you
Drawing
Hello, everyone, how are y'all doing?
Good to see you all.
All right, let me keep letting people in here.
While we're waiting for everyone to join us, I haven't seen you guys in a little bit. So I'd
love to just hear from you guys and hear how the last kind of few weeks have been for you.
Anything, any wins from this week or any special takeaways?
We'll just spend a couple minutes while we get some more people in here.
Feel free to unmute or throw up a hand if you'd like.
I used the break that we had to build out my complete ebook that I'm going to use as an upsell.
Oh, cool.
So now I'm in the process of like building the funnel to have the lead magnet, but then an
upsell option, which is kind of making my head explode a little bit, but I'm like, just one
step at a time. It's fine.
Okay, okay, cool. We can talk about that today. We're actually going to talk a little bit about
funnels. So maybe we could use that as an example.
Yeah, I haven't got really anywhere with the funnel. I know the process. I kind of keep going
back to the book, like, you know, doing one more finalization. I'm like, done is better than
perfect. Stop doing that.
That's right. Exactly. Cool. What else? Anyone else want to share any wins, takeaways,
progress that you've made lately?
Oh, I made a funnel. I don't really understand how to plug it into the website or if it does
it automatically.
Okay.
But I made one for my lead magnet and then put the download link into a button on the
thank you page. So I got that. And I really like the little AI tool that's right there
in the funnel maker.
Yes. Like it's in beta. Yeah.
Yeah, that's nice. Because I'm like, can you help me with this? This section, you just
highlight the section and then it helps write what's in there and then edit it. So I was
like, so cool, but I don't really understand how you how it gets to the website, like how
it lives there, or how to plug it into or how to plug it into like a workflow for like
the emails. Yeah.
Okay, great. These are honestly great timing to ask these things because the topic of this
week is funnels and customer journey. And so I would actually love to work individually
with you guys in your rainflow accounts and just kind of show you how some of these pieces
connect. So remember these things, these are really good ones to visit back with and everyone
will learn from it. So these are great examples.
Who else? Anyone else want to share?
I'll share my sorry, my camera's not on right now. But um, I spent like way too much time
last night troubleshooting why the sender name on my email in rainflow kept not changing
until I finally realized that if you send a test email, it doesn't change the sender name.
Doesn't that make sense? Okay, you should actually be able to change the sender name.
I changed the header back and forth like I did a bunch of things and finally when I just
sent an actual email to myself only myself instead of the test it worked. So oh, you
mean in the email in the actual email where it says like high name or whatever?
Yeah, I changed it in the email in the workflow email, like and so I finally figured it out.
So just if anyone has comes across that, I'm going to send you a test email and I'm going
I finally figured it out. So just if anyone has comes across that.
That was a thing. And also published.
my book.
Ooh, congrats.
That's exciting.
Thank you.
Where did you publish it?
On KDP?
On KDP.
I definitely learned a lot about that, too.
So if anyone has any KDP questions, please, please reach out.
Let me know.
I can try to help.
Awesome.
And yeah, so now I need to kind of figure out the next steps and also emailing all my,
you know, everyone I've ever met in my life in the best way possible and that kind of
stuff.
So that's sort of kind of back to funnels and yeah, that's kind of where I'm at.
Cool.
Awesome.
Nicole, congrats on your first published KDP book.
Thank you.
Anyone else want to share any progress, updates or wins?
I also published a KDP book.
I saw that.
I saw you posted that.
Yeah.
Well, I, it was done like a year and a half ago, but I didn't like the cover.
And then I just made my bulk order and then it was just like, yeah, on FBA.
And then I had my little like chat with Danielle that she was offering.
And she was like, why are you like, that could be your lead magnet for your funnel.
I was like, oh, so I got off my butt and I got that done.
And now I have a lead magnet and yeah, and yeah, my variation is live on Amazon.
So that's exciting too.
Awesome.
Everyone is busy publishing KDP books.
It sounds like.
Yeah.
So a little behind in the actual course stuff, but all in all, that's lots to work with.
Yeah.
That's great.
Well, how about we dive into the topic of funnels?
It sounds like some of you have really been working there in Rainflow.
And so that's great because that gives us a lot of stuff that we can do here today.
If you haven't gotten to dive into Rainflow, you will still learn a lot just by watching
what we do with other people's accounts.
And that will be really helpful for you when you go to build your stuff.
So let's start with that because the focus of this week, if you did make it through the
week seven material is really funnels and customer journey.
And the reason why those are together is because two reasons, one, you need funnels to build
out your customer journey.
It's like where the most actions take place is in your funnels.
And two, because the customer journey itself is a funnel and you're starting at the top
with, they don't know who you are to, I'm interested.
I want to learn more about you to, okay, I'll take a freebie lead magnet too.
I'm buying a product to, I'm buying a repeat product and referring someone out.
That's the entire customer journey life cycle.
And that is a funnel as well.
And so when we talk about the concept of funnels, we want to talk about the concept of customer
journey too.
And so I want to just like kind of narrow in, kind of zoom in and focus on where most
of you are at in that life cycle, which is really on building your first funnel, which
is where you're going to get your first customers and leads from.
And so with that side of things comes a little bit of like technical things and set up and
new learning curves and stuff like that.
If you are new to the idea of building funnels and writing flow or any software like that.
So I'd like to spend the majority of the call focused on that because I think that's the
majority of the questions that you guys are going to have.
So I know that like at least Margo and Amy have like something that we can kind of work
with as an example.
If anyone else is in that boat and you're like, I have a funnel I'm working on or something
and I want some help.
Just let me know, drop it in the chat and and the importance of what that step is in
the life cycle of the customer journey.
If that's okay with you, if you want to share your screen into your rainflow account, that
would be perfect.
Are you talking to me or Amy?
Yeah, you broke up so I couldn't tell who you said.
Did I cut out?
Yeah.
Am I cutting out?
Okay, let's start with Margo.
And if I cut out, I may have to like turn off my camera for a minute, because I'm in
kind of like a spotty area.
