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- ======Prae Steps=====
- 1) login to CF https://app.clickfunnels.com/users/sign_in
- username: support@alldaydirect.com
- password: labelkills
- 2)search "Awesome-NAME-Wallet-Case-OCU"
- 3) Click Edit
- 4) Click Settings
- 5) Click "Clone Funnel"
- 6) when it finishes, click “view funnel"
- 7) Copy the Main URL "https://twistedcases.co/awesome-NAME-wallet-case” and paste into Asana, under label called CF ac#2
- 8) Copy the Main Admin URL and paste into Asana, under label called CF Admin link ac#2
- 7) In Clickfunnels, Click settings
- 8) Choose “twistedcases.co” under “Domain"
- 9 Under “Name” copy Asana Product Name and Paste without the # (i.e..'Awesome Greys Wallet Case')
- 10) Under “Path” also Paste the Asana Product Name ( i.e..'Awesome Greys Wallet Case')
- 11) Scroll down to bottom and Press “Save and Update Settings"
- 12) Under 'Squeeze Page' side Tab, Click “Publishing”, change Domain to Twistedcases.co, Click “Update Funnel Step"
- 12.5) Under 'Squeeze Page' side Tab, Under “Main(Control), Click Gear Icon, change Domain to Twistedcases.co, Click “Update Page"
- 13) Under 'Order Form' side Tab, Click “Publishing”, change Domain to Twistedcases.co, Click “Update Funnel Step"
- 13.5) Under 'Order Form' side Tab, Under “Main(Control), Click Gear Icon, change Domain to Twistedcases.co, Click “Update Page"
- 14) Under ‘OTO Page' side Tab, Click “Publishing”, change Domain to Twistedcases.co, Click “Update Funnel Step"
- 14.5) Under 'OTO Page' side Tab, Under “Main(Control), Click Gear Icon, change Domain to Twistedcases.co, Click “Update Page"
- 15) Under ‘OTO Downsale Page' side Tab, Click “Publishing”, change Domain to Twistedcases.co, Click “Update Funnel Step"
- 15.5) Under 'OTO Downsale Page' side Tab, Under “Main(Control), Click Gear Icon, change Domain to Twistedcases.co, Click “Update Page"
- 16) Under ‘OTO Downsale 2' side Tab, Click “Publishing”, change Domain to Twistedcases.co, Click “Update Funnel Step"
- 16.5) Under 'OTO Downsale 2' side Tab, Under “Main(Control), Click Gear Icon, change Domain to Twistedcases.co, Click “Update Page"
- 17) Under ‘OTO Page' side Tab, Click “Publishing”, change Domain to Twistedcases.co, Click “Update Funnel Step"
- 17.5) Under 'OTO Page' side Tab, Under “Main(Control), Click Gear Icon, change Domain to Twistedcases.co, Click “Update Page"
- 18) Under ‘Downsale - Bundle' side Tab, Click “Publishing”, change Domain to Twistedcases.co, Click “Update Funnel Step"
- 18.5) Under 'Downsale - Bundle' side Tab, Under “Main(Control), Click Gear Icon, change Domain to Twistedcases.co, Click “Update Page"
- 19) Under ‘Order Confirmation' side Tab, Click “Publishing”, change Domain to Twistedcases.co, Click “Update Funnel Step"
- 19.5) Under 'Order Confirmation' side Tab, Under “Main(Control), Click Gear Icon, change Domain to Twistedcases.co, Click “Update Page"
- 20) Under ’Thank You Page' side Tab, Click “Publishing”, change Domain to Twistedcases.co, Click “Update Funnel Step"
- 20.5) Under 'Thank You Page' side Tab, Under “Main(Control), Click Gear Icon, change Domain to Twistedcases.co, Click “Update Page"
- 21) Download all images from dropbox to your computer, for the current design ( if these images Not avail, Tell June to make them)
- -Templatesqueezepage.jpg
- -orderpageCFMAINXXXX.jpg
- -orderpageCFTOPXXX.jpg
- -otoXXXX.jpg
- =====Squeeze Page Editing=====
- 22) Under 'Squeeze Page' side Tab, Under “Main(control)”, Click Yellow Edit page button
- 23) Click Main Image, Click Blue + in the Side panel, Click Upload, Upload All 4 images listed above
- 24) Choose "Template squeeze page.jpg” , Click “Add Image"
- 25) Click Settings in the Side Panel, Click "Meta Tags and Social Settings”, Press the Blue Plus sign, choose “orderpageCFMAINXXXX.jpg”, Click Add image.
