How to save a funnel as a template
Saved templates can ease our workload and make us feel less stressed, and, at the same time, they increase efficiency.
There's no longer a need to design a funnel every time you come up with a new campaign. All the time that's saved can be used on producing content and handling other important tasks.
Step 1: Creating a funnel
- You can either setup a new funnel for Cross-selling or Upselling (How to create an Upsell Funnel flow? or How to create a Cross-sell funnel flow?) or edit an existing funnel by selecting the funnel > Edit.
Step 2: Adding information
- After you finish configuring a funnel, click on Save as template at the top right corner:
Enter the template's information:
Template name
Description
Click Save to apply the settings.
Saved templates will be displayed on the Funnel Templates page:
If you have any questions during the setup, feel free to reach out to our 24/7 live chat support!