So let me know if that happens, just drop it in the chat, I'll be watching.
Okay.
Um, hang on.
Where's my rain?
Okay.
You want me to share?
Yes.
I don't have it set up at all yet.
So is that okay?
Or you want to just Okay, cool.
I've gone in there many times and been like, yeah, totally, totally.
understand it there's like a lot you can do too and
knowing kind of like where to start and what to do first is also
yeah so I was in here looking at this lead magna funnel copy
and I don't know even why it's on that part
but I think I was just trying to figure out
if I'm going to add a sales component I was kind of like where do where do I do
that part and then I'm like should I go back to the training
and that's all right so if you want to have a sales component
you can actually go back and we have a different
template for you it's called slo funnel template
it's the same as the lead magnet funnel template except that it has
a second step and it's that second step is for basically selling
something it's great so slo just so you guys know why we
called it that is a self-liquidating funnel
self-liquidating so it's self-liquidating because
it basically pays for the ad spend to get a lead because you're collecting
sales and you know the goal is to get at least like 10% of people who go through
the first step will buy buy the upsell on the second
step so it self-liquidates your ad cost so if you want to do that it's
already built out for you so I would use this template
um now tell me what you want to do margo and then
we'll kind of go from there okay so I have a lead magnet that's like a mini
ebook it's like 10 pages long and that's what
I'm doing in my meta ad right now I've collected
like almost 250 leads awesome that's great
that's great congrats but I also kind of had a dream to like
build out like a complete wellness guide so I've done that it's like 60 pages
it's over 40 recipes and like solutions so I think what I want to do is build
like a landing page where I can promote the lead magnet but then
offer like if you want more information like here's a complete guide with this
much content kind of thing as like an upsell
cool perfect um and this is a great funnel for that
yeah that's kind of what my plan is because then the document that I created
or the book that I created um has like direction to actually like
purchase the product that I have which is the oils
okay so that's like woven into the book so it's kind of like a midway step I
guess okay great so what you would want to do on
this first step on the landing page is this is like your freebie right like
the the thing just to like collect the lead
and then on the sales page the second page that's going to be
basically the extended version of your freebie that you can look for
for an upgrade um I would still like what were you thinking at pricing that
at I actually have no idea I feel like I
a random number like 37 or something like popped into my head
that might have also come up when I was like planning it out
from like one of the chat functions when I was like
what do I price it at um but I like I don't
I'm like I don't know I have no idea I feel like there's a lot of value and if
you were to go to a store and buy a book that had that much content it would
cost way more than that but it's not it's a
digital version yeah and I was also thinking about maybe
doing like a super low like starting and send that out to the leads I already
have like in a little email series like
introductory offer of like half the original like the
actual yes yeah I would consider like think about kind of like what the value
is and then since this the purpose of the funnel is for this to
be a one-time offer so if you normally would have this for
sale on a website or another funnel for 37 or 47 or 57
we want this offer to be the best offer they will ever see
for this particular product because that's like the benefit of like buy it
right now and you won't see this again and so show the original price 37 47 and
then slash through and say only 17 you know like a big big drastic
discount and truly make that exclusive to this funnel and and then you just
test like you just test and see like what numbers work
does 17 work if you get a lot of people taking it to 17
maybe raise it to 27 and then see where that drops off because at some point
you're gonna have you know a drop-off but the higher price
balances that out right and so you want to find that sweet
spot um but I think like start with your
higher price as like this is the sell price and then the one-time offer price
slash through put it in red and make it like special for this funnel
okay do you want to look at any of the like specific things that you're going
to do to actually set this up and make this happen
or do you not want to go that far yet um like
you mean like the design of the page itself not the design more the
functionality yeah we can walk through functionality
If you want to like what's helpful for you and or other people. I don't want to take like all the time
This is helpful for everyone to know I think the functionality is the most important, right?
You need it to work and operate correctly. Yeah
So there are a couple things like I want to bring everyone's attention to now you can get all of this in the rainflow
Of course, but I'm just gonna give you kind of a crash course on how to do this
So the first thing you're going to do is you are selling products. You have a free free offer
On the landing page, which is a product and then you have a one-time offer, which is also a product
Doesn't matter if it's digital or physical right now point is you have a product
We need to create that product with a price point listing
So what you're gonna do is if you open up that menu on the left-hand side
Like over here, yep kind of expand it that green arrow at the bottom. Oh look there's words
Cool, okay, like one payments
Go up a loop. Yep, and then you're gonna find products at the top. I
Know I've gone through this all before I just haven't actually like done anything. No. Yeah
When you once you've done it a couple times you're like, okay, I've got this done. So if you click create new product
Let's just create your um, let's actually like set up kind of the bare bones of your lead magnet
So just begin to like show you what to do with it
Whatever the title of this would be. Oh my gosh. I don't even know what the title is
Feel free to put a placeholder, you know, just like yeah, whatever you can edit this way. It's like busy mom's
Ununity book or something like that. Mm-hmm
Okay
And
And skip the description for now scroll on down to the price section
Yep prices so this is going to be free
so
So i'm in canada. So it's also gonna probably try to price it. Should I price it in usd?
If you think that if you're running ads to a us market, yes, I would put usd i'm definitely hitting both
Canada and us in my like in the leads that i'm getting yeah
Probably more canadian people
Okay
But honestly, it's up to you. It's I mean
I would say
Can if I had a guess canadian people are more familiar with usd than us
Yeah, but
Whatever you want to do. I mean, it'll you know, tell them what it is in there. Yeah
And then yeah, just put zero there and let's see if
in the amount
Yes, put zero and see if it will accept that or if we need to mark three some more. Okay
And then I think this is it. So click save here
Up at the top and you can come back and add things later. But honestly, you really
Don't need to add much more because you're going to put all the information the description the pictures everything like that about the product
In the funnel itself. We just need the functionality of this right now, which is what i'm showing you
So go back to your funnel. So go back to sites funnels find the one you're working on
Okay
Should I rename this or just is it fine to have it just as template?