- 26) Click “SAVE” in the Side Panel
- 27) Click the Yellow Title, Edit it to be the name of the Design in Asana. (i.e..'Awesome Greys Wallet Case')
- 28) Click “SAVE” in the Side Panel
- 29) In Asana Copy the ONE Content Id
- 30) In Click Funnels, Click Settings, Click "Tracking Codes”, Find BOTH white “content_ids: [xxxxxxxx,xxxxxxxx] , Paste and replace the FIRST one.
- 31) Save
- 32) In Asana Copty the Second Content Id
- 33) In Click Funnels, Click Settings, Click "Tracking Codes”, Find BOTH white “content_ids: [xxxxxxxx,xxxxxxxx] , Paste and replace the SECOND one
- 34) Save ( make sure no spaces, just [#######,#######]
- 35) In Clickfunnels Click “Email” in the side panel, Choose “ActiveCampaign” from Integration
- 36) Choose “Add to List” from Action
- 37) Choose CF Leads from “List to add"
- 38) SAVE
- 35) In Clickfunnels, Update the URL of the red button "Pay Full Retail Price”, ( get link by going to twistedcases.com search for product name, and click the design of the (Today “BUY1GET2’ w/FREE Shipping!) link, not Today only discount, then copy URL from address Bar. Put into ClickFunnels
- 36) SAVE
- 37) Press Exit in the ClickFunnel Side Panel
- =====Order Form Editing=====
- 38) Click 'Order Form’ Tab, then Under “Main(control)” Click yellow “Edit Page"
- 39) Click Main Top Image, Click the Blue Plus Sign, choose “orderpageCFTOPXXX.jpg” that you already uploaded. Click Add Image.
- 40) Click the other main image ( hand holding phone) , When you see a Blue box around it, click the GEAR ICON, Click BLUE Plus Sign, Choose orderpageCFMAINXXXX.jpg ( now with Hand), Click ‘Add Image'
- 41) Click SAVE
- 42) Click Settings in the Side Panel, Click "Meta Tags and Social Settings”, Press the Blue Plus sign, choose “orderpageCFMAINXXXX.jpg”, (one with hand) Click Add image. SAVE
- 43) Click ‘Elements’ in the side panel, Find “Select Input Form”, (3rd one that is off), Click EYE to unhide, When You see it appear on page, click it to bring up the settings. Where it says "PinkcamoHunting#2” , replace with the current design name (i.e..'AwesomeGreysWalletCase2')
- IMPORTANT: keep # at end, REMOVE any spaces.
- 44) Click SAVE
- 45) Click ‘Elements’ in the side panel, Find “Select Input Form”, (First one after the two turned off), Click the EYE. SAVE
- <—Maybe need to make instructions for this -( what to show/hide on order page)—>
- 46) Click “Email” in the side panel, Choose “ActiveCampaign” from Integration
- 47) Choose “Add to List” from Action
- 48) Choose CF Leads from “List to add"
- 49) SAVE
- 46) In Asana Copy the ONE Content Id
- 47) In Click Funnels, Click Settings, Click "Tracking Codes”, Find BOTH white “content_ids: [xxxxxxxx,xxxxxxxx] , Paste and replace the FIRST one.
