VIDEO TUTORIAL

Overview

The article “ 1CallClose™ - 2 - Customize Funnel” guides team members on how to modify the funnel for a 1CallClose™ campaign. It involves editing page content, updating visuals and CTAs, setting redirects, and ensuring the funnel aligns with the campaign goals before launch. This step follows asset preparation and precedes automation setup in the 1CallClose™ process.

TIMESTAMP

00:00 - 00:50 | Navigate your 1CallClose™ Landing Page (Not the template)

01:00 - 11:00 | Customize/Re-Branding Your Landing Page

11:13 - 12:16 | How to Create A Calendar for your 1 Call Close Landing Page

12:17 - 13:22 | Add and Configure your Calendar to your 1CallClose™ Landing Page

13:37 - 13:40 | Save and Publish

14:13 - 14:56 | Add a Favicon to your Landing Page

STEP-BY-STEP TUTORIAL

Step 1 : From the steps, select 1CallClose™ Opt-In Page..

Step 2 : Under the page, click Edit.

Step 3 : You'll be directed to the page editor.

Step 4 : Click on the Logo.

Step 5 : An editor menu will appear on the right of the browser.

Step 6 : On the editor menu, scroll down to Image Options.

Step 7 : Click the Image Icon.

Step 8 : You'll be directed to the Media Library.

Step 9 : To upload your media, click Upload File on the top right.

Step 10 : Once your media is uploaded, Double Click To Select.

Step 11 : Your media will automatically be replaced on the page.

Step 12 : Scroll down the page, you'll see another section with Image

Step 13 : Click the Image.

Step 14 : An editor menu will pop up on the right.

Step 15 : Scroll down to Image Options and click Image Icon.

Step 16 : Click the +New Upload.

Step 17 : Double-click to select the image you want to use.

Step 18 : The image will automatically be replaced. You can repeat it throughout the pages to replace the images.

Step 19 : Do not forget to Click the Save Button.

Insert Video On The 1 Call Close Landing Page

Step 1 : Click on the Video placeholder.

Step 2 : An editor menu will pop up on the right.

Step 3 : Scroll down to Video Type.

Step 4 : Select Hosted Video.

Step 5 : Click Select Video.

Step 8 : Double-click this image.

Step 9 : Click Select Thumbnail (a cover photo for your video) if any.

Step 10 : Do not forget to Click the Save Button.

Insert Copy

Step 1 : Click Headline.

Step 2 : Edit the headline like a word document.

Step 3 : Edit your Sub-Headline.

Step 4 : If you'd like to format your text, simply highlight it, a format menu bar will pop up.

(you can choose Bold, Italic etc.)

Step 5 : Scroll down the page

Step 6 : Click the text box to edit text. You can repeat this step for all the text box in the rest of the pages.

Step 7 : Do not Forget to Click the SAVE BUTTON when you work your Funnel

Insert Form

Step 1 : On the top menu bar of page editor

Step 2 : Click Pop-up Settings > A pop-up will appear

Step 3 : Click on the form of the pop up >An editor menu will pop up on the right

Step 4 : Scroll down the editor menu, click these. And select your form that you wanted.

Step 5 : The form will be automatically replaced.

Step 6 : Close the Pop up > Hit the Save Button.

How to Edit the 1 Call Close Booking Page

Step 1 : On the top menu bar of page editor > Toggle the Icon

Step 2 : A page menu will pop up on your left.

Step 3 : Click the Booking Page > You'll be redirected to the next page of the funnel.

Step 4 : Click on the image placeholders throughout the funnel to replace your media.

Step 5 : Click on the Text Box throughout the funnel to replace your copy.

Step 6 : Do not Forget to Click the Save Button.

Mobile Optimization

It’s important to optimize for mobile because the sizes and layouts for desktop and mobile differ significantly. While the desktop view might look perfect, elements like text, images, padding, and margins can appear larger or misaligned on mobile devices.

By optimizing for mobile, you can:

Adjust text sizes to ensure readability.
Resize images so they fit properly.
Fine-tune padding and margins to prevent overlapping or excessive spacing.

Without mobile optimization, the design may look fine on a desktop but appear messy and unprofessional on mobile devices, which could affect user experience and engagement.

To optimize your funnel or website for mobile in Intellia, follow these steps:

1. Access the Funnel/Website Builder

Select the funnel or website you want to edit.

2. Switch to Mobile View

Open the editor for the selected funnel or website.

In the top-right corner of the editor, click on the mobile icon to switch to the mobile view.

3. Adjust Mobile-Specific Settings

Font Size & Spacing: Resize text and adjust padding/margin to ensure everything fits well on a smaller screen.

Visibility Settings: Use the visibility toggle to hide or display certain sections for mobile or desktop.

Example: Click on a section > Advanced Tab > Visibility > Select Mobile Only or Desktop Only.

4. Optimize for Scrolling

Avoid large blocks of text. Break up content into smaller chunks for easier readability.
Ensure that any horizontal scrolling is eliminated.

5. Test Your Mobile Design

After making adjustments, click the Save button and published then click Preview to test how it looks on mobile.
Use different devices to check compatibility.

6. Save Changes

Once satisfied, save your work by clicking the Save button and published in the top-right corner of the editor.

Note: When working on your funnel, it's essential to understand the difference between the Save button and the Publish button:

If the domain is not connected yet, you can simply click the Save button to retain any adjustments.
Once the domain is connected, you must click the Publish button after saving your changes. This ensures that all the adjustments are live and won't disappear.

Always double-check to publish your changes when the domain is connected to avoid losing your updates!

Best Practices:

Keep text concise for better readability.
Use mobile-friendly fonts and ensure a minimum font size of 14px.
Make sure all interactive elements, like buttons and links, are easy to tap.

1CallClose™ - 2. Customize Funnel