You can rename it if you want. Actually, you know what I would do is I would make a copy of this
Like and leave your template. Yeah, just so you have like a master template
You know you can always go back to and then you can rename this one here
If you wanted to call it something else
Oh, I didn't hit I didn't rename it when I did that but that's okay, that's okay
So that's when you have to rename it
Oh, it says it's only no you can still do it. You can do it anytime. Just hit the three dots
It says this one's only two steps
Uh, I still have my own template it is still processing so maybe it's still copying one still thinking
It's really snowy here today, so maybe my internet's being slow
I
Had mine do that and I had to refresh the page. Oh, can I try that?
Uh rita, I am a couple hours from toronto in ontario
And it's like been snowing all day long
So
Okay, perfect we're here okay, okay what we need to do now because you're
going to actually put this lead magnet somewhere in here
so that people can get it, right?
Or you know what?
I'm lying.
You're not because it's going to be emailed to them, right?
Like they put in their email and information
and then it's emailed to them.
So what we're going to do instead is use the one,
the product that you just created
and we're going to pretend it's your upsell, okay?
Do me a favor actually and see that button
that has like the arrow to the right of edit?
Yep.
Actually, even to the right of that.
This one?
Yeah, click that one.
It's going to like show you what this page looks like.
So I kind of want everyone to see how this works.
So this right here is your top of fold.
So you're going to have your headline here,
a picture of your lead magnet here
and then your call to action button where it's like,
all right, put in your info if you want this thing.
Now click on that button for me.
That's going to make a form pop up
and this form is going to ask them
to put in their information that you want to collect, right?
You're giving them a lead magnet
in exchange for their info.
As soon as they hit submit, two things are going to happen.
Number one, you're going to have a workflow
which we're going to look at after this.
You're going to have a workflow
that is responsible for sending out your lead magnet
as soon as they put their information
in this form and submit it.
That's the first thing.
The second thing is it's going to send them
to the next step of the funnel
where they're going to have an opportunity
to take Margo's upsell, okay?
So now that you kind of know what the first thing
that happens is, everything else on this page,
if you want to exit out of this box, Margo,
and just scroll down a bit,
everything else on this page is basically
just describing the lead magnet
and encouraging people to get it.
Like, here's why you need this,
and here's how great it is,
and more description, and more pictures, okay?
Now, there is way more stuff here than you actually need.
So that's the point.
The point is just to give you as much
kind of different formatting and design options as possible
so that you can pick what works for you
and then delete the rest.
You really don't need this much stuff
to describe a free lead magnet, right?
So I just want you to kind of understand
what the first step of the funnel is for.
Okay, go back to your other tab, Margo.
Yep, and then click on the sales page.
Now, open this one up, same thing.
Click that arrow so we can see what it looks like.
Okay, so this is the second step of the funnel.
So they've already filled out the form.
The email is already being sent to them
with the free lead magnet,
but Margo's going to hit them with this.
Hey, before you go,
do you want to get the extended version of this thing?
Okay, and she's going to have a picture of this
and some bullet points to describe it here.
Keep scrolling.
I love these, here's some stuff.
Here's some stuff, here's some stuff.
Just a template, right?
Okay, keep scrolling down.
What is their pain?
What are they suffering from?
I know you might be thinking,
I mean, I'm not doing something medical.
It doesn't make sense,
but it's actually saying that for a reason.
Marketing is basically comes down to two things.
You want to solve people's problems
and you want to give them benefits.
So every time you describe what you're selling
or what you're offering,
you need to frame it as, I know this is painful.
I know this is a problem.
Here's the solution.
Here's how it makes it better.
Here's how I solve things.
Doesn't matter what you're selling.
That's how you're going to frame it, okay?
Again, all of this stuff is describing your offer,
describing, describing, describing, describing, okay?
Now hit that button, I am interested.
That's the call to action button, okay?
Do you see how it automatically takes them down
to the order form at the bottom of the page?
Okay, if they want to buy the upsell,
they're going to enter their information here
to purchase it, okay?
So this is what I'm going to show you how to edit right now.
So let's go back to your Rainflow page, Margo,
and now click the edit button on this.
Oh wait, actually pause one second.
Before you do that,
there is something you need to do
in order for your product to be attached to that order form.
And that is to add a product on this step.
So exactly, you're going to click on the products tab
on the step of the funnel.
You're going to add a product,
select the product that you created.
Perfect.
It's going to pull up the price for you.
Yes.
Okay, and then just save that.
And then if I was going to do a sale price.
Don't do that.
Actually price display override.
Let me see, let me see.
I wouldn't put that there.
I'll show you where I would put it.
Okay.
Customize the display of the price on the order form.
You want them to see the original price.
I don't want it to override.
I want it to override the actual price,
but I want them to see it.
You want it to be like slash.
Yes, exactly, exactly.