- 48) Save
- 49) In Asana Copty the Second Content Id
- 50) In Click Funnels, Click Settings, Click "Tracking Codes”, Find BOTH white “content_ids: [xxxxxxxx,xxxxxxxx] , Paste and replace the SECOND one
- 51) Save ( make sure no spaces, just [#######,#######]
- 52) Click Exit
- 53) Click 'Order Form’ Tab, then Click “Products” Tab
- 54) Click Yellow “Create Products” Button
- 55) Name: 1 Wallet Case (55% OFF)
- 56) Billing Integration: Choose Braintree
- 57) Amount: $13.93
- 58) Price Override: $13.93/each
- 59) Braintree Integration: ‘One Time"
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- 60) Click Yellow “Add Products” Button
- 61) Name: 2 Wallet Cases (61% OFF)
- 62) Billing Integration: Choose Braintree
- 63) Amount: $23.93
- 64) Price Override: $11.93/each
- 65) Braintree Integration: ‘One Time"
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- 66) Click Yellow “Add Products” Button
- 67) Name: 3 Wallet Cases (70% OFF)
- 68) Billing Integration: Choose Braintree
- 69) Amount: $29.93
- 70) Price Override: $9.93/each
- 71) Braintree Integration: ‘One Time"
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- 72) Click Yellow “Add Products” Button
- 73) Name: 5 Wallet Cases (72% OFF)
- 74) Billing Integration: Choose Braintree
- 75) Amount: $47.93
- 76) Price Override: $9.53/each
- 77) Braintree Integration: ‘One Time"
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- 78) Click Yellow “Add Products” Button
- 79) Name: Track My Order
- 80) Billing Integration: Choose Braintree
- 81) Amount: $4.93
- 82) Price Override: w/ Insurance
- 83) Braintree Integration: ‘One Time"
- 84) IMPORTANT: CHOOSE BUMP! (Only this product)
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- IMPORTANT: YOU MUST CREATE PRODUCTS IN ORDER LISTED ABOVE
- 85) Get the Product Ids of each product and save them somewhere
- (right click on “Edit”, choose “copy link”, in new tab, paste. Copy the # after /products/ from the URL)
- 1 Wallet Case (55% OFF) _ Product ID = 703556
- 2 Wallet Cases (61% OFF) _ Product ID = 703560
- 3 Wallet Cases (70% OFF) _ Product ID = 703562
- 5 Wallet Cases (72% OFF) _ Product ID = 703564
- Track My Order _ Product ID = 703565
- 86) Click 'Order Form’ Tab, then Under “Main(control)” Click yellow “Edit Page"
- 87) Click Settings, Click "Tracking Codes”
- 88) In “Footer Custom Tracking” , Find "var productId = “694961” , Replace ‘694961' with the Product Id of '3 Wallet Cases (70% OFF)'
- 89) In “Footer Custom Tracking” , Find "var selectedProduct = ‘694961' , Replace ‘694961' with the Product Id of '3 Wallet Cases (70% OFF)'
- 90) In “Footer Custom Tracking” , Find “ var activeProducts = ['694961','694938','694936','695001']
- 91) Change 694961 with the Product Id of '3 Wallet Cases (70% OFF)'
- 92) Change 694938 with the Product Id of ‘2 Wallet Cases (61% OFF)'
- 93) Change 694936 with the Product Id of ‘1 Wallet Case (55% OFF)'
- 94) Change 695001 with the Product Id of ‘5 Wallet Cases (72% OFF)'
- 95) SAVE ( Click Preview and Make sure it is displaying correctly)
- 96) Click 'Order Form’ Tab, then Click “Products” Tab
- 97) Click “Edit” on 1 Wallet Case (55% OFF), go to “Email Integration Tab"
- 98) Choose “Active Campaign, Add to List, Choose “CF Orders”, Choose Update Product
- 99) “Edit” 2 Wallet Cases (61% OFF) , Same, Choose “CF Orders”
- 100) “Edit” 3 Wallet Cases (70% OFF) , Same, Choose “CF Orders”
- 101) “Edit” 5 Wallet Cases (72% OFF) , Same, Choose “CF Orders”
- 102) “Edit” Track My Order, NOT SAME, Choose “CF bump"
- =====OTO Editing=====
- 96) Click 'Oto Page’ Tab, then Under “Main(control)” Click yellow “Edit Page"
- 97) Click Main Image, Click Blue + in the Side panel, choose “otoXXXX.jpg” , Click Add Image
- 98) Click Settings in the Side Panel, Click "Meta Tags and Social Settings”, Press the Blue Plus sign, choose “otoXXXX.jpg”, Click Add image.
