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The Library is a section of the platform in which where you can store, export, import, and share sales tunnel funnel templates with other platform users.
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Sales Funnel Templates
Templates can be either open access public or closed. Templates with open access private. Public templates are visible to all platform users of the platform, while private templates with closed access are visible accessible only to users of within your company and those who were given granted access using through a secret key (more on this explained below).
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Let's create a new template from based on an existing sales funnel in your company's existing sales tunnel.
To do this, click the "+ New templateTemplate" button in the upper top left corner of the Library section window:
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Step 1. In In the first step, we specify set the basic template settings of the template:
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If
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creating a new template,
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leave this field
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blank. If updating an existing
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template,
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select a specific
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one.
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Provide a name
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for the
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new template.
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Select a sales funnel from your company as the basis for the template. This field is
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mandatory,
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while others are optional.
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Choose a template category.
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Upload a template logo
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.
Add a brief description of the template.
Add a link to
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a mind map on Realtimeboard (Miro) or another service.
Add a link to a video
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explaining how to adapt the template (
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instructions for customization and an explanation of why
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certain
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blocks are placed in specific locations and contain particular content).
Click the "Next" button to
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proceed to the next step:
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Step 2. At In this step, we indicate what other elements we want to add to the template, in addition to the tunnel specify which additional elements to include in the template besides the sales funnel itself (lead generation tools and , traffic sources, sales plans, smart replies). Please note that along with the tunnel, the tunnel elements that it includes -
Note that all elements included in the funnel (offers and message templates - ) will be automatically added . We also add as well. Also, provide a more detailed description of the template. You can use a text editor when adding a description. After that, click “Next”:
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for this. Afterward, click "Next":
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Step 3. Check the correctness of Review the entered data for accuracy. If you entered something incorrectlyany errors are found, click on "Previous, to return to the previous step and correct the data, if " to go back and correct them. If everything is correct, click the "Build connections: buttonConnections."
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Step 4. Get Receive the Secret Key (1) and the Template Contents Content Table (2). The secret key is used :
The Secret Key allows you to share your template with another platform user of the platform by providing them with this the key. The template content table
The Template Content Table displays all the elements that will be included in the template: tunnelsfunnels, blocks, lead generation tools, offers, etc. Please note that a
Note: The template can contain several tunnels, multiple funnels if the tunnel on funnel used as the basis of which we create the template (selected in step Step 1) has connections with other tunnels, through subscribe to other funnels via subscription buttons or Start/Stop functions. Then all the contents of the associated tunnels In this case, all content from the connected funnels will be added to the template.
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Click "Share" to add the template to the library. After this, the template will appear in the library . Let's look at the functionality of the Library section:
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list.
Library Features:
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Insert Secret Key Button — used to access private templates. Clicking this button displays a field where you can enter the secret key and then click the Add button, which is located on the left. After this, the template will "Add." The template will then appear in the list of templates.
Search string for library templates by their Template Search Field — search by template name or unique number.Templates that are in the library. Only templates that you have access to are displayed.
Unique Template Number — each template has a distinct identifier.
Template Owner Indicator — an icon signifies that the template was uploaded by your company.
Copy Secret Key button Button — used to unlock share the template with other users. It can be provided to another user of the platform, and he will be able to They can unlock your template by placing pasting the secret key (1) in the insertion line into the input field and clicking the "Add button.
Unique template number.
Tunnel layout (mind map) on Realtimeboard (new name Miro) or other layout service.
Video presentation of the tunnel in video format.
Import the template into your account on the platform. After clicking the button, the contents of the template (tunnel, lead generation tools, etc.) will be added to your company.
Template owner indicator (an icon is displayed - indicates the template that was uploaded by your company).
Tunnel statistics from the template, by analyzing which you can evaluate the success of the tunnel. Opens when you click on "
Details — opens the "Statistics" panel (8).
Import Template — adds the template content (funnel, LGT, etc.) to your company account on the platform.
Template Funnel Statistics — analyze the success of a funnel. Clicking an empty area of the template . This also opens a both the detailed description of the template (above the statistics)template description and statistics.
Edit template - this option is Template — available only for templates created by your company.
Delete template - this option is only available Template — available only for templates created by your company.
Funnel Layout (Mind Map) — built on Realtimeboard (Miro) or another mind map service.
Video Presentation — a video format presentation of the funnel.
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