um yes and honestly what you'll do is when you go to create that product like we did before
you can just put the price the real like the price that you want to actually charge them
put it right there even if you have to make like a separate product that's like this is the sale
price you know so that it will always charge in the right price but then when we say the price
on the page we're going to stay the real price but it's going to charge them the price that
the discount price that you want does that make sense yeah okay so before we can like edit the
order form and all of that you need to connect the product to this step otherwise the order
form is not connected to anything okay so now that she's done that she's going to go back to overview
and we can click edit and i'll show you how what margo just did is going to allow her to
finish setting up the order form so scroll all the way down to that order form at the bottom
okay and click on it anywhere okay that should pull up the settings of the order form
did i freeze okay there we go on the right there we go so now you can you can edit this order form
which by the way if you're selling a digital product and you don't need their shipping address
you can turn that off so if you scroll down you should see hide shipping shipping and info
keep going keep going show shipping change it to hide shipping and now it's not collecting
shipping information okay so just be aware that you can change the things that the information
that's collected on the order form okay um keep scrolling down here
okay and then under keep going a little bit
let me move hold on let me move this square
okay do we get all the way to the bottom all right let me see you can click on that
under order bump options click on enable order bump right there
right there
okay so i just want you to see that um there's so there's some there's an upsell which is its
own step in the funnel which is what we're doing right now then there's something else
called an order bump an order bump is like a way to add a low-cost product or just like something
to just like attach on to that upsell that doesn't require its own entire funnel step
and page to describe what it is okay so it's another way to sort of increase your average
order value by adding something that's just like a little add-on to your upsell here's a perfect
example of that scenario on one of my funnels on the upsell i was actually selling a physical
product okay so it required like a page that had you know pictures and a description of the
physical products but then in the order form i added an order bump that just had like $4.99
for expedited shipping it doesn't require a whole bunch of explanations but it's like an order bump
that will help you increase the average order value and just add more value to what they're
purchasing if they want to add that it's optional but it's just another way that you can sort of
add an upsell on your upsell if that makes sense um go ahead and turn that off if you don't want
to do it but that's where you would add the bump products there okay okay so um scroll to like the
actual page and scroll down the order form okay so now we have uh order form you see how it says
dynamic item and then it shows quantity and amount this is basically a placeholder okay
it's always going to say dynamic item and $99 so if you're wondering like hey why didn't this
change why didn't this update it's basically like a placeholder for when you're editing
but if we were to show her page live you would see the name of her product and the price of
her products there okay so we can actually see that when we exit out of here but because we
have added her product to the step on the funnel that is the product that is attached to this order
form you're not going to see that but the only products that can be added to an order form are
products that have been added to the funnel step so i just want to show you something really quick
go ahead and click that save button at the top with the yellow dot and then um click back or
actually just click the uh i yeah the eyeball button there so people can see kind of like page
and scroll down to the bottom
okay so do you see how it changed to the name of her product and the price of her products
right okay so um
This is what they will see when it's live.
But when you're in edit version,
it will always say dynamic item,
but just know that it will show the product
here that you added to the final step.
One thing that you need to do in order for
this order form to actually work is
you need to set up a payment method.
Notice that it says no payment available.
That's because probably Margo hasn't set up
Stripe yet so that she can
select credit card information and things like that.
That is one thing that you will need to
do before you can collect any payment.
Make sure you have some type of
credit card processor account
connected to your Rainflow account.
Stripe is the one that I recommend people use,
but there's also Square.
If you already use Square,
you can add Square.
Once you have, but basically it's under integrations.
If you go back to payments and integrations,
you'll see where you can log in for that.
It's very simple, just follow the steps.
But once you're logged in,
it will automatically use that in
your order forms to charge
people for whatever products they're buying.
But that's one step you're going to have to
do before this will all work.
Now that we have the product attached to this step,
an order form set up,
she can now charge for her upsell.
Everything else on the funnel page,
if you want to just scroll back up through it, Margo,
everything else on this page is just describing
the upsell and giving people
information that they need to
understand if they want to take it or not.
Every single button on this page that says,
I'm interested, if they click it,
the action of that button is just going to send them
right down to the order form to check out.
Very simple. Then the very last page,
if you want to go back there and click on
your thank you page or click back.
There should be an order confirmation here.
Go ahead and open up this page.
Edit?
Sure. Either one's fine.
See this order confirmation here.
This is a dynamic confirmation,
which means whatever they ordered,
it will show here.
If they ordered 100 of her products,
it will show that here.
It says dynamic item right now because it's a placeholder,
but it will actually show what
they purchased when they checked out,
which is helpful. It gives them an order summary.
Then you can add specific instructions here for
anything that they might need to do to receive their order.
For example, please check your spam or
promotions folder, blah, blah, blah.
Those are the funnel steps.
I'm going to pause for a second for any questions,
but then the next step that we're going to do,
just so you know, is we're going to look at
the workflows and show you how
the gears behind the scenes are making this all happen.
But that's the funnel functionality part.
Any questions on generally how
that works before we go to the workflows? Wendy?
If I'm just doing a free lead magnet,
I still have to put it in
the products and give it a zero price. Is that correct?
Actually, you don't.
The reason is because you only have to put it in
the products if you need it to be attached to an order form.
You don't need it to be attached to an order form if
it's free and you're not going to charge them.
You don't have to do it at all.
Really, you're just going to let the workflow
be responsible for delivering the freebie to them.
It's going to be two steps.
Hey, fill out this form.
They fill it out.
The workflow sends the e-mail.
They go to the thank you page. That's it.
Okay.
I don't think I like this one.
Good question.
What was that?
Yeah, we would do this lead magnet here with just the two steps.
Exactly. Yes.
Perfect.
Any other questions of
what we just covered with the funnel stuff?
Show us how to set up a payment option again,
like Stripe.
Is that what you mean?
And all of that?
Okay, yes.
Margot, is your screen still up?
Perfect.
Could you go to payments for me?
Yep.
And then integrations all the way at the top of the right.
Okay, and you have your choice of what payment processor
you'd like to use.
So Stripe is honestly extremely popular.
It's the one I recommend if you've never used one before.
Just go with Stripe.
If you click connect and you do not have a Stripe account,
it's just going to prompt you.
It's going to prompt you through the steps
to create an account for the first time.
And once you do, it's automatically going to be connected.
Okay, Square is very similar,
and sometimes people have used Square
if they've done pop-ups or something before,
you can do the same thing there.
And you can also connect PayPal,
and you can connect more than one payment processor.
You honestly don't really need to.
I would choose between Stripe and Square,
and then add PayPal if you want to have that
as an additional option.
But really, Stripe by itself is sufficient.
And just so you guys know how payment processors work,
it's a free account,
it doesn't cost you anything to have it
in the sense that you don't pay for it.
But the way they get paid
is they take 3% of every transaction.
And that is true of all payment processors,
PayPal, Stripe, Square.
I mean, the percentage might vary,
but honestly, not really.
3% is really standard.
So just if you're wondering,
how does this work?
How do they get paid?
They're taking it out of your cut,
but it doesn't require you to pay anything to have it.