- 99) SAVE
- 100) In Asana Copy the ONE Content Id
- 101) In Click Funnels, Click Settings, Click "Tracking Codes”, Find BOTH white “content_ids: [xxxxxxxx,xxxxxxxx] , Paste and replace the FIRST one.
- 102) SAVE
- 103) In Asana Copty the Second Content Id
- 104) In Click Funnels, Click Settings, Click "Tracking Codes”, Find BOTH white “content_ids: [xxxxxxxx,xxxxxxxx] , Paste and replace the SECOND
- 105) SAVE ( make sure no spaces, just [#######,#######]
- 106) Click Exit
- <—Maybe need to make instructions for this -(2column content block, element id for the custom form, page edit so dropdown submit works)—>
- 107) Click ‘Oto Page’ Tab, then Click “Products” Tab
- 108) Click Yellow “Create Products” Button
- 109) Name: 1 Extra Wallet Case
- 110) Billing Integration: Choose Braintree
- 111) Amount: $9.93
- 112) Price Override: $9.93
- 113) Braintree Integration: ‘One Time"
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- 114) Click Yellow “Add Products” Button
- 115) Name: 2 Extra Wallet Cases
- 116) Billing Integration: Choose Braintree
- 117) Amount: $17.93
- 118) Price Override: $17.93
- 119) Braintree Integration: ‘One Time"
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- IMPORTANT: YOU MUST CREATE PRODUCTS IN ORDER
- 96) Click 'Oto Page’ Tab, then Click “Products” Tab
- 97) Click “Edit” on 1 Extra Wallet Case, go to “Email Integration Tab"
- 98) Choose “Active Campaign, Add to List, Choose “CF OTO1”, Choose Update Product
- 99) “Edit” 2 Extra Wallet Cases , Same, Choose “CF OTO1”
- =====OTO Downsale Page Editing=====
- 120) Click 'Oto Downsale Page’ Tab, then Under “Main(control)” Click yellow “Edit Page"
- 121) Click Main Image, Click Blue + in the Side panel, choose “otoXXXX.jpg” , Click Add Image
- 122) Click Settings in the Side Panel, Click "Meta Tags and Social Settings”, Press the Blue Plus sign, choose “otoXXXX.jpg”, Click Add image.
- 123) SAVE, Click Exit
- 124) Click ‘Oto Downsale Page’ Tab, then Click “Products” Tab
- 125) Click Yellow “Create Products” Button
- 126) Name: 1 Extra Wallet Case
- 127) Billing Integration: Choose Braintree
- 128) Amount: $7.93
- 129) Price Override: $7.93
- 130) Braintree Integration: ‘One Time"
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- 131) Click Yellow “Add Products” Button
- 132) Name: 2 Extra Wallet Cases
- 133) Billing Integration: Choose Braintree
- 134) Amount: $14.93
- 135) Price Override: $14.93
- 136) Braintree Integration: ‘One Time"
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- IMPORTANT: YOU MUST CREATE PRODUCTS IN ORDER
- 96) Click 'Oto Page’ Tab, then Click “Products” Tab
- 97) Click “Edit” on 1 Extra Wallet Case, go to “Email Integration Tab"
- 98) Choose “Active Campaign, Add to List, Choose “CF Downsell1”, Choose Update Product
- 99) “Edit” 2 Extra Wallet Cases , Same, Choose “CF Downsell1”
- =====OTO Downsale 2 Editing=====
- 137) Click ‘Oto Downsale 2’ Tab, then Click “Products” Tab
- 138) Click Yellow “Create Products” Button
- 139) Name: 1 Quick Charge ’Smart’ Braided Cable (Iphone)
- 140) Billing Integration: Choose Braintree
- 141) Amount: $9.93
- 142) Price Override: Just Pay Shipping
- 143) Braintree Integration: ‘One Time"
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- 144) Click Yellow “Add Products” Button
- 145) Name: 1 Quick Charge ’Smart’ Braided Cable (Android)
- 146) Billing Integration: Choose Braintree
- 147) Amount: $9.93
- 148) Price Override: Just Pay Shipping
