Tracking Your Funnels
Have you ever come across a funnel in your ClickFunnels account that you forgot about and then you realize that you’re paying money for ads to drive traffic there? Maybe you’ve set up optin forms on your website and then gotten busy on another project…
Wouldn’t it be great to be able to manage your funnels, know that you’re on top of keeping them optimized and performing as well as possible so that you’re increasing conversions, increasing revenue, and lowering your costs?
It can be difficult to keep track of all of your funnels and to know when to update split tests if you don’t have a good system set up.
I want to show you how you can set up your funnel optimization system so you can make more money, increase conversions, and stop wasting time.
When I first started creating funnels, I quickly realized that tracking and optimizing was just as important as getting the funnel created in the first place. Time and money were lost due to having no process in place to regularly monitor and update my split tests (you are split testing, right?).
Ready?
The good news is that you can set up your monitoring process so it takes less than 30 minutes per week, involves only a few steps per funnel, and depending on your business, can increase revenues by hundreds of dollars, thousands of dollars, or more — while dropping your ad spend.
Let’s see how you can quickly set up a monitoring system using free tools.
Here are the tools I’m going to use in this system — there are others available and I encourage you to test them out. However, if you don’t have a process or system yet, try using these tools and then customize as needed for the best results.
1. AirTable — https://airtable.com
2. Todoist — https://todoist.com
3. ClickFunnels — https://www.clickfunnels.com
Ok, let’s use the first tool on the list, AirTable. This is like a spreadsheet on steroids, with some great customization features…but let’s keep it simple for now!
We’re going to create a new “base” (their term for what we would call a spreadsheet) with a list of each funnel we want to track. Then we’ll set up a table (think of a spreadsheet “tab”) for each funnel that we want to track and optimize.
The base will look like this:
And here’s what the table(s) will look like — note: if you have more than one, you can duplicate your record and start tracking a new funnel by entering in that information.
There are some great advantages to tracking your changes in a place like this — let’s review a couple of the major points outlined in the picture above.
1. Be sure to write notes about the optimization you are doing. I use both a short and long description (if needed) so I know what was changed on the page.
2. You can use an “Active” column with a drop down menu to show which test is being done right now — this is important and makes it easy to sort.
3. Screenshots — if you’re more visually oriented or want to keep a history of designs to share, you can snag a screenshot of your test and upload it directly using an attachment column in AirTable.
How are we tracking the visits to the split test pages? Inside of ClickFunnels, you navigate to the “stats” tab of the funnel and adjust the dates as needed — very important to remember the correct dates since your last update, which is why we also record the date changes were made.
Once you’ve done that, you can use the ClickFunnels split test mechanism to tell you when you have a winner or use another statistical tool.
However, when should you be doing this?
How will you remember?
That’s where Todoist comes in!
This handy tool is great for recurring tasks and I highly recommend adding a daily, weekly, or monthly check using Todoist as a reminder.
The exact timeline for checking is dependent on how much traffic your funnels get, so plan accordingly.
Here’s how simple you can do this with Todoist:
In the image above, you’ll see the right hand column says “every Tuesday” — you just type in what sort of timeline you want this task to be presented for completion in your Todoist inbox.
For example, if you want to have it due every other Wednesday at 9am, you would just type “every other Wednesday at 9am”. How easy is that?
One more tip for using Todoist — be sure to include any links you might need. This will save you a ton of time over the long run. How many times have you had a reminder to look something up, update a spreadsheet or Google Doc and you spent 1 or 2 minutes hunting for it? If that’s a something you do daily, you’re spending nearly 9 hours a year just looking for that!
Now that you have a system in place for checking your funnels and the reminder to do it, be sure to schedule time in your calendar for not only checking, but optimizing the split tests.
Once you have this system in place you’re on your way to not only saving time and energy, but increasing revenue and saving money — split testing your way reliably and repeatedly!
I hope you enjoyed this article and will be able to put it to use in your business.
If you’re interested in optimization, automation, productivity, and time management like I am, you can find out even more and get in touch with me at www.productivity.academy. I not only work with building funnels and business, but helping other online entrepreneurs with their productivity and goals while helping with SEO & Digital Marketing training at www.semanticmastery.com.