And you actually put in your bank account
and routing information,
and they do direct deposits from every,
so often as you collect funds,
it deposits those funds into your account.
So that's how the payment processor works.
Okay?
Yeah, no problem, Rita.
Okay, let's go to the workloads part,
if there's no more questions on that,
because this is basically the second half
of how funnels work.
It's kind of the backside.
So I want you guys to see that too.
Okay, so Margot, yeah, make your way to automation.
And let's just go ahead and find
the templates that are in here.
So let's start with lead magnet sequence.
Looks like you started one, busy moms.
Let's do that one.
I have, yeah, so that's the one,
right now it's connected to my Facebook, my meta ad.
Beautiful, I love it.
Cool.
They get three emails.
This is a great example to show everyone.
I love this actually,
because it's simple enough,
but complex enough to get the idea of how this works.
Okay, so here's how workflows work, okay?
You have a trigger, which sets off a series of actions.
So workflows are triggers and actions,
and you can have multiple triggers and multiple actions.
So at the very top are the triggers, okay?
In green, yes, in green.
And then the actions are below that.
So you can see that Margot actually
has two triggers going on.
And so if a person takes either of those actions,
the two triggers, it will set off the remaining actions.
They don't have to do both,
they just have to do one or the other.
So the first trigger is,
they submit the lead magnet form on her lead magnet funnel.
If they submit that form,
then it's going to do a series of actions.
The second trigger is,
they submit her lead form on her Facebook meta ad, okay?
Because she has basically two different places
that she can collect leads.
She can collect leads through her meta ad,
where she has a form within meta on the ad,
you all set that up.
And then she has a form on her lead magnet funnel
that she built in Rainflow.
So she can collect leads through either of those,
and however they come in,
they're all getting the same set of actions,
which is very easy and clean, okay?
So let's look at what the actions are,
so you guys can see things that happen.
So first it's going to add a tag, let's see what it is.
Okay, so she's going to add two tags.
One tag is going to be lead magnet,
and one tag is going to be busy mom's immunity ebook.
You might be asking, what's the purpose of this?
Why do I care about this?
Tags tell you the actions that customers take,
and it helps you segment your email list, okay?
Let's say that you're testing five different lead magnets,
and you spend six months and you test all of them,
and you want to know,
what was the best performing lead magnet?
What brought in the most leads to my business?
You're going to go look at your email list,
and organize it by tags,
and each tag is going,
you're going to have,
every time someone comes in through a specific lead magnet,
you're going to tag them with what the lead magnet was.
That way you can see how many people
came in through lead magnet one, two, three, four, five,
and you'll be able to have real data
about which one performed the best.
That's one reason you want to have tags.
The other reason is,
let's say you have a product that you would like to sell
to the people who took lead magnet two, okay?
Just like Margo's saying,
she developed an extended version of this.
She wants to go do an email campaign
to share this product with people who took the lead magnet,
because it's very relevant to them,
but she doesn't want to send it to everyone in her list,
because it's not relevant to everyone.
She can segment her list down by the tag
for that lead magnet,
and send it only to those people on the list.
So tags are really helpful for a lot of reasons.
So you honestly want to create tags.
for a lot of the actions that people take,
because it'll help you later.
Okay, so she's got her tag set up.
The next step is it's gonna send email number one.
Let's see what that is.
This is probably, she's delivering the lead magnet, okay?
So see how she has a link right here,
download your copy, and then it's linked here.
So that link probably leads to a PDF,
where when they click it, they can get their free ebook, okay?
And then it has some other email language in there
to help them as they use the lead magnet.
And then it's gonna wait 24 hours and send email number two.
And email number two is probably going to be
something similar to email number one,
but just following up again, okay?
Just pop it in, little reminder, blah, blah, blah.
You wanna keep them engaged.
You wanna encourage them to use the lead magnet, right?
Because if they use it, they're more likely
to purchase a product or service from you in the future
if they like what you did.
And I like that she's providing the link again
in case they missed it in the last email.
And then it's gonna wait one more day
and send email number three.
And here we go, third email.
And she's offering some additional value.
So she's really building that trust
and that relationship with this new lead.
And then I think this is the end of the sequence, right?
Like it's just three emails and that's it.
Perfect, okay?
So when someone comes through her form,
whether it's meta or whether it's through
her lead magnet funnel in Rainflow,
all that's happening in the funnel itself
is they're filling out the form and putting their information.
That's it.
There's nothing else happening in the funnel itself.
The workflow is taking care of the rest.
So the workflow is delivering the lead magnet to them
and then sending them a follow-up sequence of emails
over the next three days to nurture that lead
and build trust with them to hopefully convert them
into a customer at some point, okay?
So that is how the workflows and the funnels work together.
Now, if Margo had that second step in there,
which was the SLO funnel, we would need an additional step,
which is we also have to deliver the product
that they purchased if they purchased the upsell.
Now she has a couple of ways that she can do that.
And a really simple way to do that
would be to just create a separate workflow.
So we have a workflow for delivering a lead magnet
and now we're gonna have a separate workflow
for delivering the upsell if they purchase that product.
Okay?
So, and that workflow could be as simple as
if they fill out this order form, send them this email
and then send them these two follow-up emails
over the next couple of days.
Or she can make the trigger when this tag gets added, right?
When someone fills out this thing, add this tag
and then send them the emails.
But I like having just a totally separate workflow
so that I know I can manage them separately
if I change anything with either of those products.
Okay?
Questions about workflows
and how they work in conjunction with the funnels?
Okay, everyone's following?
Cool.
Okay, thank you, Margo, for demonstrating all of this.
It was actually very helpful to just kind of start
from the beginning and go all the way through.
Now I'd like to look at Amy's real quick
and see what she's working on.
And then I think there's a couple other things
that I was going to check in on.
So if you've got questions, drop them in the chat
and I'm kind of watching to make sure that we hit those.
So Amy, if you want to share your screen,
let's take a look at what you were describing.
Okay, it says someone else is sharing.
Let me see.