- 149) Braintree Integration: ‘One Time"
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- IMPORTANT: YOU MUST CREATE PRODUCTS IN ORDER
- 96) Click 'Oto Page’ Tab, then Click “Products” Tab
- 97) Click “Edit” on 1 Quick Charge ’Smart’ Braided Cable (Iphone), go to “Email Integration Tab"
- 98) Choose “Active Campaign, Add to List, Choose “CF Other Otos”, Choose Update Product
- 99) “Edit” 1 Quick Charge ’Smart’ Braided Cable (Android) , Same, Choose “CF Other Otos”
- =====OTO Page Editing=====
- 150) Click ‘Oto Page’ Tab, then Click “Products” Tab
- 151) Click Yellow “Create Products” Button
- 152) Name: 1 Quick Charge ’Smart’ Car Adapter
- 153) Billing Integration: Choose Braintree
- 154) Amount: $9.93
- 155) Price Override: Just Pay Shipping
- 156) Braintree Integration: ‘One Time"
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- 96) Click 'Oto Page’ Tab, then Click “Products” Tab
- 97) Click “Edit” on 1 Quick Charge ’Smart’ Car Adapter, go to “Email Integration Tab"
- 98) Choose “Active Campaign, Add to List, Choose “CF Other Otos”, Choose Update Product
- =====Downsale - Bundle Editing=====
- 137) Click ‘Downscale - Bundle’ Tab, then Click “Products” Tab
- 138) Click Yellow “Create Products” Button
- 139) Name: 1 ‘Smart’ Bundle (Iphone) - Cable + Smart Adapter
- 140) Billing Integration: Choose Braintree
- 141) Amount: $9.93
- 142) Price Override: Just Pay Shipping
- 143) Braintree Integration: ‘One Time"
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- 144) Click Yellow “Add Products” Button
- 145) Name: 1 ‘Smart’ Bundle (Android) - Cable + Smart Adapter
- 146) Billing Integration: Choose Braintree
- 147) Amount: $9.93
- 148) Price Override: Just Pay Shipping
- 149) Braintree Integration: ‘One Time"
- <—Maybe need to make instructions for this -( Fulfillment Email, Email Integration, Shipping)—>
- IMPORTANT: YOU MUST CREATE PRODUCTS IN ORDER
- 96) Click 'Oto Page’ Tab, then Click “Products” Tab
- 97) Click “Edit” on 1 ‘Smart’ Bundle (Iphone) - Cable + Smart Adapter, go to “Email Integration Tab"
- 98) Choose “Active Campaign, Add to List, Choose “CF Other Otos”, Choose Update Product
- 99) “Edit” 1 ‘Smart’ Bundle (Android) - Cable + Smart Adapter , Same, Choose “CF Other Otos”
- =====Confirmation Page Editing=====
- None
- =====Thankyou Page Editing=====
- None
- =====Webhook Setup=====
- 150) Click settings
- 151) Scroll to bottom, Click “Manage Your Funnels Webhooks"
- 152) Click New Webhook
- 153) Paste Wicked Reports webhook URL
- 154) Choose Purchase updated
- 155) Choose Json
- 156) Click “Create Funnel Webhook"
- =====Testing=====
- First time thru will give error messages, its ok refresh
- Test order paypal all no-links
- Test order Credit card: 4012888888881881, 5/20,111 all no-links
- Test order paypal all oto’s, yes links
- Test order paypal all oto’s, yes-2 links
- Test order paypal oto1, no-link, rest all yes links
- Test show/hide on order page
- Check if #3 is highligted
- Check if #3 is first, and if then 2 then 1 then 5
- Check pixel helper on all 3 pages
- Test email blackhabit+1xxx@gmail.com MUST show the correct funnel name in my spreadsheet
- must show oto dropdown selection on spreadsheet
- musth show downsale selection on spreadsheet
- must show on orders spreadsheet
- =====Going LIVE=====
- Under Main Settings, Switch to Braintree-LIVE
- Test order paypal all no-links
- Test order Credit card: all no-links
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