How to Create a Funnel in CRM?

(Watch a video with instructions)

  1. Navigate to the “Funnels Section: On the CRM dashboard, locate the navigation menu on the left-hand side of the screen and click on the Funnels tab. This will take you to the list view of all your Funnels.
  2. Create a New Funnel: In the Funnels section, to create a new funnel click on the “Add New” button located at the top left of the Funnels page. You can select and edit a funnel from a set of pre-developed templates or create a new one by clicking on the “Start from scratch” button located in the top right corner of your screen. For this example, we are going to create a funnel from scratch. 
  3. Set up Funnel Details: In the funnel creation page, provide a name for your funnel that is descriptive and easy to identify. This name should reflect the purpose or goal of the funnel. For example: “New Member Onboarding Funnel.”
  4. Add Funnel Steps: A funnel consists of multiple steps that guide contacts through a predefined journey. Simply drag and drop actions or benchmarks to add steps to your funnel.
  5. Configure Funnel Steps: Each funnel step represents an action or benchmark. Here’s an example of steps for a membership association’s onboarding funnel:
    1. Email Step: Add an email step to send a welcome email to new members. Configure the email content, subject line, and recipient list to target new members. 
    2. Delay Step: Use a delay step to introduce a time gap before the next action. For example, you can add a delay of one week after the welcome email to allow your members to get acquainted with their benefits.
    3. Email Step: Follow the delay step with another email step to provide additional information about your association’s resources, events, or member-exclusive content.
    4. Action Step: Add an action step to assign new members to a specific membership segment or add tags to their contact profiles, allowing for targeted communication in the future.
  6. Set up Funnel Logic: Connect the funnel steps in a logical sequence to guide your members through the onboarding journey. For example, after the welcome email, connect the delay step, followed by the second email step, and finally, the action step.
  7. Test and Preview the Funnel: Before activating the funnel, it’s crucial to test and preview its functionality. Use the preview option to simulate the flow of the funnel and verify that the steps are correctly configured.
  8. Activate the Funnel: Once you’re satisfied with the funnel setup, click on the “Activate” button and then “Save” it to set it live. The funnel will now automatically run in the background and guide new members through the onboarding process.
  9. Monitor and Optimise the Funnel: Once the funnel is active, monitor its performance and make optimisations as needed. Track key metrics such as email open rates, click-through rates, and member engagement. Use this data to identify areas for improvement and make adjustments to enhance the onboarding process.

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