I don't know how to kick you off, Margo.
So you're going to have to stop your action.
It looks like you're still sharing.
Sorry, fixed it.
By the way, Rita wants to know where you are, Margo.
In the chat.
I don't know how to make that there.
Let's put that away.
Okay.
So, I didn't have an upsell.
Mine is like I'm sending this free lead magnet
and then...
Then I do have the workflow set up with the emails where, like hers, you know,
where it sends out the, the reminder for the free copy and everything.
Um, my last email sends them to a boards page, which I was using like a funnel.
So I need to figure out how to replace that in that last email with a new funnel.
So I figured out at that point, uh, just set up another lead magnet funnel.
Okay.
So you want, you want your last email in, in an automation sequence
to lead them to another funnel.
Right.
Which I'll make, I'm not worried about that.
That's okay.
I'll develop all of that.
Um, I mean, I can show you what I did with this one.
Um,
so I don't, do I just click on it to show you?
I don't know.
Right here.
Um, that's not it.
You want like the edit side of it?
Uh, let me close that.
I didn't close it.
Sorry.
I have 2000 tabs open.
That's, that's my brain.
Okay.
Um, so I hit edit and I have mine here and I just, I used like two of the sections.
Right.
That's perfect.
You know, just to go into it a little bit.
My other page, where are they right there?
I didn't.
Okay.
So I didn't know how this was going to be emailing them bleed magnet.
So I need to go connect that to a workflow or, or, or, or, or, or, or, or, or, or,
or, or, or, or, or, or, or, or, or, or, or, or, or, or, or, or, or, or, or, or, or, or,
or the existing workflow as well that I had for my Facebook ad, is that what I need?
You can see, do you want to do kind of what Margaret did where she has two
triggers, like one for this one on.
It has one for the, what I miss.
So two triggers, one for the meta form, like that you're at on Meta and one for
like this funnel, is that what you mean?
I don't know.
Can I use the one, the same funnel for Meta or should I make a separate one?
Probably make a separate one, huh?
Okay.
So if you haven't a Meta ad running that already has a form where they can get
the lead magnet, you don't need to change it, right?
All you need to do is add a trigger to your existing workflow so that if they
fill out that form, they get the same steps.
If you want to run an ad on Meta for them to come to this funnel, right?
Because you can like control more things.
You can add an upsell step.
You would want to create just a separate ad, a separate Meta ad for that.
That's what I was thinking I would do.
Yes, exactly.
I would make a separate Meta ad.
I didn't understand, like, I know this pops up a form and then it
takes you to the thank you page, but I didn't know how that would
get into a work, the work, a new workflow.
And like my thank you page, because of that, I put the
download to the guide right in it.
Yes.
I do that as well on the thank you page, just so they have two different
places that they can get it just in case they don't get the email
or it goes to spam or whatever.
So, and, and I have a little bonus that I'm adding into when
you take that period out.
Um, I have a little bonus that I'm adding to that, um, which is a little
quiz, um, that I'm wanting to deliver in the email, which I just don't, I
didn't know how to connect it to a new, new workflow with, um, I'm not, so
the Meta ad, I just send them to this link up here.
Is that what that is?
Are not the other page.
You're saying if you create a new Meta ad to send and to send them to this
funnel, how do you need, you need a workflow for this funnel?
Is that what you're saying?
Well, yeah.
Like, do I, I send in the Meta ad, I send them to this link.
Is that how that works?
Yes, basically.
Actually, this is kind of the backend link.
Your front end link is cleaner than that if you want to use that, but yes.
So click back out of here. Okay. And honestly, you'll just send them like to the, the basic link,
like click on settings. Yep. That right there. Okay. So see that path, you can change that path.
So it'd be scan for success.com backslash, whatever you put in that path. And that'd be
the link to your funnel. Okay. And so where does that live? How does that, I was just kind of
wondering, like, how does that live on my website somewhere? How does what live on your website?
The whole funnel? Does it just, or does it just live here? Well,
a funnel is separate from a website, so they exist completely separately.
So what's the function of my website? What is your website?
It's scan for success.com. And what's the purpose of it? Let me check it out.
I don't know. I just, I made it just to connect to this rainflow.
Oh, do you mean the domain or do you mean a website?
Well, no, I guess I mean the domain. Does it automatically create
like a page on that domain for the funnel? No, you need to, so you bought the domain
and then you need to connect that domain to something, to a website, to a Shopify store,
to a funnel, to a landing page. You connect the domain. Does that make sense?
Well, how do I connect the domain to this funnel then?
You did. You already did. I can tell because you see that scan for success.com.
You are, we already connected the domain to your rainflow account, which means you can now assign
it to any funnel or website that you've built. So you have assigned it to this.
So if I make this funnel, it's connected. And then if I make another funnel,
it's also connected to it somehow. Sure. You can connect scanforsuccess.com
to all of your funnels and just change the backslash path. So it's like scanforsuccess.com
backslash lead magnet one. And then scanforsuccess.com backslash lead magnet two could
be a different one. How do I, where do I do that at right here?
Right here. You just edit the path and that's what.
Oh, so they just all have a different name and it's fine. It just automatically creates those.
Exactly. It automatically creates a unique path for this funnel, but you can
put whatever you want in the path. I just want to make sure I didn't have to log into my
domain and make pages for these funnels. No, because we already did that when we
set up your DNS. We basically connected your scan for success domain to your rainflow account
so that you could assign it to anything that you build in rainflow.
Okay. And so there's a different path to point to different pages.
Okay. So then the only thing I guess that I wasn't understanding was the,
the workflow, the automation part for each funnel.
Yeah. So you can basically, basically what you can do is you can duplicate,
you can duplicate anything. You can duplicate funnels, you can duplicate workflows and
like, so you have like the same exact steps, but it's, they're going to be specific to funnels.
And the reason is because they're going to have different forms. So your,
your funnel that you already have, if it's running and it's connected to a workflow,
those pieces are already connected and working. If you duplicate the funnel and
you duplicate the workflow, it's a different form.