Tracking Your Funnels
Have you ever come across a funnel in your ClickFunnels account that you forgot about and then you realize that you’re paying money for ads to drive traffic there? Maybe you’ve set up optin forms on your website and then gotten busy on another project…
Wouldn’t it be great to be able to manage your funnels, know that you’re on top of keeping them optimized and performing as well as possible so that you’re increasing conversions, increasing revenue, and lowering your costs?
It can be difficult to keep track of all of your funnels and to know when to update split tests if you don’t have a good system set up.
I want to show you how you can set up your funnel optimization system so you can make more money, increase conversions, and stop wasting time.
When I first started creating funnels, I quickly realized that tracking and optimizing was just as important as getting the funnel created in the first place. Time and money were lost due to having no process in place to regularly monitor and update my split tests (you are split testing, right?).
Ready?
The good news is that you can set up your monitoring process so it takes less than 30 minutes per week, involves only a few steps per funnel, and depending on your business, can increase revenues by hundreds of dollars, thousands of dollars, or more — while dropping your ad spend.
Let’s see how you can quickly set up a monitoring system using free tools.
Here are the tools I’m going to use in this system — there are others available and I encourage you to test them out. However, if you don’t have a process or system yet, try using these tools and then customize as needed for the best results.
1. AirTable — https://airtable.com
2. Todoist — https://todoist.com
3. ClickFunnels — https://www.clickfunnels.com
Ok, let’s use the first tool on the list, AirTable. This is like a spreadsheet on steroids, with some great customization features…but let’s keep it simple for now!
We’re going to create a new “base” (their term for what we would call a spreadsheet) with a list of each funnel we want to track. Then we’ll set up a table (think of a spreadsheet “tab”) for each funnel that we want to track and optimize.
The base will look like this:
And here’s what the table(s) will look like — note: if you have more than one, you can duplicate your record and start tracking a new funnel by entering in that information.
There are some great advantages to tracking your changes in a place like this — let’s review a couple of the major points outlined in the picture above.
1. Be sure to write notes about the optimization you are doing. I use both a short and long description (if needed) so I know what was changed on the page.
2. You can use an “Active” column with a drop down menu to show which test is being done right now — this is important and makes it easy to sort.
3. Screenshots — if you’re more visually oriented or want to keep a history of designs to share, you can snag a screenshot of your test and upload it directly using an attachment column in AirTable.
How are we tracking the visits to the split test pages? Inside of ClickFunnels, you navigate to the “stats” tab of the funnel and adjust the dates as needed — very important to remember the correct dates since your last update, which is why we also record the date changes were made.
Once you’ve done that, you can use the ClickFunnels split test mechanism to tell you when you have a winner or use another statistical tool.
However, when should you be doing this?
How will you remember?
That’s where Todoist comes in!
This handy tool is great for recurring tasks and I highly recommend adding a daily, weekly, or monthly check using Todoist as a reminder.
The exact timeline for checking is dependent on how much traffic your funnels get, so plan accordingly.
Here’s how simple you can do this with Todoist:
In the image above, you’ll see the right hand column says “every Tuesday” — you just type in what sort of timeline you want this task to be presented for completion in your Todoist inbox.
For example, if you want to have it due every other Wednesday at 9am, you would just type “every other Wednesday at 9am”. How easy is that?
One more tip for using Todoist — be sure to include any links you might need. This will save you a ton of time over the long run. How many times have you had a reminder to look something up, update a spreadsheet or Google Doc and you spent 1 or 2 minutes hunting for it? If that’s a something you do daily, you’re spending nearly 9 hours a year just looking for that!
Now that you have a system in place for checking your funnels and the reminder to do it, be sure to schedule time in your calendar for not only checking, but optimizing the split tests.
Once you have this system in place you’re on your way to not only saving time and energy, but increasing revenue and saving money — split testing your way reliably and repeatedly!
I hope you enjoyed this article and will be able to put it to use in your business.
If you’re interested in optimization, automation, productivity, and time management like I am, you can find out even more and get in touch with me at www.productivity.academy. I not only work with building funnels and business, but helping other online entrepreneurs with their productivity and goals while helping with SEO & Digital Marketing training at www.semanticmastery.com.