Navigating the Sales Tunnel

 

RU

 

UA

US

RU

 

 

In this manual, we will look at how the functionality of sales tunnels works after update 0.53.

 

Creating a block

To add a new block, you need to right-click on an empty field with the mouse or touchpad, after clicking there will be a menu in which you can add a new block.

 

You can also add a new block by adding a link in the block.

 


Block menu

A block menu has been added; to open this menu, you need to right-click on the mouse or touchpad;

  1. “Copy” adding a block to the clipboard;

  2. “Create a copy” copies the selected block, instantly;

  3. Sending users in the previous step;

  4. Displays the availability of lead generation tools on the selected block;

  5. Turning on the block first;

  6. Facebook retargeting, works only for Facebook messenger;

  7. Delete button.

 


Switching content

We added a function to switch content in a block, the essence of this innovation is that now when switching content in a block will only happen for the selected block without switching in other blocks of the sales tunnel, this function makes the work of sales tunnels faster and more convenient.

After editing and saving changes in the block, the remaining blocks will open by default with the selected messenger in the upper right corner of the screen.

 


Setting up connections

Появилась возможность настраивать внешний вид связей. Данное меню находится в правом нижнем углу экрана.

  1. Type of connections, there are 2 straight lines (line) or curly lines “bezier curve”;

  2. Thickness of connections;

  3. Link color;

  4. Hover color;

    Setting up arrows, you can add 4 types of arrows or turn them off with the “none“ button.

    Also, by right-clicking on a connection, you can select the line type (straight or curve) and change the settings or color of your connection to make it stand out from the rest.

 

 


Control menu

The menu, which is located in the upper left corner, consists of the following items;

  1. The “back” button returns to the previous section;

  2. Displays the name of the current tunnel and also allows quick transition to another sales tunnel;

  3. Transition to LGT of this tunnel;

  4. Sales tunnel actions “Create a copy”, “Export”, “Check connections”, “Check related elements”, “Delete;

    Detailed information about the tunnel that will open in this window.

 

Search by block

  1. “Find a block on the map” allows you to search for blocks by name, taking into account lower and upper case (capital and small letters);

  2. “To the block that is being edited”, selects a block from the chain, when you find the desired block and you need to understand where exactly this block is located in the sales tunnel, then you need to click on this button.

We recommend using unique block names so that they can be found through search.

 

Edit mode

A function that allows you to select several blocks on the map; selected blocks can be copied or deleted; it is also possible to copy blocks between tunnels within one tab. It is also possible to copy blocks one by one by right-clicking on the block and “select create copy.”

To select blocks for, you can hold down the “Shift” key and select the desired area with the mouse cursor, then you need to click the Ctrl + C key combination to copy the blocks and then click on the empty space on the map and press the Ctrl + V keys to paste the blocks in the desired location. Also, when selecting several blocks, it is possible to move these blocks around the area.