How to Create a Sales Funnel Using Automation Partners AI’s Funnel Builder

Introduction

Creating an effective sales funnel is essential for converting leads into loyal customers. With Automation Partners AI’s Funnel Builder, businesses can set up custom, high-converting funnels in just a few steps. This guide will walk you through the process, from choosing your funnel template to customizing and launching it to drive more conversions.

Step 1: Access the Funnel Builder

• Log In to Automation Partners AI
  First, log in to your Automation Partners AI account. If you don’t have an account, you can sign up and select a plan that fits your business needs.

  

• Navigate to the Funnels Section
  In the dashboard, locate and click on the "Funnels" tab in the main menu. This will take you to the Funnel Builder, where you can create, edit, and manage all of your sales funnels.

Step 2: Select or Create a New Funnel

• Choose from Existing Templates
  Automation Partners AI offers a variety of professionally designed funnel templates. To browse templates, click "New Funnel" and select "Choose from Templates". Choose a template that aligns with your business goals, whether it's lead generation, product sales, or webinar registrations.

• Start from Scratch
  For a completely custom funnel, select "Create from Scratch." This allows you to build each step from the ground up, offering maximum flexibility.

Step 3: Configure Funnel Steps

Every funnel consists of several steps, which may include landing pages, order forms, upsells, and thank-you pages. Follow these steps to configure each one:

1. Add a Step
   In the Funnel Builder, click on "Add New Step" and choose the type of page you want to add. For example, start with a Landing Page to capture the initial lead.

2. Customize Page Elements

   • Headlines and Text: Use clear, engaging language that communicates your offer.

   • Images and Videos: Add media that resonates with your target audience.

   • Forms: Include a form to collect visitor information, such as name and email address.

3. Save and Organize Steps
   Once each page is customized, arrange them in the desired order. Use the drag-and-drop feature to easily rearrange the sequence.

Step 4: Add and Configure Forms

1. Lead Capture Forms
   For lead generation funnels, add a form on your landing page to collect contact information. This is usually the first point of conversion within your funnel.

2. Checkout Forms
   For product-based funnels, include an order form. Automation Partners AI allows you to integrate secure payment gateways so that customers can complete their purchase directly in the funnel.

Step 5: Integrate Payment Gateways

1. Navigate to Payments Settings
   To allow for seamless transactions, go to the "Payments" section in Automation Partners AI and choose your payment gateway (e.g., Stripe or PayPal).

2. Configure the Checkout Step
   Link your payment gateway to the order form in your funnel. This setup enables customers to make payments instantly, improving the overall user experience.

Step 6: Add Upsells and Downsells (Optional)

For businesses looking to maximize revenue per customer, consider adding upsell or downsell pages:

1. Upsell Pages
   After the initial sale, direct customers to an upsell page that promotes an additional product or service. This can be highly effective for increasing the overall sale value.

2. Downsell Pages
   If a customer declines the upsell, offer them a downsell—a lower-priced product or service that still adds value.

Step 7: Set Up Automations and Follow-Up Actions

Automation Partners AI allows you to create follow-up actions based on customer behavior within the funnel. For example:

1. Email Follow-Up
   Send an automatic email to leads who enter the funnel, encouraging them to take the next step.

2. SMS Reminders
   If the contact information includes a phone number, schedule SMS reminders for potential leads who may need an extra push to convert.

3. Custom Actions
   You can also create custom actions based on specific funnel steps, such as sending a discount code to customers who visit the checkout page but don’t complete the purchase.

Step 8: Test and Launch the Funnel

1. Preview Each Step
   In the Funnel Builder, preview each page to ensure it’s set up correctly. Check for typos, visual consistency, and functionality.

2. Run a Test Transaction
   If your funnel includes a payment page, perform a test transaction to confirm that the checkout process works smoothly and that payments are processed.

3. Launch the Funnel
   Once you’re confident everything is functioning correctly, go ahead and launch the funnel! Share the funnel link through your marketing channels to start driving traffic.

Step 9: Monitor Performance and Optimize

1. Track Funnel Metrics
   Automation Partners AI provides analytics for each funnel, allowing you to track important metrics like conversion rates, page views, and revenue generated.

2. Optimize Based on Data
   Use the data collected to make improvements. If a step has a low conversion rate, consider adjusting the design or copy. Continually optimizing your funnel will help you get the best results over time.

Conclusion

With Automation Partners AI’s Funnel Builder, creating a sales funnel is simple and highly customizable. By following these steps, you can build a professional sales funnel that effectively guides leads through the buying journey, increasing your conversions and revenue. Start building your funnel today to see the difference automation can make for your business!