How do I know if this funnel is connected to workflow? I'm sorry.
Well, I thought you said you had already connected it.
I haven't.
Okay. So do you want to connect one so you can see how it works?
Sure. Yeah.
Okay. Go back to steps on this page.
And like, have you edited this funnel at all?
You did. This is the one you showed me that you edited.
Okay. Click edit. So I can see the name of your form here.
Because that's what we'll need to know because then sending this form is the trigger for the
workflow and the top menu. Okay. Over here on the left, one of these symbols opens a pop-up.
It's the one goes to the right. Keep going. Keep going right there like that.
And you don't have a pop-up. No, you do. You do. Okay.
I have a pop-up. I just didn't name it anything. It's just called pop-up, I guess.
And it's only on exit. Did you click the eyeball real quick for me?
Okay. Now scroll down and click your button.
Okay. It does open the pop-up. Okay.
Okay. I just haven't done anything with that. I need to edit that pop-up then.
You have not edited this pop-up. What?
I have not. You have not edited that pop-up?
I have not. Okay. Okay. Exit out of that.
And go back to your edit page.
So I think it's one tab to the left.
Uh, OK.
OK, so click on this pop up, click the edit button.
Is this the same pop up scroll down?
Yes, it's the same one, so show change the show pop up on change that.
Change over in the settings on the right where it says show pop up on exit.
Yeah, change that.
To none.
OK, and then.
Exit out of the pop up settings, just click the X in the top right.
Yeah, exit out of that.
And scroll down and click on your button.
OK, scroll down, let me make sure your button action is opens pop up.
Yes, OK, good now click on the pop up settings again.
Top left corner with the symbols.
Oh my gosh, I'm lost button.
The pop up button to one to the left, yes.
OK, click on the pop up there, yep.
And click on the form where it says like first name, last name, click on that part.
OK, click that.
OK, so this form is called lead magnet form.
You can edit this form OK at any time, but what I need to know right now is just the name of the form
because we're going to connect it to in the work club.
So it's called lead magnet form.
Click the save button in the top right before you exit out of here.
So it'll save your changes and then click the back button.
Over in the left top left, sorry, OK, now scroll down to automation.
Yep, and we're going to find me see on scroll down a little bit.
Let me see what you have here.
OK, click copy lead magnet email sequence or do you want to do the earn from home?
Is that the one you're working on this?
This I just may wait.
Did I just make this work?
Yeah, earn from home lead magnet email.
I just want that to be connected to you.
Yeah, that's I just copied that because I figured I needed to make one.
I just didn't know how to do.
Yes.
OK, open that up.
OK, now scroll up to the trigger.
This is this is it right here.
So click on that form submitted one.
So what this is doing right now is this is connected to your SLO lead magnet form.
So it's a different form than the one we just looked at.
But you want you want this to be connected to the funnel.
We were just in right, right?
OK, so you're going to change the form to the form that's inside that funnel.
So delete the form that's there that SLO lead magnet form.
Oh, OK, and then select form and find lead magnet form.
That's the form inside that funnel.
OK, so this is how the workflow is going to be connected.
So click save trigger.
OK, OK, and now edit the add tag to something that you want to name this.
So, you know, what where they came from.
So I would change it.
Not that not the action name, but the tag itself.
I delete that and name a name, a tag, like create a tag.
That's like the name of the lead magnet.
OK, I changed the name of it.
What was it called?
OK, I changed the name of it.
What was it called?
Like earn from home or something.
Oh, the earn from home.
The earn from home, yeah.
That's perfect.
And then click, yeah, add new tag.
There you go.
Now click save action.
And then the rest of the steps you can edit on your own,
but it's just the same three steps.
It's the same three email series.
So I recreate my email series here.
Yeah, this is where, yep, this is where you would create your email series.
This is where you would put your email.
And then this would be the delivery of the next funnel.
Yes, if that's what you want to do.
Exactly, yes, right.
So this is not connected to that.
Basically, this one is a link to the, this one would be the first after.
So this would be the email that's automatically
sent when they submit the form on the funnel.
All of these are going to happen just the way you have it laid out.
First email right away, wait one day.
Second email, wait one day.
Third email.
And I can do the test workflow with that, right?
Yes, yep, exactly.
OK, because the first one I'm sending that, plus I'm sending a bonus
that I don't mention.
which I just did that for fun.
And then, and then the second one, I just do it again.
Then the third one, I want to send them to another funnel.
So if they're still with me at that point,
then I want them, you know, they're interested enough.
I'm just trying to kind of vet that a little bit.
So I don't have a hundred people clicking on it
that aren't really interested in it, so.
Yeah.
Just click save, the blue save button
before you exit out of here,
so that we've saved your trigger to the correct funnel.
Okay.
So that's it.
And if you had another funnel,
you could just duplicate this workflow
and just change the form, you know?
You'll have a new form,
and that's how you connect it to a new funnel.
Okay.
Make sense?
Yes.
Perfect.
It is.
Okay.
Okay, before we wrap up here,
I want to know if there are any questions
that you guys would like to ask just generally
about funnels, building funnels on Rainflow,
or anything that we talked about today.
Sure, Alexis, go for it.
I'm just curious.
I have been working on my funnel today,
and my lead magnet is a quiz.
And so the quiz then has results,
and I was trying to figure out
if this funnel should be a part of that quiz,
or if this is like a completely separate ad.
And the way I started creating it
was that it is to the quiz,
and then the funnel itself is trying to drive them
to book like a consultation call.
Ah, okay, okay.
So I changed my button from like a form
to an option to book a call at like a discounted rate,
because I guess that's what I'm offering.
But I wasn't sure, you know,
if that's more of a scary step to get them to take,
whereas maybe offer like a freebie first,
or let me collect your information.
Like, I'm just not sure where to-
Yeah, you know, I've seen quizzes act as lead forms often,
and they work well.
I would make, if you were gonna,
I would not make something that has a cost,
like your lead magnet in the front,
and I would do like a quiz, right?
