - SendReach - iContact - Drip - Ontraport - ConvertKit Step 4: Enter API Credentials and Other Information Required Paste the API credentials and other details copied from your email provider then click Next Step 5: Choose a Campaign Select a campaign or contact list in your email provider where you want the leads to be saved, click "Next" then click "OK." If you don't have one yet, you'll have to create one. ​ Step 6: Check the Funnel Setup​ #1 The CTA button action on the Lead Page should be "submit a form" Click the button on the page, and select Button Actions from the settings sidebar, on the drop-down select "Submit this form" Selecting this option ensures that all the information entered on the form fields (e.g. name and email address) are submitted to the autoresponder after the button is clicked. #2 There should be a Thank You Page (or another page) connected to the Lead Page After visitors click the button to submit the information in the Lead Page, they should also be redirected to another page informing them that their sign-up was successful. If you selected the Simple Lead Capture Funnel as you created the funnel, you should already have a Thank You Page in your funnel. If you haven't created a lead funnel yet, here is a complete guide on how to create a simple lead capture funnel. ​ If you already have a page built and you just want to add a lead capture form, here are some helpful references: Form, Form Field. In the Button Actions, below "Submit this Form," choose the next action: - Select Enter a Custom URL if the Thank You Page or next page is not located in the same funnel as the lead capture page. - Select Go to Next Page if you want to redirect it to the next page in the funnel. - Click a specific page in the dropdown (e.g. Thank You Page as seen in the image below). #3 The page and the funnel should be published. Once you've done all the steps above, you can publish your page and then the funnel to test if it works. To publish the page, click the [Actions] button at the upper-right corner of the page editor then click "Publish this Page." To publish the funnel, go first to the funnel by clicking the funnel name beside the page name (see image below). ​ Click the Publish button then click the [Visit Page] icon to test the funnel. Step 7: Test the Funnel To test your funnel, fill in the required information on the published lead capture page, and then click the button. To know that you've set it up correctly: 1. After clicking the button, you should be redirected to the next page (e.g., Thank You Page). 2. When you go to your email provider, you should see the details you entered in the campaign list you assigned your funnel to. Aside from sending over the leads to your email provider, they will also be saved in Launch OS and can be viewed in: 1. Funnels > Contacts tab 2. Sites > Contacts tab 3. People > Contacts tab

Last updated on Aug 16, 2024

Launch OS Custom Webhooks

Launch OS is continuously expanding its third-party automation capabilities. If your desired tool is not listed in the prebuilt third-party automation options, you can still connect it using Webhooks. However, it's important to note that configuring Webhooks requires technical knowledge. We recommend involving a developer or an IT expert to ensure accurate filling of the webhook details and successful integration. ​Webhooks enable real-time communication between web applications by automatically notifying one application when specific events occur in another. This triggers actions or workflows based on the received data in the receiving application. For example, a webhook can alert a messaging platform about a new e-commerce order, prompting it to notify the customer.​ Start your Custom Webhook Setup Step 1: From the dashboard, locate and click the dropdown icon (˅) at the upper left corner of your screen. Click on highlight Step 2: In the expanded menu, select "Integrations." Click on Integrations Step 3: At the lower portion, click "[+ Add Custom Webhook]," Click on + Add Custom Webhook Step 4: Fill in the Custom Webhook details. Click on Required "Required" refers to the HTTP methods used to send data. Click on POST "POST" is used to submit data to the server, while "GET" is used to request data from the server. Click on GET "Field mapping" involves matching fields from one system to another. For example, when integrating two systems, you may need to map fields such as "name" in one system to "full name" in another system to ensure data consistency. Click on Field Mapping "User fields" refer to specific information about users or customers stored in a system. These fields can include names, email addresses, phone numbers, and any other relevant details. Click on User Fields Overall, in webhooks, understanding the required HTTP methods, mapping fields between systems, and managing user fields are essential for effective data exchange and system integration. ​ Step 5: Save settings Click "[OK]" to save the connection. Click on OK Editing Custom Webhook Setup After entering the webhook details, you can edit its settings by clicking "Edit Settings." Click on Edit Settings Deleting Custom Webhook Setup Note that deleting a webhook will disconnect it from Launch OS. To delete a webhook, follow the steps below: Step 1: Click on the three dots next to the webhook at the lower right portion of the screen then select "Delete." Step 2: Click "OK" to disconnect the webhook from Launch OS. Click on OK That's it! Please follow these steps to integrate custom webhooks in Launch OS. IMPORTANT: We recommend testing the settings multiple times under various scenarios to confirm the reliability of the connection. This ensures that data is transferred accurately and workflows function as expected. If the tool you want to integrate with Launch OS is in our built-in integrations, a custom webhook might not be necessary. This article will walk you through it: Launch OS Integrations.

Last updated on Aug 23, 2024

Getting Started with Launch OS

If you are new to Launch OS or if you want to learn how to use it, you’re at the right place. What do you want to learn? Account Settings and Features I want to know the features of Launch OS I want to learn how to navigate my account settings Funnels I want to know how to choose a funnel through the Launch Pad I want to learn how to launch my first funnel from scratch I want to learn how to launch funnels with a world-class copy customized to your product, in ONE CLICK. I want to learn how to launch a simple lead capture funnel I want to learn how to use the visual funnel builder I want to know how I can create a funnel by uploading a photo of a sketch I want to know how to navigate the Funnels App I want to learn about the funnel settings Sites and Pages I want to know how to create a page I want to learn how to choose a page template I want to learn how to create a site I want to know how to edit or customize a page I want to learn about page actions and set up your pages A.I. and Customizing Content I want to learn how to use Launch OS AI assistant I want to know how to add tailored content to my funnels and pages I want to learn how to generate tailored content through Launch OS Content App I want to know how to use the Planning App CRM, Integrations, and Settings I want to know how to use the People App as a CRM I want to learn about Launch OS integrations I want to know how to add a custom domain name I want to learn how to connect a page to an autoresponder / email provider and capture leads I want to learn about Launch OS custom webhooks I want to know about scripts, tracking and analytics

Last updated on Aug 23, 2024