And then you get their information
if they want the quiz results.
And then the next step of that
would lead to what you're describing,
where it's like book a call for, you know, discounted rate.
So kind of like what Margot was doing,
where she has like freebie on the first step,
and then epsilon on the second step.
I do quiz in the first step,
book a consultation at a discounted rate on the second step.
And I would just email them the quiz.
Okay, right, because I've got,
I have it set up where it does email them results,
and it emails them like a freebie guide of what to do next.
Perfect, that's great.
Then would that be in the next step after that?
So if you have it set up to where it's like,
on the first page where you're saying,
hey, do this quiz,
and we'll give you a freebie guide based on your results.
That's the lead magnet.
When they put in their information,
that's emailed to them separately,
so they can kind of do that later,
because you want them focused on the second step,
which is book a call.
So that's gonna be all emailed separately,
so they can do that later.
But their attention is immediately going to the second step,
to book a call at a discounted rate, right?
That's what you want.
And then in your email follow-up series, right?
So they've sent in the freebie email,
and you have two or three emails after that.
Be sure you reference that booked call discounted rate
in each of those following emails,
in case they didn't take it when they were in the funnel,
give them a couple more opportunities to take it
after they've received the freebie.
Okay.
Make sense?
And you can literally put the link
to that second upsell step in your funnel,
for them to just go right back to that step.
And you can put that link in the emails.
Okay, that makes sense.
Okay, that's helpful.
Good idea.
What do I do with this?
Okay.
Very cool.
Thank you.
Any other questions about funnels, ladies?
I know there will always be more,
but you learn as you go, you know?
And I wanted to give you at least some exposure
to see kind of like, how does it really work?
So hopefully you've learned enough
that you can start building something on your own.
And then as you have questions that come up,
you'll start to learn more things.
I would also highly recommend,
if you haven't already, check out the Rainflow course.
It's in the same part of the training portal,
like where you find the Business Accelerator course,
it's just a separate course called Rainflow.
Use it like an encyclopedia,
but under the site section,
I have a lot of walkthroughs on how to build funnels.
design them, how to build them, how to make them work, different things you can do, as well as
workflows. So if you're looking at how to do something specific, it might be in one of those.
Or if you just want to learn more about how to build stuff on Rainflow, just watch a couple of
those and it will give you a lot of exposure to how you can build things on Rainflow. The last
advice I will give you is the chat. I don't know if you guys have ever used the chat support in
Rainflow, but they are actually really, really helpful. I have chatted with them and even hopped
on Zoom with them many times when I'm trying to figure out how to do something very complicated
and it's like beyond my ability to figure it out. I'll just be like, hey, this is what I'm
trying to do. Do you know how I can do this? And they'll like jump on Zoom with you and show you
how you can do it or even like get in your account and build it for you. So don't be afraid to use
that chat. We pay for that service so that you have that technical help. Yeah, I had to use it
before with something that just wasn't working and I couldn't figure it out. And so they
send you little videos and show you exactly how to go through it. Very helpful. And they say
they're available 24-7. That is true, but there might be a longer wait if you're trying to get
someone at 3 a.m. But I've done it before and they will get on with you, but you just might have
to wait for it. But seriously, use the chat. It's very helpful for like really technical things.
Like they spend their every day all day doing this stuff, so they like know a lot of stuff about
Rainflow. So you've got a lot of different like ways to learn and figure things out, how to build
things. So check those resources out. But that's it. Next week will be week 8. So we'll be
really focusing on casting a vision for your business and building a plan for that and where
you want it to go. Stephen will be on with you for that workshop. So come back for week 8
and then I think several of you will be at the in-person event in San Diego, right? Yeah. Cool.
Okay, so we will see you guys in like two weeks. If you haven't already like booked your hotel,
today is the last day that the hotel gave us for to use that room block where you get the
discounted rooms. So if you haven't done that, go ahead and do that. I'll actually drop the link for
you. We made an easy link for you to find it. It's rainmakerlinks.com backslash hotel block.
Okay, that will redirect you to the exact link. If I can get my keyboard to work,
I will also type it in the chat, but it just stopped. rainmakerlinks.com hotel block.
And we will be sending out a series of emails starting today as well, just with like information
and stuff. But we also really encourage you, you guys are now added to the San Diego live event
in the app, and that's where we're going to be like posting communications about the event,
both prior and during the event. So be sure you have like your mobile notifications turned on
so you get everything in there. Okay, awesome. Rita's looking for a roommate. Okay, I will note
that Rita, so that if I hear of anyone else looking for a roommate, I will let you know.
I did hear of one other person looking for a roommate, but it's a man. He's looking for another
man. So, so far we have one man, one woman. So, I'll keep you posted if I hear anyone else.
All right, ladies, it was wonderful to see you all. Wishing you all a great weekend,
and we'll see you next week for week eight. Hi, Megan. Yeah, can I ask you one question real
quick? Yeah. So, with this funnel, how am I getting leads? Whoops, did I lose you?
Oh, no. How do I get leads to this funnel? Yeah, so basically, same thing as what you're
doing on Facebook. So, in your meta ad, you can either have people fill out a form directly in
the meta ad, or you can send people off the meta ad to your funnel. So, you would still be doing
it through a meta ad, if that makes sense, but you'd just be sending them to a funnel instead
of them filling out the form, like on Facebook. Okay. But same, same place. You're driving traffic
from your meta ad. Okay, because I'm doing a different lead magnet with my funnel than I did
with mine. Okay. You could just create a different meta ad then and have both winning.
That's what I would do. Okay. And then test and see which one performs better. Okay, perfect.
And I want you to know my rain flow is working, and it's wonderful. I know, I'm so glad. I am
so happy. We are having a lot of issues with Harry Pound, and I have like four different support
people look into it. And I was getting very annoying with them, and they were,
I don't know what they did, but they finally fixed it. So, I'm really happy.
Good. Cool. All right, ladies, have a wonderful weekend. Okay. Okay. Bye. Bye.